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AZPN

Aspen Technology Inc

Delisted

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

338 hedge funds and large institutions have $6.95B invested in Aspen Technology Inc in 2022 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

259% more call options, than puts

Call options by funds: $25.7M | Put options by funds: $7.15M

73% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 44

58% more capital invested

Capital invested by funds: $4.39B → $6.95B (+$2.56B)

28% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 97

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

9% more funds holding

Funds holding: 309338 (+29)

Holders
338
Holders Change
+29
Holders Change %
+9.39%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
76
Increased
124
Reduced
97
Closed
44
Calls
$25.7M
Puts
$7.15M
Net Calls
+$18.5M
Net Calls Change
+$8.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
101
Brown Advisory
Maryland
$4.18M -$136K -653 -4%
HCM
102
Hitchwood Capital Management
New York
$4.17M
Rockefeller Capital Management
103
Rockefeller Capital Management
New York
$4.12M +$1.53M +7,346 +74%
LOAMS
104
Lombard Odier Asset Management (Switzerland)
Switzerland
$4.03M +$496K +2,384 +16%
Daiwa Securities Group
105
Daiwa Securities Group
Japan
$4.01M -$390K -1,875 -10%
NW
106
NewEdge Wealth
Pennsylvania
$3.87M +$197K +946 +6%
US Bancorp
107
US Bancorp
Minnesota
$3.77M +$101K +487 +3%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$3.71M -$182K -875 -5%
SFG
109
Snider Financial Group
Washington
$3.7M +$3.08M +14,788 New
GC
110
Guggenheim Capital
Illinois
$3.67M +$259K +1,244 +9%
YCM
111
Yousif Capital Management
Michigan
$3.5M -$192K -923 -6%
LPL Financial
112
LPL Financial
California
$3.48M +$336K +1,618 +12%
SIA
113
Sit Investment Associates
Minnesota
$3.46M
EGI
114
EAM Global Investors
California
$3.38M
Ohio Public Employees Retirement System (OPERS)
115
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.38M -$65.7K -316 -2%
ACM
116
Argent Capital Management
Missouri
$3.38M +$32.7K +157 +1%
Comerica Bank
117
Comerica Bank
Texas
$3.3M +$35.1K +169 +1%
Osaic Holdings
118
Osaic Holdings
Arizona
$3.27M +$262K +1,258 +10%
TC
119
TownSquare Capital
Utah
$3.08M +$65.1K +313 +2%
ACM
120
American Capital Management
New York
$3.02M +$1.04K +5 +0%
Treasurer of the State of North Carolina
121
Treasurer of the State of North Carolina
North Carolina
$2.75M -$54.1K -260 -2%
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.73M +$80.9K +389 +4%
SF
123
Synovus Financial
Georgia
$2.69M -$14.8K -71 -0.6%
AI
124
Atria Investments
North Carolina
$2.53M +$458K +2,204 +26%
MAM
125
Martingale Asset Management
Massachusetts
$2.44M +$1.84M +8,860 +643%

AZPN Hedge Fund Activity: Q3 2022 in Review

338 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q3 2022, worth a combined $6.95B — up 58% from $4.39B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new AZPN positions and 44 closed out — a net gain of 32 holders — while 124 added to existing stakes and 97 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $578M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $77.1M sold.

  • 338 institutional investors held Aspen Technology Inc (AZPN) as of Q3 2022, up from 309 in Q2 2022.
  • Funds reported $6.95B of Aspen Technology Inc stock for Q3 2022, up 58% quarter-over-quarter.
  • 76 funds opened new Aspen Technology Inc positions in Q3 2022 and 44 closed out, a net change of +32 holders.
  • The largest Aspen Technology Inc buyer in Q3 2022 was Vanguard Group, an estimated $578M added.
  • The largest Aspen Technology Inc seller in Q3 2022 was Allianz Asset Management, an estimated $77.1M sold.

Based on aggregated 13F filings for Q3 2022.