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AZPN

Aspen Technology Inc

Delisted

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

424 hedge funds and large institutions have $6.99B invested in Aspen Technology Inc in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 162 increasing their positions, 142 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $9.19M | Put options by funds: $2.75M

106% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 33

21% more capital invested

Capital invested by funds: $5.79B → $6.99B (+$1.2B)

14% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 142

8% more funds holding

Funds holding: 394424 (+30)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
424
Holders Change
+30
Holders Change %
+7.61%
% of All Funds
6.09%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
68
Increased
162
Reduced
142
Closed
33
Calls
$9.19M
Puts
$2.75M
Net Calls
+$6.45M
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$993M +$14.4M +68,377 +2%
BlackRock
2
BlackRock
New York
$960M +$15.8M +75,329 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$667M +$15.1M +71,790 +3%
State Street
4
State Street
Massachusetts
$238M -$4.17M -19,833 -2%
Nordea Investment Management
5
Nordea Investment Management
Sweden
$215M -$5.36M -25,468 -3%
First Manhattan
6
First Manhattan
New York
$213M +$4.78M +22,739 +3%
Neuberger Berman Group
7
Neuberger Berman Group
New York
$210M +$1.34M +6,393 +0.7%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$146M +$18.2M +86,760 +17%
Sumitomo Mitsui Trust Group
9
Sumitomo Mitsui Trust Group
Japan
$139M +$6.06M +28,820 +5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$135M -$959K -4,558 -0.8%
Lazard Asset Management
11
Lazard Asset Management
New York
$135M +$8.16M +38,786 +7%
IFP
12
Independent Franchise Partners
United Kingdom
$133M +$11.9M +56,395 +11%
Wells Fargo
13
Wells Fargo
California
$131M -$1.19M -5,658 -1%
BAMCO Inc
14
BAMCO Inc
New York
$112M -$10.8M -51,452 -10%
ClearBridge Investments
15
ClearBridge Investments
New York
$109M -$2.13M -10,151 -2%
JP Morgan Chase
16
JP Morgan Chase
New York
$86.8M +$36M +171,351 +89%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$78.9M -$41.3M -196,219 -37%
VFCM
18
Valley Forge Capital Management
Florida
$70.6M
RJA
19
Raymond James & Associates
Florida
$67.3M +$3.31M +15,744 +6%
Morgan Stanley
20
Morgan Stanley
New York
$64.9M -$14.4M -68,299 -20%
Capital Research Global Investors
21
Capital Research Global Investors
California
$64.4M
Norges Bank
22
Norges Bank
Norway
$63.5M +$14.1M +67,031 +34%
UBS AM
23
UBS AM
Illinois
$60M -$10.2M -48,554 -16%
SIMG
24
Stephens Investment Management Group
Texas
$60M +$142K +677 +0.3%
Axa
25
Axa
France
$58.6M +$6.7M +31,839 +15%

AZPN Hedge Fund Activity: Q3 2024 in Review

424 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q3 2024, worth a combined $6.99B — up 21% from $5.79B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new AZPN positions and 33 closed out — a net gain of 35 holders — while 162 added to existing stakes and 142 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $36M. The largest seller was Two Creeks Capital Management, cutting an estimated $46.5M.

  • 424 institutional investors held Aspen Technology Inc (AZPN) as of Q3 2024, up from 394 in Q2 2024.
  • Funds reported $6.99B of Aspen Technology Inc stock for Q3 2024, up 21% quarter-over-quarter.
  • 68 funds opened new Aspen Technology Inc positions in Q3 2024 and 33 closed out, a net change of +35 holders.
  • The largest Aspen Technology Inc buyer in Q3 2024 was JP Morgan Chase, an estimated $36M added.
  • The largest Aspen Technology Inc seller in Q3 2024 was Two Creeks Capital Management, an estimated $46.5M sold.

Based on aggregated 13F filings for Q3 2024.