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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, 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.

Institutional holdersQ1 2024: 390 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 heldQ1 2024: $6.06B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q4 2023.

Institutions holding AZPN in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Quantinno Capital Management LP968$206.0K0.00%+968New
Shepherd Financial Partners LLC970$206.9K0.03%00.0%Unchanged
Quantum Private Wealth, LLC984$209.9K0.08%00.0%Unchanged
Oppenheimer Asset Management Inc.990$211.1K0.00%+990New
Schonfeld Strategic Advisors LLC1,000$213.3K0.00%+1,000New
Black Swift Group, LLC1,000$213.3K0.05%+1,000New
Paloma Partners Management Co1,028$219.3K0.03%+1,028New
Wealth Alliance1,066$227.4K0.03%+4+0.4%Added
Creative Planning1,077$229.6K0.00%+45+4.4%Added
D.A. Davidson & Co.1,085$231.4K0.00%−4−0.4%Reduced
Simplex Trading, LLC1,105$235.0K0.01%−1,158−51.2%Reduced
ASB Consultores, LLC1,102$235.0K0.06%+1,102New
Ethic Inc.1,126$240.2K0.01%−576−33.8%Reduced
Nebula Research & Development LLC1,129$240.8K0.05%+1,129New
Studio Investment Management LLC1,137$242.5K0.06%+113+11.0%Added
Brown Advisory Inc1,142$243.6K0.00%−8,701−88.4%Reduced
Thrive Wealth Management, LLC1,148$244.8K0.05%+125+12.2%Added
SYSTM Wealth Solutions LLC1,154$246.1K0.03%+948+460.2%Added
Wealth Enhancement Advisory Services, LLC1,157$246.8K0.00%00.0%Unchanged
Ostrum Asset Management1,161$247.6K0.02%00.0%Unchanged
CIBC World Markets Corp1,174$250.4K0.00%+1,174New
Whittier Trust Co1,191$254.0K0.00%−20−1.7%Reduced
Shelton Capital Management1,208$257.6K0.01%00.0%Unchanged
Hartline Investment Corp1,229$262.1K0.05%+1,229New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors1,229$262.1K0.05%+1,229New
Wallace Advisory Group, LLC1,250$275.2K0.21%+157+14.4%Added
E. Ohman J:or Asset Management AB1,300$277.3K0.01%00.0%Unchanged
Castleview Partners, LLC1,303$277.9K0.16%+1,303New
EverSource Wealth Advisors, LLC1,415$278.6K0.02%−8−0.6%Reduced
Cerity Partners LLC1,321$281.7K0.00%+1,321New
Swiss Life Asset Management Ltd1,329$283.4K0.00%−1,420−51.7%Reduced
Exchange Capital Management, Inc.1,334$284.5K0.05%−10−0.7%Reduced
MJP Associates Inc1,349$287.7K0.06%+233+20.9%Added
Precision Wealth Strategies, LLC1,396$297.7K0.28%−21−1.5%Reduced
The PNC Financial Services Group, Inc.1,419$302.6K0.00%+26+1.9%Added
Meiji Yasuda Asset Management Co Ltd.1,426$304.1K0.01%−1,604−52.9%Reduced
Utah Retirement Systems1,470$313.5K0.00%−3,341−69.4%Reduced
Gibbs Wealth Management1,470$313.5K0.18%+1,470New
Assenagon Asset Management S.A.1,476$314.8K0.00%+64+4.5%Added
Alliance Wealth Advisors, LLC1,484$316.5K0.09%−20−1.3%Reduced
Kestra Advisory Services, LLC1,488$317.4K0.00%+72+5.1%Added
Commerce Bank1,503$320.6K0.00%−17−1.1%Reduced
Dynasty Wealth Management, LLC1,513$322.7K0.01%+1,513New
Apollon Wealth Management, LLC1,514$322.9K0.01%−230−13.2%Reduced
Advisor Group Holdings, Inc.1,526$325.5K0.00%−15,393−91.0%Reduced
Axxcess Wealth Management, LLC1,531$326.5K0.01%−34−2.2%Reduced
Wesbanco Bank Inc1,548$330.2K0.01%+1,548New
ProShare Advisors LLC1,596$340.4K0.00%−111−6.5%Reduced
Meridian Financial Partners LLC1,764$354.0K0.45%00.0%Unchanged
Bayesian Capital Management, LP1,674$357.0K0.03%+1,674New
Toroso Investments, LLC1,691$360.7K0.01%+589+53.4%Added
Commonwealth Equity Services, LLC1,706$364.0K0.00%+434+34.1%Added
Captrust Financial Advisors1,745$372.2K0.00%−487−21.8%Reduced
Park Avenue Securities LLC1,767$377.0K0.00%−45−2.5%Reduced
CoreCap Advisors, LLC1,790$381.8K0.02%+86+5.0%Added
Entropy Technologies, LP1,793$382.4K0.04%+1,793New
Lincoln National Corp1,816$387.3K0.01%+187+11.5%Added
Storebrand Asset Management AS1,847$393.9K0.00%−1,058−36.4%Reduced
Lombard Odier Asset Management (USA) Corp1,858$396.3K0.06%+1,858New
Heritage Wealth Management, LLC1,876$400.1K0.20%−102−5.2%Reduced
Raymond James Financial Services Advisors, Inc.1,877$400.3K0.00%+13+0.7%Added
KLR Investment Advisors, LLC2,063$406.6K0.29%−91−4.2%Reduced
Everpar Advisors LLC1,983$422.9K0.26%−1,236−38.4%Reduced
National Asset Management, Inc.2,114$431.8K0.01%+998+89.4%Added
Outlook Wealth Advisors, LLC2,026$432.1K0.13%00.0%Unchanged
Maryland State Retirement & Pension System2,170$432.9K0.01%00.0%Unchanged
Caisse de Depot Et Placement du Quebec2,086$444.9K0.00%−5,949−74.0%Reduced
JustInvest LLC2,087$445.1K0.01%−1,033−33.1%Reduced
Tower Research Capital LLC (TRC)2,180$465.0K0.01%−891−29.0%Reduced
Crossmark Global Holdings, Inc.2,184$466.0K0.01%+58+2.7%Added
Intech Investment Management LLC2,199$469.0K0.01%+2,199New
Baker Tilly Wealth Management, LLC2,227$475.0K0.09%+135+6.5%Added
Equitable Trust Co2,234$476.5K0.03%00.0%Unchanged
Stephens Inc2,296$489.7K0.01%+705+44.3%Added
FMR LLC2,300$490.6K0.00%−186,768−98.8%Reduced
Securian Asset Management, Inc2,302$491.0K0.01%−100−4.2%Reduced
Fox Run Management, L.L.C.2,340$499.1K0.11%+885+60.8%Added
Legacy Advisors, LLC2,365$504.4K0.06%+183+8.4%Added
Federated Hermes, Inc.2,370$505.5K0.00%−207−8.0%Reduced
Norden Group LLC2,375$506.5K0.10%+824+53.1%Added
Garrison Asset Management, LLC2,443$521.0K0.27%−37−1.5%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd2,447$521.9K0.01%00.0%Unchanged
Resources Investment Advisors, LLC.2,495$532.1K0.01%+44+1.8%Added
Axq Capital, LP2,539$541.5K0.13%−791−23.8%Reduced
Gulf International Bank (UK) Ltd2,548$543.0K0.01%00.0%Unchanged
Gotham Asset Management, LLC2,549$543.7K0.01%−2,457−49.1%Reduced
TD Asset Management Inc2,582$550.7K0.00%−219−7.8%Reduced
Mitchell & Pahl Private Wealth, LLC2,589$552.2K0.29%+244+10.4%Added
CIBC Private Wealth Group, LLC2,627$565.3K0.00%+11+0.4%Added
Toronto Dominion Bank2,773$591.4K0.00%−1,037−27.2%Reduced
Pinebridge Investments, L.P.2,880$614.2K0.00%−21,408−88.1%Reduced
State of Alaska, Department of Revenue3,029$646.0K0.01%00.0%Unchanged
HighTower Advisors, LLC3,088$654.0K0.00%−2,498−44.7%Reduced
SkyView Investment Advisors, LLC3,084$658.0K0.12%+3,084New
LVW Advisors, LLC3,172$676.5K0.11%−86−2.6%Reduced
Bank of Nova Scotia3,226$688.0K0.00%−329−9.3%Reduced
Korea Investment CORP3,273$698.1K0.00%−615−15.8%Reduced
Pathstone Holdings, LLC3,311$706.2K0.00%−545−14.1%Reduced
Close Asset Management Ltd3,339$712.0K0.03%00.0%Unchanged
Bank of Montreal3,343$715.7K0.00%−191−5.4%Reduced