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 |
|---|---|---|---|---|---|
| Fedenia Advisers LLC | 527 | $131.6K | 0.08% | +527 | New |
| Whittier Trust Co of Nevada Inc | 546 | $136.3K | 0.00% | −2−0.4% | Reduced |
| Eagle Bay Advisors LLC | 591 | $147.5K | 0.09% | −76−11.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 616 | $153.8K | 0.00% | +59+10.6% | Added |
| R Squared Ltd | 640 | $159.8K | 0.16% | +640 | New |
| Shell Asset Management Co | 643 | $161.0K | 0.01% | −85−11.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 696 | $173.7K | 0.00% | −21−2.9% | Reduced |
| LRI Investments, LLC | 831 | $207.4K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 835 | $208.4K | 0.01% | +835 | New |
| Hantz Financial Services, Inc. | 839 | $209.0K | 0.00% | −120−12.5% | Reduced |
| Ofi Invest Asset Management | 872 | $210.2K | 0.00% | +872 | New |
| Atomi Financial Group, Inc. | 864 | $215.7K | 0.01% | +864 | New |
| Cerity Partners LLC | 911 | $218.1K | 0.00% | −208−18.6% | Reduced |
| Brown Advisory Inc | 876 | $218.7K | 0.00% | −25−2.8% | Reduced |
| National Asset Management, Inc. | 880 | $219.7K | 0.01% | −30−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 882 | $220.0K | 0.00% | −58−6.2% | Reduced |
| APG Asset Management US Inc. | 896 | $223.7K | 0.00% | +896 | New |
| Fifth Third Wealth Advisors LLC | 914 | $228.2K | 0.01% | +914 | New |
| Austin Private Wealth, LLC | 917 | $228.9K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 921 | $229.9K | 0.00% | −1,692−64.8% | Reduced |
| Aureus Asset Management, LLC | 933 | $232.9K | 0.02% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 970 | $242.1K | 0.03% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 978 | $244.1K | 0.13% | +978 | New |
| Robertson Stephens Wealth Management, LLC | 998 | $249.1K | 0.01% | −1,483−59.8% | Reduced |
| K2 Principal Fund, L.P. | 1,000 | $249.6K | 0.04% | +1,000 | New |
| Shelton Capital Management | 1,002 | $250.1K | 0.01% | −91−8.3% | Reduced |
| Colony Group, LLC | 1,002 | $250.1K | 0.00% | +1,002 | New |
| Lido Advisors, LLC | 1,017 | $253.8K | 0.00% | +1,017 | New |
| Dakota Wealth Management | 1,051 | $262.4K | 0.01% | +1,051 | New |
| D.A. Davidson & Co. | 1,065 | $265.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,068 | $266.6K | 0.00% | −428−28.6% | Reduced |
| Oppenheimer Asset Management Inc. | 1,075 | $268.4K | 0.00% | −16−1.5% | Reduced |
| Whittier Trust Co | 1,109 | $276.8K | 0.00% | −10−0.9% | Reduced |
| Wealth Alliance | 1,112 | $277.6K | 0.03% | +24+2.2% | Added |
| Precision Wealth Strategies, LLC | 1,146 | $286.1K | 0.22% | +5+0.4% | Added |
| Studio Investment Management LLC | 1,169 | $291.8K | 0.06% | −18−1.5% | Reduced |
| Wallace Advisory Group, LLC | 1,224 | $292.3K | 0.20% | −5−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 1,173 | $292.8K | 0.00% | +14+1.2% | Added |
| Exchange Capital Management, Inc. | 1,179 | $294.3K | 0.05% | 00.0% | Unchanged |
| Omers Administration Corp | 1,197 | $298.8K | 0.00% | −1,000−45.5% | Reduced |
| SG Americas Securities, LLC | 1,202 | $300.0K | 0.00% | −5,598−82.3% | Reduced |
| Thrive Wealth Management, LLC | 1,210 | $302.1K | 0.05% | −36−2.9% | Reduced |
| APG Asset Management N.V. | 1,298 | $312.9K | 0.00% | +1,298 | New |
| Alliance Wealth Advisors, LLC | 1,269 | $316.8K | 0.08% | −129−9.2% | Reduced |
| HRT Financial LP | 1,289 | $321.0K | 0.00% | −33,059−96.2% | Reduced |
| CIBC World Markets Corp | 1,288 | $321.5K | 0.00% | −373−22.5% | Reduced |
| Davenport & Co LLC | 1,291 | $322.3K | 0.00% | +35+2.8% | Added |
| Curated Wealth Partners LLC | 1,299 | $324.3K | 0.04% | +155+13.5% | Added |
| E. Ohman J:or Asset Management AB | 1,300 | $324.5K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 1,311 | $327.3K | 0.01% | +1,311 | New |
| Park Avenue Securities LLC | 1,312 | $328.0K | 0.00% | −319−19.6% | Reduced |
| Ossiam | 1,319 | $329.3K | 0.01% | +585+79.7% | Added |
| Axxcess Wealth Management, LLC | 1,334 | $333.0K | 0.01% | −145−9.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,381 | $344.7K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 1,384 | $345.5K | 0.01% | −164−10.6% | Reduced |
| Jane Street Group, LLC | 1,409 | $351.7K | 0.00% | −437−23.7% | Reduced |
| Venturi Wealth Management, LLC | 1,415 | $353.2K | 0.02% | +65+4.8% | Added |
| Dynasty Wealth Management, LLC | 1,416 | $353.5K | 0.01% | −92−6.1% | Reduced |
| Paloma Partners Management Co | 1,425 | $355.7K | 0.02% | −45,542−97.0% | Reduced |
| Apollon Wealth Management, LLC | 1,430 | $357.0K | 0.01% | −84−5.5% | Reduced |
| Kestra Advisory Services, LLC | 1,433 | $357.7K | 0.00% | −234−14.0% | Reduced |
| Kolinsky Wealth Management, LLC | 1,448 | $361.5K | 0.22% | +119+9.0% | Added |
| Utah Retirement Systems | 1,470 | $367.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 1,488 | $371.4K | 0.00% | −258−14.8% | Reduced |
| ProShare Advisors LLC | 1,501 | $374.7K | 0.00% | +58+4.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 1,519 | $379.2K | 0.00% | +207+15.8% | Added |
| EverSource Wealth Advisors, LLC | 1,534 | $382.9K | 0.02% | +28+1.9% | Added |
| Maryland State Retirement & Pension System | 1,539 | $384.2K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 1,567 | $391.2K | 0.00% | −243−13.4% | Reduced |
| Commerce Bank | 1,577 | $393.7K | 0.00% | +27+1.7% | Added |
| Tower Research Capital LLC (TRC) | 1,599 | $399.2K | 0.01% | +173+12.1% | Added |
| Sterling Capital Management LLC | 1,607 | $401.2K | 0.01% | +582+56.8% | Added |
| Advisor OS, LLC | 1,645 | $410.6K | 0.05% | −1,549−48.5% | Reduced |
| Creative Planning | 1,649 | $411.6K | 0.00% | −186−10.1% | Reduced |
| Avanza Fonder AB | 1,700 | $424.4K | 0.01% | +1,700 | New |
| Crossmark Global Holdings, Inc. | 1,706 | $426.0K | 0.01% | −481−22.0% | Reduced |
| Dark Forest Capital Management LP | 1,723 | $430.1K | 0.06% | +1,723 | New |
| Heritage Family Offices, LLP | 1,725 | $430.6K | 0.21% | +47+2.8% | Added |
| Fox Run Management, L.L.C. | 1,759 | $439.1K | 0.08% | +1,759 | New |
| Meridian Financial Partners LLC | 1,764 | $440.0K | 0.23% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,773 | $442.6K | 0.00% | +1,773 | New |
| Lighthouse Investment Partners, LLC | 1,774 | $442.8K | 0.02% | −9,226−83.9% | Reduced |
| Gotham Asset Management, LLC | 1,817 | $453.6K | 0.00% | −627−25.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,824 | $455.0K | 0.00% | −3,044−62.5% | Reduced |
| Callan Family Office, LLC | 1,832 | $457.3K | 0.03% | +1,832 | New |
| Forum Financial Management, LP | 1,862 | $464.8K | 0.01% | +993+114.3% | Added |
| Old National Bancorp | 1,915 | $478.0K | 0.01% | −34−1.7% | Reduced |
| Macquarie Group Ltd | 1,919 | $479.1K | 0.00% | +1,281+200.8% | Added |
| Securian Asset Management, Inc | 1,966 | $490.8K | 0.01% | −100−4.8% | Reduced |
| Gibbs Wealth Management | 1,987 | $496.0K | 0.13% | −585−22.7% | Reduced |
| Advisor Group Holdings, Inc. | 2,008 | $501.3K | 0.00% | −948−32.1% | Reduced |
| Otter Creek Advisors, LLC | 2,012 | $502.3K | 0.35% | −20,493−91.1% | Reduced |
| Outlook Wealth Advisors, LLC | 2,026 | $505.8K | 0.15% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 2,081 | $519.5K | 0.22% | +2,081 | New |
| Capstone Investment Advisors, LLC | 2,100 | $524.2K | 0.01% | −1,990−48.7% | Reduced |
| Sienna Gestion | 2,111 | $526.9K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,122 | $529.7K | 0.01% | +543+34.4% | Added |
| Everpar Advisors LLC | 2,138 | $533.7K | 0.27% | −15−0.7% | Reduced |
| Canada Pension Plan Investment Board | 2,200 | $549.2K | 0.00% | +2,200 | New |
| CIBC Asset Management Inc | 2,219 | $553.9K | 0.00% | +187+9.2% | Added |