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。
2023 年第 1 季 13F 持有人
Aspen Technology, Inc. 在 2023/3/31 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
- 376
- 較 2022 年第 4 季 0 家
- 持有股數
- 3,028 萬
- 較 2022 年第 4 季 +99.7 萬 (+3.4%)
- 總市值
- $68.6 億
- 較 2022 年第 4 季 +$8.53 億 (+14.2%)
- 新進機構
- 55
- 另有 143 家加碼
- 清倉機構
- 55
- 另有 133 家減碼
另有 9 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Veritable, L.P. | 1,142 | $26.1 萬 | 0.00% | +99+9.5% | 加碼 |
| SYSTM Wealth Solutions LLC | 1,153 | $26.4 萬 | 0.04% | +97+9.2% | 加碼 |
| Kestra Advisory Services, LLC | 1,162 | $26.6 萬 | 0.00% | −363−23.8% | 減碼 |
| Tiaa, FSB | 1,209 | $27.7 萬 | 0.00% | −24−1.9% | 減碼 |
| Creative Planning | 1,223 | $28.0 萬 | 0.00% | +1,223 | 新進 |
| Alliance Wealth Advisors, LLC | 1,224 | $28.0 萬 | 0.11% | +51+4.3% | 加碼 |
| CenterBook Partners LP | 1,248 | $28.6 萬 | 0.04% | −2,468−66.4% | 減碼 |
| Ergoteles LLC | 1,274 | $29.2 萬 | 0.01% | +1,274 | 新進 |
| First Manhattan Co | 1,281 | $29.3 萬 | 0.00% | −57−4.3% | 減碼 |
| E. Ohman J:or Asset Management AB | 1,300 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| Whittier Trust Co | 1,324 | $30.3 萬 | 0.01% | −126−8.7% | 減碼 |
| Ontario Teachers Pension Plan Board | 1,338 | $30.6 萬 | 0.00% | 00.0% | 不變 |
| Pathstone Family Office, LLC | 1,403 | $32.1 萬 | 0.01% | +1,403 | 新進 |
| Commerce Bank | 1,413 | $32.3 萬 | 0.00% | −62−4.2% | 減碼 |
| Curated Wealth Partners LLC | 1,416 | $32.4 萬 | 0.07% | 00.0% | 不變 |
| D.A. Davidson & Co. | 1,476 | $32.7 萬 | 0.00% | 00.0% | 不變 |
| Captrust Financial Advisors | 1,443 | $33.0 萬 | 0.00% | −1,324−47.8% | 減碼 |
| Precision Wealth Strategies, LLC | 1,444 | $33.0 萬 | 0.52% | −54−3.6% | 減碼 |
| Shelton Capital Management | 1,464 | $33.5 萬 | 0.01% | −47−3.1% | 減碼 |
| Lincoln National Corp | 1,466 | $33.6 萬 | 0.01% | +22+1.5% | 加碼 |
| Affinity Investment Advisors, LLC | 1,480 | $33.9 萬 | 0.18% | 00.0% | 不變 |
| HighTower Advisors, LLC | 1,504 | $34.5 萬 | 0.00% | −981−39.5% | 減碼 |
| Stephens Inc | 1,527 | $34.9 萬 | 0.01% | +168+12.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 1,532 | $35.1 萬 | 0.01% | −43−2.7% | 減碼 |
| Exchange Capital Management, Inc. | 1,580 | $36.2 萬 | 0.07% | 00.0% | 不變 |
| National Asset Management, Inc. | 1,580 | $36.2 萬 | 0.01% | +379+31.6% | 加碼 |
| Ieq Capital, LLC | 1,646 | $37.7 萬 | 0.01% | −79−4.6% | 減碼 |
| Commonwealth Equity Services, LLC | 1,658 | $37.9 萬 | 0.00% | +424+34.4% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 1,668 | $38.2 萬 | 0.24% | +60+3.7% | 加碼 |
| Assetmark, Inc | 1,694 | $38.8 萬 | 0.00% | −79−4.5% | 減碼 |
| Pacer Advisors, Inc. | 1,750 | $40.1 萬 | 0.00% | −3,836−68.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,756 | $40.2 萬 | 0.05% | +503+40.1% | 加碼 |
| Public Sector Pension Investment Board | 1,765 | $40.4 萬 | 0.00% | +165+10.3% | 加碼 |
| Schonfeld Strategic Advisors LLC | 1,766 | $40.4 萬 | 0.00% | +1,766 | 新進 |
| Meridian Financial Partners LLC | 1,764 | $40.7 萬 | 0.46% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 1,789 | $40.9 萬 | 0.00% | +302+20.3% | 加碼 |
| TD Asset Management Inc | 1,791 | $41.0 萬 | 0.00% | −229−11.3% | 減碼 |
| Marshall Wace, LLP | 1,798 | $41.2 萬 | 0.00% | +1,798 | 新進 |
| Wesbanco Bank Inc | 1,807 | $41.4 萬 | 0.02% | +179+11.0% | 加碼 |
| Diametric Capital, LP | 1,851 | $42.4 萬 | 0.20% | +1,851 | 新進 |
| Tower Research Capital LLC (TRC) | 1,871 | $42.8 萬 | 0.01% | +1,147+158.4% | 加碼 |
| AQR Capital Management LLC | 1,937 | $43.0 萬 | 0.00% | +7+0.4% | 加碼 |
| ProShare Advisors LLC | 1,894 | $43.3 萬 | 0.00% | −721−27.6% | 減碼 |
| Schroder Investment Management Group | 1,894 | $43.3 萬 | 0.00% | +373+24.5% | 加碼 |
| MML Investors Services, LLC | 1,956 | $44.8 萬 | 0.00% | −1,745−47.1% | 減碼 |
| Studio Investment Management LLC | 1,973 | $45.2 萬 | 0.14% | −155−7.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 1,985 | $45.4 萬 | 0.01% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 2,001 | $45.8 萬 | 0.00% | +391+24.3% | 加碼 |
| Outlook Wealth Advisors, LLC | 2,031 | $46.5 萬 | 0.21% | 00.0% | 不變 |
| Ethic Inc. | 2,044 | $46.8 萬 | 0.02% | +513+33.5% | 加碼 |
| DuPont Capital Management Corp | 2,049 | $46.9 萬 | 0.02% | −775−27.4% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 2,090 | $47.8 萬 | 0.26% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 2,120 | $48.5 萬 | 0.00% | −106−4.8% | 減碼 |
| Maryland State Retirement & Pension System | 2,170 | $49.7 萬 | 0.01% | 00.0% | 不變 |
| Shell Asset Management Co | 2,201 | $50.4 萬 | 0.02% | −8−0.4% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,246 | $51.4 萬 | 0.00% | −65−2.8% | 減碼 |
| Nichols & Pratt Advisers LLP | 2,269 | $51.9 萬 | 0.04% | −46−2.0% | 減碼 |
| Garrison Asset Management, LLC | 2,273 | $52.0 萬 | 0.32% | −10.0% | 減碼 |
| Prudential PLC | 2,288 | $52.4 萬 | 0.01% | +5+0.2% | 加碼 |
| FourThought Financial Partners, LLC | 2,354 | $53.9 萬 | 0.07% | +9+0.4% | 加碼 |
| TriaGen Wealth Management LLC | 2,359 | $54.0 萬 | 0.27% | +2,359 | 新進 |
| World Equity Group, Inc. | 62,038 | $55.6 萬 | 0.09% | +62,038 | 新進 |
| Crossmark Global Holdings, Inc. | 2,525 | $57.8 萬 | 0.01% | +114+4.7% | 加碼 |
| British Columbia Investment Management Corp | 2,580 | $59.0 萬 | 0.01% | 00.0% | 不變 |
| Intercontinental Wealth Advisors, LLC | 2,594 | $59.4 萬 | 0.15% | +828+46.9% | 加碼 |
| Equitable Trust Co | 2,614 | $59.8 萬 | 0.05% | −313−10.7% | 減碼 |
| Baker Tilly Wealth Management, LLC | 2,678 | $61.3 萬 | 0.07% | +3+0.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,713 | $62.1 萬 | 0.01% | +654+31.8% | 加碼 |
| Securian Asset Management, Inc | 2,715 | $62.1 萬 | 0.02% | 00.0% | 不變 |
| JustInvest LLC | 2,743 | $62.8 萬 | 0.02% | +262+10.6% | 加碼 |
| Empowered Funds, LLC | 2,998 | $68.6 萬 | 0.04% | +64+2.2% | 加碼 |
| Teacher Retirement System of Texas | 3,231 | $73.9 萬 | 0.00% | +80+2.5% | 加碼 |
| First Trust Advisors LP | 3,251 | $74.4 萬 | 0.00% | +456+16.3% | 加碼 |
| Nissay Asset Management Corp | 3,268 | $74.8 萬 | 0.01% | −120−3.5% | 減碼 |
| Close Asset Management Ltd | 3,339 | $76.4 萬 | 0.04% | 00.0% | 不變 |
| Mariner, LLC | 3,383 | $77.4 萬 | 0.00% | +338+11.1% | 加碼 |
| SG Americas Securities, LLC | 3,402 | $77.9 萬 | 0.01% | −309−8.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 3,407 | $78.0 萬 | 0.00% | −344−9.2% | 減碼 |
| Jump Financial, LLC | 3,430 | $78.5 萬 | 0.03% | −554−13.9% | 減碼 |
| Federated Hermes, Inc. | 3,491 | $79.9 萬 | 0.00% | −49−1.4% | 減碼 |
| DekaBank Deutsche Girozentrale | 3,756 | $80.8 萬 | 0.00% | +517+16.0% | 加碼 |
| Banque Pictet & Cie SA | 3,558 | $81.4 萬 | 0.01% | +448+14.4% | 加碼 |
| Lighthouse Investment Partners, LLC | 3,600 | $82.4 萬 | 0.07% | +3,600 | 新進 |
| Bank of Nova Scotia | 3,755 | $85.9 萬 | 0.00% | +1,168+45.1% | 加碼 |
| Millennium Management LLC | 3,793 | $86.8 萬 | 0.00% | −8,051−68.0% | 減碼 |
| LVW Advisors, LLC | 3,804 | $87.1 萬 | 0.17% | +1,532+67.4% | 加碼 |
| First Republic Investment Management, Inc. | 3,838 | $87.8 萬 | 0.00% | +984+34.5% | 加碼 |
| Bank of Montreal | 3,826 | $88.1 萬 | 0.00% | −97−2.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 3,900 | $89.3 萬 | 0.00% | +1,900+95.0% | 加碼 |
| Prudential Financial Inc | 4,688 | $89.7 萬 | 0.00% | −4−0.1% | 減碼 |
| Allianz Asset Management GmbH | 3,974 | $91.0 萬 | 0.00% | +3,974 | 新進 |
| State of Alaska, Department of Revenue | 4,017 | $91.9 萬 | 0.01% | −45−1.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 4,034 | $92.3 萬 | 0.02% | −2,316−36.5% | 減碼 |
| FDx Advisors, Inc. | 4,555 | $93.6 萬 | 0.04% | 00.0% | 不變 |
| Mirabella Financial Services LLP | 4,134 | $94.6 萬 | 0.20% | +4,134 | 新進 |
| Advisor OS, LLC | 4,160 | $95.2 萬 | 0.23% | +1,483+55.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 4,580 | $104.8 萬 | 0.01% | 00.0% | 不變 |
| Squarepoint Ops LLC | 4,581 | $104.8 萬 | 0.01% | −17,364−79.1% | 減碼 |
| Boothbay Fund Management, LLC | 4,600 | $105.3 萬 | 0.03% | +4,600 | 新進 |
| M&T Bank Corp | 4,783 | $109.4 萬 | 0.00% | −376−7.3% | 減碼 |