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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 200 | $40.9K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 182 | $37.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 179 | $37.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 172 | $35.1K | 0.00% | +12+7.5% | Added |
| Baker Avenue Asset Management, LP | 157 | $32.1K | 0.00% | −71−31.1% | Reduced |
| Compass Wealth Management LLC | 140 | $28.6K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 128 | $26.1K | 0.00% | +128 | New |
| Venturi Wealth Management, LLC | 118 | $24.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 111 | $22.7K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 109 | $22.3K | 0.00% | +8+7.9% | Added |
| Quarry LP | 105 | $21.4K | 0.01% | +105 | New |
| National Bank of Canada | 102 | $20.7K | 0.00% | −3−2.9% | Reduced |
| Parallel Advisors, LLC | 100 | $20.4K | 0.00% | +19+23.5% | Added |
| SRS Capital Advisors, Inc. | 97 | $19.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 97 | $19.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 87 | $17.8K | 0.00% | −3−3.3% | Reduced |
| Ci Investments Inc. | 82 | $17.0K | 0.00% | +4+5.1% | Added |
| GoalVest Advisory LLC | 60 | $12.3K | 0.01% | +2+3.4% | Added |
| Carmel Capital Partners, LLC | 56 | $11.4K | 0.01% | +56 | New |
| IFP Advisors, Inc | 52 | $10.6K | 0.00% | +10+23.8% | Added |
| Quent Capital, LLC | 49 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 47 | $9.60K | 0.00% | +47 | New |
| Private Trust Co NA | 46 | $9.40K | 0.00% | −1−2.1% | Reduced |
| Arlington Partners LLC | 45 | $9.19K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 45 | $9.19K | 0.00% | +45 | New |
| Huntington National Bank | 44 | $8.98K | 0.00% | −6−12.0% | Reduced |
| C M Bidwell & Associates Ltd | 42 | $8.58K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 42 | $8.58K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 41 | $8.25K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $8.17K | 0.00% | +40 | New |
| Allworth Financial LP | 38 | $7.76K | 0.00% | +38 | New |
| Prestige Wealth Management Group LLC | 33 | $6.74K | 0.00% | −2−5.7% | Reduced |
| Massmutual Trust Co FSB | 29 | $5.92K | 0.00% | +18+163.6% | Added |
| Bell Investment Advisors, Inc | 24 | $4.90K | 0.00% | +10+71.4% | Added |
| JFS Wealth Advisors, LLC | 24 | $4.90K | 0.00% | +24 | New |
| Thomas J. Herzfeld Advisors, Inc. | 23 | $4.70K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 22 | $4.49K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 21 | $4.29K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $4.08K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 24 | $4.00K | 0.00% | +24 | New |
| Stuart Chaussee & Associates, Inc. | 18 | $3.68K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $3.56K | 0.00% | +1+6.3% | Added |
| Wolff Wiese Magana LLC | 17 | $3.47K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $3.27K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 15 | $3.06K | 0.00% | +15 | New |
| Lindbrook Capital, LLC | 15 | $3.06K | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 12 | $2.45K | 0.00% | −1−7.7% | Reduced |
| Harbour Investments, Inc. | 12 | $2.45K | 0.00% | +7+140.0% | Added |
| Versant Capital Management, Inc | 11 | $2.25K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $2.04K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $2.04K | 0.00% | +10 | New |
| VitalStone Financial, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Parkside Financial Bank & Trust | 9 | $1.84K | 0.00% | +2+28.6% | Added |
| AdvisorNet Financial, Inc | 9 | $1.84K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 8 | $1.64K | 0.00% | +8 | New |
| Cullen/Frost Bankers, Inc. | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 7 | $1.43K | 0.00% | +7 | New |
| Gradient Investments LLC | 5 | $1.02K | 0.00% | +4+400.0% | Added |
| Glassman Wealth Services | 5 | $1.02K | 0.00% | +4+400.0% | Added |
| Proequities, Inc. | 4 | $817 | 0.00% | +4 | New |
| Glass Jacobson Investment Advisors llc | 3 | $614 | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3 | $613 | 0.00% | −1,153−99.7% | Reduced |
| Twin Tree Management, LP | 3 | $613 | 0.00% | +3 | New |
| Allspring Global Investments Holdings, LLC | 2 | $408 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $205 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $205 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $204 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −28,308−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −22,313−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −20,482−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −12,282−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,777−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −6,642−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −5,810−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −4,286−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −3,280−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,249−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,699−100.0% | Sold out |
| Blue Zone Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,294−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −2,010−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −1,864−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −1,131−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,481−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,435−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −1,341−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −1,274−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −1,064−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −986−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Spence Asset Management | 0 | $0 | 0.00% | −399−100.0% | Sold out |