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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $168 | 0.00% | −7−87.5% | Reduced |
| Glassman Wealth Services | 1 | $168 | 0.00% | −6−85.7% | Reduced |
| Crewe Advisors LLC | 1 | $168 | 0.00% | +1 | New |
| Allspring Global Investments Holdings, LLC | 2 | $335 | 0.00% | −109−98.2% | Reduced |
| GWM Advisors LLC | 2 | $335 | 0.00% | +2 | New |
| Glass Jacobson Investment Advisors llc | 3 | $503 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 5 | $838 | 0.00% | −8−61.5% | Reduced |
| Toronto Dominion Bank | 7 | $1.00K | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 7 | $1.17K | 0.00% | +7 | New |
| Cherry Tree Wealth Management, LLC | 7 | $1.17K | 0.00% | +7 | New |
| Cullen/Frost Bankers, Inc. | 8 | $1.34K | 0.00% | +2+33.3% | Added |
| Farther Finance Advisors, LLC | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $1.84K | 0.00% | −30−73.2% | Reduced |
| Versant Capital Management, Inc | 11 | $1.84K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $2.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $2.35K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 16 | $2.68K | 0.00% | +1+6.7% | Added |
| Key Financial Inc | 16 | $2.68K | 0.00% | +16 | New |
| Wolff Wiese Magana LLC | 17 | $2.85K | 0.00% | +17 | New |
| Stuart Chaussee & Associates, Inc. | 18 | $3.02K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $3.35K | 0.00% | −14−41.2% | Reduced |
| Copeland Capital Management, LLC | 20 | $3.35K | 0.00% | +20 | New |
| Earnest Partners LLC | 21 | $3.52K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 22 | $3.69K | 0.00% | +22 | New |
| Thomas J. Herzfeld Advisors, Inc. | 23 | $3.85K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 28 | $4.69K | 0.00% | +28 | New |
| CVA Family Office, LLC | 29 | $4.86K | 0.00% | +29 | New |
| Prestige Wealth Management Group LLC | 35 | $5.87K | 0.00% | +33+1,650.0% | Added |
| Global Retirement Partners, LLC | 41 | $6.87K | 0.00% | −14−25.5% | Reduced |
| IFP Advisors, Inc | 42 | $6.99K | 0.00% | −108−72.0% | Reduced |
| C M Bidwell & Associates Ltd | 42 | $7.04K | 0.01% | −517−92.5% | Reduced |
| Column Capital Advisors, LLC | 42 | $7.04K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 45 | $7.54K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 47 | $7.88K | 0.00% | −34−42.0% | Reduced |
| Quent Capital, LLC | 49 | $8.21K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 50 | $8.38K | 0.00% | −31−38.3% | Reduced |
| WealthPLAN Partners, LLC | 53 | $8.88K | 0.00% | −42−44.2% | Reduced |
| GoalVest Advisory LLC | 58 | $9.72K | 0.01% | +58 | New |
| First Capital Advisors Group, LLC. | 69 | $11.6K | 0.01% | +69 | New |
| Ci Investments Inc. | 78 | $13.0K | 0.00% | +1+1.3% | Added |
| Parallel Advisors, LLC | 81 | $13.6K | 0.00% | +13+19.1% | Added |
| First Horizon Advisors, Inc. | 90 | $15.1K | 0.00% | −28−23.7% | Reduced |
| SRS Capital Advisors, Inc. | 97 | $16.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 97 | $16.3K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 101 | $16.9K | 0.00% | +72+248.3% | Added |
| National Bank of Canada | 105 | $17.6K | 0.00% | −1−0.9% | Reduced |
| JJJ Advisors Inc. | 111 | $18.6K | 0.01% | +70+170.7% | Added |
| Venturi Wealth Management, LLC | 118 | $19.8K | 0.00% | +31+35.6% | Added |
| WealthPlan Investment Management, LLC | 123 | $20.6K | 0.01% | −439−78.1% | Reduced |
| Compass Wealth Management LLC | 140 | $23.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 157 | $26.0K | 0.00% | +14+9.8% | Added |
| Achmea Investment Management B.V. | 157 | $26.0K | 0.00% | +157 | New |
| Federation des caisses Desjardins du Quebec | 160 | $26.8K | 0.00% | +160 | New |
| Quadrant Capital Group LLC | 165 | $27.7K | 0.00% | −192−53.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 179 | $30.0K | 0.00% | +92+105.7% | Added |
| Fifth Third Bancorp | 180 | $30.2K | 0.00% | +44+32.4% | Added |
| Van Eck Associates Corp | 182 | $31.0K | 0.00% | −217−54.4% | Reduced |
| Signaturefd, LLC | 197 | $33.0K | 0.00% | +86+77.5% | Added |
| UniSuper Management Pty Ltd | 200 | $33.5K | 0.00% | +200 | New |
| Northwestern Mutual Wealth Management Co | 212 | $35.5K | 0.00% | −141−39.9% | Reduced |
| Baker Avenue Asset Management, LP | 228 | $38.3K | 0.00% | −12,085−98.1% | Reduced |
| TD Waterhouse Canada Inc. | 230 | $38.5K | 0.00% | −2−0.9% | Reduced |
| Covestor Ltd | 284 | $48.0K | 0.04% | +113+66.1% | Added |
| Pinnacle Financial Partners Inc | 296 | $49.6K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 234 | $50.0K | 0.03% | 00.0% | Unchanged |
| Spence Asset Management | 399 | $67.0K | 0.02% | −32,013−98.8% | Reduced |
| Eagle Bay Advisors LLC | 484 | $81.1K | 0.05% | −274−36.1% | Reduced |
| Ostrum Asset Management | 494 | $82.8K | 0.01% | +1+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 508 | $85.1K | 0.00% | −2,205−81.3% | Reduced |
| Stephenson National Bank & Trust | 577 | $96.7K | 0.05% | −54−8.6% | Reduced |
| Ossiam | 630 | $105.6K | 0.00% | +392+164.7% | Added |
| Vestcor Inc | 688 | $115.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 810 | $135.8K | 0.00% | +694+598.3% | Added |
| Macquarie Group Ltd | 836 | $140.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 911 | $153.0K | 0.00% | +12+1.3% | Added |
| Kapitalo Investimentos Ltda | 986 | $165.3K | 0.03% | +986 | New |
| Shell Asset Management Co | 1,064 | $178.0K | 0.01% | −1,137−51.7% | Reduced |
| Bessemer Group Inc | 1,094 | $183.0K | 0.00% | +22+2.1% | Added |
| Benjamin Edwards Inc | 1,135 | $190.0K | 0.04% | +187+19.7% | Added |
| Headlands Technologies LLC | 1,156 | $193.8K | 0.06% | +1,156 | New |
| Tiaa, FSB | 1,206 | $202.1K | 0.00% | −3−0.2% | Reduced |
| Kestra Advisory Services, LLC | 1,212 | $203.1K | 0.00% | +50+4.3% | Added |
| Alliance Wealth Advisors, LLC | 1,238 | $207.5K | 0.08% | +14+1.1% | Added |
| Whittier Trust Co | 1,259 | $211.0K | 0.00% | −65−4.9% | Reduced |
| Intech Investment Management LLC | 1,274 | $213.5K | 0.00% | −4,826−79.1% | Reduced |
| E. Ohman J:or Asset Management AB | 1,300 | $217.9K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,341 | $224.8K | 0.02% | +1,341 | New |
| D.A. Davidson & Co. | 1,388 | $232.6K | 0.00% | −88−6.0% | Reduced |
| Banque Cantonale Vaudoise | 1,400 | $234.0K | 0.01% | +1,400 | New |
| Precision Wealth Strategies, LLC | 1,405 | $235.5K | 0.39% | −39−2.7% | Reduced |
| Curated Wealth Partners LLC | 1,416 | $237.3K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,426 | $239.0K | 0.01% | −445−23.8% | Reduced |
| Walleye Capital LLC | 1,435 | $240.5K | 0.00% | +1,435 | New |
| Shelton Capital Management | 1,464 | $245.4K | 0.01% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,481 | $248.2K | 0.02% | −5,842−79.8% | Reduced |
| Petrus Trust Company, LTA | 1,481 | $248.2K | 0.03% | +1,481 | New |
| EverSource Wealth Advisors, LLC | 1,483 | $248.6K | 0.03% | −273−15.5% | Reduced |
| Lincoln National Corp | 1,485 | $248.9K | 0.00% | +19+1.3% | Added |