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, Q4 2024
Institutional positions in Aspen Technology, Inc. as of Dec 31, 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
AZPN is no longer listed, so this page shows Q4 2024. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 450
- +32 vs. Q3 2024
- Shares held
- 27.7M
- −1.43M (−4.9%) vs. Q3 2024
- Total value
- $6.92B
- −$4.61M (−0.1%) vs. Q3 2024
- New holders
- 88
- 124 more added
- Sold out
- 56
- 172 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $250 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $250 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $264 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $499 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $499 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 3 | $749 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 4 | $999 | 0.00% | +4 | New |
| Montag A & Associates Inc | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5 | $1.25K | 0.00% | −4−44.4% | Reduced |
| Financial Network Wealth Advisors LLC | 5 | $1.25K | 0.00% | +5 | New |
| Asset Planning,Inc | 5 | $1.25K | 0.00% | +5 | New |
| Salem Investment Counselors Inc | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.25K | 0.00% | +2+66.7% | Added |
| Carolinas Wealth Consulting LLC | 6 | $1.30K | 0.00% | +2+50.0% | Added |
| Leonteq Securities AG | 7 | $1.72K | 0.00% | +7 | New |
| REAP Financial Group, LLC | 7 | $1.75K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10 | $2.00K | 0.00% | −565,773−100.0% | Reduced |
| FSA Wealth Management LLC | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $2.50K | 0.00% | +10 | New |
| Central Trust Co | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 11 | $2.77K | 0.00% | −6−35.3% | Reduced |
| Bell Investment Advisors, Inc | 12 | $3.00K | 0.00% | −8−40.0% | Reduced |
| Farmers & Merchants Investments Inc | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $3.74K | 0.00% | −19−55.9% | Reduced |
| Key Financial Inc | 16 | $3.99K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $4.24K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $4.24K | 0.00% | +1+6.3% | Added |
| Stuart Chaussee & Associates, Inc. | 18 | $4.49K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 20 | $4.98K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $4.99K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $5.24K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 21 | $5.24K | 0.00% | +21 | New |
| Allworth Financial LP | 24 | $6.19K | 0.00% | +2+9.1% | Added |
| South State Corp. | 26 | $6.49K | 0.00% | +26 | New |
| Tucker Asset Management LLC | 28 | $6.99K | 0.00% | −5−15.2% | Reduced |
| Assetmark, Inc | 29 | $7.24K | 0.00% | +11+61.1% | Added |
| JFS Wealth Advisors, LLC | 29 | $7.24K | 0.00% | +8+38.1% | Added |
| Plante Moran Financial Advisors, LLC | 30 | $7.49K | 0.00% | +30 | New |
| Hemington Wealth Management | 35 | $8.00K | 0.00% | +15+75.0% | Added |
| Sierra Ocean, LLC | 33 | $8.24K | 0.01% | +33 | New |
| Massmutual Trust Co FSB | 35 | $8.74K | 0.00% | +9+34.6% | Added |
| Versant Capital Management, Inc | 40 | $9.98K | 0.00% | +27+207.7% | Added |
| Mather Group, LLC. | 40 | $9.98K | 0.00% | +35+700.0% | Added |
| Park Place Capital Corp | 41 | $10.2K | 0.00% | −34−45.3% | Reduced |
| C M Bidwell & Associates Ltd | 42 | $10.5K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 42 | $10.5K | 0.00% | +32+320.0% | Added |
| Global Retirement Partners, LLC | 46 | $11.5K | 0.00% | −41−47.1% | Reduced |
| Signaturefd, LLC | 53 | $13.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 57 | $14.2K | 0.00% | +57 | New |
| Huntington National Bank | 58 | $14.4K | 0.00% | −6−9.4% | Reduced |
| First Horizon Advisors, Inc. | 70 | $17.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 72 | $18.0K | 0.00% | +15+26.3% | Added |
| Rise Advisors, LLC | 87 | $21.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 92 | $23.0K | 0.00% | +47+104.4% | Added |
| HM Payson & Co | 97 | $24.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 104 | $26.0K | 0.00% | +49+89.1% | Added |
| SBI Securities Co., Ltd. | 106 | $26.5K | 0.00% | +106 | New |
| Nisa Investment Advisors, LLC | 107 | $26.7K | 0.00% | −200−65.1% | Reduced |
| Ci Investments Inc. | 113 | $28.0K | 0.00% | +29+34.5% | Added |
| SRS Capital Advisors, Inc. | 137 | $34.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 140 | $34.9K | 0.00% | +11+8.5% | Added |
| Compass Wealth Management LLC | 140 | $34.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 142 | $36.9K | 0.00% | −3−2.1% | Reduced |
| Advisors Asset Management, Inc. | 148 | $36.9K | 0.00% | +148 | New |
| CWM, LLC | 158 | $39.0K | 0.00% | −56−26.2% | Reduced |
| Quadrant Capital Group LLC | 162 | $40.4K | 0.00% | −51−23.9% | Reduced |
| Quent Capital, LLC | 164 | $40.9K | 0.00% | −8−4.7% | Reduced |
| GWM Advisors LLC | 166 | $41.4K | 0.00% | −7−4.0% | Reduced |
| Bryn Mawr Trust Co | 172 | $42.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 173 | $43.2K | 0.01% | +173 | New |
| Atala Financial Inc | 177 | $44.2K | 0.03% | +177 | New |
| Bessemer Group Inc | 192 | $48.0K | 0.00% | +44+29.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $49.9K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 210 | $52.0K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 213 | $53.2K | 0.00% | +193+965.0% | Added |
| Ronald Blue Trust, Inc. | 232 | $57.9K | 0.00% | +228+5,700.0% | Added |
| GAMMA Investing LLC | 251 | $62.7K | 0.01% | +58+30.1% | Added |
| Tortoise Investment Management, LLC | 255 | $63.7K | 0.01% | +110+75.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 270 | $67.5K | 0.00% | +151+126.9% | Added |
| Pinnacle Financial Partners Inc | 296 | $70.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 289 | $72.1K | 0.03% | +289 | New |
| CIBC Private Wealth Group, LLC | 290 | $72.8K | 0.00% | +110+61.1% | Added |
| V-Square Quantitative Management LLC | 314 | $78.4K | 0.01% | −2−0.6% | Reduced |
| Anchor Investment Management, LLC | 324 | $80.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 351 | $87.6K | 0.00% | −81−18.8% | Reduced |
| Farther Finance Advisors, LLC | 365 | $91.1K | 0.00% | −146−28.6% | Reduced |
| TD Waterhouse Canada Inc. | 366 | $91.4K | 0.00% | +22+6.4% | Added |
| Covestor Ltd | 383 | $95.0K | 0.06% | −159−29.3% | Reduced |
| Van Eck Associates Corp | 443 | $111.0K | 0.00% | −255−36.5% | Reduced |
| 1620 Investment Advisors, Inc. | 452 | $112.8K | 0.09% | −12−2.6% | Reduced |
| Principal Securities, Inc. | 456 | $113.7K | 0.00% | −68−13.0% | Reduced |
| Stephenson National Bank & Trust | 487 | $121.6K | 0.04% | −282−36.7% | Reduced |
| CoreCap Advisors, LLC | 488 | $121.8K | 0.01% | −630−56.4% | Reduced |