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 |
|---|---|---|---|---|---|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
2,063
shares
|
$545,312
0.29% of portfolio
|
Q1 2024
Reduced 4.22%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
1,676
shares
|
$443,017
0.19% of portfolio
|
Q2 2024
Reduced 10.66%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,448
shares
|
$382,749
0.22% of portfolio
|
Q4 2024
Added 8.95%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,206
shares
|
$318,781
0.0% of portfolio
|
Q2 2023
Reduced 0.25%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
1,053
shares
|
$278,339
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
961
shares
|
$254,021
0.1% of portfolio
|
Q1 2024
Reduced 34.13%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
926
shares
|
$244,769
0.16% of portfolio
|
Q1 2025
Reduced 24.35%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
880
shares
|
$232,610
0.01% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
467
shares
|
$123,442
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
456
shares
|
$120,534
0.0% of portfolio
|
Q4 2024
Reduced 12.98%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
386
shares
|
$102,031
0.0% of portfolio
|
Q2 2024
Added 71.56%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
296
shares
|
$78,241
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
169
shares
|
$44,671
0.0% of portfolio
|
Q1 2025
Added 19.01%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
141
shares
|
$37,270
0.0% of portfolio
|
Q3 2022
Reduced 14.02%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
140
shares
|
$37,006
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
128
shares
|
$33,834
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
69
shares
|
$18,238
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
63
shares
|
$16,652
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
47
shares
|
$12,423
0.0% of portfolio
|
Q2 2024
Reduced 53.47%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
46
shares
|
$12,159
0.0% of portfolio
|
Q4 2024
Reduced 47.13%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
42
shares
|
$11,101
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
39
shares
|
$10,308
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
28
shares
|
$7,401
0.0% of portfolio
|
Q4 2024
Reduced 15.15%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
24
shares
|
$6,343
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
9
shares
|
$2,378
0.0% of portfolio
|
Q3 2024
Added 350.0%
|