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, Q2 2024
Institutional positions in Aspen Technology, Inc. as of Jun 30, 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
- 395
- +12 vs. Q1 2024
- Shares held
- 29.2M
- +1.02M (+3.6%) vs. Q1 2024
- Total value
- $5.79B
- −$206.0M (−3.4%) vs. Q1 2024
- New holders
- 56
- 151 more added
- Sold out
- 44
- 133 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q1 2024.
| 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 | $173 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $199 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 2 | $397 | 0.00% | +2 | New |
| Abich Financial Wealth Management LLC | 2 | $397 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $398 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 3 | $596 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $596 | 0.00% | +3 | New |
| Ronald Blue Trust, Inc. | 3 | $640 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4 | $795 | 0.00% | +4 | New |
| Opal Wealth Advisors, LLC | 4 | $795 | 0.00% | +4 | New |
| Salem Investment Counselors Inc | 5 | $994 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $1.14K | 0.00% | +4+200.0% | Added |
| SJS Investment Consulting Inc. | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $1.59K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 8 | $1.59K | 0.00% | +8 | New |
| Innealta Capital, LLC | 9 | $1.79K | 0.00% | +9 | New |
| Central Trust Co | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 11 | $2.18K | 0.00% | +8+266.7% | Added |
| Farmers & Merchants Investments Inc | 12 | $2.38K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 13 | $2.58K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 14 | $2.78K | 0.00% | −11−44.0% | Reduced |
| Key Financial Inc | 16 | $3.18K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 16 | $3.18K | 0.00% | +8+100.0% | Added |
| Wolff Wiese Magana LLC | 17 | $3.38K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $3.46K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 18 | $3.58K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18 | $3.58K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18 | $3.58K | 0.00% | +2+12.5% | Added |
| JFS Wealth Advisors, LLC | 18 | $3.58K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 19 | $3.81K | 0.00% | −17−47.2% | Reduced |
| Bell Investment Advisors, Inc | 20 | $3.97K | 0.00% | −2−9.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 20 | $3.97K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 21 | $4.17K | 0.00% | +13+162.5% | Added |
| Private Wealth Management Group, LLC | 21 | $4.17K | 0.00% | +16+320.0% | Added |
| ESL Trust Services, LLC | 24 | $4.77K | 0.00% | +24 | New |
| Assetmark, Inc | 27 | $5.36K | 0.00% | −9−25.0% | Reduced |
| Tucker Asset Management LLC | 34 | $6.75K | 0.00% | +34 | New |
| Allworth Financial LP | 37 | $7.09K | 0.00% | −6−14.0% | Reduced |
| Quent Capital, LLC | 37 | $7.35K | 0.00% | −5−11.9% | Reduced |
| C M Bidwell & Associates Ltd | 42 | $8.34K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 43 | $8.54K | 0.00% | +30+230.8% | Added |
| AdvisorNet Financial, Inc | 46 | $9.14K | 0.00% | −14−23.3% | Reduced |
| JJJ Advisors Inc. | 47 | $9.34K | 0.00% | −54−53.5% | Reduced |
| Private Trust Co NA | 48 | $9.53K | 0.00% | +2+4.3% | Added |
| Huntington National Bank | 54 | $10.7K | 0.00% | +3+5.9% | Added |
| Financial Network Wealth Advisors LLC | 65 | $12.7K | 0.01% | +65 | New |
| Advisors Asset Management, Inc. | 68 | $13.5K | 0.00% | −37−35.2% | Reduced |
| First Horizon Advisors, Inc. | 70 | $13.9K | 0.00% | −26−27.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 70 | $13.9K | 0.00% | +70 | New |
| Parallel Advisors, LLC | 73 | $14.5K | 0.00% | +30+69.8% | Added |
| Ci Investments Inc. | 81 | $16.0K | 0.00% | −8−9.0% | Reduced |
| Accent Capital Management, LLC | 85 | $16.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 87 | $17.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 87 | $17.3K | 0.00% | +53+155.9% | Added |
| Signaturefd, LLC | 91 | $18.1K | 0.00% | −1−1.1% | Reduced |
| Park Place Capital Corp | 97 | $19.3K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 97 | $19.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 108 | $21.5K | 0.00% | +11+11.3% | Added |
| National Bank of Canada | 109 | $21.6K | 0.00% | −2−1.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 110 | $21.8K | 0.00% | +110 | New |
| Tortoise Investment Management, LLC | 128 | $25.4K | 0.00% | +56+77.8% | Added |
| Compass Wealth Management LLC | 140 | $27.8K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 135 | $28.8K | 0.00% | +130+2,600.0% | Added |
| Bessemer Group Inc | 145 | $29.0K | 0.00% | −52−26.4% | Reduced |
| Crewe Advisors LLC | 157 | $31.2K | 0.00% | +119+313.2% | Added |
| GAMMA Investing LLC | 174 | $34.6K | 0.00% | +69+65.7% | Added |
| CIBC Private Wealth Group, LLC | 180 | $35.8K | 0.00% | −2,447−93.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 187 | $37.1K | 0.00% | +187 | New |
| GWM Advisors LLC | 189 | $37.5K | 0.00% | +16+9.2% | Added |
| Strengthening Families & Communities, LLC | 210 | $42.0K | 0.01% | +210 | New |
| Quadrant Capital Group LLC | 213 | $42.3K | 0.00% | +1+0.5% | Added |
| CWM, LLC | 221 | $44.0K | 0.00% | +12+5.7% | Added |
| Benjamin Edwards Inc | 251 | $50.0K | 0.01% | +23+10.1% | Added |
| Northwestern Mutual Wealth Management Co | 275 | $54.6K | 0.00% | +43+18.5% | Added |
| EntryPoint Capital, LLC | 286 | $56.8K | 0.03% | +286 | New |
| V-Square Quantitative Management LLC | 315 | $62.6K | 0.01% | +315 | New |
| Pinnacle Financial Partners Inc | 296 | $63.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 340 | $67.5K | 0.00% | +44+14.9% | Added |
| TD Waterhouse Canada Inc. | 344 | $68.0K | 0.00% | +124+56.4% | Added |
| Covestor Ltd | 364 | $72.0K | 0.05% | −104−22.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 386 | $77.0K | 0.00% | +161+71.6% | Added |
| Rakuten Investment Management, Inc. | 393 | $77.8K | 0.00% | +145+58.5% | Added |
| Nisa Investment Advisors, LLC | 410 | $81.4K | 0.00% | −204−33.2% | Reduced |
| Principal Securities, Inc. | 452 | $89.7K | 0.00% | +41+10.0% | Added |
| 1620 Investment Advisors, Inc. | 454 | $90.2K | 0.07% | +454 | New |
| Walleye Capital LLC | 492 | $97.7K | 0.00% | +492 | New |
| Van Eck Associates Corp | 543 | $108.0K | 0.00% | +163+42.9% | Added |
| Acadian Asset Management LLC | 560 | $110.0K | 0.00% | +560 | New |
| Steward Partners Investment Advisory, LLC | 619 | $123.0K | 0.00% | −41−6.2% | Reduced |
| Macquarie Group Ltd | 638 | $126.8K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 670 | $133.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 674 | $134.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 712 | $141.4K | 0.09% | −21−2.9% | Reduced |
| Stephenson National Bank & Trust | 799 | $158.7K | 0.05% | +8+1.0% | Added |
| Ofi Invest Asset Management | 872 | $161.6K | 0.00% | +60+7.4% | Added |
| Farther Finance Advisors, LLC | 833 | $164.8K | 0.01% | +823+8,230.0% | Added |
| Venturi Wealth Management, LLC | 832 | $165.3K | 0.01% | +714+605.1% | Added |
| LRI Investments, LLC | 862 | $171.2K | 0.02% | +862 | New |