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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, Q1 2025

Institutional positions in Aspen Technology, Inc. as of Mar 31, 2025. 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

AZPN is no longer listed, and 13F filings after Q4 2024 list far fewer holders. See Q4 2024

Institutional holders
7
−439 vs. Q4 2024
Shares held
43.6K
−27.5M (−99.8%) vs. Q4 2024
Total value
$8.49M
−$6.88B (−99.9%) vs. Q4 2024
New holders
0
1 more added
Sold out
439
3 more reduced

4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 7 institutions
Q1 2021: 376 institutionsQ2 2021: 364 institutionsQ3 2021: 351 institutionsQ4 2021: 382 institutionsQ1 2022: 381 institutionsQ2 2022: 318 institutionsQ3 2022: 341 institutionsQ4 2022: 385 institutionsQ1 2023: 376 institutionsQ2 2023: 357 institutionsQ3 2023: 370 institutionsQ4 2023: 372 institutionsQ1 2024: 390 institutionsQ2 2024: 395 institutionsQ3 2024: 426 institutionsQ4 2024: 450 institutionsQ1 2025: 7 institutionsQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2025: $8.49M
Q1 2021: $9.68BQ2 2021: $9.55BQ3 2021: $8.28BQ4 2021: $9.84BQ1 2022: $10.8BQ2 2022: $4.50BQ3 2022: $6.89BQ4 2022: $6.01BQ1 2023: $6.86BQ2 2023: $4.83BQ3 2023: $5.87BQ4 2023: $6.34BQ1 2024: $6.06BQ2 2024: $5.79BQ3 2024: $7.00BQ4 2024: $6.92BQ1 2025: $8.49MQ2 2025: $200Q3 2025: $200Q4 2025: $200Q1 2026: $200Q2 2026: $200
Institutions holding AZPN and their total value by quarter
QuarterHoldersValue
Q2 20261$200
Q1 20261$200
Q4 20251$200
Q3 20251$200
Q2 20251$200
Q1 20257$8.49M
Q4 2024450$6.92B
Q3 2024426$7.00B
Q2 2024395$5.79B
Q1 2024390$6.06B
Q4 2023372$6.34B
Q3 2023370$5.87B
Q2 2023357$4.83B
Q1 2023376$6.86B
Q4 2022385$6.01B
Q3 2022341$6.89B
Q2 2022318$4.50B
Q1 2022381$10.8B
Q4 2021382$9.84B
Q3 2021351$8.28B
Q2 2021364$9.55B
Q1 2021376$9.68B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q4 2024.

Institutions holding AZPN in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ossiam0$00.00%−1,319−100.0%Sold out
Park Avenue Securities LLC0$00.00%−1,312−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−1,311−100.0%Sold out
E. Ohman J:or Asset Management AB0$00.00%−1,300−100.0%Sold out
Curated Wealth Partners LLC0$00.00%−1,299−100.0%Sold out
Davenport & Co LLC0$00.00%−1,291−100.0%Sold out
CIBC World Markets Corp0$00.00%−1,288−100.0%Sold out
HRT Financial LP0$00.00%−1,289−100.0%Sold out
Alliance Wealth Advisors, LLC0$00.00%−1,269−100.0%Sold out
APG Asset Management N.V.0$00.00%−1,298−100.0%Sold out
Thrive Wealth Management, LLC0$00.00%−1,210−100.0%Sold out
SG Americas Securities, LLC0$00.00%−1,202−100.0%Sold out
Omers Administration Corp0$00.00%−1,197−100.0%Sold out
Exchange Capital Management, Inc.0$00.00%−1,179−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−1,173−100.0%Sold out
Studio Investment Management LLC0$00.00%−1,169−100.0%Sold out
Precision Wealth Strategies, LLC0$00.00%−1,146−100.0%Sold out
Wealth Alliance0$00.00%−1,112−100.0%Sold out
Whittier Trust Co0$00.00%−1,109−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−1,075−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−1,068−100.0%Sold out
D.A. Davidson & Co.0$00.00%−1,065−100.0%Sold out
Dakota Wealth Management0$00.00%−1,051−100.0%Sold out
Lido Advisors, LLC0$00.00%−1,017−100.0%Sold out
Colony Group, LLC0$00.00%−1,002−100.0%Sold out
Shelton Capital Management0$00.00%−1,002−100.0%Sold out
K2 Principal Fund, L.P.0$00.00%−1,000−100.0%Sold out
Robertson Stephens Wealth Management, LLC0$00.00%−998−100.0%Sold out
Threadgill Financial, LLC0$00.00%−978−100.0%Sold out
Shepherd Financial Partners LLC0$00.00%−970−100.0%Sold out
Aureus Asset Management, LLC0$00.00%−933−100.0%Sold out
Resources Investment Advisors, LLC.0$00.00%−921−100.0%Sold out
Austin Private Wealth, LLC0$00.00%−917−100.0%Sold out
Fifth Third Wealth Advisors LLC0$00.00%−914−100.0%Sold out
APG Asset Management US Inc.0$00.00%−896−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−882−100.0%Sold out
National Asset Management, Inc.0$00.00%−880−100.0%Sold out
Brown Advisory Inc0$00.00%−876−100.0%Sold out
Cerity Partners LLC0$00.00%−911−100.0%Sold out
Atomi Financial Group, Inc.0$00.00%−864−100.0%Sold out
Ofi Invest Asset Management0$00.00%−872−100.0%Sold out
Hantz Financial Services, Inc.0$00.00%−839−100.0%Sold out
Allstate Corp0$00.00%−835−100.0%Sold out
LRI Investments, LLC0$00.00%−831−100.0%Sold out
Steward Partners Investment Advisory, LLC0$00.00%−696−100.0%Sold out
Shell Asset Management Co0$00.00%−643−100.0%Sold out
R Squared Ltd0$00.00%−640−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−616−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−591−100.0%Sold out
Whittier Trust Co of Nevada Inc0$00.00%−546−100.0%Sold out
Fedenia Advisers LLC0$00.00%−527−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−488−100.0%Sold out
Stephenson National Bank & Trust0$00.00%−487−100.0%Sold out
1620 Investment Advisors, Inc.0$00.00%−452−100.0%Sold out
Van Eck Associates Corp0$00.00%−443−100.0%Sold out
Covestor Ltd0$00.00%−383−100.0%Sold out
TD Waterhouse Canada Inc.0$00.00%−366−100.0%Sold out
Farther Finance Advisors, LLC0$00.00%−365−100.0%Sold out
Fifth Third Bancorp0$00.00%−351−100.0%Sold out
Anchor Investment Management, LLC0$00.00%−324−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−314−100.0%Sold out
CIBC Private Wealth Group, LLC0$00.00%−290−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−289−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−270−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−255−100.0%Sold out
GAMMA Investing LLC0$00.00%−251−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−232−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−213−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%−210−100.0%Sold out
Livforsakringsbolaget Skandia, Omsesidigt0$00.00%−200−100.0%Sold out
Bessemer Group Inc0$00.00%−192−100.0%Sold out
Atala Financial Inc0$00.00%−177−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−173−100.0%Sold out
Bryn Mawr Trust Co0$00.00%−172−100.0%Sold out
GWM Advisors LLC0$00.00%−166−100.0%Sold out
Quent Capital, LLC0$00.00%−164−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−162−100.0%Sold out
CWM, LLC0$00.00%−158−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−148−100.0%Sold out
Compass Wealth Management LLC0$00.00%−140−100.0%Sold out
Parallel Advisors, LLC0$00.00%−140−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−137−100.0%Sold out
Ci Investments Inc.0$00.00%−113−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−107−100.0%Sold out
SBI Securities Co., Ltd.0$00.00%−106−100.0%Sold out
Umb Bank N A0$00.00%−104−100.0%Sold out
HM Payson & Co0$00.00%−97−100.0%Sold out
Private Trust Co NA0$00.00%−92−100.0%Sold out
Rise Advisors, LLC0$00.00%−87−100.0%Sold out
Smartleaf Asset Management LLC0$00.00%−72−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−70−100.0%Sold out
Spire Wealth Management0$00.00%−57−100.0%Sold out
Signaturefd, LLC0$00.00%−53−100.0%Sold out
GeoWealth Management, LLC0$00.00%−42−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−42−100.0%Sold out
Park Place Capital Corp0$00.00%−41−100.0%Sold out
Mather Group, LLC.0$00.00%−40−100.0%Sold out
Versant Capital Management, Inc0$00.00%−40−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−35−100.0%Sold out
Sierra Ocean, LLC0$00.00%−33−100.0%Sold out