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 |
|---|---|---|---|---|---|
| First Republic Investment Management, Inc. | 2,845 | $581.1K | 0.00% | −188−6.2% | Reduced |
| SkyView Investment Advisors, LLC | 2,778 | $567.0K | 0.23% | +70+2.6% | Added |
| Portside Wealth Group, LLC | 2,761 | $563.0K | 0.11% | +24+0.9% | Added |
| HighTower Advisors, LLC | 2,713 | $559.0K | 0.00% | +1,055+63.6% | Added |
| Oak Thistle LLC | 2,722 | $556.0K | 0.16% | +2,722 | New |
| CI Private Wealth, LLC | 2,666 | $544.6K | 0.00% | +2,666 | New |
| British Columbia Investment Management Corp | 2,660 | $543.3K | 0.01% | +80+3.1% | Added |
| Engineers Gate Manager LP | 2,657 | $542.7K | 0.02% | −8,667−76.5% | Reduced |
| CIBC Private Wealth Group, LLC | 2,599 | $530.9K | 0.00% | +2,599 | New |
| Resources Investment Advisors, LLC. | 2,496 | $509.8K | 0.01% | +10.0% | Added |
| KB Financial Partners, LLC | 2,473 | $505.0K | 0.14% | +10.0% | Added |
| Garrison Asset Management, LLC | 2,463 | $503.1K | 0.31% | +20+0.8% | Added |
| Tower Research Capital LLC (TRC) | 2,446 | $499.6K | 0.02% | +1,020+71.5% | Added |
| Cetera Advisor Networks LLC | 2,436 | $497.6K | 0.00% | +239+10.9% | Added |
| Securian Asset Management, Inc | 2,402 | $490.6K | 0.01% | −198−7.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,335 | $476.9K | 0.28% | +471+25.3% | Added |
| Jump Financial, LLC | 2,333 | $476.5K | 0.02% | +2,333 | New |
| Equitable Trust Co | 2,271 | $463.9K | 0.04% | 00.0% | Unchanged |
| MML Investors Services, LLC | 2,263 | $462.0K | 0.00% | +112+5.2% | Added |
| Teacher Retirement System of Texas | 2,254 | $460.0K | 0.00% | +50+2.3% | Added |
| Crossmark Global Holdings, Inc. | 2,230 | $452.0K | 0.01% | −103−4.4% | Reduced |
| Maryland State Retirement & Pension System | 2,170 | $443.2K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,163 | $441.8K | 0.00% | −371−14.6% | Reduced |
| Prudential PLC | 2,161 | $441.4K | 0.01% | −127−5.6% | Reduced |
| National Asset Management, Inc. | 2,114 | $431.8K | 0.01% | +572+37.1% | Added |
| Assetmark, Inc | 2,033 | $415.3K | 0.00% | +266+15.1% | Added |
| Outlook Wealth Advisors, LLC | 2,026 | $413.8K | 0.16% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,004 | $409.3K | 0.04% | +1,510+305.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,978 | $404.0K | 0.01% | −7−0.4% | Reduced |
| Captrust Financial Advisors | 1,910 | $390.2K | 0.00% | +398+26.3% | Added |
| Park Avenue Securities LLC | 1,910 | $390.0K | 0.01% | +1,910 | New |
| Legacy Advisors, LLC | 1,876 | $383.2K | 0.06% | +108+6.1% | Added |
| TD Asset Management Inc | 1,854 | $378.7K | 0.00% | −130−6.6% | 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 |
| Baker Tilly Wealth Management, LLC | 1,831 | $374.0K | 0.06% | −745−28.9% | Reduced |
| Wesbanco Bank Inc | 1,807 | $369.1K | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 1,801 | $367.9K | 0.00% | +52+3.0% | Added |
| Verition Fund Management LLC | 1,798 | $367.3K | 0.00% | +1,798 | New |
| Ethic Inc. | 1,792 | $366.0K | 0.01% | −1,173−39.6% | Reduced |
| ProShare Advisors LLC | 1,776 | $362.8K | 0.00% | −173−8.9% | Reduced |
| First Manhattan Co | 1,771 | $361.7K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,698 | $346.8K | 0.03% | −668−28.2% | Reduced |
| Old Mission Capital LLC | 1,652 | $337.4K | 0.01% | +1,652 | New |
| Meridian Financial Partners LLC | 1,764 | $334.0K | 0.34% | 00.0% | Unchanged |
| Schroder Investment Management Group | 1,634 | $333.8K | 0.00% | −361−18.1% | Reduced |
| AQR Capital Management LLC | 1,630 | $332.9K | 0.00% | +1,630 | New |
| Axxcess Wealth Management, LLC | 1,624 | $331.7K | 0.01% | +143+9.7% | Added |
| The PNC Financial Services Group, Inc. | 1,592 | $325.2K | 0.00% | +66+4.3% | Added |
| Commerce Bank | 1,527 | $311.9K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 1,521 | $310.7K | 0.00% | −4,540−74.9% | Reduced |
| Epoch Investment Partners, Inc. | 1,497 | $305.8K | 0.00% | +8+0.5% | Added |
| Stephens Inc | 1,494 | $305.2K | 0.01% | −20−1.3% | Reduced |
| Lincoln National Corp | 1,481 | $302.5K | 0.01% | −4−0.3% | Reduced |
| Exchange Capital Management, Inc. | 1,476 | $301.5K | 0.06% | −104−6.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,474 | $301.1K | 0.03% | −9−0.6% | Reduced |
| Curated Wealth Partners LLC | 1,474 | $301.1K | 0.05% | +58+4.1% | Added |
| Precision Wealth Strategies, LLC | 1,422 | $290.5K | 0.32% | +17+1.2% | Added |
| Swiss Life Asset Management Ltd | 1,371 | $279.8K | 0.00% | −9,139−87.0% | Reduced |
| Shelton Capital Management | 1,357 | $277.2K | 0.01% | −107−7.3% | Reduced |
| JustInvest LLC | 1,335 | $272.7K | 0.01% | +1,335 | New |
| Commonwealth Equity Services, LLC | 1,327 | $271.0K | 0.00% | −662−33.3% | Reduced |
| Kestra Advisory Services, LLC | 1,325 | $270.6K | 0.00% | +113+9.3% | Added |
| Alliance Wealth Advisors, LLC | 1,314 | $268.4K | 0.10% | +76+6.1% | Added |
| E. Ohman J:or Asset Management AB | 1,300 | $265.5K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 1,278 | $261.0K | 0.01% | +1,278 | New |
| Whittier Trust Co | 1,255 | $256.3K | 0.00% | −4−0.3% | Reduced |
| Tiaa Trust, National Association | 1,206 | $246.3K | 0.00% | +1,206 | New |
| Creative Planning | 1,194 | $243.8K | 0.00% | +1,194 | New |
| Studio Investment Management LLC | 1,187 | $242.5K | 0.07% | −614−34.1% | Reduced |
| Toroso Investments, LLC | 1,180 | $241.0K | 0.01% | +1,180 | New |
| Wealth Enhancement Advisory Services, LLC | 1,178 | $240.6K | 0.00% | +1,178 | New |
| SYSTM Wealth Solutions LLC | 1,145 | $233.9K | 0.04% | +1,145 | New |
| Meiji Yasuda Asset Management Co Ltd. | 1,140 | $232.9K | 0.01% | +1,140 | New |
| Winton Group Ltd | 1,113 | $227.3K | 0.02% | −707−38.8% | Reduced |
| MJP Associates Inc | 1,095 | $223.7K | 0.07% | +1,095 | New |
| D.A. Davidson & Co. | 1,064 | $217.3K | 0.00% | −324−23.3% | Reduced |
| Cetera Investment Advisers | 1,062 | $216.9K | 0.00% | +1,062 | New |
| Wealth Alliance | 1,059 | $216.3K | 0.03% | +1,059 | New |
| Macquarie Group Ltd | 1,015 | $207.4K | 0.00% | +179+21.4% | Added |
| Boothbay Fund Management, LLC | 1,015 | $207.3K | 0.01% | +1,015 | New |
| Benjamin Edwards Inc | 1,005 | $205.0K | 0.05% | −130−11.5% | Reduced |
| Quantum Private Wealth, LLC | 988 | $201.8K | 0.10% | +988 | New |
| Hantz Financial Services, Inc. | 934 | $191.0K | 0.00% | +23+2.5% | Added |
| Stephenson National Bank & Trust | 861 | $175.9K | 0.10% | +284+49.2% | Added |
| Nisa Investment Advisors, LLC | 811 | $165.7K | 0.00% | +1+0.1% | Added |
| Eagle Bay Advisors LLC | 800 | $163.4K | 0.08% | +316+65.3% | Added |
| Vestcor Inc | 688 | $141.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 627 | $127.0K | 0.00% | −467−42.7% | Reduced |
| Signaturefd, LLC | 497 | $101.5K | 0.00% | +300+152.3% | Added |
| Steward Partners Investment Advisory, LLC | 462 | $94.4K | 0.00% | −46−9.1% | Reduced |
| State of Wyoming | 461 | $94.2K | 0.02% | +461 | New |
| Banque Cantonale Vaudoise | 388 | $79.0K | 0.00% | −1,012−72.3% | Reduced |
| Fifth Third Bancorp | 350 | $71.5K | 0.00% | +170+94.4% | Added |
| Pinnacle Financial Partners Inc | 296 | $60.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 278 | $56.8K | 0.00% | +66+31.1% | Added |
| Covestor Ltd | 265 | $54.0K | 0.04% | −19−6.7% | Reduced |
| CWM, LLC | 226 | $46.0K | 0.00% | +69+43.9% | Added |
| Quadrant Capital Group LLC | 222 | $45.3K | 0.00% | +57+34.5% | Added |
| TD Waterhouse Canada Inc. | 220 | $44.7K | 0.00% | −10−4.3% | Reduced |