We are live on ! Find out more
AZPN

Aspen Technology Inc

Delisted

AZPN was delisted on the 11th of March, 2025.

338 hedge funds and large institutions have $6.95B invested in Aspen Technology Inc in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $7.15M

73% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 44

58% more capital invested

Capital invested by funds: $4.39B → $6.95B (+$2.56B)

28% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 97

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 309338 (+29)

Holders
338
Holders Change
+29
Holders Change %
+9.39%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
76
Increased
124
Reduced
97
Closed
44
Calls
$25.7M
Puts
$7.15M
Net Calls
+$18.5M
Net Calls Change
+$8.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
226
MML Investors Services
Massachusetts
$413K +$6.03K +29 +2%
UFF
227
USA Financial Formulas
Michigan
$408K +$61.1K +294 +21%
IC
228
IEQ Capital
California
$401K +$350K +1,682 New
CAAS
229
Capital Asset Advisory Services
Michigan
$399K -$167K -802 -32%
AssetMark Inc
230
AssetMark Inc
California
$383K +$335K +1,609 New
CSS
231
Cubist Systematic Strategies
Connecticut
$381K -$2.5M -12,015 -88%
ECM
232
Exchange Capital Management
Michigan
$381K -$2.08K -10 -0.6%
PWS
233
Precision Wealth Strategies
Missouri
$374K -$32.4K -156 -9%
RJFSA
234
Raymond James Financial Services Advisors
Florida
$370K -$180K -866 -36%
LCM
235
Landscape Capital Management
New Jersey
$362K +$316K +1,519 New
MGIA
236
Moneta Group Investment Advisors
Missouri
$360K -$40.1K -193 -11%
SCM
237
Shelton Capital Management
Colorado
$360K
CB
238
Commerce Bank
Missouri
$352K +$29.7K +143 +11%
MPPW
239
Mitchell & Pahl Private Wealth
Oklahoma
$350K +$31K +149 +11%
Barclays
240
Barclays
United Kingdom
$345K -$191K -919 -39%
HWMA
241
Heritage Wealth Management (Arizona)
Arizona
$345K +$11.9K +57 +4%
DADC
242
D.A. Davidson & Co
Montana
$343K +$2.08K +10 +0.7%
CWP
243
Curated Wealth Partners
California
$338K -$17.3K -83 -6%
LNC
244
Lincoln National Corp
Pennsylvania
$338K +$1.25K +6 +0.4%
SI
245
Stephens Inc
Arkansas
$324K +$22.3K +107 +9%
IWA
246
Icon Wealth Advisors
Texas
$321K +$280K +1,347 New
William Blair & Company
247
William Blair & Company
Illinois
$315K +$11.6K +56 +4%
Pacer Advisors
248
Pacer Advisors
Pennsylvania
$315K +$266K +1,279 +3,045%
Verition Fund Management
249
Verition Fund Management
Connecticut
$311K +$272K +1,306 New
First Manhattan
250
First Manhattan
New York
$305K -$114K -546 -30%

AZPN Hedge Fund Activity: Q3 2022 in Review

338 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q3 2022, worth a combined $6.95B — up 58% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new AZPN positions and 44 closed out — a net gain of 32 holders — while 124 added to existing stakes and 97 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $578M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $77.1M sold.

  • 338 institutional investors held Aspen Technology Inc (AZPN) as of Q3 2022, up from 309 in Q2 2022.
  • Funds reported $6.95B of Aspen Technology Inc stock for Q3 2022, up 58% quarter-over-quarter.
  • 76 funds opened new Aspen Technology Inc positions in Q3 2022 and 44 closed out, a net change of +32 holders.
  • The largest Aspen Technology Inc buyer in Q3 2022 was Vanguard Group, an estimated $578M added.
  • The largest Aspen Technology Inc seller in Q3 2022 was Allianz Asset Management, an estimated $77.1M sold.

Based on aggregated 13F filings for Q3 2022.