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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 3,180 | $700.1K | 0.02% | −193−5.7% | Reduced |
| JustInvest LLC | 3,120 | $686.9K | 0.02% | +1,785+133.7% | Added |
| Tower Research Capital LLC (TRC) | 3,071 | $676.1K | 0.01% | +625+25.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 3,030 | $667.1K | 0.03% | +1,890+165.8% | Added |
| State of Alaska, Department of Revenue | 3,029 | $666.0K | 0.01% | −345−10.2% | Reduced |
| Storebrand Asset Management AS | 2,905 | $639.5K | 0.00% | −562−16.2% | Reduced |
| TD Asset Management Inc | 2,801 | $616.6K | 0.00% | +947+51.1% | Added |
| Swiss Life Asset Management Ltd | 2,749 | $606.7K | 0.01% | +1,378+100.5% | Added |
| CIBC Private Wealth Group, LLC | 2,616 | $575.9K | 0.00% | +17+0.7% | Added |
| Federated Hermes, Inc. | 2,577 | $567.3K | 0.00% | −380−12.9% | Reduced |
| Gulf International Bank (UK) Ltd | 2,548 | $560.0K | 0.02% | −605−19.2% | Reduced |
| Garrison Asset Management, LLC | 2,480 | $546.0K | 0.30% | +17+0.7% | Added |
| Resources Investment Advisors, LLC. | 2,451 | $539.6K | 0.01% | −45−1.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,447 | $538.7K | 0.01% | +469+23.7% | Added |
| Securian Asset Management, Inc | 2,402 | $528.8K | 0.01% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 2,345 | $516.3K | 0.29% | +10+0.4% | Added |
| Winton Group Ltd | 2,336 | $514.3K | 0.04% | +1,223+109.9% | Added |
| Simplex Trading, LLC | 2,263 | $498.0K | 0.02% | −1,869−45.2% | Reduced |
| Assetmark, Inc | 2,237 | $492.5K | 0.00% | +204+10.0% | Added |
| Equitable Trust Co | 2,234 | $491.8K | 0.04% | −37−1.6% | Reduced |
| Captrust Financial Advisors | 2,232 | $491.4K | 0.00% | +322+16.9% | Added |
| Legacy Advisors, LLC | 2,182 | $480.4K | 0.06% | +306+16.3% | Added |
| Maryland State Retirement & Pension System | 2,170 | $477.7K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 2,161 | $475.7K | 0.01% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 2,154 | $474.2K | 0.34% | +2,154 | New |
| Crossmark Global Holdings, Inc. | 2,126 | $468.0K | 0.01% | −104−4.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 2,092 | $460.6K | 0.08% | +261+14.3% | Added |
| Outlook Wealth Advisors, LLC | 2,026 | $446.0K | 0.16% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 2,000 | $440.3K | 0.06% | +2,000 | New |
| Heritage Wealth Management, LLC | 1,978 | $435.5K | 0.24% | +1,978 | New |
| Raymond James Financial Services Advisors, Inc. | 1,864 | $410.4K | 0.00% | +63+3.5% | Added |
| Park Avenue Securities LLC | 1,812 | $399.0K | 0.01% | −98−5.1% | Reduced |
| Jane Street Group, LLC | 1,762 | $387.9K | 0.00% | −14,527−89.2% | Reduced |
| Apollon Wealth Management, LLC | 1,744 | $383.9K | 0.01% | +1,744 | New |
| Verition Fund Management LLC | 1,740 | $383.1K | 0.00% | −58−3.2% | Reduced |
| ProShare Advisors LLC | 1,707 | $375.8K | 0.00% | −69−3.9% | Reduced |
| CoreCap Advisors, LLC | 1,704 | $375.1K | 0.02% | +6+0.4% | Added |
| Ethic Inc. | 1,702 | $374.7K | 0.01% | −90−5.0% | Reduced |
| XTX Topco Ltd | 1,694 | $372.9K | 0.08% | +1,694 | New |
| Lincoln National Corp | 1,629 | $358.6K | 0.01% | +148+10.0% | Added |
| Stephens Inc | 1,591 | $350.3K | 0.01% | +97+6.5% | Added |
| Meridian Financial Partners LLC | 1,764 | $350.0K | 0.36% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,565 | $344.5K | 0.01% | −59−3.6% | Reduced |
| Norden Group LLC | 1,551 | $341.5K | 0.06% | −295−16.0% | Reduced |
| Commerce Bank | 1,520 | $334.6K | 0.00% | −7−0.5% | Reduced |
| Alliance Wealth Advisors, LLC | 1,504 | $331.1K | 0.11% | +190+14.5% | Added |
| Handelsinvest Investeringsforvaltning | 1,459 | $321.0K | 0.13% | +1,459 | New |
| Fox Run Management, L.L.C. | 1,455 | $320.3K | 0.08% | +1,455 | New |
| Curated Wealth Partners LLC | 1,453 | $319.9K | 0.05% | −21−1.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,423 | $313.3K | 0.03% | −51−3.5% | Reduced |
| Precision Wealth Strategies, LLC | 1,417 | $312.0K | 0.30% | −5−0.4% | Reduced |
| Kestra Advisory Services, LLC | 1,416 | $311.7K | 0.00% | +91+6.9% | Added |
| Assenagon Asset Management S.A. | 1,412 | $310.9K | 0.00% | −109−7.2% | Reduced |
| Cetera Investment Advisers | 1,408 | $310.0K | 0.00% | +346+32.6% | Added |
| The PNC Financial Services Group, Inc. | 1,393 | $306.7K | 0.00% | −199−12.5% | Reduced |
| Exchange Capital Management, Inc. | 1,344 | $295.9K | 0.05% | −132−8.9% | Reduced |
| Teacher Retirement System of Texas | 1,342 | $295.0K | 0.00% | −912−40.5% | Reduced |
| E. Ohman J:or Asset Management AB | 1,300 | $286.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,272 | $280.0K | 0.00% | −55−4.1% | Reduced |
| Epoch Investment Partners, Inc. | 1,270 | $279.6K | 0.00% | −227−15.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,212 | $266.8K | 0.00% | +401+49.4% | Added |
| Whittier Trust Co | 1,211 | $266.6K | 0.00% | −44−3.5% | Reduced |
| Shelton Capital Management | 1,208 | $265.9K | 0.01% | −149−11.0% | Reduced |
| Ostrum Asset Management | 1,161 | $255.6K | 0.02% | −843−42.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,157 | $254.7K | 0.00% | −21−1.8% | Reduced |
| Capstone Investment Advisors, LLC | 1,146 | $252.3K | 0.00% | +1,146 | New |
| National Asset Management, Inc. | 1,116 | $245.7K | 0.01% | −998−47.2% | Reduced |
| MJP Associates Inc | 1,116 | $245.7K | 0.07% | +21+1.9% | Added |
| Toroso Investments, LLC | 1,102 | $242.6K | 0.01% | −78−6.6% | Reduced |
| D.A. Davidson & Co. | 1,089 | $239.7K | 0.00% | +25+2.3% | Added |
| First Trust Advisors LP | 1,082 | $238.2K | 0.00% | +1,082 | New |
| Wealth Alliance | 1,062 | $233.8K | 0.03% | +3+0.3% | Added |
| Creative Planning | 1,032 | $227.1K | 0.00% | −162−13.6% | Reduced |
| Studio Investment Management LLC | 1,024 | $225.4K | 0.06% | −163−13.7% | Reduced |
| Thrive Wealth Management, LLC | 1,023 | $225.2K | 0.05% | +1,023 | New |
| Wallace Advisory Group, LLC | 1,093 | $223.3K | 0.17% | +1,093 | New |
| Quantum Private Wealth, LLC | 984 | $216.6K | 0.09% | −4−0.4% | Reduced |
| Benjamin Edwards Inc | 980 | $216.0K | 0.05% | −25−2.5% | Reduced |
| Shepherd Financial Partners LLC | 970 | $213.5K | 0.03% | +970 | New |
| Jefferies Financial Group Inc. | 954 | $210.0K | 0.00% | +954 | New |
| Hantz Financial Services, Inc. | 948 | $209.0K | 0.00% | +14+1.5% | Added |
| Aureus Asset Management, LLC | 933 | $205.4K | 0.02% | +933 | New |
| FirstPurpose Wealth LLC | 922 | $203.0K | 0.08% | +922 | New |
| Austin Private Wealth, LLC | 917 | $201.9K | 0.03% | +917 | New |
| Snowden Capital Advisors LLC | 912 | $200.8K | 0.01% | +912 | New |
| Eagle Bay Advisors LLC | 902 | $198.6K | 0.13% | +102+12.8% | Added |
| Twin Tree Management, LP | 768 | $169.1K | 0.00% | +765+25,500.0% | Added |
| Steward Partners Investment Advisory, LLC | 739 | $162.7K | 0.00% | +277+60.0% | Added |
| Shell Asset Management Co | 728 | $160.0K | 0.01% | +728 | New |
| Vestcor Inc | 675 | $149.0K | 0.01% | −13−1.9% | Reduced |
| Macquarie Group Ltd | 638 | $140.6K | 0.00% | −377−37.1% | Reduced |
| Advisory Services Network, LLC | 460 | $101.3K | 0.00% | +460 | New |
| Stephenson National Bank & Trust | 421 | $92.7K | 0.05% | −440−51.1% | Reduced |
| Bessemer Group Inc | 400 | $89.0K | 0.00% | −227−36.2% | Reduced |
| Covestor Ltd | 344 | $76.0K | 0.05% | +79+29.8% | Added |
| Principal Securities, Inc. | 333 | $73.2K | 0.00% | +333 | New |
| Pinnacle Financial Partners Inc | 296 | $65.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 292 | $64.3K | 0.00% | −58−16.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 283 | $62.3K | 0.00% | +5+1.8% | Added |
| Quadrant Capital Group LLC | 225 | $49.5K | 0.00% | +3+1.4% | Added |