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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 220 | $45.8K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 206 | $45.4K | 0.01% | −939−82.0% | Reduced |
| UniSuper Management Pty Ltd | 200 | $44.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 187 | $41.2K | 0.00% | +15+8.7% | Added |
| CWM, LLC | 177 | $39.0K | 0.00% | −49−21.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 179 | $39.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 170 | $37.4K | 0.00% | +170 | New |
| Van Eck Associates Corp | 169 | $37.0K | 0.00% | −13−7.1% | Reduced |
| Signaturefd, LLC | 151 | $33.2K | 0.00% | −346−69.6% | Reduced |
| Compass Wealth Management LLC | 140 | $30.8K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 128 | $28.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 118 | $26.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 109 | $24.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 109 | $23.6K | 0.00% | +7+6.9% | Added |
| JJJ Advisors Inc. | 101 | $22.2K | 0.01% | −10−9.0% | Reduced |
| Park Place Capital Corp | 97 | $21.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 97 | $21.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 110 | $21.1K | 0.01% | +110 | New |
| First Horizon Advisors, Inc. | 87 | $19.2K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 85 | $18.7K | 0.01% | +85 | New |
| Ci Investments Inc. | 78 | $17.0K | 0.00% | −4−4.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 67 | $15.0K | 0.01% | +67 | New |
| Quent Capital, LLC | 49 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 49 | $10.8K | 0.00% | +3+6.5% | Added |
| Bruce G. Allen Investments, LLC | 46 | $10.1K | 0.01% | +46 | New |
| Huntington National Bank | 44 | $9.67K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 42 | $9.25K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 32 | $7.05K | 0.00% | −1−3.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 34 | $7.00K | 0.00% | +34 | New |
| Global Retirement Partners, LLC | 34 | $6.75K | 0.00% | −7−17.1% | Reduced |
| Quarry LP | 30 | $6.61K | 0.00% | −75−71.4% | Reduced |
| Zions Bancorporation, N.A. | 25 | $5.50K | 0.00% | +3+13.6% | Added |
| Bell Investment Advisors, Inc | 22 | $4.84K | 0.00% | −2−8.3% | Reduced |
| Rakuten Investment Management, Inc. | 21 | $4.63K | 0.00% | +21 | New |
| Parallel Advisors, LLC | 21 | $4.62K | 0.00% | −79−79.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 20 | $4.40K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $4.40K | 0.00% | +12+150.0% | Added |
| JFS Wealth Advisors, LLC | 18 | $3.96K | 0.00% | −6−25.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 18 | $3.96K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18 | $3.96K | 0.00% | +18 | New |
| Washington Trust Advisors, Inc. | 17 | $3.84K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $3.74K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $3.52K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 15 | $3.30K | 0.00% | −14−48.3% | Reduced |
| Jones Financial Companies LLLP | 14 | $3.08K | 0.00% | +7+100.0% | Added |
| Laffer Tengler Investments | 14 | $3.08K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 12 | $2.64K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $2.42K | 0.00% | −4−26.7% | Reduced |
| Central Trust Co | 10 | $2.20K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 9 | $2.00K | 0.00% | +9 | New |
| Versant Capital Management, Inc | 8 | $1.76K | 0.00% | −3−27.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $1.54K | 0.00% | −5−41.7% | Reduced |
| REAP Financial Group, LLC | 7 | $1.54K | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 6 | $1.32K | 0.00% | −4−40.0% | Reduced |
| AdvisorNet Financial, Inc | 6 | $1.32K | 0.00% | −3−33.3% | Reduced |
| SJS Investment Consulting Inc. | 6 | $1.32K | 0.00% | −2−25.0% | Reduced |
| Gradient Investments LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $1.10K | 0.00% | +5 | New |
| Ronald Blue Trust, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Proequities, Inc. | 4 | $880 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $661 | 0.00% | −35−92.1% | Reduced |
| True Wealth Design, LLC | 3 | $661 | 0.00% | +2+200.0% | Added |
| Glassman Wealth Services | 3 | $660 | 0.00% | −2−40.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 3 | $660 | 0.00% | +1+50.0% | Added |
| Fairman Group, LLC | 3 | $660 | 0.00% | +3 | New |
| Sachetta, LLC | 2 | $441 | 0.00% | +2 | New |
| IFP Advisors, Inc | 1 | $220 | 0.00% | −51−98.1% | Reduced |
| Cornerstone Planning Group LLC | 1 | $220 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $166 | 0.00% | +1 | New |
| Smartleaf Asset Management LLC | 0 | $57 | 0.00% | 0 | New |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −40,062−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −15,143−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,982−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,251−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −11,786−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −7,527−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −6,578−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −2,778−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,657−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −1,846−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −1,807−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −1,652−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −1,634−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,278−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,015−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −461−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |