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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Studio Investment Management LLC | 1,187 | $242.5K | 0.07% | −614−34.1% | Reduced |
| Creative Planning | 1,194 | $243.8K | 0.00% | +1,194 | New |
| Tiaa Trust, National Association | 1,206 | $246.3K | 0.00% | +1,206 | New |
| Whittier Trust Co | 1,255 | $256.3K | 0.00% | −4−0.3% | Reduced |
| Centiva Capital, LP | 1,278 | $261.0K | 0.01% | +1,278 | New |
| E. Ohman J:or Asset Management AB | 1,300 | $265.5K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,314 | $268.4K | 0.10% | +76+6.1% | Added |
| Kestra Advisory Services, LLC | 1,325 | $270.6K | 0.00% | +113+9.3% | Added |
| Commonwealth Equity Services, LLC | 1,327 | $271.0K | 0.00% | −662−33.3% | Reduced |
| JustInvest LLC | 1,335 | $272.7K | 0.01% | +1,335 | New |
| Shelton Capital Management | 1,357 | $277.2K | 0.01% | −107−7.3% | Reduced |
| Swiss Life Asset Management Ltd | 1,371 | $279.8K | 0.00% | −9,139−87.0% | Reduced |
| Precision Wealth Strategies, LLC | 1,422 | $290.5K | 0.32% | +17+1.2% | Added |
| Curated Wealth Partners LLC | 1,474 | $301.1K | 0.05% | +58+4.1% | Added |
| EverSource Wealth Advisors, LLC | 1,474 | $301.1K | 0.03% | −9−0.6% | Reduced |
| Exchange Capital Management, Inc. | 1,476 | $301.5K | 0.06% | −104−6.6% | Reduced |
| Lincoln National Corp | 1,481 | $302.5K | 0.01% | −4−0.3% | Reduced |
| Stephens Inc | 1,494 | $305.2K | 0.01% | −20−1.3% | Reduced |
| Epoch Investment Partners, Inc. | 1,497 | $305.8K | 0.00% | +8+0.5% | Added |
| Assenagon Asset Management S.A. | 1,521 | $310.7K | 0.00% | −4,540−74.9% | Reduced |
| Commerce Bank | 1,527 | $311.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,592 | $325.2K | 0.00% | +66+4.3% | Added |
| Axxcess Wealth Management, LLC | 1,624 | $331.7K | 0.01% | +143+9.7% | Added |
| AQR Capital Management LLC | 1,630 | $332.9K | 0.00% | +1,630 | New |
| Schroder Investment Management Group | 1,634 | $333.8K | 0.00% | −361−18.1% | Reduced |
| Meridian Financial Partners LLC | 1,764 | $334.0K | 0.34% | 00.0% | Unchanged |
| Old Mission Capital LLC | 1,652 | $337.4K | 0.01% | +1,652 | New |
| CoreCap Advisors, LLC | 1,698 | $346.8K | 0.03% | −668−28.2% | Reduced |
| First Manhattan Co | 1,771 | $361.7K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,776 | $362.8K | 0.00% | −173−8.9% | Reduced |
| Ethic Inc. | 1,792 | $366.0K | 0.01% | −1,173−39.6% | Reduced |
| Verition Fund Management LLC | 1,798 | $367.3K | 0.00% | +1,798 | New |
| Raymond James Financial Services Advisors, Inc. | 1,801 | $367.9K | 0.00% | +52+3.0% | Added |
| Wesbanco Bank Inc | 1,807 | $369.1K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,831 | $374.0K | 0.06% | −745−28.9% | Reduced |
| Lloyd Advisory Services, LLC. | 1,846 | $377.1K | 0.12% | +1,846 | New |
| Norden Group LLC | 1,846 | $377.1K | 0.12% | +1,846 | New |
| TD Asset Management Inc | 1,854 | $378.7K | 0.00% | −130−6.6% | Reduced |
| Legacy Advisors, LLC | 1,876 | $383.2K | 0.06% | +108+6.1% | Added |
| Park Avenue Securities LLC | 1,910 | $390.0K | 0.01% | +1,910 | New |
| Captrust Financial Advisors | 1,910 | $390.2K | 0.00% | +398+26.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,978 | $404.0K | 0.01% | −7−0.4% | Reduced |
| Ostrum Asset Management | 2,004 | $409.3K | 0.04% | +1,510+305.7% | Added |
| Outlook Wealth Advisors, LLC | 2,026 | $413.8K | 0.16% | 00.0% | Unchanged |
| Assetmark, Inc | 2,033 | $415.3K | 0.00% | +266+15.1% | Added |
| National Asset Management, Inc. | 2,114 | $431.8K | 0.01% | +572+37.1% | Added |
| Prudential PLC | 2,161 | $441.4K | 0.01% | −127−5.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,163 | $441.8K | 0.00% | −371−14.6% | Reduced |
| Maryland State Retirement & Pension System | 2,170 | $443.2K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 2,230 | $452.0K | 0.01% | −103−4.4% | Reduced |
| Teacher Retirement System of Texas | 2,254 | $460.0K | 0.00% | +50+2.3% | Added |
| MML Investors Services, LLC | 2,263 | $462.0K | 0.00% | +112+5.2% | Added |
| Equitable Trust Co | 2,271 | $463.9K | 0.04% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,333 | $476.5K | 0.02% | +2,333 | New |
| Mitchell & Pahl Private Wealth, LLC | 2,335 | $476.9K | 0.28% | +471+25.3% | Added |
| Securian Asset Management, Inc | 2,402 | $490.6K | 0.01% | −198−7.6% | Reduced |
| Cetera Advisor Networks LLC | 2,436 | $497.6K | 0.00% | +239+10.9% | Added |
| Tower Research Capital LLC (TRC) | 2,446 | $499.6K | 0.02% | +1,020+71.5% | Added |
| Garrison Asset Management, LLC | 2,463 | $503.1K | 0.31% | +20+0.8% | Added |
| KB Financial Partners, LLC | 2,473 | $505.0K | 0.14% | +10.0% | Added |
| Resources Investment Advisors, LLC. | 2,496 | $509.8K | 0.01% | +10.0% | Added |
| CIBC Private Wealth Group, LLC | 2,599 | $530.9K | 0.00% | +2,599 | New |
| Engineers Gate Manager LP | 2,657 | $542.7K | 0.02% | −8,667−76.5% | Reduced |
| British Columbia Investment Management Corp | 2,660 | $543.3K | 0.01% | +80+3.1% | Added |
| CI Private Wealth, LLC | 2,666 | $544.6K | 0.00% | +2,666 | New |
| Oak Thistle LLC | 2,722 | $556.0K | 0.16% | +2,722 | New |
| HighTower Advisors, LLC | 2,713 | $559.0K | 0.00% | +1,055+63.6% | Added |
| Portside Wealth Group, LLC | 2,761 | $563.0K | 0.11% | +24+0.9% | Added |
| SkyView Investment Advisors, LLC | 2,778 | $567.0K | 0.23% | +70+2.6% | Added |
| First Republic Investment Management, Inc. | 2,845 | $581.1K | 0.00% | −188−6.2% | Reduced |
| Bank of Montreal | 2,963 | $590.1K | 0.00% | −108−3.5% | Reduced |
| Bank of Nova Scotia | 2,949 | $602.4K | 0.00% | −848−22.3% | Reduced |
| Federated Hermes, Inc. | 2,957 | $604.0K | 0.00% | −197−6.2% | Reduced |
| Korea Investment CORP | 3,105 | $634.2K | 0.00% | −175−5.3% | Reduced |
| Pacer Advisors, Inc. | 3,119 | $637.1K | 0.00% | −3,674−54.1% | Reduced |
| Gulf International Bank (UK) Ltd | 3,153 | $644.0K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,189 | $652.0K | 0.00% | +47+1.5% | Added |
| Empowered Funds, LLC | 3,254 | $664.7K | 0.02% | +115+3.7% | Added |
| Nissay Asset Management Corp | 3,305 | $675.1K | 0.01% | +89+2.8% | Added |
| FourThought Financial Partners, LLC | 3,311 | $676.3K | 0.09% | +53+1.6% | Added |
| LVW Advisors, LLC | 3,322 | $678.6K | 0.14% | −400−10.7% | Reduced |
| Close Asset Management Ltd | 3,339 | $682.0K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3,373 | $689.0K | 0.02% | +3,373 | New |
| State of Alaska, Department of Revenue | 3,374 | $689.0K | 0.01% | −245−6.8% | Reduced |
| Storebrand Asset Management AS | 3,467 | $708.2K | 0.00% | −1,951−36.0% | Reduced |
| Xponance, Inc. | 3,574 | $730.0K | 0.01% | +76+2.2% | Added |
| Pathstone Family Office, LLC | 3,579 | $731.0K | 0.01% | +992+38.3% | Added |
| Mariner, LLC | 3,759 | $767.8K | 0.00% | +375+11.1% | Added |
| ABLE Financial Group, LLC | 4,122 | $842.0K | 0.42% | +4,122 | New |
| Simplex Trading, LLC | 4,132 | $844.0K | 0.03% | +4,132 | New |
| Advisor OS, LLC | 4,506 | $920.4K | 0.14% | +217+5.1% | Added |
| M&T Bank Corp | 4,612 | $941.8K | 0.00% | +86+1.9% | Added |
| Utah Retirement Systems | 4,711 | $962.3K | 0.01% | 00.0% | Unchanged |
| Tredje AP-fonden | 4,818 | $984.1K | 0.01% | −514−9.6% | Reduced |
| Integrated Wealth Concepts LLC | 4,980 | $1.02M | 0.02% | +10.0% | Added |
| UBS Group AG | 5,055 | $1.03M | 0.00% | −9,837−66.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 5,378 | $1.10M | 0.00% | +1,553+40.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,443 | $1.11M | 0.00% | −12−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,453 | $1.11M | 0.01% | +5,453 | New |
| Allianz Asset Management GmbH | 5,487 | $1.12M | 0.00% | −456−7.7% | Reduced |