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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
BI Asset Management Fondsmaeglerselskab A/S179$30.0K0.00%+92+105.7%Added
Quadrant Capital Group LLC165$27.7K0.00%−192−53.8%Reduced
Federation des caisses Desjardins du Quebec160$26.8K0.00%+160New
CWM, LLC157$26.0K0.00%+14+9.8%Added
Achmea Investment Management B.V.157$26.0K0.00%+157New
Compass Wealth Management LLC140$23.5K0.01%00.0%Unchanged
WealthPlan Investment Management, LLC123$20.6K0.01%−439−78.1%Reduced
Venturi Wealth Management, LLC118$19.8K0.00%+31+35.6%Added
JJJ Advisors Inc.111$18.6K0.01%+70+170.7%Added
National Bank of Canada105$17.6K0.00%−1−0.9%Reduced
Advisors Asset Management, Inc.101$16.9K0.00%+72+248.3%Added
Park Place Capital Corp97$16.3K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.97$16.3K0.00%00.0%Unchanged
First Horizon Advisors, Inc.90$15.1K0.00%−28−23.7%Reduced
Parallel Advisors, LLC81$13.6K0.00%+13+19.1%Added
Ci Investments Inc.78$13.0K0.00%+1+1.3%Added
First Capital Advisors Group, LLC.69$11.6K0.01%+69New
GoalVest Advisory LLC58$9.72K0.01%+58New
WealthPLAN Partners, LLC53$8.88K0.00%−42−44.2%Reduced
Huntington National Bank50$8.38K0.00%−31−38.3%Reduced
Quent Capital, LLC49$8.21K0.00%00.0%Unchanged
Private Trust Co NA47$7.88K0.00%−34−42.0%Reduced
Arlington Partners LLC45$7.54K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd42$7.04K0.01%−517−92.5%Reduced
Column Capital Advisors, LLC42$7.04K0.00%00.0%Unchanged
IFP Advisors, Inc42$6.99K0.00%−108−72.0%Reduced
Global Retirement Partners, LLC41$6.87K0.00%−14−25.5%Reduced
Prestige Wealth Management Group LLC35$5.87K0.00%+33+1,650.0%Added
CVA Family Office, LLC29$4.86K0.00%+29New
West Branch Capital LLC28$4.69K0.00%+28New
Thomas J. Herzfeld Advisors, Inc.23$3.85K0.00%00.0%Unchanged
Zions Bancorporation, N.A.22$3.69K0.00%+22New
Earnest Partners LLC21$3.52K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC20$3.35K0.00%−14−41.2%Reduced
Copeland Capital Management, LLC20$3.35K0.00%+20New
Stuart Chaussee & Associates, Inc.18$3.02K0.00%00.0%Unchanged
Wolff Wiese Magana LLC17$2.85K0.00%+17New
Washington Trust Advisors, Inc.16$2.68K0.00%+1+6.7%Added
Key Financial Inc16$2.68K0.00%+16New
Bell Investment Advisors, Inc14$2.35K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc13$2.18K0.00%00.0%Unchanged
Massmutual Trust Co FSB11$1.84K0.00%−30−73.2%Reduced
Versant Capital Management, Inc11$1.84K0.00%00.0%Unchanged
Farther Finance Advisors, LLC10$1.68K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.8$1.34K0.00%+2+33.3%Added
Parkside Financial Bank & Trust7$1.17K0.00%+7New
Cherry Tree Wealth Management, LLC7$1.17K0.00%+7New
Toronto Dominion Bank7$1.00K0.00%+7New
Harbour Investments, Inc.5$8380.00%−8−61.5%Reduced
Glass Jacobson Investment Advisors llc3$5030.00%+3New
Allspring Global Investments Holdings, LLC2$3350.00%−109−98.2%Reduced
GWM Advisors LLC2$3350.00%+2New
Gradient Investments LLC1$1680.00%−7−87.5%Reduced
Glassman Wealth Services1$1680.00%−6−85.7%Reduced
Crewe Advisors LLC1$1680.00%+1New
Financial Management Professionals, Inc.2$00.00%00.0%Unchanged
Centerpoint Advisors, LLC2$00.00%00.0%Unchanged
Colony Group LLC0$00.00%−17,309−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−14,303−100.0%Sold out
Weiss Asset Management LP0$00.00%−12,027−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−11,275−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−10,718−100.0%Sold out
Oribel Capital Management, LP0$00.00%−20,200−100.0%Sold out
Zacks Investment Management0$00.00%−9,499−100.0%Sold out
Man Group plc0$00.00%–Sold out
Westpac Banking Corp0$00.00%−7,127−100.0%Sold out
STRS Ohio0$00.00%−5,802−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−4,600−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−4,134−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−3,600−100.0%Sold out
Jump Financial, LLC0$00.00%−3,430−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−3,407−100.0%Sold out
SG Americas Securities, LLC0$00.00%−3,402−100.0%Sold out
JustInvest LLC0$00.00%−2,743−100.0%Sold out
World Equity Group, Inc.0$00.00%−62,038−100.0%Sold out
TriaGen Wealth Management LLC0$00.00%−2,359−100.0%Sold out
AQR Capital Management LLC0$00.00%−1,937−100.0%Sold out
Diametric Capital, LP0$00.00%−1,851−100.0%Sold out
Marshall Wace, LLP0$00.00%−1,798−100.0%Sold out
Ieq Capital, LLC0$00.00%−1,646−100.0%Sold out
Moneta Group Investment Advisors LLC0$00.00%−1,532−100.0%Sold out
Affinity Investment Advisors, LLC0$00.00%−1,480−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−1,338−100.0%Sold out
Ergoteles LLC0$00.00%−1,274−100.0%Sold out
Creative Planning0$00.00%−1,223−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−1,153−100.0%Sold out
Veritable, L.P.0$00.00%−1,142−100.0%Sold out
Wealth Alliance0$00.00%−1,131−100.0%Sold out
Pacific Global Investment Management CO0$00.00%−1,048−100.0%Sold out
Profund Advisors LLC0$00.00%−1,046−100.0%Sold out
Quantum Private Wealth, LLC0$00.00%−988−100.0%Sold out
Advisor Partners II, LLC0$00.00%−987−100.0%Sold out
Shepherd Financial Partners LLC0$00.00%−970−100.0%Sold out
Thrive Wealth Management, LLC0$00.00%−967−100.0%Sold out
Cetera Investment Advisers0$00.00%−965−100.0%Sold out
Aureus Asset Management, LLC0$00.00%−956−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−954−100.0%Sold out
Presidio Capital Management, LLC0$00.00%−947−100.0%Sold out
Pitcairn Co0$00.00%−931−100.0%Sold out
Alberta Investment Management Corp0$00.00%−900−100.0%Sold out