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AZPN

Aspen Technology Inc

Delisted

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

368 hedge funds and large institutions have $5.87B invested in Aspen Technology Inc in 2023 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 133 increasing their positions, 129 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

274% more call options, than puts

Call options by funds: $5.8M | Put options by funds: $1.55M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 36

22% more capital invested

Capital invested by funds: $4.83B → $5.87B (+$1.04B)

4% more funds holding

Funds holding: 355368 (+13)

3% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 129

Holders
368
Holders Change
+13
Holders Change %
+3.66%
% of All Funds
5.84%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
54
Increased
133
Reduced
129
Closed
36
Calls
$5.8M
Puts
$1.55M
Net Calls
+$4.25M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.05B +$21.5M +114,402 +2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$760M +$23.5M +124,934 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$597M -$1.05M -5,581 -0.2%
Nordea Investment Management
4
Nordea Investment Management
Sweden
$216M +$22.4M +119,102 +13%
State Street
5
State Street
Massachusetts
$196M -$2.21M -11,754 -1%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$181M -$5.24M -27,836 -3%
JSP
7
Jackson Square Partners
California
$128M -$9.45M -50,176 -7%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$116M +$57.4M +304,712 +116%
BAMCO Inc
9
BAMCO Inc
New York
$114M
Wells Fargo
10
Wells Fargo
California
$114M +$7.75M +41,166 +8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$105M +$6.69M +35,517 +7%
ClearBridge Investments
12
ClearBridge Investments
New York
$102M -$36.9K -196 -0%
IFP
13
Independent Franchise Partners
United Kingdom
$90.2M +$19.1M +101,489 +30%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$83.1M -$2.25M -11,952 -3%
Lazard Asset Management
15
Lazard Asset Management
New York
$75.4M -$2.04M -10,813 -3%
TCCM
16
Two Creeks Capital Management
New York
$62.1M -$38.6M -204,897 -40%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$60.6M +$16.3M +86,854 +41%
VFCM
18
Valley Forge Capital Management
Florida
$60.4M
CS
19
Credit Suisse
Switzerland
$57.2M +$13.7M +72,887 +35%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$54.9M -$2.45M -13,020 -5%
Norges Bank
21
Norges Bank
Norway
$53.9M -$10.5M -55,600 -17%
Morgan Stanley
22
Morgan Stanley
New York
$49.8M +$6.43M +34,139 +16%
RJA
23
Raymond James & Associates
Florida
$49.3M +$50.8K +270 +0.1%
TCM
24
TimesSquare Capital Management
New York
$48.5M -$8.82M -46,860 -16%
Northern Trust
25
Northern Trust
Illinois
$48M -$609K -3,236 -1%

AZPN Hedge Fund Activity: Q3 2023 in Review

368 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q3 2023, worth a combined $5.87B — up 22% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new AZPN positions and 36 closed out — a net gain of 18 holders — while 133 added to existing stakes and 129 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $57.4M. The largest seller was Franklin Resources, cutting an estimated $102M.

  • 368 institutional investors held Aspen Technology Inc (AZPN) as of Q3 2023, up from 355 in Q2 2023.
  • Funds reported $5.87B of Aspen Technology Inc stock for Q3 2023, up 22% quarter-over-quarter.
  • 54 funds opened new Aspen Technology Inc positions in Q3 2023 and 36 closed out, a net change of +18 holders.
  • The largest Aspen Technology Inc buyer in Q3 2023 was Wellington Management Group, an estimated $57.4M added.
  • The largest Aspen Technology Inc seller in Q3 2023 was Franklin Resources, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2023.