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AZPN

Aspen Technology Inc

Delisted

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

337 hedge funds and large institutions have $6.95B invested in Aspen Technology Inc in 2022 Q3 according to their latest regulatory filings, with 75 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

70% more first-time investments, than exits

New positions opened: 75 | 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: 309337 (+28)

Holders
337
Holders Change
+28
Holders Change %
+9.06%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
75
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
BlackRock
1
BlackRock
New York
$782M +$95M +457,024 +16%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$731M -$5.15M -24,762 -0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$663M +$578M +2,781,490 New
Fidelity Investments
4
Fidelity Investments
Massachusetts
$529M +$19.5M +93,769 +4%
Franklin Resources
5
Franklin Resources
California
$236M +$75.4M +362,361 +58%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$233M -$1.56M -7,503 -0.8%
Nordea Investment Management
7
Nordea Investment Management
Sweden
$224M +$9.97M +47,961 +5%
State Street
8
State Street
Massachusetts
$184M +$3.35M +16,115 +2%
BAMCO Inc
9
BAMCO Inc
New York
$138M +$121M +580,972 New
JSP
10
Jackson Square Partners
California
$134M -$5.92M -28,483 -5%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$132M +$63M +302,741 +121%
ClearBridge Investments
12
ClearBridge Investments
New York
$112M +$200K +961 +0.2%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$112M +$48.8M +234,591 +100%
Wells Fargo
14
Wells Fargo
California
$101M -$2.46M -11,851 -3%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$97.7M +$1.67M +8,026 +2%
Lazard Asset Management
16
Lazard Asset Management
New York
$96M -$23.1K -111 -0%
Fisher Asset Management
17
Fisher Asset Management
Washington
$93.3M -$1.46M -6,999 -2%
Macquarie Group
18
Macquarie Group
Australia
$90.8M -$91.7K -441 -0.1%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$90.7M
Goldman Sachs
20
Goldman Sachs
New York
$79.7M +$9.62M +46,256 +16%
Ameriprise
21
Ameriprise
Minnesota
$79.7M -$15.5M -74,583 -18%
Bessemer Group
22
Bessemer Group
New Jersey
$76.3M +$94.6K +455 +0.1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$63.1M -$1.66M -7,986 -3%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$62.3M +$4.62M +22,223 +9%
TCCM
25
Two Creeks Capital Management
New York
$60.1M -$61.3M -294,985 -54%

AZPN Hedge Fund Activity: Q3 2022 in Review

337 of the 5,805 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: 75 funds opened new AZPN positions and 44 closed out — a net gain of 31 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.

  • 337 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.
  • 75 funds opened new Aspen Technology Inc positions in Q3 2022 and 44 closed out, a net change of +31 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.