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。
2022 年第 1 季 13F 持有人
Aspen Technology, Inc. 在 2022/3/31 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
- 381
- 較 2021 年第 4 季 +6 家
- 持有股數
- 6,527 萬
- 較 2021 年第 4 季 +60.8 萬 (+0.9%)
- 總市值
- $107.9 億
- 較 2021 年第 4 季 +$9.51 億 (+9.7%)
- 新進機構
- 55
- 另有 133 家加碼
- 清倉機構
- 49
- 另有 138 家減碼
另有 7 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 1,851 | $30.6 萬 | 0.02% | +1,851 | 新進 |
| ExodusPoint Capital Management, LP | 1,879 | $31.1 萬 | 0.00% | +1,879 | 新進 |
| Financial Advisory Corp | 1,884 | $31.2 萬 | 0.17% | −2,574−57.7% | 減碼 |
| Baldwin Investment Management, LLC | 1,895 | $31.3 萬 | 0.09% | 00.0% | 不變 |
| D. E. Shaw & Co., Inc. | 1,935 | $32.0 萬 | 0.00% | +1,935 | 新進 |
| Austin Private Wealth, LLC | 1,966 | $32.5 萬 | 0.07% | −22−1.1% | 減碼 |
| Creative Planning | 2,023 | $33.5 萬 | 0.00% | −7−0.3% | 減碼 |
| Morningstar Investment Services LLC | 2,121 | $34.7 萬 | 0.00% | +480+29.3% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 2,151 | $35.6 萬 | 0.23% | +299+16.1% | 加碼 |
| Studio Investment Management LLC | 2,277 | $37.7 萬 | 0.12% | −148−6.1% | 減碼 |
| Kolinsky Wealth Management, LLC | 2,300 | $38.0 萬 | 0.37% | −317−12.1% | 減碼 |
| Veritable, L.P. | 2,298 | $38.0 萬 | 0.01% | +632+37.9% | 加碼 |
| Shepherd Financial Partners LLC | 2,311 | $38.2 萬 | 0.07% | −230−9.1% | 減碼 |
| Panagora Asset Management Inc | 2,370 | $39.2 萬 | 0.00% | 00.0% | 不變 |
| Lido Advisors, LLC | 2,393 | $39.5 萬 | 0.01% | −12−0.5% | 減碼 |
| Los Angeles Capital Management LLC | 2,416 | $40.0 萬 | 0.00% | 00.0% | 不變 |
| Benjamin Edwards Inc | 2,416 | $40.0 萬 | 0.12% | +192+8.6% | 加碼 |
| MAI Capital Management | 2,427 | $40.1 萬 | 0.01% | +402+19.9% | 加碼 |
| National Asset Management, Inc. | 2,423 | $40.1 萬 | 0.01% | +2,423 | 新進 |
| Cutler Group LP | 2,500 | $41.3 萬 | 0.04% | +2,000+400.0% | 加碼 |
| First Republic Investment Management, Inc. | 2,574 | $42.6 萬 | 0.00% | +297+13.0% | 加碼 |
| Pacific Global Investment Management CO | 2,629 | $43.5 萬 | 0.09% | +544+26.1% | 加碼 |
| Pathstone Family Office, LLC | 2,641 | $43.7 萬 | 0.01% | −891−25.2% | 減碼 |
| Stephens Inc | 2,808 | $46.4 萬 | 0.01% | −67−2.3% | 減碼 |
| Curi Capital | 2,809 | $46.4 萬 | 0.08% | +111+4.1% | 加碼 |
| Pitcairn Co | 2,838 | $46.9 萬 | 0.04% | +80+2.9% | 加碼 |
| HSBC Holdings PLC | 2,848 | $47.0 萬 | 0.00% | −160−5.3% | 減碼 |
| CIBC Asset Management Inc | 2,841 | $47.0 萬 | 0.00% | 00.0% | 不變 |
| McAdam, LLC | 2,840 | $47.0 萬 | 0.04% | +2,840 | 新進 |
| Tower Research Capital LLC (TRC) | 2,953 | $48.9 萬 | 0.00% | −2,417−45.0% | 減碼 |
| FourThought Financial, LLC | 2,981 | $49.3 萬 | 0.06% | +8+0.3% | 加碼 |
| Commerce Bank | 3,056 | $50.5 萬 | 0.00% | +222+7.8% | 加碼 |
| MML Investors Services, LLC | 3,123 | $51.6 萬 | 0.00% | +94+3.1% | 加碼 |
| Profund Advisors LLC | 3,132 | $51.8 萬 | 0.02% | −503−13.8% | 減碼 |
| Koshinski Asset Management, Inc. | 3,140 | $51.9 萬 | 0.04% | +80+2.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 3,313 | $54.3 萬 | 0.00% | +3,313 | 新進 |
| KB Financial Partners, LLC | 3,293 | $54.5 萬 | 0.15% | +509+18.3% | 加碼 |
| Lincoln National Corp | 3,343 | $55.3 萬 | 0.01% | −326−8.9% | 減碼 |
| Captrust Financial Advisors | 3,350 | $55.4 萬 | 0.00% | +754+29.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 3,404 | $56.3 萬 | 0.00% | +993+41.2% | 加碼 |
| D.A. Davidson & Co. | 3,451 | $57.1 萬 | 0.01% | −166−4.6% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 3,461 | $57.2 萬 | 0.13% | +31+0.9% | 加碼 |
| Curated Wealth Partners LLC | 3,765 | $57.4 萬 | 0.19% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 3,514 | $58.1 萬 | 0.14% | −7,597−68.4% | 減碼 |
| Precision Wealth Strategies, LLC | 3,598 | $59.5 萬 | 0.35% | −524−12.7% | 減碼 |
| Shelton Capital Management | 3,599 | $59.5 萬 | 0.02% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,708 | $61.3 萬 | 0.16% | +1,924+107.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 3,743 | $61.9 萬 | 0.02% | −28−0.7% | 減碼 |
| Advisory Services Network, LLC | 3,749 | $62.0 萬 | 0.02% | +3,749 | 新進 |
| Axxcess Wealth Management, LLC | 3,785 | $62.6 萬 | 0.05% | +307+8.8% | 加碼 |
| Blair William & Co | 3,875 | $64.1 萬 | 0.00% | −6,610−63.0% | 減碼 |
| Wesbanco Bank Inc | 3,878 | $64.1 萬 | 0.02% | −476−10.9% | 減碼 |
| Exchange Capital Management, Inc. | 3,887 | $64.3 萬 | 0.12% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 3,984 | $65.9 萬 | 0.05% | +3,984 | 新進 |
| LVW Advisors, LLC | 4,007 | $66.3 萬 | 0.12% | −240−5.7% | 減碼 |
| Icon Wealth Partners, LLC | 4,088 | $67.6 萬 | 0.07% | −302−6.9% | 減碼 |
| Advisor OS, LLC | 4,212 | $69.6 萬 | 0.20% | +517+14.0% | 加碼 |
| Gotham Asset Management, LLC | 4,304 | $71.2 萬 | 0.02% | −2,028−32.0% | 減碼 |
| Pictet Asset Management SA | 4,322 | $71.5 萬 | 0.00% | 00.0% | 不變 |
| First Manhattan Co | 4,354 | $72.0 萬 | 0.00% | 00.0% | 不變 |
| JustInvest LLC | 4,380 | $72.4 萬 | 0.04% | −1,257−22.3% | 減碼 |
| Park Avenue Securities LLC | 4,482 | $74.1 萬 | 0.01% | +1,408+45.8% | 加碼 |
| AQR Capital Management LLC | 4,587 | $75.6 萬 | 0.00% | −1,659−26.6% | 減碼 |
| Citadel Advisors LLC | 4,727 | $78.2 萬 | 0.00% | −157,285−97.1% | 減碼 |
| Exchange Traded Concepts, LLC | 4,742 | $78.4 萬 | 0.02% | −103−2.1% | 減碼 |
| Outlook Wealth Advisors, LLC | 4,825 | $79.8 萬 | 0.27% | 00.0% | 不變 |
| Whittier Trust Co | 4,874 | $80.6 萬 | 0.01% | −3,542−42.1% | 減碼 |
| Capital Asset Advisory Services LLC | 4,885 | $80.8 萬 | 0.09% | +573+13.3% | 加碼 |
| Martingale Asset Management L P | 4,891 | $81.0 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 5,168 | $85.5 萬 | 0.02% | 00.0% | 不變 |
| Cubist Systematic Strategies, LLC | 5,278 | $87.3 萬 | 0.01% | +5,278 | 新進 |
| Quantbot Technologies LP | 5,383 | $89.0 萬 | 0.08% | +3,931+270.7% | 加碼 |
| HighTower Advisors, LLC | 5,603 | $91.8 萬 | 0.00% | +454+8.8% | 加碼 |
| Squarepoint Ops LLC | 5,640 | $93.3 萬 | 0.01% | +994+21.4% | 加碼 |
| Tocqueville Asset Management L.P. | 5,650 | $93.4 萬 | 0.01% | 00.0% | 不變 |
| Banco Santander, S.A. | 5,850 | $96.7 萬 | 0.01% | −56,138−90.6% | 減碼 |
| Securian Asset Management, Inc | 5,990 | $99.1 萬 | 0.02% | 00.0% | 不變 |
| Garrison Asset Management, LLC | 6,038 | $99.9 萬 | 0.56% | −30−0.5% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 6,063 | $100.3 萬 | 0.37% | +23+0.4% | 加碼 |
| Belpointe Asset Management LLC | 6,120 | $101.2 萬 | 0.06% | +21+0.3% | 加碼 |
| Gabelli & Co Investment Advisers, Inc. | 6,148 | $101.7 萬 | 0.13% | +1,303+26.9% | 加碼 |
| The PNC Financial Services Group, Inc. | 6,296 | $104.0 萬 | 0.00% | −19−0.3% | 減碼 |
| Boothbay Fund Management, LLC | 6,412 | $106.0 萬 | 0.03% | −11,488−64.2% | 減碼 |
| Shell Asset Management Co | 6,469 | $107.0 萬 | 0.03% | −947−12.8% | 減碼 |
| Schroder Investment Management Group | 6,608 | $108.2 萬 | 0.00% | +6,608 | 新進 |
| WealthPLAN Partners, LLC | 6,842 | $108.5 萬 | 0.08% | −11,801−63.3% | 減碼 |
| WealthPlan Investment Management, LLC | 6,842 | $108.5 萬 | 0.08% | +6,842 | 新進 |
| Bokf, NA | 7,105 | $117.5 萬 | 0.02% | −117−1.6% | 減碼 |
| Baker Tilly Wealth Management, LLC | 7,115 | $117.7 萬 | 0.13% | +563+8.6% | 加碼 |
| Close Asset Management Ltd | 7,950 | $121.1 萬 | 0.04% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 7,432 | $122.9 萬 | 0.10% | +1,317+21.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 7,700 | $127.3 萬 | 0.01% | +1,600+26.2% | 加碼 |
| FORA Capital, LLC | 8,285 | $135.7 萬 | 0.24% | +8,285 | 新進 |
| Ensign Peak Advisors, Inc | 8,510 | $140.7 萬 | 0.00% | +8,510 | 新進 |
| ProShare Advisors LLC | 8,769 | $145.0 萬 | 0.00% | −2,092−19.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 8,882 | $146.9 萬 | 0.03% | +1,660+23.0% | 加碼 |
| DuPont Capital Management Corp | 8,959 | $148.2 萬 | 0.06% | −1,982−18.1% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 9,000 | $148.8 萬 | 0.01% | −600−6.3% | 減碼 |
| Cna Financial Corp | 9,325 | $154.2 萬 | 0.48% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 9,363 | $154.9 萬 | 0.01% | −1,049,072−99.1% | 減碼 |