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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
N
51
Nuveen
North Carolina
$20.8M -$281K -1,335 -2%
Swiss National Bank
52
Swiss National Bank
Switzerland
$20.2M
Point72 Asset Management
53
Point72 Asset Management
Connecticut
$19.9M +$17.5M +83,443 New
Teacher Retirement System of Texas
54
Teacher Retirement System of Texas
Texas
$19.6M +$17.3M +82,023 New
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$19.2M -$767K -3,647 -4%
Barclays
56
Barclays
United Kingdom
$19M +$3.19M +15,176 +24%
Public Employees Retirement Association of Colorado
57
Public Employees Retirement Association of Colorado
Colorado
$17.6M
SEI Investments
58
SEI Investments
Pennsylvania
$17.5M -$3.47M -16,508 -18%
UBS Group
59
UBS Group
Switzerland
$17.5M +$7.13M +33,915 +86%
Ameriprise
60
Ameriprise
Minnesota
$15.7M +$6.81M +32,370 +98%
Marshall Wace
61
Marshall Wace
United Kingdom
$15.3M +$9.26M +44,016 +219%
Vontobel Holding
62
Vontobel Holding
Switzerland
$14.3M +$12.6M +59,971 New
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$12.4M +$321K +1,526 +3%
Grantham, Mayo, Van Otterloo & Co (GMO)
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$12.3M +$2.38M +11,339 +28%
Invesco
65
Invesco
Georgia
$11.8M -$305K -1,449 -3%
PP
66
Paloma Partners
Connecticut
$11.2M +$9.88M +46,967 New
KCM
67
Kornitzer Capital Management
Kansas
$11.2M +$92.8K +441 +1%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$10.8M -$13.7M -65,088 -59%
TIM
69
Thornburg Investment Management
New Mexico
$10.1M -$479K -2,278 -5%
KBC Group
70
KBC Group
Belgium
$9.78M +$323K +1,535 +4%
Goldman Sachs
71
Goldman Sachs
New York
$9.47M -$148K -704 -2%
AllianceBernstein
72
AllianceBernstein
Tennessee
$9.17M -$272K -1,291 -3%
DekaBank Deutsche Girozentrale
73
DekaBank Deutsche Girozentrale
Germany
$9.1M -$75.7K -360 -0.9%
HF
74
HRT Financial
New York
$8.2M +$7.22M +34,348 New
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$7.75M +$41.4K +197 +0.6%

AZPN Hedge Fund Activity: Q3 2024 in Review

424 of the 6,965 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.