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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, 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.

Institutional holdersQ2 2023: 357 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 heldQ2 2023: $4.83B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q1 2023.

Institutions holding AZPN in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
EA Series Trust3,139$526.1K0.02%+3,139New
DekaBank Deutsche Girozentrale3,142$518.0K0.00%−614−16.3%Reduced
Bank of Montreal3,071$516.5K0.00%−755−19.7%Reduced
First Republic Investment Management, Inc.3,033$508.4K0.00%−805−21.0%Reduced
Ethic Inc.2,965$497.0K0.02%+921+45.1%Added
Portside Wealth Group, LLC2,737$458.7K0.09%+2,737New
SkyView Investment Advisors, LLC2,708$454.0K0.11%+2,708New
Capstone Investment Advisors, LLC2,699$452.4K0.01%+2,699New
Intercontinental Wealth Advisors, LLC2,636$441.8K0.11%+42+1.6%Added
Securian Asset Management, Inc2,600$435.8K0.01%−115−4.2%Reduced
Pathstone Family Office, LLC2,587$433.6K0.01%+1,184+84.4%Added
British Columbia Investment Management Corp2,580$432.4K0.00%00.0%Unchanged
Baker Tilly Wealth Management, LLC2,576$431.8K0.05%−102−3.8%Reduced
Schonfeld Strategic Advisors LLC2,534$424.7K0.00%+768+43.5%Added
Resources Investment Advisors, LLC.2,495$418.2K0.01%+2,495New
KB Financial Partners, LLC2,472$414.0K0.11%+2,472New
Crossmark Global Holdings, Inc.2,333$411.0K0.01%−192−7.6%Reduced
Garrison Asset Management, LLC2,443$409.5K0.25%+170+7.5%Added
CoreCap Advisors, LLC2,366$396.6K0.03%+2,366New
Blue Zone Wealth Advisors, LLC2,294$384.5K0.18%+204+9.8%Added
Banque Pictet & Cie SA2,290$383.8K0.00%−1,268−35.6%Reduced
Prudential PLC2,288$383.5K0.00%00.0%Unchanged
Equitable Trust Co2,271$380.6K0.03%−343−13.1%Reduced
Teacher Retirement System of Texas2,204$369.0K0.00%−1,027−31.8%Reduced
Cetera Advisor Networks LLC2,197$368.2K0.00%+408+22.8%Added
Maryland State Retirement & Pension System2,170$363.7K0.01%00.0%Unchanged
MML Investors Services, LLC2,151$361.0K0.00%+195+10.0%Added
Healthcare of Ontario Pension Plan Trust Fund2,055$344.4K0.00%+1,927+1,505.5%Added
Outlook Wealth Advisors, LLC2,026$339.6K0.13%−5−0.2%Reduced
Walleye Trading LLC2,010$336.9K0.02%+2,010New
Schroder Investment Management Group1,995$334.4K0.00%+101+5.3%Added
Commonwealth Equity Services, LLC1,989$333.0K0.00%+331+20.0%Added
Sumitomo Mitsui DS Asset Management Company, Ltd1,985$332.7K0.01%00.0%Unchanged
TD Asset Management Inc1,984$332.5K0.00%+193+10.8%Added
ProShare Advisors LLC1,949$326.7K0.00%+55+2.9%Added
HSBC Holdings PLC1,909$320.0K0.00%+1,909New
DuPont Capital Management Corp1,864$312.4K0.02%−185−9.0%Reduced
Mitchell & Pahl Private Wealth, LLC1,864$312.4K0.19%+196+11.8%Added
Meridian Financial Partners LLC1,764$309.0K0.19%00.0%Unchanged
Winton Group Ltd1,820$305.1K0.03%+709+63.8%Added
Wesbanco Bank Inc1,807$303.0K0.01%00.0%Unchanged
Studio Investment Management LLC1,801$301.9K0.08%−172−8.7%Reduced
First Manhattan Co1,771$296.8K0.00%+490+38.3%Added
Legacy Advisors, LLC1,768$296.3K0.04%+1,768New
Assetmark, Inc1,767$296.2K0.00%+73+4.3%Added
Public Sector Pension Investment Board1,765$295.8K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.1,749$293.1K0.00%−252−12.6%Reduced
First Trust Advisors LP1,722$288.6K0.00%−1,529−47.0%Reduced
HighTower Advisors, LLC1,658$282.0K0.00%+154+10.2%Added
Exchange Capital Management, Inc.1,580$264.8K0.05%00.0%Unchanged
Wallace Advisory Group, LLC1,131$258.9K0.20%00.0%Unchanged
National Asset Management, Inc.1,542$258.5K0.01%−38−2.4%Reduced
Commerce Bank1,527$255.9K0.00%+114+8.1%Added
The PNC Financial Services Group, Inc.1,526$255.8K0.00%−720−32.1%Reduced
Stephens Inc1,514$253.8K0.00%−13−0.9%Reduced
Captrust Financial Advisors1,512$253.4K0.00%+69+4.8%Added
Epoch Investment Partners, Inc.1,489$249.6K0.00%+1,489New
Lincoln National Corp1,485$248.9K0.00%+19+1.3%Added
EverSource Wealth Advisors, LLC1,483$248.6K0.03%−273−15.5%Reduced
Axxcess Wealth Management, LLC1,481$248.2K0.02%−5,842−79.8%Reduced
Petrus Trust Company, LTA1,481$248.2K0.03%+1,481New
Shelton Capital Management1,464$245.4K0.01%00.0%Unchanged
Walleye Capital LLC1,435$240.5K0.00%+1,435New
Tower Research Capital LLC (TRC)1,426$239.0K0.01%−445−23.8%Reduced
Curated Wealth Partners LLC1,416$237.3K0.05%00.0%Unchanged
Precision Wealth Strategies, LLC1,405$235.5K0.39%−39−2.7%Reduced
Banque Cantonale Vaudoise1,400$234.0K0.01%+1,400New
D.A. Davidson & Co.1,388$232.6K0.00%−88−6.0%Reduced
Koshinski Asset Management, Inc.1,341$224.8K0.02%+1,341New
E. Ohman J:or Asset Management AB1,300$217.9K0.01%00.0%Unchanged
Intech Investment Management LLC1,274$213.5K0.00%−4,826−79.1%Reduced
Whittier Trust Co1,259$211.0K0.00%−65−4.9%Reduced
Alliance Wealth Advisors, LLC1,238$207.5K0.08%+14+1.1%Added
Kestra Advisory Services, LLC1,212$203.1K0.00%+50+4.3%Added
Tiaa, FSB1,206$202.1K0.00%−3−0.2%Reduced
Headlands Technologies LLC1,156$193.8K0.06%+1,156New
Benjamin Edwards Inc1,135$190.0K0.04%+187+19.7%Added
Bessemer Group Inc1,094$183.0K0.00%+22+2.1%Added
Shell Asset Management Co1,064$178.0K0.01%−1,137−51.7%Reduced
Kapitalo Investimentos Ltda986$165.3K0.03%+986New
Hantz Financial Services, Inc.911$153.0K0.00%+12+1.3%Added
Macquarie Group Ltd836$140.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC810$135.8K0.00%+694+598.3%Added
Vestcor Inc688$115.0K0.00%00.0%Unchanged
Ossiam630$105.6K0.00%+392+164.7%Added
Stephenson National Bank & Trust577$96.7K0.05%−54−8.6%Reduced
Steward Partners Investment Advisory, LLC508$85.1K0.00%−2,205−81.3%Reduced
Ostrum Asset Management494$82.8K0.01%+1+0.2%Added
Eagle Bay Advisors LLC484$81.1K0.05%−274−36.1%Reduced
Spence Asset Management399$67.0K0.02%−32,013−98.8%Reduced
Activest Wealth Management234$50.0K0.03%00.0%Unchanged
Pinnacle Financial Partners Inc296$49.6K0.00%00.0%Unchanged
Covestor Ltd284$48.0K0.04%+113+66.1%Added
TD Waterhouse Canada Inc.230$38.5K0.00%−2−0.9%Reduced
Baker Avenue Asset Management, LP228$38.3K0.00%−12,085−98.1%Reduced
Northwestern Mutual Wealth Management Co212$35.5K0.00%−141−39.9%Reduced
UniSuper Management Pty Ltd200$33.5K0.00%+200New
Signaturefd, LLC197$33.0K0.00%+86+77.5%Added
Van Eck Associates Corp182$31.0K0.00%−217−54.4%Reduced
Fifth Third Bancorp180$30.2K0.00%+44+32.4%Added