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, Q1 2024
Institutional positions in Aspen Technology, Inc. as of Mar 31, 2024. 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
- 390
- +19 vs. Q4 2023
- Shares held
- 28.4M
- −379.8K (−1.3%) vs. Q4 2023
- Total value
- $6.06B
- −$278.4M (−4.4%) vs. Q4 2023
- New holders
- 51
- 140 more added
- Sold out
- 32
- 139 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $203 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $214 | 0.00% | +1 | New |
| True Wealth Design, LLC | 2 | $427 | 0.00% | −1−33.3% | Reduced |
| Sachetta, LLC | 2 | $441 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3 | $639 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3 | $640 | 0.00% | −4−57.1% | Reduced |
| Fairman Group, LLC | 3 | $640 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4 | $853 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $1.07K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 5 | $1.07K | 0.00% | +5 | New |
| Mather Group, LLC. | 5 | $1.10K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 6 | $1.28K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6 | $1.28K | 0.00% | +6 | New |
| REAP Financial Group, LLC | 7 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 8 | $1.71K | 0.00% | −12−60.0% | Reduced |
| Versant Capital Management, Inc | 8 | $1.71K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 8 | $1.71K | 0.00% | +8 | New |
| IFP Advisors, Inc | 8 | $1.71K | 0.00% | +7+700.0% | Added |
| Prestige Wealth Management Group LLC | 9 | $1.92K | 0.00% | −23−71.9% | Reduced |
| FSA Wealth Management LLC | 9 | $1.92K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $2.13K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 10 | $2.15K | 0.00% | +4+66.7% | Added |
| Farmers & Merchants Investments Inc | 12 | $2.56K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 13 | $2.77K | 0.00% | −2−13.3% | Reduced |
| Lindbrook Capital, LLC | 13 | $2.77K | 0.00% | +2+18.2% | Added |
| Key Financial Inc | 16 | $3.41K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $3.41K | 0.00% | +9+128.6% | Added |
| Wolff Wiese Magana LLC | 17 | $3.63K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $3.72K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 18 | $3.84K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18 | $3.84K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $3.84K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 20 | $3.93K | 0.00% | +20 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 19 | $4.05K | 0.00% | +19 | New |
| GPS Wealth Strategies Group, LLC | 20 | $4.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $4.69K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 25 | $5.33K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 28 | $5.97K | 0.00% | −18−39.1% | Reduced |
| Global Retirement Partners, LLC | 34 | $7.25K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 36 | $7.54K | 0.00% | +36 | Added |
| Assetmark, Inc | 36 | $7.68K | 0.00% | −2,201−98.4% | Reduced |
| Crewe Advisors LLC | 38 | $8.11K | 0.00% | +38 | New |
| Quent Capital, LLC | 42 | $8.96K | 0.00% | −7−14.3% | Reduced |
| C M Bidwell & Associates Ltd | 42 | $8.96K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 43 | $9.17K | 0.00% | +22+104.8% | Added |
| Allworth Financial LP | 43 | $9.17K | 0.00% | +40+1,333.3% | Added |
| Private Trust Co NA | 46 | $9.81K | 0.00% | −3−6.1% | Reduced |
| Huntington National Bank | 51 | $10.9K | 0.00% | +7+15.9% | Added |
| AdvisorNet Financial, Inc | 60 | $12.8K | 0.00% | +54+900.0% | Added |
| Colonial Trust Co | 69 | $14.7K | 0.00% | +69 | New |
| Tortoise Investment Management, LLC | 72 | $15.4K | 0.00% | +72 | New |
| Accent Capital Management, LLC | 85 | $18.1K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 85 | $18.1K | 0.00% | +85 | New |
| Rise Advisors, LLC | 87 | $18.6K | 0.01% | +87 | New |
| Ci Investments Inc. | 89 | $19.0K | 0.00% | +11+14.1% | Added |
| Signaturefd, LLC | 92 | $19.6K | 0.00% | −59−39.1% | Reduced |
| First Horizon Advisors, Inc. | 96 | $20.5K | 0.00% | +9+10.3% | Added |
| Park Place Capital Corp | 97 | $20.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 97 | $20.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 97 | $20.7K | 0.00% | +97 | New |
| JJJ Advisors Inc. | 101 | $21.5K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 105 | $22.4K | 0.00% | −4−3.7% | Reduced |
| GAMMA Investing LLC | 105 | $22.4K | 0.00% | −5−4.5% | Reduced |
| National Bank of Canada | 111 | $23.2K | 0.00% | +2+1.8% | Added |
| Walleye Trading LLC | 113 | $24.1K | 0.00% | −4,695−97.6% | Reduced |
| South State Corp. | 117 | $25.0K | 0.00% | +117 | New |
| Venturi Wealth Management, LLC | 118 | $25.2K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 140 | $29.9K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 173 | $36.9K | 0.00% | +3+1.8% | Added |
| Bessemer Group Inc | 197 | $42.0K | 0.00% | −203−50.7% | Reduced |
| CWM, LLC | 209 | $45.0K | 0.00% | +32+18.1% | Added |
| Quadrant Capital Group LLC | 212 | $45.2K | 0.00% | −13−5.8% | Reduced |
| TD Waterhouse Canada Inc. | 220 | $46.4K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 225 | $48.0K | 0.00% | +191+561.8% | Added |
| Benjamin Edwards Inc | 228 | $49.0K | 0.01% | −752−76.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 232 | $49.5K | 0.00% | −51−18.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 247 | $52.7K | 0.00% | +247 | New |
| Rakuten Investment Management, Inc. | 248 | $52.9K | 0.00% | +227+1,081.0% | Added |
| Pinnacle Financial Partners Inc | 296 | $63.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 296 | $63.1K | 0.00% | +4+1.4% | Added |
| Van Eck Associates Corp | 380 | $81.0K | 0.00% | +211+124.9% | Added |
| UniSuper Management Pty Ltd | 400 | $85.3K | 0.00% | +200+100.0% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $85.3K | 0.02% | +400 | New |
| Principal Securities, Inc. | 411 | $87.6K | 0.00% | +78+23.4% | Added |
| Covestor Ltd | 468 | $100.0K | 0.06% | +124+36.0% | Added |
| Federation des caisses Desjardins du Quebec | 535 | $115.2K | 0.00% | +348+186.1% | Added |
| Nisa Investment Advisors, LLC | 614 | $131.0K | 0.00% | −598−49.3% | Reduced |
| Macquarie Group Ltd | 638 | $136.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 660 | $140.8K | 0.00% | −79−10.7% | Reduced |
| Vestcor Inc | 670 | $143.0K | 0.00% | −5−0.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 674 | $144.0K | 0.00% | +495+276.5% | Added |
| Shell Asset Management Co | 728 | $145.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 733 | $156.3K | 0.10% | −169−18.7% | Reduced |
| Ofi Invest Asset Management | 812 | $160.4K | 0.00% | +812 | New |
| Stephenson National Bank & Trust | 791 | $168.7K | 0.06% | +370+87.9% | Added |
| Snowden Capital Advisors LLC | 949 | $202.4K | 0.01% | +37+4.1% | Added |
| Hantz Financial Services, Inc. | 950 | $203.0K | 0.00% | +2+0.2% | Added |
| Profund Advisors LLC | 958 | $204.3K | 0.01% | +958 | New |
| Handelsinvest Investeringsforvaltning | 961 | $205.0K | 0.10% | −498−34.1% | Reduced |