Aspen Technology, Inc.
AZPN2025/3/12 下市- 產業
- Services-Computer Programming Services
- SEC CIK
- 0001897982
Aspen Technology, Inc. 已在 2025/3/12 下市；內部人最後一份 Form 4 在 2025/3/13 申報；2024 年第 4 季末有 450 家機構在 13F 申報持有，市值合計 $69.2 億；沒有大師持有。
2021 年第 3 季 13F 持有人
Aspen Technology, Inc. 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 351
- 較 2021 年第 2 季 −10 家
- 持有股數
- 6,736 萬
- 較 2021 年第 2 季 −209.7 萬 (−3.0%)
- 總市值
- $82.8 億
- 較 2021 年第 2 季 −$12.7 億 (−13.3%)
- 新進機構
- 39
- 另有 125 家加碼
- 清倉機構
- 49
- 另有 121 家減碼
另有 3 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 AZPN 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1 | $200 |
| 2026 年第 1 季 | 1 | $200 |
| 2025 年第 4 季 | 1 | $200 |
| 2025 年第 3 季 | 1 | $200 |
| 2025 年第 2 季 | 1 | $200 |
| 2025 年第 1 季 | 7 | $848.6 萬 |
| 2024 年第 4 季 | 450 | $69.2 億 |
| 2024 年第 3 季 | 426 | $70.0 億 |
| 2024 年第 2 季 | 395 | $57.9 億 |
| 2024 年第 1 季 | 390 | $60.6 億 |
| 2023 年第 4 季 | 372 | $63.4 億 |
| 2023 年第 3 季 | 370 | $58.7 億 |
| 2023 年第 2 季 | 357 | $48.3 億 |
| 2023 年第 1 季 | 376 | $68.6 億 |
| 2022 年第 4 季 | 385 | $60.1 億 |
| 2022 年第 3 季 | 341 | $68.9 億 |
| 2022 年第 2 季 | 318 | $45.0 億 |
| 2022 年第 1 季 | 381 | $107.9 億 |
| 2021 年第 4 季 | 382 | $98.4 億 |
| 2021 年第 3 季 | 351 | $82.8 億 |
| 2021 年第 2 季 | 364 | $95.5 億 |
| 2021 年第 1 季 | 376 | $96.8 億 |
2021 年第 3 季持有機構
每家機構持有 Aspen Technology, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 6,401 | $78.6 萬 | 0.10% | +581+10.0% | 加碼 |
| Belpointe Asset Management LLC | 6,174 | $75.8 萬 | 0.05% | +1,734+39.1% | 加碼 |
| Securian Asset Management, Inc | 6,090 | $74.8 萬 | 0.02% | −161−2.6% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 6,040 | $74.2 萬 | 0.26% | +6,040 | 新進 |
| Gotham Asset Management, LLC | 5,824 | $71.5 萬 | 0.03% | +2,132+57.7% | 加碼 |
| Blair William & Co | 5,803 | $71.3 萬 | 0.00% | −5,034−46.5% | 減碼 |
| Echo Street Capital Management LLC | 5,797 | $71.2 萬 | 0.01% | +3,222+125.1% | 加碼 |
| Tocqueville Asset Management L.P. | 5,800 | $71.2 萬 | 0.01% | +3,650+169.8% | 加碼 |
| Bank of Montreal | 5,616 | $70.6 萬 | 0.00% | −2,184−28.0% | 減碼 |
| Meridian Financial Partners LLC | 4,200 | $68.9 萬 | 0.46% | 00.0% | 不變 |
| HighTower Advisors, LLC | 5,542 | $67.1 萬 | 0.00% | −8,410−60.3% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 5,385 | $66.1 萬 | 0.01% | +3,510+187.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 5,362 | $65.8 萬 | 0.02% | −50−0.9% | 減碼 |
| Maryland State Retirement & Pension System | 5,168 | $64.9 萬 | 0.02% | 00.0% | 不變 |
| Schroder Investment Management Group | 5,250 | $64.5 萬 | 0.00% | −32,264−86.0% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 5,167 | $63.5 萬 | 0.01% | −3,438−40.0% | 減碼 |
| Martingale Asset Management L P | 4,891 | $60.1 萬 | 0.01% | −439−8.2% | 減碼 |
| Outlook Wealth Advisors, LLC | 4,825 | $59.3 萬 | 0.19% | 00.0% | 不變 |
| BBVA USA | 4,819 | $59.1 萬 | 0.03% | −190−3.8% | 減碼 |
| LVW Advisors, LLC | 4,774 | $58.6 萬 | 0.10% | +61+1.3% | 加碼 |
| Pictet Asset Management SA | 4,657 | $57.2 萬 | 0.00% | +4,657 | 新進 |
| Toronto Dominion Bank | 4,601 | $56.5 萬 | 0.00% | 00.0% | 不變 |
| Icon Wealth Partners, LLC | 4,442 | $54.5 萬 | 0.06% | +231+5.5% | 加碼 |
| Wesbanco Bank Inc | 4,354 | $53.5 萬 | 0.02% | 00.0% | 不變 |
| First Manhattan Co | 4,354 | $53.4 萬 | 0.00% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 4,112 | $50.5 萬 | 0.06% | +85+2.1% | 加碼 |
| Sciencast Management LP | 3,029 | $50.1 萬 | 0.14% | +3,029 | 新進 |
| Precision Wealth Strategies, LLC | 3,897 | $47.9 萬 | 0.37% | +984+33.8% | 加碼 |
| Exchange Capital Management, Inc. | 3,862 | $47.4 萬 | 0.09% | +3,862 | 新進 |
| Profund Advisors LLC | 3,840 | $47.2 萬 | 0.02% | −352−8.4% | 減碼 |
| Curated Wealth Partners LLC | 3,765 | $46.3 萬 | 0.26% | 00.0% | 不變 |
| Shelton Capital Management | 3,760 | $46.2 萬 | 0.02% | 00.0% | 不變 |
| Lincoln National Corp | 3,669 | $45.1 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 3,617 | $44.4 萬 | 0.01% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 3,599 | $44.2 萬 | 0.02% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 3,601 | $44.2 萬 | 0.00% | +225+6.7% | 加碼 |
| Pathstone Family Office, LLC | 3,541 | $43.5 萬 | 0.01% | +1,375+63.5% | 加碼 |
| Dynamic Technology Lab Private Ltd | 3,460 | $42.5 萬 | 0.05% | +3,460 | 新進 |
| Advisor OS, LLC | 3,324 | $40.7 萬 | 0.09% | +481+16.9% | 加碼 |
| FourThought Financial, LLC | 3,154 | $38.7 萬 | 0.05% | −271−7.9% | 減碼 |
| Koshinski Asset Management, Inc. | 3,076 | $37.8 萬 | 0.03% | +864+39.1% | 加碼 |
| Algert Global LLC | 2,999 | $36.8 萬 | 0.05% | +2,999 | 新進 |
| Tower Research Capital LLC (TRC) | 2,943 | $36.1 萬 | 0.01% | −2,390−44.8% | 減碼 |
| Los Angeles Capital Management LLC | 2,929 | $36.0 萬 | 0.00% | −1,448−33.1% | 減碼 |
| Commerce Bank | 2,859 | $35.1 萬 | 0.00% | −878−23.5% | 減碼 |
| JustInvest LLC | 2,857 | $35.1 萬 | 0.03% | +2,857 | 新進 |
| Pitcairn Co | 2,758 | $33.9 萬 | 0.02% | 00.0% | 不變 |
| CIBC Asset Management Inc | 2,722 | $33.4 萬 | 0.00% | +214+8.5% | 加碼 |
| Curi Capital | 2,698 | $33.1 萬 | 0.15% | 00.0% | 不變 |
| MML Investors Services, LLC | 2,684 | $33.0 萬 | 0.00% | +213+8.6% | 加碼 |
| Stephens Inc | 2,600 | $31.9 萬 | 0.00% | +301+13.1% | 加碼 |
| Captrust Financial Advisors | 2,601 | $31.9 萬 | 0.00% | +538+26.1% | 加碼 |
| Shepherd Financial Partners LLC | 2,541 | $31.2 萬 | 0.06% | +2,541 | 新進 |
| Panagora Asset Management Inc | 2,488 | $30.6 萬 | 0.00% | −750−23.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 2,445 | $30.0 萬 | 0.00% | −599−19.7% | 減碼 |
| Lido Advisors, LLC | 2,425 | $29.7 萬 | 0.01% | −531−18.0% | 減碼 |
| Bellevue Group AG | 2,400 | $29.5 萬 | 0.00% | 00.0% | 不變 |
| KB Financial Partners, LLC | 2,347 | $28.8 萬 | 0.11% | +442+23.2% | 加碼 |
| World Asset Management Inc | 2,293 | $28.2 萬 | 0.03% | −100−4.2% | 減碼 |
| First Republic Investment Management, Inc. | 2,295 | $28.2 萬 | 0.00% | +50+2.2% | 加碼 |
| Studio Investment Management LLC | 2,260 | $27.8 萬 | 0.12% | +2,260 | 新進 |
| Intercontinental Wealth Advisors, LLC | 2,238 | $27.5 萬 | 0.06% | −274−10.9% | 減碼 |
| Marathon Capital Management | 2,232 | $27.5 萬 | 0.06% | 00.0% | 不變 |
| Cigna Investments Inc | 2,105 | $25.8 萬 | 0.02% | −100−4.5% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 2,062 | $25.3 萬 | 0.00% | −1,200−36.8% | 減碼 |
| Northwest Bancshares, Inc. | 2,045 | $25.1 萬 | 0.06% | −70−3.3% | 減碼 |
| Austin Private Wealth, LLC | 1,988 | $24.4 萬 | 0.05% | 00.0% | 不變 |
| MAI Capital Management | 1,985 | $24.4 萬 | 0.00% | +103+5.5% | 加碼 |
| Pacific Global Investment Management CO | 1,971 | $24.2 萬 | 0.05% | −108−5.2% | 減碼 |
| IBM Retirement Fund | 1,925 | $23.6 萬 | 0.02% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 1,895 | $23.3 萬 | 0.04% | −1,485−43.9% | 減碼 |
| Moloney Securities Asset Management, LLC | 1,815 | $22.3 萬 | 0.04% | 00.0% | 不變 |
| Davenport & Co LLC | 1,736 | $21.3 萬 | 0.00% | +1,736 | 新進 |
| Symmetry Partners, LLC | 1,644 | $20.8 萬 | 0.01% | −1,226−42.7% | 減碼 |
| Miller Investment Management, LP | 1,651 | $20.3 萬 | 0.03% | 00.0% | 不變 |
| Group One Trading, L.P. | 1,561 | $19.2 萬 | 0.00% | +600+62.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,467 | $18.0 萬 | 0.00% | −735−33.4% | 減碼 |
| Total Clarity Wealth Management, Inc. | 1,407 | $17.3 萬 | 0.08% | +1,407 | 新進 |
| Brewin Dolphin Ltd | 1,290 | $15.8 萬 | 0.01% | 00.0% | 不變 |
| Heritage Wealth Management, LLC | 1,090 | $13.4 萬 | 0.05% | +123+12.7% | 加碼 |
| Stephenson National Bank & Trust | 1,061 | $13.0 萬 | 0.08% | 00.0% | 不變 |
| Hantz Financial Services, Inc. | 1,046 | $12.8 萬 | 0.00% | +155+17.4% | 加碼 |
| Eagle Bay Advisors LLC | 1,027 | $12.6 萬 | 0.07% | +274+36.4% | 加碼 |
| Ellis Investment Partners, LLC | 1,024 | $12.5 萬 | 0.03% | 00.0% | 不變 |
| IFP Advisors, Inc | 1,001 | $12.1 萬 | 0.00% | +901+901.0% | 加碼 |
| Wolff Wiese Magana LLC | 927 | $11.4 萬 | 0.08% | +2+0.2% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 686 | $8.40 萬 | 0.00% | +465+210.4% | 加碼 |
| Spire Wealth Management | 666 | $8.20 萬 | 0.00% | +30+4.7% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 582 | $7.10 萬 | 0.01% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 572 | $7.00 萬 | 0.02% | +6+1.1% | 加碼 |
| HM Payson & Co | 550 | $6.80 萬 | 0.00% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 516 | $6.30 萬 | 0.01% | +516 | 新進 |
| Signaturefd, LLC | 486 | $6.00 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 480 | $5.90 萬 | 0.00% | +55+12.9% | 加碼 |
| Quadrant Capital Group LLC | 417 | $5.10 萬 | 0.01% | +18+4.5% | 加碼 |
| Benjamin Edwards Inc | 406 | $5.00 萬 | 0.03% | +275+209.9% | 加碼 |
| Sargent Bickham Lagudis LLC | 393 | $4.80 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 371 | $4.50 萬 | 0.00% | +361+3,610.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 346 | $4.20 萬 | 0.00% | +38+12.3% | 加碼 |
| Proequities, Inc. | 325 | $4.00 萬 | 0.00% | +9+2.8% | 加碼 |