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 |
|---|---|---|---|---|---|
| Eagle Bay Advisors LLC | 712 | $141.4K | 0.09% | −21−2.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 674 | $134.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 670 | $133.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 638 | $126.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 619 | $123.0K | 0.00% | −41−6.2% | Reduced |
| Acadian Asset Management LLC | 560 | $110.0K | 0.00% | +560 | New |
| Van Eck Associates Corp | 543 | $108.0K | 0.00% | +163+42.9% | Added |
| Walleye Capital LLC | 492 | $97.7K | 0.00% | +492 | New |
| 1620 Investment Advisors, Inc. | 454 | $90.2K | 0.07% | +454 | New |
| Principal Securities, Inc. | 452 | $89.7K | 0.00% | +41+10.0% | Added |
| Nisa Investment Advisors, LLC | 410 | $81.4K | 0.00% | −204−33.2% | Reduced |
| Rakuten Investment Management, Inc. | 393 | $77.8K | 0.00% | +145+58.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 386 | $77.0K | 0.00% | +161+71.6% | Added |
| Covestor Ltd | 364 | $72.0K | 0.05% | −104−22.2% | Reduced |
| TD Waterhouse Canada Inc. | 344 | $68.0K | 0.00% | +124+56.4% | Added |
| Fifth Third Bancorp | 340 | $67.5K | 0.00% | +44+14.9% | Added |
| Pinnacle Financial Partners Inc | 296 | $63.1K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 315 | $62.6K | 0.01% | +315 | New |
| EntryPoint Capital, LLC | 286 | $56.8K | 0.03% | +286 | New |
| Northwestern Mutual Wealth Management Co | 275 | $54.6K | 0.00% | +43+18.5% | Added |
| Benjamin Edwards Inc | 251 | $50.0K | 0.01% | +23+10.1% | Added |
| CWM, LLC | 221 | $44.0K | 0.00% | +12+5.7% | Added |
| Quadrant Capital Group LLC | 213 | $42.3K | 0.00% | +1+0.5% | Added |
| Strengthening Families & Communities, LLC | 210 | $42.0K | 0.01% | +210 | New |
| GWM Advisors LLC | 189 | $37.5K | 0.00% | +16+9.2% | Added |
| Whittier Trust Co of Nevada Inc | 187 | $37.1K | 0.00% | +187 | New |
| CIBC Private Wealth Group, LLC | 180 | $35.8K | 0.00% | −2,447−93.1% | Reduced |
| GAMMA Investing LLC | 174 | $34.6K | 0.00% | +69+65.7% | Added |
| Crewe Advisors LLC | 157 | $31.2K | 0.00% | +119+313.2% | Added |
| Bessemer Group Inc | 145 | $29.0K | 0.00% | −52−26.4% | Reduced |
| Mather Group, LLC. | 135 | $28.8K | 0.00% | +130+2,600.0% | Added |
| Compass Wealth Management LLC | 140 | $27.8K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 128 | $25.4K | 0.00% | +56+77.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 110 | $21.8K | 0.00% | +110 | New |
| National Bank of Canada | 109 | $21.6K | 0.00% | −2−1.8% | Reduced |
| SRS Capital Advisors, Inc. | 108 | $21.5K | 0.00% | +11+11.3% | Added |
| HM Payson & Co | 97 | $19.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 97 | $19.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 91 | $18.1K | 0.00% | −1−1.1% | Reduced |
| Rise Advisors, LLC | 87 | $17.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 87 | $17.3K | 0.00% | +53+155.9% | Added |
| Accent Capital Management, LLC | 85 | $16.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 81 | $16.0K | 0.00% | −8−9.0% | Reduced |
| Parallel Advisors, LLC | 73 | $14.5K | 0.00% | +30+69.8% | Added |
| 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 |
| Advisors Asset Management, Inc. | 68 | $13.5K | 0.00% | −37−35.2% | Reduced |
| Financial Network Wealth Advisors LLC | 65 | $12.7K | 0.01% | +65 | New |
| Huntington National Bank | 54 | $10.7K | 0.00% | +3+5.9% | Added |
| Private Trust Co NA | 48 | $9.53K | 0.00% | +2+4.3% | Added |
| JJJ Advisors Inc. | 47 | $9.34K | 0.00% | −54−53.5% | Reduced |
| AdvisorNet Financial, Inc | 46 | $9.14K | 0.00% | −14−23.3% | Reduced |
| Lindbrook Capital, LLC | 43 | $8.54K | 0.00% | +30+230.8% | Added |
| C M Bidwell & Associates Ltd | 42 | $8.34K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 37 | $7.35K | 0.00% | −5−11.9% | Reduced |
| Allworth Financial LP | 37 | $7.09K | 0.00% | −6−14.0% | Reduced |
| Tucker Asset Management LLC | 34 | $6.75K | 0.00% | +34 | New |
| Assetmark, Inc | 27 | $5.36K | 0.00% | −9−25.0% | Reduced |
| ESL Trust Services, LLC | 24 | $4.77K | 0.00% | +24 | New |
| Private Wealth Management Group, LLC | 21 | $4.17K | 0.00% | +16+320.0% | Added |
| IFP Advisors, Inc | 21 | $4.17K | 0.00% | +13+162.5% | Added |
| 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 |
| Smartleaf Asset Management LLC | 19 | $3.81K | 0.00% | −17−47.2% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $3.58K | 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 |
| Washington Trust Advisors, Inc. | 17 | $3.46K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $3.38K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $3.18K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 16 | $3.18K | 0.00% | +8+100.0% | Added |
| Zions Bancorporation, N.A. | 14 | $2.78K | 0.00% | −11−44.0% | Reduced |
| Massmutual Trust Co FSB | 13 | $2.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 12 | $2.38K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 11 | $2.18K | 0.00% | +8+266.7% | Added |
| Central Trust Co | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 9 | $1.79K | 0.00% | +9 | New |
| Versant Capital Management, Inc | 8 | $1.59K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 8 | $1.59K | 0.00% | +8 | New |
| REAP Financial Group, LLC | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 6 | $1.14K | 0.00% | +4+200.0% | Added |
| Salem Investment Counselors Inc | 5 | $994 | 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 |
| Ronald Blue Trust, Inc. | 3 | $640 | 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 |
| True Wealth Design, LLC | 2 | $398 | 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 |
| Valued Wealth Advisors LLC | 1 | $199 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −37,008−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −24,472−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |