Institutional Ownership Aspen Technology, Inc. (AZPN)
This table provides information about the institutional ownership of Aspen Technology, Inc. (AZPN). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 4.79 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,943,570
shares
|
$1.04 Billion
0.02% of portfolio
|
Q2 2024
Reduced 9.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
281,961
shares
|
$74.5 Million
0.04% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
275,851
shares
|
$72.9 Million
0.06% of portfolio
|
Q1 2024
Reduced 6.47%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
124,398
shares
|
$32.9 Million
0.01% of portfolio
|
Q4 2024
Added 42.69%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
38,445
shares
|
$10.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
16,350
shares
|
$4.32 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
13,250
shares
|
$3.5 Million
0.0% of portfolio
|
Q2 2023
Reduced 3.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,218
shares
|
$2.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.94%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,037
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2022
Added 0.03%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
7,894
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2022
New holding
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
6,194
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.68%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,112
shares
|
$1.35 Million
0.1% of portfolio
|
Q4 2022
Reduced 9.7%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
4,606
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
4,215
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
3,579
shares
|
$946,037
0.0% of portfolio
|
Q2 2023
Reduced 27.72%
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
3,339
shares
|
$882,597
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
3,188
shares
|
$842,684
0.13% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
3,139
shares
|
$829,731
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,845
shares
|
$752,018
0.0% of portfolio
|
Q3 2023
Reduced 6.2%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,636
shares
|
$696,773
0.11% of portfolio
|
Q2 2023
Added 1.62%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
2,473
shares
|
$653,688
0.14% of portfolio
|
Q3 2023
Added 0.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,454
shares
|
$648,665
0.0% of portfolio
|
Q3 2024
Added 15.05%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
2,423
shares
|
$640,471
0.3% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,223
shares
|
$587,605
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
2,159
shares
|
$570,688
0.08% of portfolio
|
Q3 2022
Added 54.55%
|