Aspen Technology, Inc.
AZPNDelisted Mar 12, 2025- Industry
- Services-Computer Programming Services
- SEC CIK
- 0001897982
Aspen Technology, Inc. was delisted on Mar 12, 2025; its insiders filed their last Form 4 on Mar 13, 2025; 450 institutions reported holding it in 13F filings for Q4 2024, worth $6.92B in total; no superinvestor held it.
13F holders, Q1 2023
Institutional positions in Aspen Technology, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 376
- 0 vs. Q4 2022
- Shares held
- 30.3M
- +996.7K (+3.4%) vs. Q4 2022
- Total value
- $6.86B
- +$853.0M (+14.2%) vs. Q4 2022
- New holders
- 55
- 143 more added
- Sold out
- 55
- 133 more reduced
9 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AZPN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $200 |
| Q1 2026 | 1 | $200 |
| Q4 2025 | 1 | $200 |
| Q3 2025 | 1 | $200 |
| Q2 2025 | 1 | $200 |
| Q1 2025 | 7 | $8.49M |
| Q4 2024 | 450 | $6.92B |
| Q3 2024 | 426 | $7.00B |
| Q2 2024 | 395 | $5.79B |
| Q1 2024 | 390 | $6.06B |
| Q4 2023 | 372 | $6.34B |
| Q3 2023 | 370 | $5.87B |
| Q2 2023 | 357 | $4.83B |
| Q1 2023 | 376 | $6.86B |
| Q4 2022 | 385 | $6.01B |
| Q3 2022 | 341 | $6.89B |
| Q2 2022 | 318 | $4.50B |
| Q1 2022 | 381 | $10.8B |
| Q4 2021 | 382 | $9.84B |
| Q3 2021 | 351 | $8.28B |
| Q2 2021 | 364 | $9.55B |
| Q1 2021 | 376 | $9.68B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Veritable, L.P. | 1,142 | $261.4K | 0.00% | +99+9.5% | Added |
| SYSTM Wealth Solutions LLC | 1,153 | $263.9K | 0.04% | +97+9.2% | Added |
| Kestra Advisory Services, LLC | 1,162 | $265.9K | 0.00% | −363−23.8% | Reduced |
| Tiaa, FSB | 1,209 | $276.7K | 0.00% | −24−1.9% | Reduced |
| Creative Planning | 1,223 | $280.0K | 0.00% | +1,223 | New |
| Alliance Wealth Advisors, LLC | 1,224 | $280.1K | 0.11% | +51+4.3% | Added |
| CenterBook Partners LP | 1,248 | $285.6K | 0.04% | −2,468−66.4% | Reduced |
| Ergoteles LLC | 1,274 | $291.6K | 0.01% | +1,274 | New |
| First Manhattan Co | 1,281 | $293.2K | 0.00% | −57−4.3% | Reduced |
| E. Ohman J:or Asset Management AB | 1,300 | $297.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,324 | $303.0K | 0.01% | −126−8.7% | Reduced |
| Ontario Teachers Pension Plan Board | 1,338 | $306.2K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,403 | $321.1K | 0.01% | +1,403 | New |
| Commerce Bank | 1,413 | $323.4K | 0.00% | −62−4.2% | Reduced |
| Curated Wealth Partners LLC | 1,416 | $324.1K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 1,476 | $326.7K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,443 | $330.3K | 0.00% | −1,324−47.8% | Reduced |
| Precision Wealth Strategies, LLC | 1,444 | $330.5K | 0.52% | −54−3.6% | Reduced |
| Shelton Capital Management | 1,464 | $335.1K | 0.01% | −47−3.1% | Reduced |
| Lincoln National Corp | 1,466 | $335.5K | 0.01% | +22+1.5% | Added |
| Affinity Investment Advisors, LLC | 1,480 | $338.7K | 0.18% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,504 | $345.0K | 0.00% | −981−39.5% | Reduced |
| Stephens Inc | 1,527 | $349.5K | 0.01% | +168+12.4% | Added |
| Moneta Group Investment Advisors LLC | 1,532 | $350.6K | 0.01% | −43−2.7% | Reduced |
| Exchange Capital Management, Inc. | 1,580 | $361.6K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,580 | $361.6K | 0.01% | +379+31.6% | Added |
| Ieq Capital, LLC | 1,646 | $376.7K | 0.01% | −79−4.6% | Reduced |
| Commonwealth Equity Services, LLC | 1,658 | $379.0K | 0.00% | +424+34.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,668 | $381.8K | 0.24% | +60+3.7% | Added |
| Assetmark, Inc | 1,694 | $387.7K | 0.00% | −79−4.5% | Reduced |
| Pacer Advisors, Inc. | 1,750 | $400.5K | 0.00% | −3,836−68.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,756 | $401.9K | 0.05% | +503+40.1% | Added |
| Public Sector Pension Investment Board | 1,765 | $404.0K | 0.00% | +165+10.3% | Added |
| Schonfeld Strategic Advisors LLC | 1,766 | $404.2K | 0.00% | +1,766 | New |
| Meridian Financial Partners LLC | 1,764 | $407.0K | 0.46% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 1,789 | $409.4K | 0.00% | +302+20.3% | Added |
| TD Asset Management Inc | 1,791 | $409.9K | 0.00% | −229−11.3% | Reduced |
| Marshall Wace, LLP | 1,798 | $411.5K | 0.00% | +1,798 | New |
| Wesbanco Bank Inc | 1,807 | $414.0K | 0.02% | +179+11.0% | Added |
| Diametric Capital, LP | 1,851 | $423.6K | 0.20% | +1,851 | New |
| Tower Research Capital LLC (TRC) | 1,871 | $428.0K | 0.01% | +1,147+158.4% | Added |
| AQR Capital Management LLC | 1,937 | $430.3K | 0.00% | +7+0.4% | Added |
| ProShare Advisors LLC | 1,894 | $433.5K | 0.00% | −721−27.6% | Reduced |
| Schroder Investment Management Group | 1,894 | $433.5K | 0.00% | +373+24.5% | Added |
| MML Investors Services, LLC | 1,956 | $448.0K | 0.00% | −1,745−47.1% | Reduced |
| Studio Investment Management LLC | 1,973 | $451.6K | 0.14% | −155−7.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,985 | $454.3K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,001 | $458.0K | 0.00% | +391+24.3% | Added |
| Outlook Wealth Advisors, LLC | 2,031 | $464.8K | 0.21% | 00.0% | Unchanged |
| Ethic Inc. | 2,044 | $467.8K | 0.02% | +513+33.5% | Added |
| DuPont Capital Management Corp | 2,049 | $469.0K | 0.02% | −775−27.4% | Reduced |
| Blue Zone Wealth Advisors, LLC | 2,090 | $478.3K | 0.26% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 2,120 | $485.2K | 0.00% | −106−4.8% | Reduced |
| Maryland State Retirement & Pension System | 2,170 | $496.6K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,201 | $504.0K | 0.02% | −8−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 2,246 | $514.0K | 0.00% | −65−2.8% | Reduced |
| Nichols & Pratt Advisers LLP | 2,269 | $519.3K | 0.04% | −46−2.0% | Reduced |
| Garrison Asset Management, LLC | 2,273 | $520.2K | 0.32% | −10.0% | Reduced |
| Prudential PLC | 2,288 | $523.7K | 0.01% | +5+0.2% | Added |
| FourThought Financial Partners, LLC | 2,354 | $538.8K | 0.07% | +9+0.4% | Added |
| TriaGen Wealth Management LLC | 2,359 | $539.9K | 0.27% | +2,359 | New |
| World Equity Group, Inc. | 62,038 | $556.5K | 0.09% | +62,038 | New |
| Crossmark Global Holdings, Inc. | 2,525 | $578.0K | 0.01% | +114+4.7% | Added |
| British Columbia Investment Management Corp | 2,580 | $590.5K | 0.01% | 00.0% | Unchanged |
| Intercontinental Wealth Advisors, LLC | 2,594 | $593.7K | 0.15% | +828+46.9% | Added |
| Equitable Trust Co | 2,614 | $598.3K | 0.05% | −313−10.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,678 | $612.9K | 0.07% | +3+0.1% | Added |
| Steward Partners Investment Advisory, LLC | 2,713 | $620.9K | 0.01% | +654+31.8% | Added |
| Securian Asset Management, Inc | 2,715 | $621.4K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 2,743 | $627.8K | 0.02% | +262+10.6% | Added |
| Empowered Funds, LLC | 2,998 | $686.2K | 0.04% | +64+2.2% | Added |
| Teacher Retirement System of Texas | 3,231 | $739.0K | 0.00% | +80+2.5% | Added |
| First Trust Advisors LP | 3,251 | $744.1K | 0.00% | +456+16.3% | Added |
| Nissay Asset Management Corp | 3,268 | $747.9K | 0.01% | −120−3.5% | Reduced |
| Close Asset Management Ltd | 3,339 | $764.0K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 3,383 | $774.0K | 0.00% | +338+11.1% | Added |
| SG Americas Securities, LLC | 3,402 | $779.0K | 0.01% | −309−8.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 3,407 | $780.0K | 0.00% | −344−9.2% | Reduced |
| Jump Financial, LLC | 3,430 | $785.0K | 0.03% | −554−13.9% | Reduced |
| Federated Hermes, Inc. | 3,491 | $799.0K | 0.00% | −49−1.4% | Reduced |
| DekaBank Deutsche Girozentrale | 3,756 | $808.0K | 0.00% | +517+16.0% | Added |
| Banque Pictet & Cie SA | 3,558 | $814.3K | 0.01% | +448+14.4% | Added |
| Lighthouse Investment Partners, LLC | 3,600 | $823.9K | 0.07% | +3,600 | New |
| Bank of Nova Scotia | 3,755 | $859.3K | 0.00% | +1,168+45.1% | Added |
| Millennium Management LLC | 3,793 | $868.0K | 0.00% | −8,051−68.0% | Reduced |
| LVW Advisors, LLC | 3,804 | $870.6K | 0.17% | +1,532+67.4% | Added |
| First Republic Investment Management, Inc. | 3,838 | $878.4K | 0.00% | +984+34.5% | Added |
| Bank of Montreal | 3,826 | $881.2K | 0.00% | −97−2.5% | Reduced |
| D. E. Shaw & Co., Inc. | 3,900 | $892.6K | 0.00% | +1,900+95.0% | Added |
| Prudential Financial Inc | 4,688 | $896.5K | 0.00% | −4−0.1% | Reduced |
| Allianz Asset Management GmbH | 3,974 | $909.5K | 0.00% | +3,974 | New |
| State of Alaska, Department of Revenue | 4,017 | $919.0K | 0.01% | −45−1.1% | Reduced |
| Gulf International Bank (UK) Ltd | 4,034 | $923.0K | 0.02% | −2,316−36.5% | Reduced |
| FDx Advisors, Inc. | 4,555 | $936.0K | 0.04% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 4,134 | $946.1K | 0.20% | +4,134 | New |
| Advisor OS, LLC | 4,160 | $952.1K | 0.23% | +1,483+55.4% | Added |
| Teachers Retirement System of the State of Kentucky | 4,580 | $1.05M | 0.01% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,581 | $1.05M | 0.01% | −17,364−79.1% | Reduced |
| Boothbay Fund Management, LLC | 4,600 | $1.05M | 0.03% | +4,600 | New |
| M&T Bank Corp | 4,783 | $1.09M | 0.00% | −376−7.3% | Reduced |