AZPN

Aspen Technology Inc
AZPN

Overview Fund Activity
Delisted

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

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444 hedge funds and large institutions have $6.91B invested in Aspen Technology Inc in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 120 increasing their positions, 171 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+25
Holders Change %
+5.97%
% of All Funds
5.91%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
88
Increased
120
Reduced
171
Closed
56
Calls
$15.1M
Puts
$3.02M
Net Calls
+$12.1M
Net Calls Change
+$5.63M

Top Buyers

1
UBS Group
UBS Group
Switzerland
$308M
2
Franklin Resources
Franklin Resources
California
$172M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$158M
4
Deutsche Bank
Deutsche Bank
Germany
$127M
5
Nomura Holdings
Nomura Holdings
Japan
$49.8M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
$28.2M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$14.5M
3
Lazard Asset Management
Lazard Asset Management
New York
$2K
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$942M
5
ClearBridge Investments
ClearBridge Investments
New York
$17.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
426
REAP Financial Group
Texas
$1.75K – – –
CWC
427
Carolinas Wealth Consulting
North Carolina
$1.31K +$435 +2 +50%
SIC
428
Salem Investment Counselors
North Carolina
$1.25K – – –
TWD
429
True Wealth Design
Ohio
$1.25K +$500 +2 +67%
HI
430
Harbour Investments
Wisconsin
$1.25K -$998 -4 -44%
API
431
Asset Planning Inc
California
$1.25K +$1.25K +5 New
FNWA
432
Financial Network Wealth Advisors
Utah
$1.25K +$1.25K +5 New
MA
433
Montag & Associates
Georgia
$1.03K – – –
BWL
434
Bogart Wealth LLC
Virginia
$999 +$999 +4 New
GFPC
435
Global Financial Private Client
Florida
$749 +$749 +3 New
FMP
436
Financial Management Professionals
Texas
$499 – – –
PWA
437
Principia Wealth Advisory
Texas
$499 +$499 +2 New
CPG
438
Cornerstone Planning Group
New Jersey
$264 – – –
VWA
439
Valued Wealth Advisors
Utah
$250 – – –
LFG
440
Larson Financial Group
Missouri
$250 – – –
TFM
441
TFC Financial Management
Massachusetts
$250 – – –
RIL
442
Rothschild Investment LLC
Illinois
$250 – – –
WCM
443
WealthTrak Capital Management
Virginia
$250 +$250 +1 New
PWM
444
Parkworth Wealth Management
California
$250 +$250 +1 New
VFCM
445
Valley Forge Capital Management
Florida
– -$70.6M -295,485 Closed
Capital Research Global Investors
446
Capital Research Global Investors
California
– -$64.4M -269,467 Closed
Axa
447
Axa
France
– -$58.6M -245,289 Closed
Fiera Capital (Canada)
448
Fiera Capital (Canada)
Quebec, Canada
– -$56.5M -236,406 Closed
Fisher Asset Management
449
Fisher Asset Management
Washington
– -$44.7M -187,109 Closed
TCM
450
TimesSquare Capital Management
New York
– -$40.9M -171,412 Closed
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