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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
Hemington Wealth Management0$00.00%−35−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−30−100.0%Sold out
JFS Wealth Advisors, LLC0$00.00%−29−100.0%Sold out
Assetmark, Inc0$00.00%−29−100.0%Sold out
Tucker Asset Management LLC0$00.00%−28−100.0%Sold out
South State Corp.0$00.00%−26−100.0%Sold out
Allworth Financial LP0$00.00%−24−100.0%Sold out
MAI Capital Management0$00.00%−21−100.0%Sold out
Fortitude Family Office, LLC0$00.00%−21−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−20−100.0%Sold out
Colonial Trust Co0$00.00%−20−100.0%Sold out
Stuart Chaussee & Associates, Inc.0$00.00%−18−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−17−100.0%Sold out
Wolff Wiese Magana LLC0$00.00%−17−100.0%Sold out
Key Financial Inc0$00.00%−16−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−15−100.0%Sold out
Farmers & Merchants Investments Inc0$00.00%−12−100.0%Sold out
Bell Investment Advisors, Inc0$00.00%−12−100.0%Sold out
Washington Trust Advisors, Inc.0$00.00%−11−100.0%Sold out
Sachetta, LLC0$00.00%−11−100.0%Sold out
Central Trust Co0$00.00%−10−100.0%Sold out
Creative Financial Designs Inc0$00.00%−10−100.0%Sold out
FSA Wealth Management LLC0$00.00%−9−100.0%Sold out
Lazard Asset Management LLC0$00.00%−10−100.0%Sold out
SJS Investment Consulting Inc.0$00.00%−8−100.0%Sold out
Private Wealth Management Group, LLC0$00.00%−8−100.0%Sold out
REAP Financial Group, LLC0$00.00%−7−100.0%Sold out
Leonteq Securities AG0$00.00%−7−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−6−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−5−100.0%Sold out
True Wealth Design, LLC0$00.00%−5−100.0%Sold out
Harbour Investments, Inc.0$00.00%−5−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−5−100.0%Sold out
Asset Planning,Inc0$00.00%−5−100.0%Sold out
Montag A & Associates Inc0$00.00%−4−100.0%Sold out
Bogart Wealth, LLC0$00.00%−4−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−3−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−2−100.0%Sold out
Principia Wealth Advisory, LLC0$00.00%−2−100.0%Sold out
Cornerstone Planning Group LLC0$00.00%−1−100.0%Sold out
Rothschild Investment LLC0$00.00%−1−100.0%Sold out
Larson Financial Group LLC0$00.00%−1−100.0%Sold out
TFC Financial Management0$00.00%−1−100.0%Sold out
Valued Wealth Advisors LLC0$00.00%−1−100.0%Sold out
Parkworth Wealth Management, Inc.0$00.00%−1−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−1−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Caxton Associates LP––––Not filed
Kolinsky Wealth Management, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed