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 |
|---|---|---|---|---|---|
| Hantz Financial Services, Inc. | 941 | $187.0K | 0.00% | −9−0.9% | Reduced |
| Quest Partners LLC | 954 | $189.5K | 0.03% | +948+15,800.0% | Added |
| Toroso Investments, LLC | 1,015 | $201.6K | 0.00% | −676−40.0% | Reduced |
| Susquehanna International Group, LLP | 1,030 | $204.6K | 0.00% | −10,221−90.8% | Reduced |
| Davenport & Co LLC | 1,047 | $208.0K | 0.00% | +1,047 | New |
| Wealth Alliance | 1,049 | $208.4K | 0.03% | −17−1.6% | Reduced |
| D.A. Davidson & Co. | 1,068 | $212.1K | 0.00% | −17−1.6% | Reduced |
| Ostrum Asset Management | 1,077 | $213.9K | 0.02% | −84−7.2% | Reduced |
| Oppenheimer Asset Management Inc. | 1,095 | $217.5K | 0.00% | +105+10.6% | Added |
| Veriti Management LLC | 1,097 | $217.9K | 0.01% | +1,097 | New |
| Precision Wealth Strategies, LLC | 1,131 | $224.7K | 0.23% | −265−19.0% | Reduced |
| Storebrand Asset Management AS | 1,137 | $225.8K | 0.00% | −710−38.4% | Reduced |
| Shelton Capital Management | 1,139 | $226.2K | 0.01% | −69−5.7% | Reduced |
| Curated Wealth Partners LLC | 1,144 | $227.2K | 0.03% | +1,144 | New |
| Studio Investment Management LLC | 1,147 | $227.8K | 0.05% | +10+0.9% | Added |
| National Asset Management, Inc. | 1,163 | $231.0K | 0.01% | −951−45.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 1,179 | $234.2K | 0.00% | +22+1.9% | Added |
| Whittier Trust Co | 1,191 | $236.6K | 0.00% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,204 | $239.2K | 0.04% | −25−2.0% | Reduced |
| Thrive Wealth Management, LLC | 1,256 | $249.5K | 0.05% | +108+9.4% | Added |
| The PNC Financial Services Group, Inc. | 1,264 | $251.1K | 0.00% | −155−10.9% | Reduced |
| Wallace Advisory Group, LLC | 1,264 | $251.1K | 0.18% | +14+1.1% | Added |
| Kolinsky Wealth Management, LLC | 1,269 | $252.1K | 0.18% | +1,269 | New |
| Exchange Capital Management, Inc. | 1,282 | $254.6K | 0.04% | −52−3.9% | Reduced |
| E. Ohman J:or Asset Management AB | 1,300 | $258.2K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 1,368 | $271.6K | 0.00% | +291+27.0% | Added |
| EverSource Wealth Advisors, LLC | 1,455 | $273.5K | 0.02% | +40+2.8% | Added |
| Schonfeld Strategic Advisors LLC | 1,384 | $274.9K | 0.00% | +384+38.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 1,418 | $281.7K | 0.01% | −8−0.6% | Reduced |
| Alliance Wealth Advisors, LLC | 1,433 | $284.6K | 0.08% | −51−3.4% | Reduced |
| MJP Associates Inc | 1,447 | $287.4K | 0.06% | +98+7.3% | Added |
| Utah Retirement Systems | 1,470 | $292.0K | 0.00% | 00.0% | Unchanged |
| Norden Group LLC | 1,483 | $294.6K | 0.06% | −892−37.6% | Reduced |
| Clearstead Advisors, LLC | 1,495 | $297.0K | 0.01% | +1,495 | New |
| Commonwealth Equity Services, LLC | 1,493 | $297.0K | 0.00% | −213−12.5% | Reduced |
| Commerce Bank | 1,503 | $298.5K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,514 | $300.7K | 0.01% | −17−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 1,515 | $300.9K | 0.01% | −665−30.5% | Reduced |
| Apollon Wealth Management, LLC | 1,519 | $301.7K | 0.01% | +5+0.3% | Added |
| Assenagon Asset Management S.A. | 1,536 | $305.1K | 0.00% | +60+4.1% | Added |
| CIBC World Markets Corp | 1,542 | $306.3K | 0.00% | +368+31.3% | Added |
| Dynasty Wealth Management, LLC | 1,543 | $306.5K | 0.01% | +30+2.0% | Added |
| Wesbanco Bank Inc | 1,548 | $307.5K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,580 | $313.8K | 0.00% | −16−1.0% | Reduced |
| CoreCap Advisors, LLC | 1,584 | $314.6K | 0.03% | −206−11.5% | Reduced |
| Virtu Financial LLC | 1,660 | $330.0K | 0.02% | +1,660 | New |
| Kestra Advisory Services, LLC | 1,662 | $330.1K | 0.00% | +174+11.7% | Added |
| Heritage Wealth Management, LLC | 1,676 | $332.9K | 0.18% | −200−10.7% | Reduced |
| Heritage Family Offices, LLP | 1,676 | $332.9K | 0.18% | +1,676 | New |
| Meridian Financial Partners LLC | 1,764 | $340.0K | 0.20% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,756 | $349.0K | 0.00% | −11−0.6% | Reduced |
| JustInvest LLC | 1,915 | $361.4K | 0.01% | −172−8.2% | Reduced |
| Avantax Advisory Services, Inc. | 1,824 | $362.3K | 0.00% | +1,824 | New |
| Landscape Capital Management, L.L.C. | 1,838 | $365.1K | 0.03% | +1,838 | New |
| Crossmark Global Holdings, Inc. | 1,884 | $374.0K | 0.01% | −300−13.7% | Reduced |
| Captrust Financial Advisors | 1,890 | $375.4K | 0.00% | +145+8.3% | Added |
| Intech Investment Management LLC | 1,896 | $376.6K | 0.00% | −303−13.8% | Reduced |
| Oxford Asset Management LLP | 1,920 | $381.4K | 0.38% | +1,920 | New |
| CIBC Asset Management Inc | 1,949 | $387.1K | 0.00% | +1,949 | New |
| Old National Bancorp | 1,962 | $389.7K | 0.01% | +1,962 | New |
| Outlook Wealth Advisors, LLC | 2,026 | $402.4K | 0.19% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,071 | $411.4K | 0.01% | −478−18.8% | Reduced |
| Wolverine Trading, LLC | 2,096 | $416.3K | 0.01% | +2,096 | New |
| Swiss Life Asset Management Ltd | 2,097 | $416.5K | 0.00% | +768+57.8% | Added |
| Everpar Advisors LLC | 2,121 | $421.3K | 0.21% | +138+7.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,133 | $423.7K | 0.00% | +256+13.6% | Added |
| Maryland State Retirement & Pension System | 2,170 | $431.0K | 0.01% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,200 | $437.0K | 0.01% | +2,200 | New |
| Securian Asset Management, Inc | 2,202 | $437.4K | 0.01% | −100−4.3% | Reduced |
| Equitable Trust Co | 2,234 | $443.7K | 0.03% | 00.0% | Unchanged |
| Gibbs Wealth Management | 2,249 | $446.7K | 0.18% | +779+53.0% | Added |
| Garrison Asset Management, LLC | 2,384 | $473.5K | 0.25% | −59−2.4% | Reduced |
| Legacy Advisors, LLC | 2,402 | $477.1K | 0.06% | +37+1.6% | Added |
| Gulf International Bank (UK) Ltd | 2,438 | $484.0K | 0.01% | −110−4.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,459 | $488.4K | 0.01% | +12+0.5% | Added |
| Resources Investment Advisors, LLC. | 2,540 | $504.5K | 0.01% | +45+1.8% | Added |
| Nebula Research & Development LLC | 2,564 | $509.3K | 0.08% | +1,435+127.1% | Added |
| Graham Capital Management, L.P. | 2,600 | $516.4K | 0.02% | +2,600 | New |
| Mitchell & Pahl Private Wealth, LLC | 2,654 | $527.2K | 0.28% | +65+2.5% | Added |
| Scientech Research LLC | 2,761 | $548.4K | 0.11% | +2,761 | New |
| MML Investors Services, LLC | 2,776 | $551.0K | 0.00% | −714−20.5% | Reduced |
| Stephens Inc | 2,817 | $559.5K | 0.01% | +521+22.7% | Added |
| TD Asset Management Inc | 2,833 | $562.7K | 0.00% | +251+9.7% | Added |
| FMR LLC | 2,889 | $573.9K | 0.00% | +589+25.6% | Added |
| Bank of Nova Scotia | 3,015 | $598.9K | 0.00% | −211−6.5% | Reduced |
| State of Alaska, Department of Revenue | 3,029 | $601.0K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3,038 | $603.4K | 0.00% | +265+9.6% | Added |
| HighTower Advisors, LLC | 3,054 | $610.0K | 0.00% | −34−1.1% | Reduced |
| Federated Hermes, Inc. | 3,077 | $611.2K | 0.00% | +707+29.8% | Added |
| SkyView Investment Advisors, LLC | 3,111 | $618.0K | 0.11% | +27+0.9% | Added |
| Impax Asset Management Group plc | 3,267 | $648.9K | 0.00% | +3,267 | New |
| Close Asset Management Ltd | 3,339 | $663.0K | 0.02% | 00.0% | Unchanged |
| LVW Advisors, LLC | 3,386 | $672.6K | 0.10% | +214+6.7% | Added |
| Pathstone Holdings, LLC | 3,403 | $675.9K | 0.00% | +92+2.8% | Added |
| Summit Partners Public Asset Management, LLC | 3,427 | $680.7K | 0.03% | −183,436−98.2% | Reduced |
| Bayesian Capital Management, LP | 3,474 | $690.0K | 0.08% | +1,800+107.5% | Added |
| Advisor Group Holdings, Inc. | 3,480 | $691.2K | 0.00% | +1,954+128.0% | Added |
| Nissay Asset Management Corp | 3,554 | $705.9K | 0.00% | +118+3.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 3,637 | $722.4K | 0.03% | +3,637 | New |
| Allianz Asset Management GmbH | 3,652 | $725.4K | 0.00% | −298−7.5% | Reduced |