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AZPN

Aspen Technology Inc

Delisted

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

424 hedge funds and large institutions have $6.99B invested in Aspen Technology Inc in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 162 increasing their positions, 142 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $9.19M | Put options by funds: $2.75M

106% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 33

21% more capital invested

Capital invested by funds: $5.79B → $6.99B (+$1.2B)

14% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 142

8% more funds holding

Funds holding: 394424 (+30)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
6.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
162
Reduced
142
Closed
33
Calls
$9.19M
Puts
$2.75M
Net Calls
+$6.45M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
351
GAMMA Investing
California
$46.1K +$4K +19 +11%
CIBC Private Wealth Group
352
CIBC Private Wealth Group
Georgia
$43K
NA
353
NewEdge Advisors
Louisiana
$41.3K -$3.37K -16 -8%
WSFS
354
Wilmington Savings Fund Society
Delaware
$41.1K +$36.2K +172 New
QC
355
Quent Capital
New York
$41K +$28.4K +135 +365%
GSEP
356
Golden State Equity Partners
California
$38.2K +$33.7K +160 New
Bessemer Group
357
Bessemer Group
New Jersey
$35K +$631 +3 +2%
TIM
358
Tortoise Investment Management
New York
$34.6K +$3.58K +17 +13%
IA
359
IFP Advisors
Florida
$34.6K +$26.1K +124 +590%
CWM
360
Compass Wealth Management
Connecticut
$33.4K
AAP
361
Arax Advisory Partners
Colorado
$32.7K +$6.1K +29 +27%
PA
362
Parallel Advisors
California
$30.8K +$11.8K +56 +77%
Mirae Asset Global Investments
363
Mirae Asset Global Investments
South Korea
$28.2K +$1.89K +9 +8%
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$27.5K +$1.26K +6 +6%
HPC
365
HM Payson & Co
Maine
$23.2K
GRP
366
Global Retirement Partners
California
$20.8K
RA
367
Rise Advisors
New York
$20.8K
ACM
368
Accent Capital Management
Ohio
$20.3K
CI Investments Inc
369
CI Investments Inc
Ontario, Canada
$20K +$631 +3 +4%
PPC
370
Park Place Capital
Alabama
$17.9K -$4.63K -22 -23%
FHA
371
First Horizon Advisors
Tennessee
$16.7K
NIC
372
Northwest Investment Counselors
Oregon
$15K +$13.3K +63 New
HNB
373
Huntington National Bank
Ohio
$15K +$2.1K +10 +19%
A
374
AlphaQuest
New York
$14.1K -$188K -895 -94%
SAM
375
Smartleaf Asset Management
Massachusetts
$13.6K +$7.99K +38 +200%

AZPN Hedge Fund Activity: Q3 2024 in Review

424 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q3 2024, worth a combined $6.99B — up 21% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AZPN positions and 33 closed out — a net gain of 35 holders — while 162 added to existing stakes and 142 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $36M. The largest seller was Two Creeks Capital Management, cutting an estimated $46.5M.

  • 424 institutional investors held Aspen Technology Inc (AZPN) as of Q3 2024, up from 394 in Q2 2024.
  • Funds reported $6.99B of Aspen Technology Inc stock for Q3 2024, up 21% quarter-over-quarter.
  • 68 funds opened new Aspen Technology Inc positions in Q3 2024 and 33 closed out, a net change of +35 holders.
  • The largest Aspen Technology Inc buyer in Q3 2024 was JP Morgan Chase, an estimated $36M added.
  • The largest Aspen Technology Inc seller in Q3 2024 was Two Creeks Capital Management, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2024.