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 4 季 13F 持有人
Aspen Technology, Inc. 在 2023/12/31 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
- 372
- 較 2023 年第 3 季 +7 家
- 持有股數
- 2,883 萬
- 較 2023 年第 3 季 +11.8 萬 (+0.4%)
- 總市值
- $63.4 億
- 較 2023 年第 3 季 +$4.71 億 (+8.0%)
- 新進機構
- 46
- 另有 128 家加碼
- 清倉機構
- 39
- 另有 145 家減碼
另有 5 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealth Alliance | 1,062 | $23.4 萬 | 0.03% | +3+0.3% | 加碼 |
| First Trust Advisors LP | 1,082 | $23.8 萬 | 0.00% | +1,082 | 新進 |
| D.A. Davidson & Co. | 1,089 | $24.0 萬 | 0.00% | +25+2.3% | 加碼 |
| Toroso Investments, LLC | 1,102 | $24.3 萬 | 0.01% | −78−6.6% | 減碼 |
| National Asset Management, Inc. | 1,116 | $24.6 萬 | 0.01% | −998−47.2% | 減碼 |
| MJP Associates Inc | 1,116 | $24.6 萬 | 0.07% | +21+1.9% | 加碼 |
| Capstone Investment Advisors, LLC | 1,146 | $25.2 萬 | 0.00% | +1,146 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 1,157 | $25.5 萬 | 0.00% | −21−1.8% | 減碼 |
| Ostrum Asset Management | 1,161 | $25.6 萬 | 0.02% | −843−42.1% | 減碼 |
| Shelton Capital Management | 1,208 | $26.6 萬 | 0.01% | −149−11.0% | 減碼 |
| Whittier Trust Co | 1,211 | $26.7 萬 | 0.00% | −44−3.5% | 減碼 |
| Nisa Investment Advisors, LLC | 1,212 | $26.7 萬 | 0.00% | +401+49.4% | 加碼 |
| Epoch Investment Partners, Inc. | 1,270 | $28.0 萬 | 0.00% | −227−15.2% | 減碼 |
| Commonwealth Equity Services, LLC | 1,272 | $28.0 萬 | 0.00% | −55−4.1% | 減碼 |
| E. Ohman J:or Asset Management AB | 1,300 | $28.6 萬 | 0.01% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 1,342 | $29.5 萬 | 0.00% | −912−40.5% | 減碼 |
| Exchange Capital Management, Inc. | 1,344 | $29.6 萬 | 0.05% | −132−8.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,393 | $30.7 萬 | 0.00% | −199−12.5% | 減碼 |
| Cetera Investment Advisers | 1,408 | $31.0 萬 | 0.00% | +346+32.6% | 加碼 |
| Assenagon Asset Management S.A. | 1,412 | $31.1 萬 | 0.00% | −109−7.2% | 減碼 |
| Kestra Advisory Services, LLC | 1,416 | $31.2 萬 | 0.00% | +91+6.9% | 加碼 |
| Precision Wealth Strategies, LLC | 1,417 | $31.2 萬 | 0.30% | −5−0.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,423 | $31.3 萬 | 0.03% | −51−3.5% | 減碼 |
| Curated Wealth Partners LLC | 1,453 | $32.0 萬 | 0.05% | −21−1.4% | 減碼 |
| Fox Run Management, L.L.C. | 1,455 | $32.0 萬 | 0.08% | +1,455 | 新進 |
| Handelsinvest Investeringsforvaltning | 1,459 | $32.1 萬 | 0.13% | +1,459 | 新進 |
| Alliance Wealth Advisors, LLC | 1,504 | $33.1 萬 | 0.11% | +190+14.5% | 加碼 |
| Commerce Bank | 1,520 | $33.5 萬 | 0.00% | −7−0.5% | 減碼 |
| Norden Group LLC | 1,551 | $34.1 萬 | 0.06% | −295−16.0% | 減碼 |
| Axxcess Wealth Management, LLC | 1,565 | $34.5 萬 | 0.01% | −59−3.6% | 減碼 |
| Meridian Financial Partners LLC | 1,764 | $35.0 萬 | 0.36% | 00.0% | 不變 |
| Stephens Inc | 1,591 | $35.0 萬 | 0.01% | +97+6.5% | 加碼 |
| Lincoln National Corp | 1,629 | $35.9 萬 | 0.01% | +148+10.0% | 加碼 |
| XTX Topco Ltd | 1,694 | $37.3 萬 | 0.08% | +1,694 | 新進 |
| Ethic Inc. | 1,702 | $37.5 萬 | 0.01% | −90−5.0% | 減碼 |
| CoreCap Advisors, LLC | 1,704 | $37.5 萬 | 0.02% | +6+0.4% | 加碼 |
| ProShare Advisors LLC | 1,707 | $37.6 萬 | 0.00% | −69−3.9% | 減碼 |
| Verition Fund Management LLC | 1,740 | $38.3 萬 | 0.00% | −58−3.2% | 減碼 |
| Apollon Wealth Management, LLC | 1,744 | $38.4 萬 | 0.01% | +1,744 | 新進 |
| Jane Street Group, LLC | 1,762 | $38.8 萬 | 0.00% | −14,527−89.2% | 減碼 |
| Park Avenue Securities LLC | 1,812 | $39.9 萬 | 0.01% | −98−5.1% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 1,864 | $41.0 萬 | 0.00% | +63+3.5% | 加碼 |
| Heritage Wealth Management, LLC | 1,978 | $43.5 萬 | 0.24% | +1,978 | 新進 |
| Mirabella Financial Services LLP | 2,000 | $44.0 萬 | 0.06% | +2,000 | 新進 |
| Outlook Wealth Advisors, LLC | 2,026 | $44.6 萬 | 0.16% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 2,092 | $46.1 萬 | 0.08% | +261+14.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 2,126 | $46.8 萬 | 0.01% | −104−4.7% | 減碼 |
| KLR Investment Advisors, LLC | 2,154 | $47.4 萬 | 0.34% | +2,154 | 新進 |
| Prudential PLC | 2,161 | $47.6 萬 | 0.01% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 2,170 | $47.8 萬 | 0.01% | 00.0% | 不變 |
| Legacy Advisors, LLC | 2,182 | $48.0 萬 | 0.06% | +306+16.3% | 加碼 |
| Captrust Financial Advisors | 2,232 | $49.1 萬 | 0.00% | +322+16.9% | 加碼 |
| Equitable Trust Co | 2,234 | $49.2 萬 | 0.04% | −37−1.6% | 減碼 |
| Assetmark, Inc | 2,237 | $49.2 萬 | 0.00% | +204+10.0% | 加碼 |
| Simplex Trading, LLC | 2,263 | $49.8 萬 | 0.02% | −1,869−45.2% | 減碼 |
| Winton Group Ltd | 2,336 | $51.4 萬 | 0.04% | +1,223+109.9% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 2,345 | $51.6 萬 | 0.29% | +10+0.4% | 加碼 |
| Securian Asset Management, Inc | 2,402 | $52.9 萬 | 0.01% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,447 | $53.9 萬 | 0.01% | +469+23.7% | 加碼 |
| Resources Investment Advisors, LLC. | 2,451 | $54.0 萬 | 0.01% | −45−1.8% | 減碼 |
| Garrison Asset Management, LLC | 2,480 | $54.6 萬 | 0.30% | +17+0.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 2,548 | $56.0 萬 | 0.02% | −605−19.2% | 減碼 |
| Federated Hermes, Inc. | 2,577 | $56.7 萬 | 0.00% | −380−12.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 2,616 | $57.6 萬 | 0.00% | +17+0.7% | 加碼 |
| Swiss Life Asset Management Ltd | 2,749 | $60.7 萬 | 0.01% | +1,378+100.5% | 加碼 |
| TD Asset Management Inc | 2,801 | $61.7 萬 | 0.00% | +947+51.1% | 加碼 |
| Storebrand Asset Management AS | 2,905 | $64.0 萬 | 0.00% | −562−16.2% | 減碼 |
| State of Alaska, Department of Revenue | 3,029 | $66.6 萬 | 0.01% | −345−10.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 3,030 | $66.7 萬 | 0.03% | +1,890+165.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,071 | $67.6 萬 | 0.01% | +625+25.6% | 加碼 |
| JustInvest LLC | 3,120 | $68.7 萬 | 0.02% | +1,785+133.7% | 加碼 |
| Exchange Traded Concepts, LLC | 3,180 | $70.0 萬 | 0.02% | −193−5.7% | 減碼 |
| Everpar Advisors LLC | 3,219 | $70.9 萬 | 0.33% | +3,219 | 新進 |
| FourThought Financial Partners, LLC | 3,238 | $71.3 萬 | 0.09% | −73−2.2% | 減碼 |
| LVW Advisors, LLC | 3,258 | $71.7 萬 | 0.13% | −64−1.9% | 減碼 |
| UBS Group AG | 3,290 | $72.4 萬 | 0.00% | −1,765−34.9% | 減碼 |
| MML Investors Services, LLC | 3,311 | $72.9 萬 | 0.00% | +1,048+46.3% | 加碼 |
| Axq Capital, LP | 3,330 | $73.3 萬 | 0.20% | +3,330 | 新進 |
| Close Asset Management Ltd | 3,339 | $73.5 萬 | 0.03% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 3,339 | $73.5 萬 | 0.01% | +679+25.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 3,389 | $74.3 萬 | 0.00% | +200+6.3% | 加碼 |
| Nissay Asset Management Corp | 3,406 | $75.0 萬 | 0.01% | +101+3.1% | 加碼 |
| Cetera Advisor Networks LLC | 3,456 | $76.1 萬 | 0.00% | +1,020+41.9% | 加碼 |
| Portside Wealth Group, LLC | 3,493 | $76.9 萬 | 0.14% | +732+26.5% | 加碼 |
| Xponance, Inc. | 3,538 | $77.9 萬 | 0.01% | −36−1.0% | 減碼 |
| Bank of Nova Scotia | 3,555 | $78.3 萬 | 0.00% | +606+20.5% | 加碼 |
| Bank of Montreal | 3,534 | $78.5 萬 | 0.00% | +571+19.3% | 加碼 |
| Toronto Dominion Bank | 3,810 | $83.9 萬 | 0.00% | −1,763−31.6% | 減碼 |
| Susquehanna International Group, LLP | 3,822 | $84.1 萬 | 0.00% | −4,760−55.5% | 減碼 |
| Pathstone Holdings, LLC | 3,856 | $84.9 萬 | 0.00% | +3,856 | 新進 |
| Korea Investment CORP | 3,888 | $85.6 萬 | 0.00% | +783+25.2% | 加碼 |
| Mariner, LLC | 3,914 | $86.2 萬 | 0.00% | +155+4.1% | 加碼 |
| Empowered Funds, LLC | 3,962 | $87.2 萬 | 0.02% | +708+21.8% | 加碼 |
| Allianz Asset Management GmbH | 4,014 | $88.4 萬 | 0.00% | −1,473−26.8% | 減碼 |
| Degroof Petercam Asset Management | 4,215 | $92.8 萬 | 0.01% | +4,215 | 新進 |
| Advisor OS, LLC | 4,238 | $93.3 萬 | 0.12% | −268−5.9% | 減碼 |
| Integrated Wealth Concepts LLC | 4,522 | $99.5 萬 | 0.02% | −458−9.2% | 減碼 |
| Walleye Trading LLC | 4,808 | $105.8 萬 | 0.02% | +4,808 | 新進 |
| Utah Retirement Systems | 4,811 | $105.9 萬 | 0.01% | +100+2.1% | 加碼 |
| Tredje AP-fonden | 4,818 | $106.1 萬 | 0.01% | 00.0% | 不變 |