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, Q2 2023
Institutional positions in Aspen Technology, Inc. as of Jun 30, 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
- 357
- −19 vs. Q1 2023
- Shares held
- 28.8M
- −1.49M (−4.9%) vs. Q1 2023
- Total value
- $4.83B
- −$2.03B (−29.6%) vs. Q1 2023
- New holders
- 49
- 124 more added
- Sold out
- 68
- 139 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,008,974 | $839.6M | 0.02% | +188,131+3.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,597,022 | $602.9M | 1.69% | −720.0% | Reduced |
| Vanguard Group Inc | 2,929,161 | $491.0M | 0.01% | +62,578+2.2% | Added |
| State Street Corp | 972,627 | $163.0M | 0.01% | +15,831+1.7% | Added |
| Nordea Investment Management AB | 925,857 | $154.3M | 0.21% | −15,859−1.7% | Reduced |
| Neuberger Berman Group LLC | 915,708 | $153.5M | 0.14% | −37,234−3.9% | Reduced |
| Franklin Resources Inc | 756,871 | $126.9M | 0.06% | −401,346−34.7% | Reduced |
| Jackson Square Partners, LLC | 674,495 | $113.1M | 3.30% | −61,066−8.3% | Reduced |
| Bamco Inc | 560,277 | $93.9M | 0.26% | +4,455+0.8% | Added |
| Wells Fargo & Company | 518,220 | $86.9M | 0.03% | −2,113−0.4% | Reduced |
| Two Creeks Capital Management, LP | 509,017 | $85.3M | 5.13% | +358,832+238.9% | Added |
| Clearbridge Investments, LLC | 498,477 | $83.5M | 0.08% | +21,335+4.5% | Added |
| FMR LLC | 487,776 | $81.8M | 0.01% | −1,532,832−75.9% | Reduced |
| Geode Capital Management, LLC | 478,307 | $80.1M | 0.01% | +27,481+6.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 418,758 | $70.2M | 0.05% | −30,726−6.8% | Reduced |
| Lazard Asset Management LLC | 379,806 | $63.7M | 0.08% | −17,358−4.4% | Reduced |
| Independent Franchise Partners LLP | 339,968 | $57.0M | 0.48% | +339,968 | New |
| Norges Bank | 319,574 | $53.6M | 0.01% | +22,301+7.5% | Added |
| Valley Forge Capital Management, LPSuperinvestorValley Forge Capital | 295,485 | $49.5M | 1.68% | +120,000+68.4% | Added |
| TimesSquare Capital Management, LLC | 284,375 | $47.7M | 0.68% | +32,065+12.7% | Added |
| Bank of New York Mellon Corp | 281,665 | $47.2M | 0.01% | −9,140−3.1% | Reduced |
| Wellington Management Group LLP | 262,488 | $44.0M | 0.01% | +6,425+2.5% | Added |
| Raymond James & Associates | 241,194 | $40.4M | 0.03% | +3,650+1.5% | Added |
| Northern Trust Corp | 238,337 | $39.9M | 0.01% | −21,820−8.4% | Reduced |
| Janus Henderson Group PLC | 227,032 | $38.1M | 0.02% | −438−0.2% | Reduced |
| Deutsche Bank AG | 224,133 | $37.6M | 0.02% | +4,106+1.9% | Added |
| AXA S.A. | 218,964 | $36.7M | 0.12% | −1,731−0.8% | Reduced |
| Dimensional Fund Advisors LP | 209,602 | $35.1M | 0.01% | +796+0.4% | Added |
| Morgan Stanley | 209,557 | $35.1M | 0.00% | −29,536−12.4% | Reduced |
| Fisher Asset Management, LLC | 207,351 | $34.8M | 0.02% | +337+0.2% | Added |
| Credit Suisse AG | 207,039 | $34.7M | 0.03% | +151,341+271.7% | Added |
| Capital Research Global Investors | 192,192 | $32.2M | 0.01% | −19,509−9.2% | Reduced |
| Lord, Abbett & Co. LLC | 190,033 | $31.9M | 0.11% | +100,745+112.8% | Added |
| SEI Investments Co | 189,983 | $31.8M | 0.06% | −16,308−7.9% | Reduced |
| Fiera Capital Corp | 185,904 | $31.2M | 0.09% | +13,990+8.1% | Added |
| Stephens Investment Management Group LLC | 174,045 | $29.2M | 0.46% | +3,745+2.2% | Added |
| Pertento Partners LLP | 166,933 | $28.0M | 6.24% | +43,914+35.7% | Added |
| Charles Schwab Investment Management Inc | 158,658 | $26.6M | 0.01% | −1,341−0.8% | Reduced |
| Principal Financial Group Inc | 151,402 | $25.4M | 0.02% | −5,861−3.7% | Reduced |
| Aristotle Capital Boston, LLC | 123,345 | $20.7M | 0.62% | +2,861+2.4% | Added |
| Legal & General Group Plc | 122,805 | $20.6M | 0.01% | −13,882−10.2% | Reduced |
| UBS Asset Management Americas Inc | 81,725 | $18.7M | 0.01% | 00.0% | Unchanged |
| Swiss National Bank | 105,500 | $17.7M | 0.01% | −9,400−8.2% | Reduced |
| Envestnet Asset Management Inc | 102,921 | $17.3M | 0.01% | −205,934−66.7% | Reduced |
| Invesco Ltd. | 100,946 | $16.9M | 0.00% | +580+0.6% | Added |
| Stifel Financial Corp | 100,464 | $16.8M | 0.02% | −1,860−1.8% | Reduced |
| Rhumbline Advisers | 91,263 | $15.3M | 0.02% | −2,210−2.4% | Reduced |
| American Capital Management Inc | 87,238 | $14.6M | 0.51% | +74,381+578.5% | Added |
| Royal Bank of Canada | 83,313 | $14.0M | 0.00% | −33,252−28.5% | Reduced |
| Price T Rowe Associates Inc | 80,048 | $13.4M | 0.00% | −75,327−48.5% | Reduced |
| Nuveen Asset Management, LLC | 74,128 | $12.4M | 0.00% | +18,789+34.0% | Added |
| Howland Capital Management LLC | 70,805 | $11.9M | 0.68% | −5,133−6.8% | Reduced |
| JPMorgan Chase & Co | 68,240 | $11.4M | 0.00% | +16,275+31.3% | Added |
| Woodline Partners LP | 66,262 | $11.1M | 0.13% | +38,577+139.3% | Added |
| Citadel Advisors LLC | 62,363 | $10.5M | 0.01% | +43,544+231.4% | Added |
| Bank of America Corp | 61,378 | $10.3M | 0.00% | −35,374−36.6% | Reduced |
| Public Employees Retirement Association of Colorado | 60,532 | $10.1M | 0.05% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 57,064 | $9.56M | 0.15% | −3,538−5.8% | Reduced |
| California Public Employees Retirement System | 51,600 | $8.65M | 0.01% | −31,226−37.7% | Reduced |
| California State Teachers Retirement System | 47,822 | $8.02M | 0.01% | −414−0.9% | Reduced |
| American Century Companies Inc | 47,716 | $8.00M | 0.01% | −790−1.6% | Reduced |
| Barclays PLC | 47,075 | $7.89M | 0.01% | +19,378+70.0% | Added |
| Kornitzer Capital Management Inc | 46,327 | $7.76M | 0.15% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 44,553 | $7.47M | 0.00% | +2,392+5.7% | Added |
| American International Group, Inc. | 44,018 | $7.38M | 0.05% | −1,063−2.4% | Reduced |
| Candriam Luxembourg S.C.A. | 41,711 | $6.99M | 0.05% | −23,220−35.8% | Reduced |
| Natixis Advisors, L.P. | 40,866 | $6.85M | 0.02% | −8,698−17.5% | Reduced |
| Ameriprise Financial Inc | 40,635 | $6.81M | 0.00% | −88,696−68.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 40,050 | $6.71M | 0.26% | +233+0.6% | Added |
| Retirement Systems of Alabama | 37,618 | $6.31M | 0.03% | −465−1.2% | Reduced |
| Twinbeech Capital LP | 35,816 | $6.00M | 0.12% | +35,816 | New |
| Susquehanna International Group, LLP | 34,970 | $5.86M | 0.01% | +25,626+274.3% | Added |
| Goldman Sachs Group Inc | 32,555 | $5.46M | 0.00% | −234,461−87.8% | Reduced |
| Voya Investment Management LLC | 32,258 | $5.41M | 0.01% | −102,677−76.1% | Reduced |
| Truist Financial Corp | 32,107 | $5.38M | 0.01% | +242+0.8% | Added |
| Victory Capital Management Inc | 31,933 | $5.35M | 0.01% | +12,293+62.6% | Added |
| State Board of Administration of Florida Retirement System | 31,673 | $5.31M | 0.01% | +2,612+9.0% | Added |
| Rivermont Capital Management LP | 31,236 | $5.24M | 2.41% | +11,516+58.4% | Added |
| Janney Montgomery Scott LLC | 30,908 | $5.18M | 0.02% | +534+1.8% | Added |
| New York State Common Retirement Fund | 28,550 | $4.79M | 0.01% | −1,014−3.4% | Reduced |
| Squarepoint Ops LLC | 28,308 | $4.74M | 0.03% | +23,727+517.9% | Added |
| Citigroup Inc | 26,230 | $4.40M | 0.01% | +9,162+53.7% | Added |
| New York State Teachers Retirement System | 25,944 | $4.35M | 0.01% | 00.0% | Unchanged |
| Texas Permanent School Fund | 25,702 | $4.31M | 0.04% | −437−1.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 25,628 | $4.30M | 0.01% | −9,490−27.0% | Reduced |
| Amundi | 24,637 | $4.11M | 0.00% | +974+4.1% | Added |
| Ensign Peak Advisors, Inc | 23,809 | $3.99M | 0.01% | 00.0% | Unchanged |
| APG Asset Management N.V. | 25,916 | $3.98M | 0.01% | −53−0.2% | Reduced |
| NewEdge Wealth, LLC | 22,328 | $3.74M | 0.13% | +392+1.8% | Added |
| Swedbank AB | 22,313 | $3.74M | 0.01% | −22,500−50.2% | Reduced |
| Manufacturers Life Insurance Company, The | 22,120 | $3.71M | 0.00% | −89,728−80.2% | Reduced |
| Balyasny Asset Management LLC | 21,830 | $3.66M | 0.01% | +21,830 | New |
| Rockefeller Capital Management L.P. | 21,486 | $3.60M | 0.01% | +121+0.6% | Added |
| Aviva PLC | 21,447 | $3.59M | 0.01% | +1,115+5.5% | Added |
| Brown Brothers Harriman & Co | 21,262 | $3.56M | 0.03% | +9,134+75.3% | Added |
| Mutual of America Capital Management LLC | 21,225 | $3.56M | 0.04% | −2,210−9.4% | Reduced |
| Qube Research & Technologies Ltd | 20,482 | $3.43M | 0.01% | +7,316+55.6% | Added |
| Agf Management Ltd | 20,412 | $3.42M | 0.02% | +4,696+29.9% | Added |
| Voloridge Investment Management, LLC | 20,304 | $3.40M | 0.02% | +20,304 | New |
| RMB Capital Management, LLC | 19,517 | $3.27M | 0.11% | +695+3.7% | Added |