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AZPN

Aspen Technology Inc

Delisted

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

373 hedge funds and large institutions have $6.86B invested in Aspen Technology Inc in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 143 increasing their positions, 133 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $5.7M

15% more capital invested

Capital invested by funds: $5.97B → $6.86B (+$890M)

8% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 133

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 56

3% less funds holding

Funds holding: 384373 (-11)

Holders
373
Holders Change
-11
Holders Change %
-2.86%
% of All Funds
5.94%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
54
Increased
143
Reduced
133
Closed
56
Calls
$17.7M
Puts
$5.7M
Net Calls
+$12M
Net Calls Change
-$117K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.1B +$210M +1,013,697 +27%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$823M +$122M +585,945 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$656M +$13.2M +63,857 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$462M -$1.65M -7,962 -0.4%
Franklin Resources
5
Franklin Resources
California
$265M +$16.4M +79,089 +7%
State Street
6
State Street
Massachusetts
$219M +$444K +2,140 +0.2%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$218M -$3.29M -15,852 -2%
Nordea Investment Management
8
Nordea Investment Management
Sweden
$209M +$1.03M +4,970 +0.5%
JSP
9
Jackson Square Partners
California
$168M +$17M +82,038 +13%
BAMCO Inc
10
BAMCO Inc
New York
$127M +$2.26M +10,883 +2%
Wells Fargo
11
Wells Fargo
California
$119M +$21.1M +101,609 +24%
ClearBridge Investments
12
ClearBridge Investments
New York
$109M +$1.3M +6,279 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$103M +$2.98M +14,374 +3%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$103M -$763K -3,680 -0.8%
Lazard Asset Management
15
Lazard Asset Management
New York
$90.9M -$1.29M -6,218 -2%
Norges Bank
16
Norges Bank
Norway
$68M -$16.1M -77,711 -21%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$66.6M -$868K -4,183 -1%
Goldman Sachs
18
Goldman Sachs
New York
$61.1M -$15.2M -73,449 -22%
Northern Trust
19
Northern Trust
Illinois
$59.5M +$1.74M +8,403 +3%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$58.6M +$8.67M +41,811 +20%
TCM
21
TimesSquare Capital Management
New York
$57.7M +$5.1M +24,595 +11%
Morgan Stanley
22
Morgan Stanley
New York
$54.7M +$14.4M +69,449 +41%
RJA
23
Raymond James & Associates
Florida
$54.4M +$13.1M +63,369 +36%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$52.1M -$1.66K -8 -0%
Axa
25
Axa
France
$50.5M +$22.5M +108,412 +97%

AZPN Hedge Fund Activity: Q1 2023 in Review

373 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q1 2023, worth a combined $6.86B — up 15% from $5.97B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of AZPN and 54 opened new positions — a net loss of 2 holders — while 133 trimmed existing stakes and 143 added.

The largest buyer was BlackRock, adding an estimated $210M. The largest seller was Lord, Abbett & Co, cutting an estimated $65.3M.

  • 373 institutional investors held Aspen Technology Inc (AZPN) as of Q1 2023, down from 384 in Q4 2022.
  • Funds reported $6.86B of Aspen Technology Inc stock for Q1 2023, up 15% quarter-over-quarter.
  • 54 funds opened new Aspen Technology Inc positions in Q1 2023 and 56 closed out, a net change of -2 holders.
  • The largest Aspen Technology Inc buyer in Q1 2023 was BlackRock, an estimated $210M added.
  • The largest Aspen Technology Inc seller in Q1 2023 was Lord, Abbett & Co, an estimated $65.3M sold.

Based on aggregated 13F filings for Q1 2023.