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AZPN

Aspen Technology Inc
AZPN

Delisted

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

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6 hedge funds and large institutions have $8.49M invested in Aspen Technology Inc in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 439 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

99% less funds holding

Funds holding: 449 → 6 (-443)

100% less capital invested

Capital invested by funds: $6.92B → $8.49M (-$6.91B)

100% less funds holding in top 10

Funds holding in top 10: 8 → 0 (-8)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 439

Holders
6
Holders Change
-443
Holders Change %
-98.66%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
1
Reduced
2
Closed
439
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IA
IFP Advisors
Florida
+$7.04K

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$942M
2
BlackRock
BlackRock
New York
-$914M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$707M
4
UBS Group
UBS Group
Switzerland
-$308M
5
State Street
State Street
Massachusetts
-$254M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
426
REAP Financial Group
Texas
– -$1.75K -7 Closed
CWC
427
Carolinas Wealth Consulting
North Carolina
– -$1.3K -6 Closed
API
428
Asset Planning Inc
California
– -$1.25K -5 Closed
FNWA
429
Financial Network Wealth Advisors
Utah
– -$1.25K -5 Closed
HI
430
Harbour Investments
Wisconsin
– -$1.25K -5 Closed
SIC
431
Salem Investment Counselors
North Carolina
– -$1.25K -5 Closed
TWD
432
True Wealth Design
Ohio
– -$1.25K -5 Closed
BWL
433
Bogart Wealth LLC
Virginia
– -$999 -4 Closed
MA
434
Montag & Associates
Georgia
– -$1.03K -4 Closed
GFPC
435
Global Financial Private Client
Florida
– -$749 -3 Closed
FMP
436
Financial Management Professionals
Texas
– -$499 -2 Closed
PWA
437
Principia Wealth Advisory
Texas
– -$499 -2 Closed
CPG
438
Cornerstone Planning Group
New Jersey
– -$264 -1 Closed
LFG
439
Larson Financial Group
Missouri
– -$250 -1 Closed
PWM
440
Parkworth Wealth Management
California
– -$250 -1 Closed
RIL
441
Rothschild Investment LLC
Illinois
– -$250 -1 Closed
TFM
442
TFC Financial Management
Massachusetts
– -$250 -1 Closed
VWA
443
Valued Wealth Advisors
Utah
– -$250 -1 Closed
WCM
444
WealthTrak Capital Management
Virginia
– -$250 -1 Closed
14 15 16 17
18

AZPN Hedge Fund Activity: Q1 2025 in Review

6 of the 7,461 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q1 2025, worth a combined $8.49M — down 100% from $6.92B a quarter earlier.

Sellers outnumbered buyers: 439 funds closed out of AZPN and 0 opened new positions — a net loss of 439 holders — while 2 trimmed existing stakes and 1 added.

The largest buyer was IFP Advisors, adding an estimated $7.04K. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $942M sold.

  • 6 institutional investors held Aspen Technology Inc (AZPN) as of Q1 2025, down from 449 in Q4 2024.
  • Funds reported $8.49M of Aspen Technology Inc stock for Q1 2025, down 100% quarter-over-quarter.
  • 0 funds opened new Aspen Technology Inc positions in Q1 2025 and 439 closed out, a net change of -439 holders.
  • The largest Aspen Technology Inc buyer in Q1 2025 was IFP Advisors, an estimated $7.04K added.
  • The largest Aspen Technology Inc seller in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $942M sold.

Based on aggregated 13F filings for Q1 2025.