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, Q4 2023
Institutional positions in Aspen Technology, Inc. as of Dec 31, 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
- 372
- +7 vs. Q3 2023
- Shares held
- 28.8M
- +117.8K (+0.4%) vs. Q3 2023
- Total value
- $6.34B
- +$470.7M (+8.0%) vs. Q3 2023
- New holders
- 46
- 128 more added
- Sold out
- 39
- 145 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,323,453 | $1.17B | 0.03% | +200,077+3.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,797,271 | $836.0M | 2.09% | +75,315+2.0% | Added |
| Vanguard Group Inc | 2,919,010 | $642.6M | 0.01% | −4,570−0.2% | Reduced |
| State Street Corp | 1,019,355 | $224.4M | 0.01% | +58,482+6.1% | Added |
| Nordea Investment Management AB | 985,344 | $217.6M | 0.28% | −59,615−5.7% | Reduced |
| Neuberger Berman Group LLC | 878,532 | $193.4M | 0.17% | −9,340−1.1% | Reduced |
| Wellington Management Group LLP | 612,024 | $134.7M | 0.03% | +44,824+7.9% | Added |
| Bamco Inc | 554,098 | $122.0M | 0.32% | −6,179−1.1% | Reduced |
| Wells Fargo & Company | 542,310 | $119.4M | 0.03% | −17,076−3.1% | Reduced |
| Jackson Square Partners, LLC | 526,884 | $116.0M | 3.77% | −97,435−15.6% | Reduced |
| Geode Capital Management, LLC | 520,499 | $114.5M | 0.01% | +6,675+1.3% | Added |
| Clearbridge Investments, LLC | 497,888 | $109.6M | 0.09% | −393−0.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 415,662 | $91.5M | 0.07% | +8,856+2.2% | Added |
| Independent Franchise Partners LLP | 413,105 | $90.9M | 0.77% | −28,352−6.4% | Reduced |
| Lazard Asset Management LLC | 369,688 | $81.4M | 0.10% | +695+0.2% | Added |
| Dimensional Fund Advisors LP | 313,105 | $68.9M | 0.02% | +16,649+5.6% | Added |
| Valley Forge Capital Management, LPSuperinvestorValley Forge Capital | 295,485 | $65.1M | 1.85% | 00.0% | Unchanged |
| Credit Suisse AG | 294,929 | $64.9M | 0.06% | +15,003+5.4% | Added |
| Morgan Stanley | 272,867 | $60.1M | 0.01% | +29,171+12.0% | Added |
| Two Creeks Capital Management, LP | 265,790 | $58.5M | 3.66% | −38,330−12.6% | Reduced |
| Bank of New York Mellon Corp | 257,554 | $56.7M | 0.01% | −11,091−4.1% | Reduced |
| Raymond James & Associates | 238,187 | $52.4M | 0.04% | −3,277−1.4% | Reduced |
| AXA S.A. | 226,659 | $49.9M | 0.16% | +18,430+8.9% | Added |
| Janus Henderson Group PLC | 226,570 | $49.9M | 0.03% | −610.0% | Reduced |
| Northern Trust Corp | 222,827 | $49.1M | 0.01% | −12,274−5.2% | Reduced |
| Franklin Resources Inc | 213,822 | $47.1M | 0.02% | +362+0.2% | Added |
| Fiera Capital Corp | 211,388 | $46.5M | 0.14% | +12,475+6.3% | Added |
| Deutsche Bank AG | 198,037 | $43.6M | 0.02% | +6,150+3.2% | Added |
| TimesSquare Capital Management, LLC | 192,900 | $42.5M | 0.62% | −44,615−18.8% | Reduced |
| Capital Research Global Investors | 192,192 | $42.3M | 0.01% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 191,143 | $42.1M | 0.15% | −6,437−3.3% | Reduced |
| FMR LLC | 189,068 | $41.6M | 0.00% | −10,556−5.3% | Reduced |
| Stephens Investment Management Group LLC | 173,302 | $38.2M | 0.56% | −2,573−1.5% | Reduced |
| Fisher Asset Management, LLC | 170,192 | $37.5M | 0.02% | −32,586−16.1% | Reduced |
| SEI Investments Co | 167,558 | $36.9M | 0.06% | −19,627−10.5% | Reduced |
| Pertento Partners LLP | 163,962 | $36.1M | 6.83% | −6,653−3.9% | Reduced |
| Charles Schwab Investment Management Inc | 157,079 | $34.6M | 0.01% | +1,950+1.3% | Added |
| Envestnet Asset Management Inc | 148,038 | $32.6M | 0.01% | +13,552+10.1% | Added |
| Principal Financial Group Inc | 143,949 | $31.7M | 0.02% | +600.0% | Added |
| Norges Bank | 143,677 | $31.6M | 0.01% | −120,297−45.6% | Reduced |
| Aristotle Capital Boston, LLC | 138,620 | $30.5M | 0.93% | −1,904−1.4% | Reduced |
| Citadel Advisors LLC | 125,952 | $27.7M | 0.03% | −98,626−43.9% | Reduced |
| JPMorgan Chase & Co | 121,325 | $26.7M | 0.00% | +36,638+43.3% | Added |
| Legal & General Group Plc | 118,685 | $26.1M | 0.01% | +118+0.1% | Added |
| UBS Asset Management Americas Inc | 110,503 | $24.3M | 0.01% | +20,102+22.2% | Added |
| Balyasny Asset Management LLC | 103,333 | $22.7M | 0.06% | +17,497+20.4% | Added |
| Stifel Financial Corp | 101,536 | $22.4M | 0.03% | +144+0.1% | Added |
| Royal Bank of Canada | 97,037 | $21.4M | 0.01% | +9,244+10.5% | Added |
| Swiss National Bank | 91,000 | $20.0M | 0.01% | −2,400−2.6% | Reduced |
| American Capital Management Inc | 90,571 | $19.9M | 0.68% | +3,719+4.3% | Added |
| Rhumbline Advisers | 87,494 | $19.3M | 0.02% | −3,473−3.8% | Reduced |
| D. E. Shaw & Co., Inc. | 86,474 | $19.0M | 0.03% | +58,345+207.4% | Added |
| Price T Rowe Associates Inc | 80,113 | $17.6M | 0.00% | +569+0.7% | Added |
| Woodline Partners LP | 75,275 | $16.6M | 0.18% | +11,651+18.3% | Added |
| Public Employees Retirement Association of Colorado | 74,199 | $16.3M | 0.08% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 73,565 | $16.2M | 0.01% | −763−1.0% | Reduced |
| Natixis Advisors, L.P. | 69,847 | $15.4M | 0.04% | +4,931+7.6% | Added |
| Barclays PLC | 65,256 | $14.4M | 0.01% | +16,399+33.6% | Added |
| Brown Brothers Harriman & Co | 59,766 | $13.2M | 0.11% | +28,951+94.0% | Added |
| Bank of America Corp | 59,563 | $13.1M | 0.00% | −20,294−25.4% | Reduced |
| APG Asset Management N.V. | 59,803 | $11.9M | 0.02% | +36,892+161.0% | Added |
| Thornburg Investment Management Inc | 50,031 | $11.0M | 0.16% | −1,912−3.7% | Reduced |
| Rivermont Capital Management LP | 49,443 | $10.9M | 4.45% | −31,684−39.1% | Reduced |
| Kornitzer Capital Management Inc | 46,327 | $10.2M | 0.20% | 00.0% | Unchanged |
| Man Group plc | 46,053 | $10.1M | 0.03% | – | – |
| California State Teachers Retirement System | 45,025 | $9.91M | 0.01% | +166+0.4% | Added |
| Invesco Ltd. | 44,808 | $9.86M | 0.00% | +1,437+3.3% | Added |
| California Public Employees Retirement System | 41,353 | $9.10M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 41,242 | $9.08M | 0.00% | −1,021−2.4% | Reduced |
| Amundi | 43,550 | $8.85M | 0.00% | +16,377+60.3% | Added |
| American International Group, Inc. | 37,854 | $8.33M | 0.03% | −2,104−5.3% | Reduced |
| Howland Capital Management LLC | 37,420 | $8.24M | 0.44% | −1,113−2.9% | Reduced |
| American Century Companies Inc | 36,650 | $8.07M | 0.01% | −11,138−23.3% | Reduced |
| State Board of Administration of Florida Retirement System | 35,460 | $7.81M | 0.02% | +3,217+10.0% | Added |
| Retirement Systems of Alabama | 35,103 | $7.73M | 0.03% | −312−0.9% | Reduced |
| First Manhattan Co | 48,303 | $7.72M | 0.03% | +46,532+2,627.4% | Added |
| Ameriprise Financial Inc | 35,003 | $7.71M | 0.00% | −3,789−9.8% | Reduced |
| Janney Montgomery Scott LLC | 32,287 | $7.11M | 0.02% | +1,736+5.7% | Added |
| Goldman Sachs Group Inc | 32,211 | $7.09M | 0.00% | −292−0.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 32,134 | $7.07M | 0.02% | +1,235+4.0% | Added |
| Voya Investment Management LLC | 31,749 | $6.99M | 0.01% | −962−2.9% | Reduced |
| Truist Financial Corp | 31,627 | $6.96M | 0.01% | −928−2.9% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 29,450 | $6.48M | 0.87% | +6,516+28.4% | Added |
| New York State Teachers Retirement System | 25,561 | $5.63M | 0.01% | −100−0.4% | Reduced |
| Citigroup Inc | 24,972 | $5.50M | 0.01% | +10,446+71.9% | Added |
| Nichols & Pratt Advisers LLP | 24,667 | $5.43M | 0.39% | +8,689+54.4% | Added |
| TownSquare Capital, LLC | 24,572 | $5.41M | 0.09% | +5,200+26.8% | Added |
| Pinebridge Investments, L.P. | 24,288 | $5.35M | 0.05% | +10,123+71.5% | Added |
| Texas Permanent School Fund | 24,212 | $5.33M | 0.05% | +122+0.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 24,177 | $5.32M | 0.01% | +7,554+45.4% | Added |
| Manufacturers Life Insurance Company, The | 23,964 | $5.28M | 0.00% | −1,034−4.1% | Reduced |
| NewEdge Wealth, LLC | 23,826 | $5.25M | 0.13% | +356+1.5% | Added |
| Vestmark Advisory Solutions, Inc. | 23,758 | $5.23M | 0.27% | +288+1.2% | Added |
| New York State Common Retirement Fund | 22,349 | $4.92M | 0.01% | −3,787−14.5% | Reduced |
| LPL Financial LLC | 22,245 | $4.90M | 0.00% | +2,857+14.7% | Added |
| Ensign Peak Advisors, Inc | 22,208 | $4.89M | 0.01% | −1,651−6.9% | Reduced |
| Rockefeller Capital Management L.P. | 22,113 | $4.87M | 0.02% | +84+0.4% | Added |
| Boston Trust Walden Corp | 20,329 | $4.48M | 0.03% | +1,065+5.5% | Added |
| RMB Capital Management, LLC | 20,075 | $4.42M | 0.13% | +1,160+6.1% | Added |
| Ilmarinen Mutual Pension Insurance Co | 20,000 | $4.40M | 0.06% | 00.0% | Unchanged |