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 |
|---|---|---|---|---|---|
| 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 |
| Massmutual Trust Co FSB | 35 | $8.74K | 0.00% | +9+34.6% | Added |
| Sierra Ocean, LLC | 33 | $8.24K | 0.01% | +33 | New |
| Hemington Wealth Management | 35 | $8.00K | 0.00% | +15+75.0% | Added |
| Plante Moran Financial Advisors, LLC | 30 | $7.49K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 29 | $7.24K | 0.00% | +8+38.1% | Added |
| Assetmark, Inc | 29 | $7.24K | 0.00% | +11+61.1% | Added |
| Tucker Asset Management LLC | 28 | $6.99K | 0.00% | −5−15.2% | Reduced |
| South State Corp. | 26 | $6.49K | 0.00% | +26 | New |
| Allworth Financial LP | 24 | $6.19K | 0.00% | +2+9.1% | Added |
| MAI Capital Management | 21 | $5.24K | 0.00% | +21 | New |
| Fortitude Family Office, LLC | 21 | $5.24K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $4.99K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 20 | $4.98K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 18 | $4.49K | 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 |
| Key Financial Inc | 16 | $3.99K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $3.74K | 0.00% | −19−55.9% | 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 |
| Washington Trust Advisors, Inc. | 11 | $2.77K | 0.00% | −6−35.3% | Reduced |
| Sachetta, LLC | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $2.50K | 0.00% | +10 | New |
| FSA Wealth Management LLC | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10 | $2.00K | 0.00% | −565,773−100.0% | Reduced |
| 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 |
| REAP Financial Group, LLC | 7 | $1.75K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 7 | $1.72K | 0.00% | +7 | New |
| Carolinas Wealth Consulting LLC | 6 | $1.30K | 0.00% | +2+50.0% | Added |
| 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 |
| 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 |
| Montag A & Associates Inc | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $999 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 3 | $749 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 2 | $499 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $499 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 1 | $264 | 0.00% | 00.0% | Unchanged |
| 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 |
| Valley Forge Capital Management, LPSuperinvestorValley Forge Capital | 0 | $0 | 0.00% | −295,485−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −269,467−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −245,289−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −236,406−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −187,109−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −171,412−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −162,318−100.0% | Sold out |
| Aristotle Capital Boston, LLC | 0 | $0 | 0.00% | −125,725−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −83,443−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −82,023−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −59,971−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −42,373−100.0% | Sold out |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −29,177−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −25,637−100.0% | Sold out |
| Boston Trust Walden Corp | 0 | $0 | 0.00% | −22,852−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −21,286−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −12,487−100.0% | Sold out |
| Torray LLC | 0 | $0 | 0.00% | −8,314−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −7,483−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,505−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,856−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,779−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −4,253−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −3,267−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −3,188−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,987−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −2,234−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −121,798−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,085−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −1,637−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,571−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,530−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −1,288−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,283−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −1,126−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −997−100.0% | Sold out |
| Quantum Private Wealth, LLC | 0 | $0 | 0.00% | −984−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −938−100.0% | Sold out |
| Diversify Wealth Management, LLC | 0 | $0 | 0.00% | −964−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −902−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −898−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −160−100.0% | Sold out |