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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, 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.

Institutional holdersQ4 2023: 372 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 heldQ4 2023: $6.34B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q3 2023.

Institutions holding AZPN in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.2$00.00%00.0%Unchanged
Smartleaf Asset Management LLC0$570.00%0New
Abound Wealth Management1$1660.00%+1New
IFP Advisors, Inc1$2200.00%−51−98.1%Reduced
Cornerstone Planning Group LLC1$2200.00%00.0%Unchanged
Sachetta, LLC2$4410.00%+2New
Glassman Wealth Services3$6600.00%−2−40.0%Reduced
Allspring Global Investments Holdings, LLC3$6600.00%+1+50.0%Added
Fairman Group, LLC3$6600.00%+3New
Allworth Financial LP3$6610.00%−35−92.1%Reduced
True Wealth Design, LLC3$6610.00%+2+200.0%Added
Proequities, Inc.4$8800.00%00.0%Unchanged
Ronald Blue Trust, Inc.7$1.00K0.00%+7New
Gradient Investments LLC5$1.10K0.00%00.0%Unchanged
Private Wealth Management Group, LLC5$1.10K0.00%+5New
Farther Finance Advisors, LLC6$1.32K0.00%−4−40.0%Reduced
AdvisorNet Financial, Inc6$1.32K0.00%−3−33.3%Reduced
SJS Investment Consulting Inc.6$1.32K0.00%−2−25.0%Reduced
Harbour Investments, Inc.7$1.54K0.00%−5−41.7%Reduced
REAP Financial Group, LLC7$1.54K0.00%+7New
Cherry Tree Wealth Management, LLC7$1.54K0.00%00.0%Unchanged
Versant Capital Management, Inc8$1.76K0.00%−3−27.3%Reduced
FSA Wealth Management LLC9$2.00K0.00%+9New
Central Trust Co10$2.20K0.00%00.0%Unchanged
Lindbrook Capital, LLC11$2.42K0.00%−4−26.7%Reduced
Farmers & Merchants Investments Inc12$2.64K0.00%00.0%Unchanged
Jones Financial Companies LLLP14$3.08K0.00%+7+100.0%Added
Laffer Tengler Investments14$3.08K0.00%+14New
Massmutual Trust Co FSB15$3.30K0.00%−14−48.3%Reduced
Key Financial Inc16$3.52K0.00%00.0%Unchanged
Wolff Wiese Magana LLC17$3.74K0.00%00.0%Unchanged
Washington Trust Advisors, Inc.17$3.84K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC18$3.96K0.00%−6−25.0%Reduced
Stuart Chaussee & Associates, Inc.18$3.96K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC18$3.96K0.00%+18New
GPS Wealth Strategies Group, LLC20$4.40K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.20$4.40K0.00%+12+150.0%Added
Parallel Advisors, LLC21$4.62K0.00%−79−79.0%Reduced
Rakuten Investment Management, Inc.21$4.63K0.00%+21New
Bell Investment Advisors, Inc22$4.84K0.00%−2−8.3%Reduced
Zions Bancorporation, N.A.25$5.50K0.00%+3+13.6%Added
Quarry LP30$6.61K0.00%−75−71.4%Reduced
Global Retirement Partners, LLC34$6.75K0.00%−7−17.1%Reduced
Benjamin F. Edwards & Company, Inc.34$7.00K0.00%+34New
Prestige Wealth Management Group LLC32$7.05K0.00%−1−3.0%Reduced
C M Bidwell & Associates Ltd42$9.25K0.01%00.0%Unchanged
Huntington National Bank44$9.67K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC46$10.1K0.01%+46New
Quent Capital, LLC49$10.8K0.00%00.0%Unchanged
Private Trust Co NA49$10.8K0.00%+3+6.5%Added
Wetzel Investment Advisors, Inc.67$15.0K0.01%+67New
Ci Investments Inc.78$17.0K0.00%−4−4.9%Reduced
Accent Capital Management, LLC85$18.7K0.01%+85New
First Horizon Advisors, Inc.87$19.2K0.00%00.0%Unchanged
GAMMA Investing LLC110$21.1K0.01%+110New
SRS Capital Advisors, Inc.97$21.4K0.00%00.0%Unchanged
Park Place Capital Corp97$21.4K0.01%00.0%Unchanged
JJJ Advisors Inc.101$22.2K0.01%−10−9.0%Reduced
National Bank of Canada109$23.6K0.00%+7+6.9%Added
Advisors Asset Management, Inc.109$24.0K0.00%00.0%Unchanged
Venturi Wealth Management, LLC118$26.0K0.00%00.0%Unchanged
Desjardins Global Asset Management Inc.128$28.2K0.00%00.0%Unchanged
Compass Wealth Management LLC140$30.8K0.01%00.0%Unchanged
Signaturefd, LLC151$33.2K0.00%−346−69.6%Reduced
Van Eck Associates Corp169$37.0K0.00%−13−7.1%Reduced
GWM Advisors LLC170$37.4K0.00%+170New
CWM, LLC177$39.0K0.00%−49−21.7%Reduced
BI Asset Management Fondsmaeglerselskab A/S179$39.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec187$41.2K0.00%+15+8.7%Added
UniSuper Management Pty Ltd200$44.0K0.00%00.0%Unchanged
SYSTM Wealth Solutions LLC206$45.4K0.01%−939−82.0%Reduced
TD Waterhouse Canada Inc.220$45.8K0.00%00.0%Unchanged
Quadrant Capital Group LLC225$49.5K0.00%+3+1.4%Added
Northwestern Mutual Wealth Management Co283$62.3K0.00%+5+1.8%Added
Fifth Third Bancorp292$64.3K0.00%−58−16.6%Reduced
Pinnacle Financial Partners Inc296$65.2K0.00%00.0%Unchanged
Principal Securities, Inc.333$73.2K0.00%+333New
Covestor Ltd344$76.0K0.05%+79+29.8%Added
Bessemer Group Inc400$89.0K0.00%−227−36.2%Reduced
Stephenson National Bank & Trust421$92.7K0.05%−440−51.1%Reduced
Advisory Services Network, LLC460$101.3K0.00%+460New
Macquarie Group Ltd638$140.6K0.00%−377−37.1%Reduced
Vestcor Inc675$149.0K0.01%−13−1.9%Reduced
Shell Asset Management Co728$160.0K0.01%+728New
Steward Partners Investment Advisory, LLC739$162.7K0.00%+277+60.0%Added
Twin Tree Management, LP768$169.1K0.00%+765+25,500.0%Added
Eagle Bay Advisors LLC902$198.6K0.13%+102+12.8%Added
Snowden Capital Advisors LLC912$200.8K0.01%+912New
Austin Private Wealth, LLC917$201.9K0.03%+917New
FirstPurpose Wealth LLC922$203.0K0.08%+922New
Aureus Asset Management, LLC933$205.4K0.02%+933New
Hantz Financial Services, Inc.948$209.0K0.00%+14+1.5%Added
Jefferies Financial Group Inc.954$210.0K0.00%+954New
Shepherd Financial Partners LLC970$213.5K0.03%+970New
Benjamin Edwards Inc980$216.0K0.05%−25−2.5%Reduced
Quantum Private Wealth, LLC984$216.6K0.09%−4−0.4%Reduced
Wallace Advisory Group, LLC1,093$223.3K0.17%+1,093New
Thrive Wealth Management, LLC1,023$225.2K0.05%+1,023New
Studio Investment Management LLC1,024$225.4K0.06%−163−13.7%Reduced
Creative Planning1,032$227.1K0.00%−162−13.6%Reduced