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 |
|---|---|---|---|---|---|
| Summit Partners Public Asset Management, LLC | 3,427 | $680.7K | 0.03% | −183,436−98.2% | Reduced |
| Pathstone Holdings, LLC | 3,403 | $675.9K | 0.00% | +92+2.8% | Added |
| LVW Advisors, LLC | 3,386 | $672.6K | 0.10% | +214+6.7% | Added |
| Close Asset Management Ltd | 3,339 | $663.0K | 0.02% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 3,267 | $648.9K | 0.00% | +3,267 | New |
| SkyView Investment Advisors, LLC | 3,111 | $618.0K | 0.11% | +27+0.9% | Added |
| Federated Hermes, Inc. | 3,077 | $611.2K | 0.00% | +707+29.8% | Added |
| HighTower Advisors, LLC | 3,054 | $610.0K | 0.00% | −34−1.1% | Reduced |
| Toronto Dominion Bank | 3,038 | $603.4K | 0.00% | +265+9.6% | Added |
| State of Alaska, Department of Revenue | 3,029 | $601.0K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 3,015 | $598.9K | 0.00% | −211−6.5% | Reduced |
| FMR LLC | 2,889 | $573.9K | 0.00% | +589+25.6% | Added |
| TD Asset Management Inc | 2,833 | $562.7K | 0.00% | +251+9.7% | Added |
| Stephens Inc | 2,817 | $559.5K | 0.01% | +521+22.7% | Added |
| MML Investors Services, LLC | 2,776 | $551.0K | 0.00% | −714−20.5% | Reduced |
| Scientech Research LLC | 2,761 | $548.4K | 0.11% | +2,761 | New |
| Mitchell & Pahl Private Wealth, LLC | 2,654 | $527.2K | 0.28% | +65+2.5% | Added |
| Graham Capital Management, L.P. | 2,600 | $516.4K | 0.02% | +2,600 | New |
| Nebula Research & Development LLC | 2,564 | $509.3K | 0.08% | +1,435+127.1% | Added |
| Resources Investment Advisors, LLC. | 2,540 | $504.5K | 0.01% | +45+1.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,459 | $488.4K | 0.01% | +12+0.5% | Added |
| Gulf International Bank (UK) Ltd | 2,438 | $484.0K | 0.01% | −110−4.3% | Reduced |
| Legacy Advisors, LLC | 2,402 | $477.1K | 0.06% | +37+1.6% | Added |
| Garrison Asset Management, LLC | 2,384 | $473.5K | 0.25% | −59−2.4% | Reduced |
| Gibbs Wealth Management | 2,249 | $446.7K | 0.18% | +779+53.0% | Added |
| Equitable Trust Co | 2,234 | $443.7K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,202 | $437.4K | 0.01% | −100−4.3% | Reduced |
| MBB Public Markets I LLC | 2,200 | $437.0K | 0.01% | +2,200 | New |
| Maryland State Retirement & Pension System | 2,170 | $431.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,133 | $423.7K | 0.00% | +256+13.6% | Added |
| Everpar Advisors LLC | 2,121 | $421.3K | 0.21% | +138+7.0% | Added |
| Swiss Life Asset Management Ltd | 2,097 | $416.5K | 0.00% | +768+57.8% | Added |
| Wolverine Trading, LLC | 2,096 | $416.3K | 0.01% | +2,096 | New |
| Gotham Asset Management, LLC | 2,071 | $411.4K | 0.01% | −478−18.8% | Reduced |
| Outlook Wealth Advisors, LLC | 2,026 | $402.4K | 0.19% | 00.0% | Unchanged |
| Old National Bancorp | 1,962 | $389.7K | 0.01% | +1,962 | New |
| CIBC Asset Management Inc | 1,949 | $387.1K | 0.00% | +1,949 | New |
| Oxford Asset Management LLP | 1,920 | $381.4K | 0.38% | +1,920 | New |
| Intech Investment Management LLC | 1,896 | $376.6K | 0.00% | −303−13.8% | Reduced |
| Captrust Financial Advisors | 1,890 | $375.4K | 0.00% | +145+8.3% | Added |
| Crossmark Global Holdings, Inc. | 1,884 | $374.0K | 0.01% | −300−13.7% | Reduced |
| Landscape Capital Management, L.L.C. | 1,838 | $365.1K | 0.03% | +1,838 | New |
| Avantax Advisory Services, Inc. | 1,824 | $362.3K | 0.00% | +1,824 | New |
| JustInvest LLC | 1,915 | $361.4K | 0.01% | −172−8.2% | Reduced |
| Park Avenue Securities LLC | 1,756 | $349.0K | 0.00% | −11−0.6% | Reduced |
| Meridian Financial Partners LLC | 1,764 | $340.0K | 0.20% | 00.0% | Unchanged |
| 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 |
| Kestra Advisory Services, LLC | 1,662 | $330.1K | 0.00% | +174+11.7% | Added |
| Virtu Financial LLC | 1,660 | $330.0K | 0.02% | +1,660 | New |
| CoreCap Advisors, LLC | 1,584 | $314.6K | 0.03% | −206−11.5% | Reduced |
| ProShare Advisors LLC | 1,580 | $313.8K | 0.00% | −16−1.0% | Reduced |
| Wesbanco Bank Inc | 1,548 | $307.5K | 0.01% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 1,543 | $306.5K | 0.01% | +30+2.0% | Added |
| CIBC World Markets Corp | 1,542 | $306.3K | 0.00% | +368+31.3% | Added |
| Assenagon Asset Management S.A. | 1,536 | $305.1K | 0.00% | +60+4.1% | Added |
| Apollon Wealth Management, LLC | 1,519 | $301.7K | 0.01% | +5+0.3% | Added |
| Tower Research Capital LLC (TRC) | 1,515 | $300.9K | 0.01% | −665−30.5% | Reduced |
| Axxcess Wealth Management, LLC | 1,514 | $300.7K | 0.01% | −17−1.1% | Reduced |
| Commerce Bank | 1,503 | $298.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,493 | $297.0K | 0.00% | −213−12.5% | Reduced |
| Clearstead Advisors, LLC | 1,495 | $297.0K | 0.01% | +1,495 | New |
| Norden Group LLC | 1,483 | $294.6K | 0.06% | −892−37.6% | Reduced |
| Utah Retirement Systems | 1,470 | $292.0K | 0.00% | 00.0% | Unchanged |
| MJP Associates Inc | 1,447 | $287.4K | 0.06% | +98+7.3% | Added |
| Alliance Wealth Advisors, LLC | 1,433 | $284.6K | 0.08% | −51−3.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,418 | $281.7K | 0.01% | −8−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,384 | $274.9K | 0.00% | +384+38.4% | Added |
| EverSource Wealth Advisors, LLC | 1,455 | $273.5K | 0.02% | +40+2.8% | Added |
| Creative Planning | 1,368 | $271.6K | 0.00% | +291+27.0% | Added |
| E. Ohman J:or Asset Management AB | 1,300 | $258.2K | 0.01% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 1,282 | $254.6K | 0.04% | −52−3.9% | Reduced |
| Kolinsky Wealth Management, LLC | 1,269 | $252.1K | 0.18% | +1,269 | New |
| 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 |
| Thrive Wealth Management, LLC | 1,256 | $249.5K | 0.05% | +108+9.4% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,204 | $239.2K | 0.04% | −25−2.0% | Reduced |
| Whittier Trust Co | 1,191 | $236.6K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 1,179 | $234.2K | 0.00% | +22+1.9% | Added |
| National Asset Management, Inc. | 1,163 | $231.0K | 0.01% | −951−45.0% | Reduced |
| Studio Investment Management LLC | 1,147 | $227.8K | 0.05% | +10+0.9% | Added |
| Curated Wealth Partners LLC | 1,144 | $227.2K | 0.03% | +1,144 | New |
| Shelton Capital Management | 1,139 | $226.2K | 0.01% | −69−5.7% | Reduced |
| Storebrand Asset Management AS | 1,137 | $225.8K | 0.00% | −710−38.4% | Reduced |
| Precision Wealth Strategies, LLC | 1,131 | $224.7K | 0.23% | −265−19.0% | Reduced |
| Veriti Management LLC | 1,097 | $217.9K | 0.01% | +1,097 | New |
| Oppenheimer Asset Management Inc. | 1,095 | $217.5K | 0.00% | +105+10.6% | Added |
| Ostrum Asset Management | 1,077 | $213.9K | 0.02% | −84−7.2% | Reduced |
| D.A. Davidson & Co. | 1,068 | $212.1K | 0.00% | −17−1.6% | Reduced |
| Wealth Alliance | 1,049 | $208.4K | 0.03% | −17−1.6% | Reduced |
| Davenport & Co LLC | 1,047 | $208.0K | 0.00% | +1,047 | New |
| Susquehanna International Group, LLP | 1,030 | $204.6K | 0.00% | −10,221−90.8% | Reduced |
| Toroso Investments, LLC | 1,015 | $201.6K | 0.00% | −676−40.0% | Reduced |
| Quest Partners LLC | 954 | $189.5K | 0.03% | +948+15,800.0% | Added |
| Hantz Financial Services, Inc. | 941 | $187.0K | 0.00% | −9−0.9% | Reduced |
| LRI Investments, LLC | 862 | $171.2K | 0.02% | +862 | New |
| Venturi Wealth Management, LLC | 832 | $165.3K | 0.01% | +714+605.1% | Added |
| Farther Finance Advisors, LLC | 833 | $164.8K | 0.01% | +823+8,230.0% | Added |
| Ofi Invest Asset Management | 872 | $161.6K | 0.00% | +60+7.4% | Added |
| Stephenson National Bank & Trust | 799 | $158.7K | 0.05% | +8+1.0% | Added |