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, Q3 2024
Institutional positions in Aspen Technology, Inc. as of Sep 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
- 426
- +37 vs. Q2 2024
- Shares held
- 29.4M
- +4.22M (+16.7%) vs. Q2 2024
- Total value
- $7.00B
- +$1.99B (+39.7%) vs. Q2 2024
- New holders
- 70
- 161 more added
- Sold out
- 33
- 142 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $239 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $239 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $239 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $239 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $240 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2 | $478 | 0.00% | +2 | New |
| Fairman Group, LLC | 3 | $716 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $717 | 0.00% | +1+50.0% | Added |
| Ronald Blue Trust, Inc. | 4 | $795 | 0.00% | +1+33.3% | Added |
| Carolinas Wealth Consulting LLC | 4 | $828 | 0.00% | +4 | New |
| Montag A & Associates Inc | 4 | $982 | 0.00% | +4 | New |
| Mather Group, LLC. | 5 | $1.19K | 0.00% | −130−96.3% | Reduced |
| Salem Investment Counselors Inc | 5 | $1.20K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $1.91K | 0.00% | −13−61.9% | Reduced |
| SJS Investment Consulting Inc. | 8 | $1.91K | 0.00% | +2+33.3% | Added |
| Harbour Investments, Inc. | 9 | $2.15K | 0.00% | −9−50.0% | Reduced |
| Abich Financial Wealth Management LLC | 9 | $2.15K | 0.00% | +7+350.0% | Added |
| FSA Wealth Management LLC | 9 | $2.15K | 0.00% | +9 | New |
| GeoWealth Management, LLC | 10 | $2.39K | 0.00% | +10 | New |
| Central Trust Co | 10 | $2.39K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $2.63K | 0.00% | +5+83.3% | Added |
| Allspring Global Investments Holdings, LLC | 12 | $2.87K | 0.00% | +1+9.1% | Added |
| Farmers & Merchants Investments Inc | 12 | $2.87K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $3.10K | 0.00% | +5+62.5% | Added |
| Lindbrook Capital, LLC | 16 | $3.82K | 0.00% | −27−62.8% | Reduced |
| Key Financial Inc | 16 | $3.82K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 20 | $4.00K | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 17 | $4.06K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $4.16K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 18 | $4.30K | 0.00% | −9−33.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 18 | $4.30K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 20 | $4.73K | 0.00% | +20 | New |
| Jones Financial Companies LLLP | 20 | $4.74K | 0.00% | +16+400.0% | Added |
| GPS Wealth Strategies Group, LLC | 20 | $4.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $4.78K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $5.01K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 21 | $5.02K | 0.00% | +3+16.7% | Added |
| Allworth Financial LP | 22 | $5.25K | 0.00% | −15−40.5% | Reduced |
| ESL Trust Services, LLC | 24 | $5.73K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 26 | $6.21K | 0.00% | +13+100.0% | Added |
| Tucker Asset Management LLC | 33 | $7.88K | 0.00% | −1−2.9% | Reduced |
| AdvisorNet Financial, Inc | 34 | $8.12K | 0.00% | −12−26.1% | Reduced |
| Reuter James Wealth Management, LLC | 38 | $9.07K | 0.00% | +38 | New |
| C M Bidwell & Associates Ltd | 42 | $10.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $10.7K | 0.00% | −3−6.3% | Reduced |
| Signaturefd, LLC | 53 | $12.7K | 0.00% | −38−41.8% | Reduced |
| Umb Bank N A | 55 | $13.1K | 0.00% | +39+243.8% | Added |
| Smartleaf Asset Management LLC | 57 | $13.6K | 0.00% | +38+200.0% | Added |
| Quest Partners LLC | 59 | $14.1K | 0.00% | −895−93.8% | Reduced |
| Northwest Investment Counselors, LLC | 63 | $15.0K | 0.00% | +63 | New |
| Huntington National Bank | 64 | $15.2K | 0.00% | +10+18.5% | Added |
| First Horizon Advisors, Inc. | 70 | $16.7K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 75 | $17.9K | 0.01% | −22−22.7% | Reduced |
| Ci Investments Inc. | 84 | $20.0K | 0.00% | +3+3.7% | Added |
| Accent Capital Management, LLC | 85 | $20.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 87 | $20.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 87 | $20.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 97 | $23.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 115 | $27.5K | 0.00% | +6+5.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 119 | $28.2K | 0.00% | +9+8.2% | Added |
| Parallel Advisors, LLC | 129 | $30.8K | 0.00% | +56+76.7% | Added |
| SRS Capital Advisors, Inc. | 137 | $32.7K | 0.00% | +29+26.9% | Added |
| Compass Wealth Management LLC | 140 | $33.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 145 | $34.6K | 0.00% | +17+13.3% | Added |
| IFP Advisors, Inc | 145 | $34.6K | 0.00% | +124+590.5% | Added |
| Bessemer Group Inc | 148 | $35.0K | 0.00% | +3+2.1% | Added |
| Golden State Equity Partners | 160 | $38.2K | 0.01% | +160 | New |
| Quent Capital, LLC | 172 | $41.0K | 0.00% | +135+364.9% | Added |
| Bryn Mawr Trust Co | 172 | $41.1K | 0.00% | +172 | New |
| GWM Advisors LLC | 173 | $41.3K | 0.00% | −16−8.5% | Reduced |
| CIBC Private Wealth Group, LLC | 180 | $43.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 193 | $46.1K | 0.00% | +19+10.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $47.7K | 0.00% | +200 | New |
| Strengthening Families & Communities, LLC | 210 | $50.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 213 | $50.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 214 | $51.0K | 0.00% | −7−3.2% | Reduced |
| Pinnacle Financial Partners Inc | 296 | $70.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 307 | $73.3K | 0.00% | −103−25.1% | Reduced |
| V-Square Quantitative Management LLC | 316 | $75.5K | 0.01% | +1+0.3% | Added |
| Anchor Investment Management, LLC | 324 | $77.4K | 0.01% | +324 | New |
| TD Waterhouse Canada Inc. | 344 | $80.4K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 396 | $94.6K | 0.00% | +396 | New |
| Catalyst Funds Management Pty Ltd | 400 | $95.5K | 0.02% | +400 | New |
| Fifth Third Bancorp | 432 | $103.2K | 0.00% | +92+27.1% | Added |
| 1620 Investment Advisors, Inc. | 464 | $110.8K | 0.08% | +10+2.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 485 | $115.7K | 0.02% | +485 | New |
| Farther Finance Advisors, LLC | 511 | $122.0K | 0.00% | −322−38.7% | Reduced |
| Rakuten Investment Management, Inc. | 521 | $123.6K | 0.00% | +128+32.6% | Added |
| Principal Securities, Inc. | 524 | $125.0K | 0.00% | +72+15.9% | Added |
| Covestor Ltd | 542 | $130.0K | 0.08% | +178+48.9% | Added |
| Whittier Trust Co of Nevada Inc | 548 | $130.9K | 0.00% | +361+193.0% | Added |
| Northwestern Mutual Wealth Management Co | 557 | $133.0K | 0.00% | +282+102.5% | Added |
| Macquarie Group Ltd | 638 | $152.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 667 | $159.3K | 0.06% | −45−6.3% | Reduced |
| Vestcor Inc | 670 | $160.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 698 | $162.0K | 0.00% | +155+28.5% | Added |
| Steward Partners Investment Advisory, LLC | 717 | $171.2K | 0.00% | +98+15.8% | Added |
| Shell Asset Management Co | 728 | $174.0K | 0.01% | +728 | New |