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AZPN

Aspen Technology Inc

Delisted

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

390 hedge funds and large institutions have $6.06B invested in Aspen Technology Inc in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 139 increasing their positions, 140 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $7.99M

71% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 31

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

6% more funds holding

Funds holding: 369390 (+21)

1% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 140

5% less capital invested

Capital invested by funds: $6.4B → $6.06B (-$337M)

Holders
390
Holders Change
+21
Holders Change %
+5.69%
% of All Funds
5.62%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
53
Increased
139
Reduced
140
Closed
31
Calls
$17.9M
Puts
$7.99M
Net Calls
+$9.92M
Net Calls Change
+$6.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$934M -$186M -944,227 -18%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$858M +$44.9M +227,900 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$579M -$40.7M -206,205 -7%
State Street
4
State Street
Massachusetts
$217M -$632K -3,205 -0.3%
Nordea Investment Management
5
Nordea Investment Management
Sweden
$191M -$16M -80,938 -8%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$188M +$737K +3,739 +0.4%
TCCM
7
Two Creeks Capital Management
New York
$133M +$70.5M +357,741 +135%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$122M -$8.32M -42,179 -7%
First Manhattan
9
First Manhattan
New York
$121M +$103M +521,013 +1,079%
Wells Fargo
10
Wells Fargo
California
$119M +$2.97M +15,043 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$117M +$5.5M +27,924 +5%
BAMCO Inc
12
BAMCO Inc
New York
$115M -$2.9M -14,735 -3%
IFP
13
Independent Franchise Partners
United Kingdom
$109M +$19.4M +98,403 +24%
ClearBridge Investments
14
ClearBridge Investments
New York
$106M -$600K -3,044 -0.6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$88.5M +$20.1M +101,716 +32%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$85.3M -$3.09M -15,697 -4%
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$69.9M +$22.9M +116,278 +55%
JSP
18
Jackson Square Partners
California
$68.1M -$41M -207,794 -39%
Morgan Stanley
19
Morgan Stanley
New York
$66.1M -$46.5M -235,721 -43%
VFCM
20
Valley Forge Capital Management
Florida
$63M
Capital Research Global Investors
21
Capital Research Global Investors
California
$62.7M +$20M +101,586 +53%
CS
22
Credit Suisse
Switzerland
$58.8M -$3.76M -19,078 -6%
RJA
23
Raymond James & Associates
Florida
$54.8M +$3.74M +18,979 +8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$52.5M -$2.28M -11,556 -4%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$49.4M +$977K +4,955 +2%

AZPN Hedge Fund Activity: Q1 2024 in Review

390 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q1 2024, worth a combined $6.06B — down 5.3% from $6.4B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new AZPN positions and 31 closed out — a net gain of 22 holders — while 139 added to existing stakes and 140 trimmed.

The largest buyer was First Manhattan, adding an estimated $103M. The largest seller was BlackRock, cutting an estimated $186M.

  • 390 institutional investors held Aspen Technology Inc (AZPN) as of Q1 2024, up from 369 in Q4 2023.
  • Funds reported $6.06B of Aspen Technology Inc stock for Q1 2024, down 5.3% quarter-over-quarter.
  • 53 funds opened new Aspen Technology Inc positions in Q1 2024 and 31 closed out, a net change of +22 holders.
  • The largest Aspen Technology Inc buyer in Q1 2024 was First Manhattan, an estimated $103M added.
  • The largest Aspen Technology Inc seller in Q1 2024 was BlackRock, an estimated $186M sold.

Based on aggregated 13F filings for Q1 2024.