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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, Q3 2023

Institutional positions in Aspen Technology, Inc. as of Sep 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
370
+18 vs. Q2 2023
Shares held
28.7M
−48.9K (−0.2%) vs. Q2 2023
Total value
$5.87B
+$1.05B (+21.7%) vs. Q2 2023
New holders
55
133 more added
Sold out
37
129 more reduced

5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 370 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 heldQ3 2023: $5.87B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q2 2023.

Institutions holding AZPN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.2$00.00%00.0%Unchanged
Centerpoint Advisors, LLC2$00.00%00.0%Unchanged
Cornerstone Planning Group LLC1$2040.00%+1New
Crewe Advisors LLC1$2050.00%00.0%Unchanged
True Wealth Design, LLC1$2050.00%+1New
Allspring Global Investments Holdings, LLC2$4080.00%00.0%Unchanged
Headlands Technologies LLC3$6130.00%−1,153−99.7%Reduced
Twin Tree Management, LP3$6130.00%+3New
Glass Jacobson Investment Advisors llc3$6140.00%00.0%Unchanged
Proequities, Inc.4$8170.00%+4New
Gradient Investments LLC5$1.02K0.00%+4+400.0%Added
Glassman Wealth Services5$1.02K0.00%+4+400.0%Added
Cherry Tree Wealth Management, LLC7$1.43K0.00%00.0%Unchanged
Jones Financial Companies LLLP7$1.43K0.00%+7New
Cullen/Frost Bankers, Inc.8$1.63K0.00%00.0%Unchanged
SJS Investment Consulting Inc.8$1.64K0.00%+8New
AdvisorNet Financial, Inc9$1.84K0.00%+9New
Parkside Financial Bank & Trust9$1.84K0.00%+2+28.6%Added
VitalStone Financial, LLC14$2.00K0.00%+14New
Farther Finance Advisors, LLC10$2.04K0.00%00.0%Unchanged
Central Trust Co10$2.04K0.00%+10New
Versant Capital Management, Inc11$2.25K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc12$2.45K0.00%−1−7.7%Reduced
Harbour Investments, Inc.12$2.45K0.00%+7+140.0%Added
Sunbelt Securities, Inc.15$3.06K0.00%+15New
Lindbrook Capital, LLC15$3.06K0.00%+15New
Key Financial Inc16$3.27K0.00%00.0%Unchanged
Wolff Wiese Magana LLC17$3.47K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.17$3.56K0.00%+1+6.3%Added
Stuart Chaussee & Associates, Inc.18$3.68K0.00%00.0%Unchanged
Steward Financial Group LLC24$4.00K0.00%+24New
GPS Wealth Strategies Group, LLC20$4.08K0.00%00.0%Unchanged
Earnest Partners LLC21$4.29K0.00%00.0%Unchanged
Zions Bancorporation, N.A.22$4.49K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.23$4.70K0.00%00.0%Unchanged
Bell Investment Advisors, Inc24$4.90K0.00%+10+71.4%Added
JFS Wealth Advisors, LLC24$4.90K0.00%+24New
Massmutual Trust Co FSB29$5.92K0.00%+18+163.6%Added
Prestige Wealth Management Group LLC33$6.74K0.00%−2−5.7%Reduced
Allworth Financial LP38$7.76K0.00%+38New
Perkins Coie Trust Co40$8.17K0.00%+40New
Global Retirement Partners, LLC41$8.25K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd42$8.58K0.01%00.0%Unchanged
Column Capital Advisors, LLC42$8.58K0.00%00.0%Unchanged
Huntington National Bank44$8.98K0.00%−6−12.0%Reduced
Arlington Partners LLC45$9.19K0.00%00.0%Unchanged
Arlington Trust Co LLC45$9.19K0.00%+45New
Private Trust Co NA46$9.40K0.00%−1−2.1%Reduced
Raleigh Capital Management Inc.47$9.60K0.00%+47New
Quent Capital, LLC49$10.0K0.00%00.0%Unchanged
IFP Advisors, Inc52$10.6K0.00%+10+23.8%Added
Carmel Capital Partners, LLC56$11.4K0.01%+56New
GoalVest Advisory LLC60$12.3K0.01%+2+3.4%Added
Ci Investments Inc.82$17.0K0.00%+4+5.1%Added
First Horizon Advisors, Inc.87$17.8K0.00%−3−3.3%Reduced
Park Place Capital Corp97$19.8K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.97$19.8K0.00%00.0%Unchanged
Parallel Advisors, LLC100$20.4K0.00%+19+23.5%Added
National Bank of Canada102$20.7K0.00%−3−2.9%Reduced
Quarry LP105$21.4K0.01%+105New
Advisors Asset Management, Inc.109$22.3K0.00%+8+7.9%Added
JJJ Advisors Inc.111$22.7K0.01%00.0%Unchanged
Venturi Wealth Management, LLC118$24.1K0.00%00.0%Unchanged
Desjardins Global Asset Management Inc.128$26.1K0.00%+128New
Compass Wealth Management LLC140$28.6K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP157$32.1K0.00%−71−31.1%Reduced
Federation des caisses Desjardins du Quebec172$35.1K0.00%+12+7.5%Added
Van Eck Associates Corp182$37.0K0.00%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S179$37.0K0.00%00.0%Unchanged
UniSuper Management Pty Ltd200$40.9K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.220$44.7K0.00%−10−4.3%Reduced
Quadrant Capital Group LLC222$45.3K0.00%+57+34.5%Added
CWM, LLC226$46.0K0.00%+69+43.9%Added
Covestor Ltd265$54.0K0.04%−19−6.7%Reduced
Northwestern Mutual Wealth Management Co278$56.8K0.00%+66+31.1%Added
Pinnacle Financial Partners Inc296$60.5K0.00%00.0%Unchanged
Fifth Third Bancorp350$71.5K0.00%+170+94.4%Added
Banque Cantonale Vaudoise388$79.0K0.00%−1,012−72.3%Reduced
State of Wyoming461$94.2K0.02%+461New
Steward Partners Investment Advisory, LLC462$94.4K0.00%−46−9.1%Reduced
Signaturefd, LLC497$101.5K0.00%+300+152.3%Added
Bessemer Group Inc627$127.0K0.00%−467−42.7%Reduced
Vestcor Inc688$141.0K0.01%00.0%Unchanged
Eagle Bay Advisors LLC800$163.4K0.08%+316+65.3%Added
Nisa Investment Advisors, LLC811$165.7K0.00%+1+0.1%Added
Stephenson National Bank & Trust861$175.9K0.10%+284+49.2%Added
Hantz Financial Services, Inc.934$191.0K0.00%+23+2.5%Added
Quantum Private Wealth, LLC988$201.8K0.10%+988New
Benjamin Edwards Inc1,005$205.0K0.05%−130−11.5%Reduced
Boothbay Fund Management, LLC1,015$207.3K0.01%+1,015New
Macquarie Group Ltd1,015$207.4K0.00%+179+21.4%Added
Wealth Alliance1,059$216.3K0.03%+1,059New
Cetera Investment Advisers1,062$216.9K0.00%+1,062New
D.A. Davidson & Co.1,064$217.3K0.00%−324−23.3%Reduced
MJP Associates Inc1,095$223.7K0.07%+1,095New
Winton Group Ltd1,113$227.3K0.02%−707−38.8%Reduced
Meiji Yasuda Asset Management Co Ltd.1,140$232.9K0.01%+1,140New
SYSTM Wealth Solutions LLC1,145$233.9K0.04%+1,145New
Wealth Enhancement Advisory Services, LLC1,178$240.6K0.00%+1,178New
Toroso Investments, LLC1,180$241.0K0.01%+1,180New