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 |
|---|---|---|---|---|---|
| Caxton Associates LP | 2,223 | $554.9K | 0.02% | +2,223 | New |
| Dai-Ichi Life Insurance Company, Ltd | 2,256 | $563.2K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 2,261 | $564.4K | 0.00% | +2,261 | New |
| Gulf International Bank (UK) Ltd | 2,279 | $568.0K | 0.01% | −59−2.5% | Reduced |
| Wolverine Trading, LLC | 2,309 | $574.8K | 0.01% | +2,309 | New |
| JustInvest LLC | 2,305 | $575.3K | 0.01% | +132+6.1% | Added |
| Legacy Advisors, LLC | 2,327 | $580.9K | 0.06% | +13+0.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,420 | $604.1K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,453 | $612.3K | 0.01% | −1,650−40.2% | Reduced |
| Norden Group LLC | 2,570 | $641.6K | 0.07% | −353−12.1% | Reduced |
| New Age Alpha Advisors, LLC | 2,748 | $686.0K | 0.03% | +2,748 | New |
| Captrust Financial Advisors | 2,776 | $693.0K | 0.00% | +1,110+66.6% | Added |
| New York Life Investment Management LLC | 2,852 | $711.9K | 0.01% | −265−8.5% | Reduced |
| MML Investors Services, LLC | 2,945 | $735.0K | 0.00% | +107+3.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,964 | $739.9K | 0.35% | +179+6.4% | Added |
| State of Alaska, Department of Revenue | 3,029 | $756.0K | 0.01% | −55−1.8% | Reduced |
| TD Asset Management Inc | 3,042 | $759.4K | 0.00% | +219+7.8% | Added |
| Federated Hermes, Inc. | 3,154 | $787.3K | 0.00% | +431+15.8% | Added |
| Stephens Inc | 3,210 | $801.3K | 0.01% | +75+2.4% | Added |
| Portside Wealth Group, LLC | 3,231 | $806.6K | 0.13% | −533−14.2% | Reduced |
| Voya Investment Management LLC | 3,332 | $831.8K | 0.00% | −205,096−98.4% | Reduced |
| Close Asset Management Ltd | 3,339 | $834.0K | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 3,386 | $845.2K | 0.00% | +165+5.1% | Added |
| Allianz Asset Management GmbH | 3,441 | $859.0K | 0.00% | −1,263−26.8% | Reduced |
| LVW Advisors, LLC | 3,509 | $876.0K | 0.11% | −194−5.2% | Reduced |
| Mariner, LLC | 3,538 | $883.3K | 0.00% | −1,407−28.5% | Reduced |
| Nissay Asset Management Corp | 3,604 | $904.8K | 0.01% | −4−0.1% | Reduced |
| Aigen Investment Management, LP | 3,699 | $923.4K | 0.16% | +2,183+144.0% | Added |
| Bank of Montreal | 3,822 | $954.1K | 0.00% | +308+8.8% | Added |
| Toronto Dominion Bank | 3,832 | $956.6K | 0.00% | −57−1.5% | Reduced |
| Cetera Investment Advisers | 3,953 | $986.8K | 0.00% | −2,192−35.7% | Reduced |
| Impact Capital Partners LLC | 4,043 | $1.01M | 0.36% | +4,043 | New |
| Robeco Institutional Asset Management B.V. | 4,182 | $1.04M | 0.00% | −12,384−74.8% | Reduced |
| Net Worth Advisory Group | 4,197 | $1.05M | 0.32% | +41+1.0% | Added |
| Azzad Asset Management Inc | 4,260 | $1.06M | 0.21% | +71+1.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,267 | $1.07M | 0.00% | +4,267 | New |
| Bailard, Inc. | 4,541 | $1.13M | 0.03% | +41+0.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 4,548 | $1.14M | 0.01% | −58−1.3% | Reduced |
| Pathstone Holdings, LLC | 4,626 | $1.15M | 0.01% | +1,151+33.1% | Added |
| Gabelli & Co Investment Advisers, Inc. | 4,650 | $1.16M | 0.20% | +4,650 | New |
| Simplex Trading, LLC | 4,688 | $1.17M | 0.03% | +4,688 | New |
| Xponance, Inc. | 4,750 | $1.19M | 0.01% | +275+6.1% | Added |
| AQR Capital Management LLC | 4,815 | $1.20M | 0.00% | −9,807−67.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 4,875 | $1.22M | 0.00% | −1,149−19.1% | Reduced |
| Polar Asset Management Partners Inc. | 5,000 | $1.25M | 0.02% | +5,000 | New |
| BTG Pactual Asset Management US LLC | 5,000 | $1.25M | 0.16% | +5,000 | New |
| Prelude Capital Management, LLC | 5,029 | $1.26M | 0.11% | +5,029 | New |
| Winton Group Ltd | 5,064 | $1.26M | 0.08% | −647−11.3% | Reduced |
| Korea Investment CORP | 5,229 | $1.31M | 0.00% | −7,864−60.1% | Reduced |
| Ameritas Investment Partners, Inc. | 5,321 | $1.33M | 0.04% | −130−2.4% | Reduced |
| Oregon Public Employees Retirement Fund | 5,366 | $1.34M | 0.02% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 5,455 | $1.36M | 0.01% | +695+14.6% | Added |
| IFM Investors Pty Ltd | 5,567 | $1.39M | 0.01% | −598−9.7% | Reduced |
| Gabelli Funds LLC | 5,617 | $1.40M | 0.01% | +3,739+199.1% | Added |
| Bardin Hill Management Partners LP | 5,618 | $1.40M | 0.79% | +5,618 | New |
| Credit Agricole S A | 5,621 | $1.40M | 0.00% | −866−13.3% | Reduced |
| Swiss Life Asset Management Ltd | 5,775 | $1.44M | 0.01% | +3,843+198.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,867 | $1.46M | 0.01% | +11+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 5,904 | $1.47M | 0.03% | +10+0.2% | Added |
| New Mexico Educational Retirement Board | 5,922 | $1.48M | 0.05% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 6,032 | $1.51M | 1.29% | +6,032 | New |
| Quest Partners LLC | 6,057 | $1.51M | 0.20% | +5,998+10,166.1% | Added |
| American Century Companies Inc | 6,112 | $1.53M | 0.00% | +134+2.2% | Added |
| Storebrand Asset Management AS | 6,199 | $1.55M | 0.00% | +4,120+198.2% | Added |
| Thrivent Financial for Lutherans | 6,251 | $1.56M | 0.00% | +10+0.2% | Added |
| CI Private Wealth, LLC | 6,362 | $1.59M | 0.00% | −2,280−26.4% | Reduced |
| Graham Capital Management, L.P. | 6,682 | $1.67M | 0.05% | −1,774−21.0% | Reduced |
| Prudential PLC | 6,859 | $1.71M | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 6,869 | $1.71M | 0.04% | +5,018+271.1% | Added |
| Alpine Global Management, LLC | 6,900 | $1.72M | 0.51% | +6,900 | New |
| Illinois Municipal Retirement Fund | 6,973 | $1.74M | 0.02% | 00.0% | Unchanged |
| FORA Capital, LLC | 7,273 | $1.82M | 0.21% | +7,273 | New |
| ABLE Financial Group, LLC | 7,318 | $1.83M | 0.54% | +896+14.0% | Added |
| Louisiana State Employees Retirement System | 7,400 | $1.85M | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 7,743 | $1.93M | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 7,763 | $1.93M | 0.01% | +484+6.6% | Added |
| Arizona State Retirement System | 8,259 | $2.06M | 0.01% | +94+1.2% | Added |
| State of Michigan Retirement System | 8,307 | $2.07M | 0.01% | −100−1.2% | Reduced |
| South Dakota Investment Council | 8,317 | $2.08M | 0.04% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 8,422 | $2.10M | 0.01% | −1,346−13.8% | Reduced |
| STRS Ohio | 8,520 | $2.13M | 0.01% | +2,326+37.6% | Added |
| Ostrum Asset Management | 8,745 | $2.18M | 0.19% | +5,437+164.4% | Added |
| Prudential Financial Inc | 8,910 | $2.22M | 0.00% | +2,632+41.9% | Added |
| Teachers Retirement System of the State of Kentucky | 9,178 | $2.29M | 0.02% | −410−4.3% | Reduced |
| TD Private Client Wealth LLC | 9,216 | $2.30M | 0.06% | −256−2.7% | Reduced |
| Public Employees Retirement System of Ohio | 9,238 | $2.31M | 0.01% | −529−5.4% | Reduced |
| Victory Capital Management Inc | 9,325 | $2.33M | 0.00% | −1,327−12.5% | Reduced |
| Yousif Capital Management, LLC | 9,382 | $2.34M | 0.03% | −412−4.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 9,680 | $2.42M | 0.02% | +9,680 | New |
| LMR Partners LLP | 10,000 | $2.50M | 0.04% | +10,000 | New |
| Oddo BHF Asset Management SAS | 10,000 | $2.50M | 0.13% | +10,000 | New |
| Centiva Capital, LP | 10,000 | $2.50M | 0.09% | +10,000 | New |
| Walleye Capital LLC | 10,005 | $2.50M | 0.02% | +10,005 | New |
| Squarepoint Ops LLC | 10,106 | $2.52M | 0.01% | +10,106 | New |
| Agf Management Ltd | 10,170 | $2.54M | 0.01% | −3,976−28.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 10,188 | $2.54M | 0.02% | −847−7.7% | Reduced |
| State of New Jersey Common Pension Fund D | 10,330 | $2.58M | 0.01% | −541−5.0% | Reduced |
| Asset Management One Co.,Ltd. | 10,518 | $2.64M | 0.01% | −96−0.9% | Reduced |
| Russell Investments Group, Ltd. | 10,719 | $2.67M | 0.00% | −8,503−44.2% | Reduced |
| Sanctuary Advisors, LLC | 10,218 | $2.70M | 0.02% | −2,388−18.9% | Reduced |