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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.

Institutional holdersQ1 2023: 376 institutions
Q1 2021: 376 institutionsQ2 2021: 364 institutionsQ3 2021: 351 institutionsQ4 2021: 382 institutionsQ1 2022: 381 institutionsQ2 2022: 318 institutionsQ3 2022: 341 institutionsQ4 2022: 385 institutionsQ1 2023: 376 institutionsQ2 2023: 357 institutionsQ3 2023: 370 institutionsQ4 2023: 372 institutionsQ1 2024: 390 institutionsQ2 2024: 395 institutionsQ3 2024: 426 institutionsQ4 2024: 450 institutionsQ1 2025: 7 institutionsQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2023: $6.86B
Q1 2021: $9.68BQ2 2021: $9.55BQ3 2021: $8.28BQ4 2021: $9.84BQ1 2022: $10.8BQ2 2022: $4.50BQ3 2022: $6.89BQ4 2022: $6.01BQ1 2023: $6.86BQ2 2023: $4.83BQ3 2023: $5.87BQ4 2023: $6.34BQ1 2024: $6.06BQ2 2024: $5.79BQ3 2024: $7.00BQ4 2024: $6.92BQ1 2025: $8.49MQ2 2025: $200Q3 2025: $200Q4 2025: $200Q1 2026: $200Q2 2026: $200
Institutions holding AZPN and their total value by quarter
QuarterHoldersValue
Q2 20261$200
Q1 20261$200
Q4 20251$200
Q3 20251$200
Q2 20251$200
Q1 20257$8.49M
Q4 2024450$6.92B
Q3 2024426$7.00B
Q2 2024395$5.79B
Q1 2024390$6.06B
Q4 2023372$6.34B
Q3 2023370$5.87B
Q2 2023357$4.83B
Q1 2023376$6.86B
Q4 2022385$6.01B
Q3 2022341$6.89B
Q2 2022318$4.50B
Q1 2022381$10.8B
Q4 2021382$9.84B
Q3 2021351$8.28B
Q2 2021364$9.55B
Q1 2021376$9.68B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q4 2022.

Institutions holding AZPN in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Mariner, LLC3,383$774.0K0.00%+338+11.1%Added
Close Asset Management Ltd3,339$764.0K0.04%00.0%Unchanged
Nissay Asset Management Corp3,268$747.9K0.01%−120−3.5%Reduced
First Trust Advisors LP3,251$744.1K0.00%+456+16.3%Added
Teacher Retirement System of Texas3,231$739.0K0.00%+80+2.5%Added
Empowered Funds, LLC2,998$686.2K0.04%+64+2.2%Added
JustInvest LLC2,743$627.8K0.02%+262+10.6%Added
Securian Asset Management, Inc2,715$621.4K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC2,713$620.9K0.01%+654+31.8%Added
Baker Tilly Wealth Management, LLC2,678$612.9K0.07%+3+0.1%Added
Equitable Trust Co2,614$598.3K0.05%−313−10.7%Reduced
Intercontinental Wealth Advisors, LLC2,594$593.7K0.15%+828+46.9%Added
British Columbia Investment Management Corp2,580$590.5K0.01%00.0%Unchanged
Crossmark Global Holdings, Inc.2,525$578.0K0.01%+114+4.7%Added
World Equity Group, Inc.62,038$556.5K0.09%+62,038New
TriaGen Wealth Management LLC2,359$539.9K0.27%+2,359New
FourThought Financial Partners, LLC2,354$538.8K0.07%+9+0.4%Added
Prudential PLC2,288$523.7K0.01%+5+0.2%Added
Garrison Asset Management, LLC2,273$520.2K0.32%−10.0%Reduced
Nichols & Pratt Advisers LLP2,269$519.3K0.04%−46−2.0%Reduced
The PNC Financial Services Group, Inc.2,246$514.0K0.00%−65−2.8%Reduced
Shell Asset Management Co2,201$504.0K0.02%−8−0.4%Reduced
Maryland State Retirement & Pension System2,170$496.6K0.01%00.0%Unchanged
Assenagon Asset Management S.A.2,120$485.2K0.00%−106−4.8%Reduced
Blue Zone Wealth Advisors, LLC2,090$478.3K0.26%00.0%Unchanged
DuPont Capital Management Corp2,049$469.0K0.02%−775−27.4%Reduced
Ethic Inc.2,044$467.8K0.02%+513+33.5%Added
Outlook Wealth Advisors, LLC2,031$464.8K0.21%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.2,001$458.0K0.00%+391+24.3%Added
Sumitomo Mitsui DS Asset Management Company, Ltd1,985$454.3K0.01%00.0%Unchanged
Studio Investment Management LLC1,973$451.6K0.14%−155−7.3%Reduced
MML Investors Services, LLC1,956$448.0K0.00%−1,745−47.1%Reduced
ProShare Advisors LLC1,894$433.5K0.00%−721−27.6%Reduced
Schroder Investment Management Group1,894$433.5K0.00%+373+24.5%Added
AQR Capital Management LLC1,937$430.3K0.00%+7+0.4%Added
Tower Research Capital LLC (TRC)1,871$428.0K0.01%+1,147+158.4%Added
Diametric Capital, LP1,851$423.6K0.20%+1,851New
Wesbanco Bank Inc1,807$414.0K0.02%+179+11.0%Added
Marshall Wace, LLP1,798$411.5K0.00%+1,798New
TD Asset Management Inc1,791$409.9K0.00%−229−11.3%Reduced
Cetera Advisor Networks LLC1,789$409.4K0.00%+302+20.3%Added
Meridian Financial Partners LLC1,764$407.0K0.46%00.0%Unchanged
Schonfeld Strategic Advisors LLC1,766$404.2K0.00%+1,766New
Public Sector Pension Investment Board1,765$404.0K0.00%+165+10.3%Added
EverSource Wealth Advisors, LLC1,756$401.9K0.05%+503+40.1%Added
Pacer Advisors, Inc.1,750$400.5K0.00%−3,836−68.7%Reduced
Assetmark, Inc1,694$387.7K0.00%−79−4.5%Reduced
Mitchell & Pahl Private Wealth, LLC1,668$381.8K0.24%+60+3.7%Added
Commonwealth Equity Services, LLC1,658$379.0K0.00%+424+34.4%Added
Ieq Capital, LLC1,646$376.7K0.01%−79−4.6%Reduced
Exchange Capital Management, Inc.1,580$361.6K0.07%00.0%Unchanged
National Asset Management, Inc.1,580$361.6K0.01%+379+31.6%Added
Moneta Group Investment Advisors LLC1,532$350.6K0.01%−43−2.7%Reduced
Stephens Inc1,527$349.5K0.01%+168+12.4%Added
HighTower Advisors, LLC1,504$345.0K0.00%−981−39.5%Reduced
Affinity Investment Advisors, LLC1,480$338.7K0.18%00.0%Unchanged
Lincoln National Corp1,466$335.5K0.01%+22+1.5%Added
Shelton Capital Management1,464$335.1K0.01%−47−3.1%Reduced
Precision Wealth Strategies, LLC1,444$330.5K0.52%−54−3.6%Reduced
Captrust Financial Advisors1,443$330.3K0.00%−1,324−47.8%Reduced
D.A. Davidson & Co.1,476$326.7K0.00%00.0%Unchanged
Curated Wealth Partners LLC1,416$324.1K0.07%00.0%Unchanged
Commerce Bank1,413$323.4K0.00%−62−4.2%Reduced
Pathstone Family Office, LLC1,403$321.1K0.01%+1,403New
Ontario Teachers Pension Plan Board1,338$306.2K0.00%00.0%Unchanged
Whittier Trust Co1,324$303.0K0.01%−126−8.7%Reduced
E. Ohman J:or Asset Management AB1,300$297.5K0.01%00.0%Unchanged
First Manhattan Co1,281$293.2K0.00%−57−4.3%Reduced
Ergoteles LLC1,274$291.6K0.01%+1,274New
CenterBook Partners LP1,248$285.6K0.04%−2,468−66.4%Reduced
Alliance Wealth Advisors, LLC1,224$280.1K0.11%+51+4.3%Added
Creative Planning1,223$280.0K0.00%+1,223New
Tiaa, FSB1,209$276.7K0.00%−24−1.9%Reduced
Kestra Advisory Services, LLC1,162$265.9K0.00%−363−23.8%Reduced
SYSTM Wealth Solutions LLC1,153$263.9K0.04%+97+9.2%Added
Veritable, L.P.1,142$261.4K0.00%+99+9.5%Added
Wallace Advisory Group, LLC1,131$258.9K0.20%−6−0.5%Reduced
Wealth Alliance1,131$258.9K0.04%+1,131New
Winton Group Ltd1,111$254.3K0.02%+1,111New
Bessemer Group Inc1,072$246.0K0.00%−151,193−99.3%Reduced
Pacific Global Investment Management CO1,048$239.9K0.05%−6−0.6%Reduced
Profund Advisors LLC1,046$239.4K0.01%−208−16.6%Reduced
Quantum Private Wealth, LLC988$226.1K0.12%00.0%Unchanged
Advisor Partners II, LLC987$225.9K0.01%+987New
Shepherd Financial Partners LLC970$222.0K0.04%+970New
Thrive Wealth Management, LLC967$221.3K0.06%+967New
Cetera Investment Advisers965$220.9K0.00%+965New
Aureus Asset Management, LLC956$218.8K0.02%+956New
Oppenheimer Asset Management Inc.954$218.3K0.00%−5,227−84.6%Reduced
Benjamin Edwards Inc948$217.0K0.05%−82−8.0%Reduced
Presidio Capital Management, LLC947$216.7K0.19%+947New
Pitcairn Co931$213.1K0.02%+931New
Hantz Financial Services, Inc.899$206.0K0.01%+89+11.0%Added
Alberta Investment Management Corp900$206.0K0.00%+900New
Blair William & Co889$203.5K0.00%−98−9.9%Reduced
Foundry Partners, LLC886$202.8K0.01%+886New
Lido Advisors, LLC875$200.3K0.00%+875New
Macquarie Group Ltd836$192.2K0.00%−263,835−99.7%Reduced
Eagle Bay Advisors LLC758$173.5K0.10%+148+24.3%Added
Vestcor Inc688$157.0K0.01%00.0%Unchanged