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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, 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.

Institutional holdersQ4 2024: 450 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 heldQ4 2024: $6.92B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Aspen Technology, Inc.; share changes are against Q3 2024.

Institutions holding AZPN in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rhumbline Advisers79,004$19.7M0.02%−1,196−1.5%Reduced
Swiss National Bank80,500$20.1M0.01%−4,200−5.0%Reduced
Balyasny Asset Management LLC85,623$21.4M0.05%+57,012+199.3%Added
Lord, Abbett & Co. LLC93,750$23.4M0.07%−17,671−15.9%Reduced
Invesco Ltd.94,027$23.5M0.00%+44,711+90.7%Added
Stifel Financial Corp96,133$24.0M0.02%−1,210−1.2%Reduced
Legal & General Group Plc98,238$24.5M0.01%−643−0.7%Reduced
Man Group plc110,293$27.5M0.08%+102,942+1,400.4%Added
Brown Brothers Harriman & Co111,603$27.9M0.20%−54,749−32.9%Reduced
Neuberger Berman Group LLC112,984$28.2M0.02%−766,317−87.2%Reduced
California Public Employees Retirement System114,647$28.6M0.02%+69,596+154.5%Added
Citadel Advisors LLC116,960$29.2M0.03%−91,745−44.0%Reduced
Harvest Management LLC119,100$29.7M15.53%+119,100New
CNH Partners LLC123,424$30.8M0.73%+123,424New
Nuveen Asset Management, LLC124,398$31.1M0.01%+37,220+42.7%Added
D. E. Shaw & Co., Inc.125,257$31.3M0.03%−26,919−17.7%Reduced
Governors Lane LP135,100$33.7M5.03%+135,100New
Amundi142,897$35.9M0.01%+110,838+345.7%Added
Janus Henderson Group PLC155,678$38.9M0.02%−75,898−32.8%Reduced
Royal Bank of Canada170,263$42.5M0.01%+74,333+77.5%Added
Charles Schwab Investment Management Inc170,350$42.5M0.01%+2,518+1.5%Added
Morgan Stanley171,812$42.9M0.00%−99,942−36.8%Reduced
Envestnet Asset Management Inc172,813$43.1M0.01%−18,101−9.5%Reduced
American Capital Management Inc177,145$44.2M1.65%−18,126−9.3%Reduced
Two Creeks Capital Management, LP181,899$45.4M2.77%−11,979−6.2%Reduced
TIG Advisors, LLC194,789$48.6M3.76%+194,789New
UBS Asset Management Americas Inc198,352$49.5M0.01%−53,061−21.1%Reduced
Nomura Holdings Inc199,396$49.8M0.26%+199,396New
Bank of New York Mellon Corp230,344$57.5M0.01%−5,240−2.2%Reduced
Goldman Sachs Group Inc234,190$58.5M0.01%+194,522+490.4%Added
Stephens Investment Management Group LLC248,287$62.0M0.83%−2,970−1.2%Reduced
Bamco Inc253,214$63.2M0.16%−214,797−45.9%Reduced
Raymond James Financial Inc267,115$66.7M0.02%+267,115New
Northern Trust Corp269,548$67.3M0.01%+66,640+32.8%Added
Norges Bank283,671$70.8M0.01%+17,899+6.7%Added
JPMorgan Chase & Co314,504$78.5M0.01%−48,945−13.5%Reduced
Wells Fargo & Company504,815$126.0M0.03%−42,032−7.7%Reduced
Deutsche Bank AG509,410$127.2M0.05%+396,607+351.6%Added
Independent Franchise Partners LLP520,184$129.9M0.97%−35,374−6.4%Reduced
Geode Capital Management, LLC522,033$130.7M0.01%−43,413−7.7%Reduced
Dimensional Fund Advisors LP623,820$155.7M0.04%+12,456+2.0%Added
Assenagon Asset Management S.A.634,210$158.3M0.28%+632,545+37,990.7%Added
First Manhattan Co674,006$170.5M0.50%−219,891−24.6%Reduced
Franklin Resources Inc690,940$172.5M0.05%+661,820+2,272.7%Added
Nordea Investment Management AB882,192$220.4M0.23%−34,924−3.8%Reduced
State Street Corp1,017,886$254.1M0.01%+20,633+2.1%Added
UBS Group AG1,234,940$308.3M0.07%+1,161,751+1,587.3%Added
Vanguard Group Inc2,831,209$706.8M0.01%+36,497+1.3%Added
BlackRock, Inc.3,660,801$913.8M0.02%−358,098−8.9%Reduced
Kayne Anderson Rudnick Investment Management LLC3,772,339$941.7M2.17%−386,352−9.3%Reduced
Valley Forge Capital Management, LPSuperinvestorValley Forge Capital0$00.00%−295,485−100.0%Sold out
Capital Research Global Investors0$00.00%−269,467−100.0%Sold out
AXA S.A.0$00.00%−245,289−100.0%Sold out
Fiera Capital Corp0$00.00%−236,406−100.0%Sold out
Fisher Asset Management, LLC0$00.00%−187,109−100.0%Sold out
TimesSquare Capital Management, LLC0$00.00%−171,412−100.0%Sold out
Woodline Partners LP0$00.00%−162,318−100.0%Sold out
Aristotle Capital Boston, LLC0$00.00%−125,725−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−83,443−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−82,023−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−59,971−100.0%Sold out
Thornburg Investment Management Inc0$00.00%−42,373−100.0%Sold out
Rivermont Capital Management LP0$00.00%−29,177−100.0%Sold out
Moore Capital Management, LP0$00.00%−25,637−100.0%Sold out
Boston Trust Walden Corp0$00.00%−22,852−100.0%Sold out
RMB Capital Management, LLC0$00.00%−21,286−100.0%Sold out
Synovus Financial Corp0$00.00%−12,487−100.0%Sold out
Torray LLC0$00.00%−8,314−100.0%Sold out
Polen Capital Management LLC0$00.00%−7,483−100.0%Sold out
XTX Topco Ltd0$00.00%−6,505−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−5,856−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−5,779−100.0%Sold out
Panagora Asset Management Inc0$00.00%−4,253−100.0%Sold out
Impax Asset Management Group plc0$00.00%−3,267−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−3,188−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−2,987−100.0%Sold out
Equitable Trust Co0$00.00%−2,234−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−2,169−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−121,798−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−2,085−100.0%Sold out
Ardsley Advisory Partners LP0$00.00%−2,000−100.0%Sold out
Baldwin Brothers Inc0$00.00%−1,637−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−1,584−100.0%Sold out
Weiss Asset Management LP0$00.00%−1,571−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−1,530−100.0%Sold out
nVerses Capital, LLC0$00.00%−1,500−100.0%Sold out
Seven Eight Capital, LP0$00.00%−1,288−100.0%Sold out
Scientech Research LLC0$00.00%−1,283−100.0%Sold out
Veriti Management LLC0$00.00%−1,078−100.0%Sold out
Ethic Inc.0$00.00%−1,126−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−997−100.0%Sold out
Quantum Private Wealth, LLC0$00.00%−984−100.0%Sold out
Corton Capital Inc.0$00.00%−938−100.0%Sold out
Diversify Wealth Management, LLC0$00.00%−964−100.0%Sold out
Toroso Investments, LLC0$00.00%−902−100.0%Sold out
Investment Management Corp of Ontario0$00.00%−898−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−485−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−400−100.0%Sold out
Walleye Trading LLC0$00.00%−396−100.0%Sold out
Golden State Equity Partners0$00.00%−160−100.0%Sold out