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AZPN

Aspen Technology Inc

Delisted

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

449 hedge funds and large institutions have $6.92B invested in Aspen Technology Inc in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 124 increasing their positions, 172 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $15.1M | Put options by funds: $3.02M

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

57% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 56

6% more funds holding

Funds holding: 424449 (+25)

1% less capital invested

Capital invested by funds: $6.99B → $6.92B (-$71.3M)

28% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 172

Holders
449
Holders Change
+25
Holders Change %
+5.9%
% of All Funds
5.91%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
88
Increased
124
Reduced
172
Closed
56
Calls
$15.1M
Puts
$3.02M
Net Calls
+$12.1M
Net Calls Change
+$5.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$942M -$94.3M -386,352 -9%
BlackRock
2
BlackRock
New York
$914M -$87.4M -358,098 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$707M +$8.91M +36,497 +1%
UBS Group
4
UBS Group
Switzerland
$308M +$283M +1,161,751 +1,587%
State Street
5
State Street
Massachusetts
$254M +$5.03M +20,633 +2%
Nordea Investment Management
6
Nordea Investment Management
Sweden
$220M -$8.52M -34,924 -4%
Franklin Resources
7
Franklin Resources
California
$172M +$161M +661,820 +2,273%
First Manhattan
8
First Manhattan
New York
$170M -$53.7M -219,891 -25%
Assenagon Asset Management
9
Assenagon Asset Management
Luxembourg
$158M +$154M +632,545 +37,991%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$156M +$3.04M +12,456 +2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$131M -$10.6M -43,413 -8%
IFP
12
Independent Franchise Partners
United Kingdom
$130M -$8.63M -35,374 -6%
Deutsche Bank
13
Deutsche Bank
Germany
$127M +$96.8M +396,607 +352%
Wells Fargo
14
Wells Fargo
California
$126M -$10.3M -42,032 -8%
JP Morgan Chase
15
JP Morgan Chase
New York
$78.5M -$11.9M -48,945 -13%
Norges Bank
16
Norges Bank
Norway
$70.8M +$4.37M +17,899 +7%
Northern Trust
17
Northern Trust
Illinois
$67.3M +$16.3M +66,640 +33%
Raymond James Financial
18
Raymond James Financial
Florida
$66.7M +$65.2M +267,115 New
BAMCO Inc
19
BAMCO Inc
New York
$63.2M -$52.4M -214,797 -46%
SIMG
20
Stephens Investment Management Group
Texas
$62M -$725K -2,970 -1%
Goldman Sachs
21
Goldman Sachs
New York
$58.5M +$47.5M +194,522 +490%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$57.5M -$1.28M -5,240 -2%
Nomura Holdings
23
Nomura Holdings
Japan
$49.8M +$48.7M +199,396 New
UBS AM
24
UBS AM
Illinois
$49.5M -$12.9M -53,061 -21%
TAL
25
TIG Advisors LLC
New York
$48.6M +$47.5M +194,789 New

AZPN Hedge Fund Activity: Q4 2024 in Review

449 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aspen Technology Inc (AZPN) for Q4 2024, worth a combined $6.92B — down 1% from $6.99B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new AZPN positions and 56 closed out — a net gain of 32 holders — while 124 added to existing stakes and 172 trimmed.

The largest buyer was UBS Group, adding an estimated $283M. The largest seller was Neuberger Berman Group, cutting an estimated $187M.

  • 449 institutional investors held Aspen Technology Inc (AZPN) as of Q4 2024, up from 424 in Q3 2024.
  • Funds reported $6.92B of Aspen Technology Inc stock for Q4 2024, down 1% quarter-over-quarter.
  • 88 funds opened new Aspen Technology Inc positions in Q4 2024 and 56 closed out, a net change of +32 holders.
  • The largest Aspen Technology Inc buyer in Q4 2024 was UBS Group, an estimated $283M added.
  • The largest Aspen Technology Inc seller in Q4 2024 was Neuberger Berman Group, an estimated $187M sold.

Based on aggregated 13F filings for Q4 2024.