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 |
|---|---|---|---|---|---|
| CAPROCK Group, Inc. | 1,311 | $327.3K | 0.01% | +1,311 | New |
| E. Ohman J:or Asset Management AB | 1,300 | $324.5K | 0.01% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 1,299 | $324.3K | 0.04% | +155+13.5% | Added |
| Davenport & Co LLC | 1,291 | $322.3K | 0.00% | +35+2.8% | Added |
| CIBC World Markets Corp | 1,288 | $321.5K | 0.00% | −373−22.5% | Reduced |
| HRT Financial LP | 1,289 | $321.0K | 0.00% | −33,059−96.2% | Reduced |
| Alliance Wealth Advisors, LLC | 1,269 | $316.8K | 0.08% | −129−9.2% | Reduced |
| APG Asset Management N.V. | 1,298 | $312.9K | 0.00% | +1,298 | New |
| Thrive Wealth Management, LLC | 1,210 | $302.1K | 0.05% | −36−2.9% | Reduced |
| SG Americas Securities, LLC | 1,202 | $300.0K | 0.00% | −5,598−82.3% | Reduced |
| Omers Administration Corp | 1,197 | $298.8K | 0.00% | −1,000−45.5% | Reduced |
| Exchange Capital Management, Inc. | 1,179 | $294.3K | 0.05% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,173 | $292.8K | 0.00% | +14+1.2% | Added |
| Wallace Advisory Group, LLC | 1,224 | $292.3K | 0.20% | −5−0.4% | Reduced |
| Studio Investment Management LLC | 1,169 | $291.8K | 0.06% | −18−1.5% | Reduced |
| Precision Wealth Strategies, LLC | 1,146 | $286.1K | 0.22% | +5+0.4% | Added |
| Wealth Alliance | 1,112 | $277.6K | 0.03% | +24+2.2% | Added |
| Whittier Trust Co | 1,109 | $276.8K | 0.00% | −10−0.9% | Reduced |
| Oppenheimer Asset Management Inc. | 1,075 | $268.4K | 0.00% | −16−1.5% | Reduced |
| Clearstead Advisors, LLC | 1,068 | $266.6K | 0.00% | −428−28.6% | Reduced |
| D.A. Davidson & Co. | 1,065 | $265.9K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,051 | $262.4K | 0.01% | +1,051 | New |
| Lido Advisors, LLC | 1,017 | $253.8K | 0.00% | +1,017 | New |
| Colony Group, LLC | 1,002 | $250.1K | 0.00% | +1,002 | New |
| Shelton Capital Management | 1,002 | $250.1K | 0.01% | −91−8.3% | Reduced |
| K2 Principal Fund, L.P. | 1,000 | $249.6K | 0.04% | +1,000 | New |
| Robertson Stephens Wealth Management, LLC | 998 | $249.1K | 0.01% | −1,483−59.8% | Reduced |
| Threadgill Financial, LLC | 978 | $244.1K | 0.13% | +978 | New |
| Shepherd Financial Partners LLC | 970 | $242.1K | 0.03% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 933 | $232.9K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 921 | $229.9K | 0.00% | −1,692−64.8% | Reduced |
| Austin Private Wealth, LLC | 917 | $228.9K | 0.02% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 914 | $228.2K | 0.01% | +914 | New |
| APG Asset Management US Inc. | 896 | $223.7K | 0.00% | +896 | New |
| Commonwealth Equity Services, LLC | 882 | $220.0K | 0.00% | −58−6.2% | Reduced |
| National Asset Management, Inc. | 880 | $219.7K | 0.01% | −30−3.3% | Reduced |
| Brown Advisory Inc | 876 | $218.7K | 0.00% | −25−2.8% | Reduced |
| Cerity Partners LLC | 911 | $218.1K | 0.00% | −208−18.6% | Reduced |
| Atomi Financial Group, Inc. | 864 | $215.7K | 0.01% | +864 | New |
| Ofi Invest Asset Management | 872 | $210.2K | 0.00% | +872 | New |
| Hantz Financial Services, Inc. | 839 | $209.0K | 0.00% | −120−12.5% | Reduced |
| Allstate Corp | 835 | $208.4K | 0.01% | +835 | New |
| LRI Investments, LLC | 831 | $207.4K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 696 | $173.7K | 0.00% | −21−2.9% | Reduced |
| Shell Asset Management Co | 643 | $161.0K | 0.01% | −85−11.7% | Reduced |
| R Squared Ltd | 640 | $159.8K | 0.16% | +640 | New |
| Northwestern Mutual Wealth Management Co | 616 | $153.8K | 0.00% | +59+10.6% | Added |
| Eagle Bay Advisors LLC | 591 | $147.5K | 0.09% | −76−11.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 546 | $136.3K | 0.00% | −2−0.4% | Reduced |
| Fedenia Advisers LLC | 527 | $131.6K | 0.08% | +527 | New |
| CoreCap Advisors, LLC | 488 | $121.8K | 0.01% | −630−56.4% | Reduced |
| Stephenson National Bank & Trust | 487 | $121.6K | 0.04% | −282−36.7% | Reduced |
| Principal Securities, Inc. | 456 | $113.7K | 0.00% | −68−13.0% | Reduced |
| 1620 Investment Advisors, Inc. | 452 | $112.8K | 0.09% | −12−2.6% | Reduced |
| Van Eck Associates Corp | 443 | $111.0K | 0.00% | −255−36.5% | Reduced |
| Covestor Ltd | 383 | $95.0K | 0.06% | −159−29.3% | Reduced |
| TD Waterhouse Canada Inc. | 366 | $91.4K | 0.00% | +22+6.4% | Added |
| Farther Finance Advisors, LLC | 365 | $91.1K | 0.00% | −146−28.6% | Reduced |
| Fifth Third Bancorp | 351 | $87.6K | 0.00% | −81−18.8% | Reduced |
| Anchor Investment Management, LLC | 324 | $80.9K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 314 | $78.4K | 0.01% | −2−0.6% | Reduced |
| CIBC Private Wealth Group, LLC | 290 | $72.8K | 0.00% | +110+61.1% | Added |
| Aster Capital Management (DIFC) Ltd | 289 | $72.1K | 0.03% | +289 | New |
| Pinnacle Financial Partners Inc | 296 | $70.7K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 270 | $67.5K | 0.00% | +151+126.9% | Added |
| Tortoise Investment Management, LLC | 255 | $63.7K | 0.01% | +110+75.9% | Added |
| GAMMA Investing LLC | 251 | $62.7K | 0.01% | +58+30.1% | Added |
| Ronald Blue Trust, Inc. | 232 | $57.9K | 0.00% | +228+5,700.0% | Added |
| Jones Financial Companies LLLP | 213 | $53.2K | 0.00% | +193+965.0% | Added |
| Strengthening Families & Communities, LLC | 210 | $52.0K | 0.03% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $49.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 192 | $48.0K | 0.00% | +44+29.7% | Added |
| Atala Financial Inc | 177 | $44.2K | 0.03% | +177 | New |
| Hexagon Capital Partners LLC | 173 | $43.2K | 0.01% | +173 | New |
| Bryn Mawr Trust Co | 172 | $42.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 166 | $41.4K | 0.00% | −7−4.0% | Reduced |
| Quent Capital, LLC | 164 | $40.9K | 0.00% | −8−4.7% | Reduced |
| Quadrant Capital Group LLC | 162 | $40.4K | 0.00% | −51−23.9% | Reduced |
| CWM, LLC | 158 | $39.0K | 0.00% | −56−26.2% | Reduced |
| IFP Advisors, Inc | 142 | $36.9K | 0.00% | −3−2.1% | Reduced |
| Advisors Asset Management, Inc. | 148 | $36.9K | 0.00% | +148 | New |
| Compass Wealth Management LLC | 140 | $34.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 140 | $34.9K | 0.00% | +11+8.5% | Added |
| SRS Capital Advisors, Inc. | 137 | $34.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 113 | $28.0K | 0.00% | +29+34.5% | Added |
| Nisa Investment Advisors, LLC | 107 | $26.7K | 0.00% | −200−65.1% | Reduced |
| SBI Securities Co., Ltd. | 106 | $26.5K | 0.00% | +106 | New |
| Umb Bank N A | 104 | $26.0K | 0.00% | +49+89.1% | Added |
| HM Payson & Co | 97 | $24.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 92 | $23.0K | 0.00% | +47+104.4% | Added |
| Rise Advisors, LLC | 87 | $21.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 72 | $18.0K | 0.00% | +15+26.3% | Added |
| First Horizon Advisors, Inc. | 70 | $17.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 58 | $14.4K | 0.00% | −6−9.4% | Reduced |
| Spire Wealth Management | 57 | $14.2K | 0.00% | +57 | New |
| Signaturefd, LLC | 53 | $13.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 46 | $11.5K | 0.00% | −41−47.1% | Reduced |
| GeoWealth Management, LLC | 42 | $10.5K | 0.00% | +32+320.0% | Added |
| C M Bidwell & Associates Ltd | 42 | $10.5K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 41 | $10.2K | 0.00% | −34−45.3% | Reduced |