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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 4,811 | $1.10M | 0.02% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 5,172 | $1.18M | 0.01% | +192+3.9% | Added |
| New Mexico Educational Retirement Board | 5,222 | $1.20M | 0.06% | +800+18.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,461 | $1.25M | 0.01% | +348+6.8% | Added |
| STRS Ohio | 5,802 | $1.33M | 0.01% | −688−10.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 5,796 | $1.33M | 0.01% | −476−7.6% | Reduced |
| Segall Bryant & Hamill, LLC | 5,810 | $1.33M | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 6,100 | $1.40M | 0.01% | +6,100 | New |
| Torray LLC | 6,114 | $1.40M | 0.25% | +53+0.9% | Added |
| Tredje AP-fonden | 6,158 | $1.41M | 0.02% | +296+5.0% | Added |
| Linden Thomas Advisory Services, LLC | 6,256 | $1.43M | 0.36% | +322+5.4% | Added |
| Wilkins Investment Counsel Inc | 6,300 | $1.44M | 0.38% | −50−0.8% | Reduced |
| Atria Wealth Solutions, Inc. | 6,323 | $1.45M | 0.02% | +506+8.7% | Added |
| Estate Counselors, LLC | 6,350 | $1.45M | 0.19% | +6,350 | New |
| Northwestern Mutual Investment Management Company, LLC | 6,467 | $1.48M | 0.04% | +3,780+140.7% | Added |
| Xponance, Inc. | 6,519 | $1.49M | 0.02% | −8−0.1% | Reduced |
| Storebrand Asset Management AS | 6,572 | $1.50M | 0.01% | +938+16.6% | Added |
| IFM Investors Pty Ltd | 6,578 | $1.51M | 0.02% | +89+1.4% | Added |
| Nomura Asset Management Co Ltd | 6,814 | $1.56M | 0.01% | +244+3.7% | Added |
| Korea Investment CORP | 6,962 | $1.59M | 0.00% | −1,782−20.4% | Reduced |
| Azzad Asset Management Inc | 7,024 | $1.61M | 0.23% | +1,564+28.6% | Added |
| Westpac Banking Corp | 7,127 | $1.63M | 0.02% | +5,142+259.0% | Added |
| Axxcess Wealth Management, LLC | 7,323 | $1.68M | 0.13% | +1,350+22.6% | Added |
| Ameritas Investment Partners, Inc. | 7,420 | $1.70M | 0.07% | −96−1.3% | Reduced |
| Louisiana State Employees Retirement System | 7,700 | $1.76M | 0.04% | −100−1.3% | Reduced |
| Guggenheim Capital LLC | 7,919 | $1.81M | 0.02% | −3,536−30.9% | Reduced |
| Man Group plc | – | $1.82M | 0.01% | – | – |
| Polen Capital Management LLC | 8,257 | $1.89M | 0.00% | −292−3.4% | Reduced |
| Arizona State Retirement System | 8,443 | $1.93M | 0.02% | +236+2.9% | Added |
| State of Michigan Retirement System | 8,507 | $1.95M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,889 | $2.03M | 0.00% | −1,408−13.7% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 8,961 | $2.05M | 0.11% | +1,060+13.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 9,047 | $2.07M | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 9,061 | $2.07M | 0.05% | +5,562+159.0% | Added |
| South Dakota Investment Council | 9,066 | $2.08M | 0.04% | +4,800+112.5% | Added |
| Susquehanna International Group, LLP | 9,344 | $2.14M | 0.00% | +8,272+771.6% | Added |
| Zacks Investment Management | 9,499 | $2.17M | 0.03% | +176+1.9% | Added |
| Oribel Capital Management, LP | 20,200 | $2.21M | 0.50% | +20,200 | New |
| Swiss Life Asset Management Ltd | 10,445 | $2.39M | 0.04% | +9,225+756.1% | Added |
| Jefferies Financial Group Inc. | 10,718 | $2.45M | 0.05% | +10,718 | New |
| Echo Street Capital Management LLC | 11,275 | $2.58M | 0.02% | +11,275 | New |
| Synovus Financial Corp | 11,527 | $2.64M | 0.03% | −939−7.5% | Reduced |
| TD Private Client Wealth LLC | 11,628 | $2.66M | 0.12% | +4,034+53.1% | Added |
| Thrivent Financial for Lutherans | 11,741 | $2.69M | 0.01% | −4,924−29.5% | Reduced |
| Treasurer of the State of North Carolina | 11,784 | $2.70M | 0.02% | +79+0.7% | Added |
| Weiss Asset Management LP | 12,027 | $2.75M | 0.22% | +12,027 | New |
| Atria Investments LLC | 12,100 | $2.77M | 0.05% | +2,342+24.0% | Added |
| Brown Brothers Harriman & Co | 12,128 | $2.78M | 0.02% | +9,993+468.1% | Added |
| Polar Capital Holdings Plc | 12,282 | $2.81M | 0.02% | +3,000+32.3% | Added |
| Baker Avenue Asset Management, LP | 12,313 | $2.82M | 0.15% | +12,121+6,313.0% | Added |
| American Capital Management Inc | 12,857 | $2.94M | 0.10% | +189+1.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,128 | $3.00M | 0.03% | +63+0.5% | Added |
| Qube Research & Technologies Ltd | 13,166 | $3.01M | 0.02% | −59,393−81.9% | Reduced |
| UBS Group AG | 13,297 | $3.04M | 0.00% | +432+3.4% | Added |
| Public Employees Retirement System of Ohio | 13,403 | $3.07M | 0.01% | −1,204−8.2% | Reduced |
| Snider Financial Group | 13,540 | $3.10M | 1.65% | −475−3.4% | Reduced |
| Asset Management One Co.,Ltd. | 13,670 | $3.13M | 0.01% | +2,565+23.1% | Added |
| Pictet Asset Management SA | 13,678 | $3.13M | 0.00% | +3,339+32.3% | Added |
| Susquehanna Fundamental Investments, LLC | 14,303 | $3.27M | 0.08% | −9,512−39.9% | Reduced |
| Argent Capital Management LLC | 14,442 | $3.31M | 0.11% | +47+0.3% | Added |
| Sit Investment Associates Inc | 14,547 | $3.33M | 0.09% | 00.0% | Unchanged |
| LPL Financial LLC | 14,669 | $3.36M | 0.00% | +814+5.9% | Added |
| Yousif Capital Management, LLC | 14,847 | $3.40M | 0.04% | −45−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,027 | $3.44M | 0.30% | +3,248+27.6% | Added |
| State of Wisconsin Investment Board | 15,394 | $3.52M | 0.01% | +639+4.3% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 15,600 | $3.57M | 0.02% | −7,700−33.0% | Reduced |
| Agf Management Ltd | 15,716 | $3.60M | 0.02% | +15,716 | New |
| State of Tennessee, Treasury Department | 15,958 | $3.65M | 0.02% | −1,042−6.1% | Reduced |
| KBC Group NV | 16,090 | $3.68M | 0.02% | +416+2.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 16,150 | $3.70M | 0.05% | +2,050+14.5% | Added |
| Daiwa Securities Group Inc. | 16,284 | $3.73M | 0.03% | −1,340−7.6% | Reduced |
| State of New Jersey Common Pension Fund D | 16,467 | $3.77M | 0.01% | −558−3.3% | Reduced |
| TownSquare Capital, LLC | 16,491 | $3.77M | 0.08% | +284+1.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 16,723 | $3.83M | 0.01% | +761+4.8% | Added |
| US Bancorp | 16,845 | $3.86M | 0.01% | −893−5.0% | Reduced |
| Regions Financial Corp | 17,006 | $3.89M | 0.03% | −178−1.0% | Reduced |
| Citigroup Inc | 17,068 | $3.91M | 0.01% | −8,111−32.2% | Reduced |
| ExodusPoint Capital Management, LP | 17,171 | $3.93M | 0.04% | +12,588+274.7% | Added |
| Colony Group LLC | 17,309 | $3.96M | 0.06% | −455−2.6% | Reduced |
| Brown Advisory Inc | 17,948 | $4.11M | 0.01% | −100−0.6% | Reduced |
| Boston Trust Walden Corp | 18,073 | $4.14M | 0.04% | −89,413−83.2% | Reduced |
| Advisor Group Holdings, Inc. | 18,175 | $4.16M | 0.01% | +5,069+38.7% | Added |
| Citadel Advisors LLC | 18,819 | $4.31M | 0.00% | +10,120+116.3% | Added |
| RMB Capital Management, LLC | 18,822 | $4.31M | 0.15% | −220−1.2% | Reduced |
| MetLife Investment Management | 18,903 | $4.33M | 0.03% | −414−2.1% | Reduced |
| Oregon Public Employees Retirement Fund | 19,505 | $4.46M | 0.06% | −341−1.7% | Reduced |
| Victory Capital Management Inc | 19,640 | $4.50M | 0.01% | −8,330−29.8% | Reduced |
| Rivermont Capital Management LP | 19,720 | $4.51M | 2.48% | −6,805−25.7% | Reduced |
| Aviva PLC | 20,332 | $4.65M | 0.02% | −10,533−34.1% | Reduced |
| Amalgamated Bank | 21,027 | $4.81M | 0.04% | −1,003−4.6% | Reduced |
| Rockefeller Capital Management L.P. | 21,365 | $4.89M | 0.02% | +4,007+23.1% | Added |
| NewEdge Wealth, LLC | 21,936 | $5.02M | 0.19% | +4,863+28.5% | Added |
| Mutual of America Capital Management LLC | 23,435 | $5.36M | 0.06% | −405−1.7% | Reduced |
| Amundi | 23,663 | $5.39M | 0.00% | −4,954−17.3% | Reduced |
| Ensign Peak Advisors, Inc | 23,809 | $5.45M | 0.01% | +5,650+31.1% | Added |
| APG Asset Management N.V. | 25,969 | $5.47M | 0.01% | −3,957−13.2% | Reduced |
| New York State Teachers Retirement System | 25,944 | $5.94M | 0.01% | 00.0% | Unchanged |
| HRT Financial LP | 26,137 | $5.98M | 0.07% | +16,318+166.2% | Added |
| Texas Permanent School Fund | 26,139 | $5.98M | 0.06% | +6,526+33.3% | Added |
| Woodline Partners LP | 27,685 | $6.34M | 0.09% | +214+0.8% | Added |