AZPN

Aspen Technology Inc
AZPN

Overview Fund Activity
Delisted

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

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386 hedge funds and large institutions have $6.06B invested in Aspen Technology Inc in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 139 increasing their positions, 138 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
386
Holders Change
+19
Holders Change %
+5.18%
% of All Funds
5.6%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
51
Increased
139
Reduced
138
Closed
31
Calls
$17.9M
Puts
$7.99M
Net Calls
+$9.92M
Net Calls Change
+$6.2M

Top Buyers

1
First Manhattan
First Manhattan
New York
+$111M
2
TCCM
Two Creeks Capital Management
New York
+$76.3M
3
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$48.6M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$39.9M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$24.8M

Top Sellers

1
BlackRock
BlackRock
New York
-$201M
2
Lazard Asset Management
Lazard Asset Management
New York
-$81.4M
3
Morgan Stanley
Morgan Stanley
New York
-$50.3M
4
JSP
Jackson Square Partners
California
-$44.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$44M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
226
Outlook Wealth Advisors
Texas
$432K – – –
BRWA
227
B. Riley Wealth Advisors
Florida
$432K +$204K +998 +89%
EA
228
Everpar Advisors
Oklahoma
$423K -$264K -1,236 -38%
KIA
229
KLR Investment Advisors
Rhode Island
$407K -$17.9K -91 -4%
RJFSA
230
Raymond James Financial Services Advisors
Florida
$400K +$2.77K +13 +0.7%
HWMA
231
Heritage Wealth Management (Arizona)
Arizona
$400K -$21.8K -102 -5%
LOAMU
232
Lombard Odier Asset Management (USA)
New York
$396K +$396K +1,858 New
LNC
233
Lincoln National Corp
Pennsylvania
$387K +$39.9K +187 +11%
ET
234
Entropy Technologies
New York
$382K +$382K +1,793 New
CA
235
CoreCap Advisors
Michigan
$382K +$18.3K +86 +5%
PAS
236
Park Avenue Securities
New York
$377K -$9.6K -45 -2%
CAPTRUST Financial Advisors
237
CAPTRUST Financial Advisors
North Carolina
$372K -$104K -487 -22%
Commonwealth Equity Services
238
Commonwealth Equity Services
Massachusetts
$364K +$92.6K +434 +34%
TI
239
Tidal Investments
Wisconsin
$361K +$126K +589 +53%
BCM
240
Bayesian Capital Management
New York
$357K +$357K +1,674 New
MFP
241
Meridian Financial Partners
Virginia
$354K – – –
ProShare Advisors
242
ProShare Advisors
Maryland
$340K -$23.7K -111 -7%
WB
243
WesBanco Bank
West Virginia
$330K +$330K +1,548 New
AWM
244
Axxcess Wealth Management
California
$327K -$7.25K -34 -2%
Osaic Holdings
245
Osaic Holdings
Arizona
$325K -$3.28M -15,393 -91%
AWM
246
Apollon Wealth Management
South Carolina
$323K -$49.1K -230 -13%
DWM
247
Dynasty Wealth Management
Florida
$323K +$323K +1,513 New
CB
248
Commerce Bank
Missouri
$321K -$3.63K -17 -1%
KAS
249
Kestra Advisory Services
Texas
$317K +$15.4K +72 +5%
AWAU
250
Alliance Wealth Advisors (Utah)
Utah
$317K -$4.27K -20 -1%
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