Aspen TechnologyAZPN
13F holders, Q2 2024 (June 30)394holders +6
52new positions
42sold out
9famous investors
$198.60avg. 13F price*
At the end of Q2 2024, 394 institutions reported holding Aspen Technology Inc. (AZPN) in their 13F filings, up 6 from Q1 2024. 52 opened new positions and 42 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($812.5M), BlackRock Inc. ($783.3M) and Vanguard Group Inc. ($540.9M). 9 famous investors held it, including Dev Kantesaria (1.5% of Valley Forge Capital Management's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).
- Company
- Aspen Technology Inc.
- CUSIP
- 29109X106
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $152.9M |
| Exits | 42 | $33.4M |
All 13F filers, Q1 2024 → Q2 2024: 2,486,741 shares bought and 1,528,400 shares sold, net +958,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 394 holders
| Kayne Anderson Rudnick Investment Management LLC | 1.98% | Add +1.6% | 4,090,314 | $812.5M |
| BlackRock Inc. | 0.02% | Reduce -9.9% | 3,943,570 | $783.3M |
| Vanguard Group Inc. | 0.01% | Add +0.4% | 2,722,922 | $540.9M |
| State Street Corp. | 0.01% | Add +0.1% | 1,017,086 | $202.0M |
| Nordea Investment Management AB | 0.22% | Add +4.2% | 942,584 | $187.5M |
| Neuberger Berman Group LLC | 0.14% | Reduce -1.1% | 872,908 | $173.4M |
| First Manhattan Co. Llc. | 0.56% | Add +53.0% | 871,158 | $173.0M |
| Geode Capital Management, LLC | 0.01% | Add +3.9% | 570,004 | $113.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.08% | Add +38.5% | 553,862 | $110.0M |
| Wells Fargo & Company | 0.03% | Reduce -0.9% | 552,505 | $109.7M |
| Lazard Asset Management LLC | 0.14% | New | 526,997 | $104.7M |
| Wellington Management Group LLP | 0.02% | Reduce -7.6% | 526,720 | $104.6M |
| Dimensional Fund Advisors LP | 0.03% | Add +26.5% | 524,604 | $104.2M |
| Baron Capital (BAMCO) | 0.30% | Reduce -3.7% | 519,463 | $103.2M |
| Independent Franchise Partners LLP | 0.91% | Reduce -2.4% | 499,163 | $99.1M |
| Clearbridge Investments, LLC | 0.08% | Reduce -5.8% | 466,288 | $92.6M |
| Two Creeks Capital Management, LP | 5.13% | Reduce -33.4% | 415,132 | $82.5M |
| Fiera Capital Corp | 0.21% | Add +3.8% | 340,166 | $67.6M |
| Morgan Stanley | 0.01% | Add +9.7% | 340,053 | $67.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Add +169.7% | 299,967 | $59.6M |
| Valley Forge Capital Management | 1.52% | No change | 295,485 | $58.7M |
| Capital Research Global Investors | 0.01% | Reduce -8.3% | 269,467 | $53.5M |
| Bank of New York Mellon Corp | 0.01% | Add +8.5% | 266,838 | $53.0M |
| Raymond James & Associates | 0.03% | Add +3.5% | 266,217 | $52.9M |
| Stephens Investment Management Group LLC | 0.70% | Add +13.3% | 250,580 | $49.8M |
| Janus Henderson Group PLC | 0.02% | Reduce -0.1% | 231,390 | $46.0M |
| Jackson Square Partners, LLC | 2.74% | Reduce -29.1% | 226,306 | $45.0M |
| Pertento Partners LLP | 5.65% | Add +39.9% | 222,933 | $44.3M |
| Northern Trust Corp. | 0.01% | Add +12.4% | 215,750 | $42.9M |
| AXA S.A. | 0.13% | Reduce -2.0% | 213,450 | $42.4M |
| Deutsche Bank AG | 0.02% | Add +6.7% | 202,086 | $40.1M |
| Citadel Advisors | 0.04% | Add +536.9% | 199,835 | $39.7M |
| TimesSquare Capital Management, LLC | 0.62% | Reduce -4.5% | 199,210 | $39.6M |
| Norges Bank | 0.01% | Add +32.3% | 198,741 | $39.5M |
| JPMorgan Chase & Co. | 0.00% | Add +21.6% | 192,098 | $38.2M |
| Lord, Abbett & Co. LLC | 0.12% | Add +0.3% | 184,707 | $36.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.0% | 182,152 | $36.2M |
| Fisher Asset Management | 0.02% | Add +0.6% | 176,784 | $35.1M |
| D. E. Shaw & Co. | 0.05% | Reduce -4.5% | 169,867 | $33.7M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.0% | 157,505 | $31.3M |
| Principal Financial Group Inc. | 0.02% | Reduce -8.0% | 140,517 | $27.9M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 129,082 | $25.6M |
| Aristotle Capital Boston, LLC | 0.85% | Reduce -6.7% | 127,376 | $25.3M |
| Brown Brothers Harriman & Co. | 0.19% | Add +18.3% | 126,956 | $25.2M |
| California Public Employees Retirement System | 0.02% | Add +133.9% | 110,139 | $21.9M |
| Clean Energy Transition LLP | 1.13% | Add +1.5% | 105,200 | $20.9M |
| Royal Bank of Canada | 0.00% | Add +5.1% | 101,951 | $20.2M |
| Stifel Financial Corp. | 0.02% | Reduce -3.0% | 97,454 | $19.4M |
| Legal & General Group Plc | 0.01% | Reduce -17.5% | 92,814 | $18.4M |
| American Capital Management Inc. | 0.60% | Add +0.8% | 90,017 | $17.9M |
| Sei Investments Co. | 0.03% | Reduce -37.3% | 89,802 | $17.8M |
| Nuveen Asset Management, LLC | 0.01% | Add +20.5% | 88,513 | $17.6M |
| Woodline Partners LP | 0.16% | Add +99.9% | 85,266 | $16.9M |
| Swiss National Bank | 0.01% | Reduce -1.3% | 84,700 | $16.8M |
| Rhumbline Advisers | 0.02% | Reduce -3.5% | 83,847 | $16.7M |
| Public Employees Retirement Association of Colorado | 0.06% | Reduce -0.2% | 73,906 | $14.7M |
| Barclays PLC | 0.01% | Add +19.4% | 64,242 | $12.8M |
| APG Asset Management N.V. | 0.02% | Reduce -18.5% | 65,816 | $12.2M |
| Amundi | 0.00% | Add +31.6% | 56,038 | $11.2M |
| Invesco Ltd. | 0.00% | Reduce -1.5% | 50,765 | $10.1M |
| California State Teachers Retirement System | 0.01% | Add +12.3% | 50,437 | $10.0M |
| Moore Capital Management, LP | 0.23% | New | 50,000 | $9.9M |
| Voya Investment Management LLC | 0.01% | Add +1.1% | 46,594 | $9.3M |
| Kornitzer Capital Management Inc. | 0.18% | No change | 46,327 | $9.2M |
| Rivermont Capital Management LP | 3.94% | Add +1.8% | 46,289 | $9.2M |
| Thornburg Investment Management Inc. | 0.13% | Reduce -4.0% | 44,651 | $8.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +24.5% | 40,372 | $8.0M |
| GMO | 0.03% | Add +13.4% | 40,290 | $8.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.6% | 39,677 | $7.9M |
| KBC Group NV | 0.02% | Add +358.9% | 39,431 | $7.8M |
| UBS Group AG | 0.00% | Add +129.5% | 39,274 | $7.8M |
| DekaBank Deutsche Girozentrale | 0.01% | Add +1.0% | 38,840 | $7.7M |
| Corebridge Financial, Inc. | 0.04% | — | 35,238 | $7.0M |
| Retirement Systems of Alabama | 0.03% | Reduce -2.0% | 34,392 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 33,163 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.1% | 32,268 | $6.4M |
| Nichols & Pratt Advisers LLP | 0.41% | Add +3.5% | 30,457 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -9.7% | 29,919 | $5.9M |
| State Board of Administration of Florida Retirement System | 0.01% | Add +2.1% | 29,660 | $5.9M |
| Lombard Odier Asset Management (Switzerland) SA | 0.60% | Add +0.1% | 29,464 | $5.9M |
| Balyasny Asset Management L.P. | 0.02% | New | 29,309 | $5.8M |
| Townsquare Capital LLC | 0.08% | Add +1.9% | 28,455 | $5.7M |
| Franklin Resources Inc. | 0.00% | Add +2.0% | 28,342 | $5.6M |
| Twinbeech Capital LP | 0.11% | New | 28,275 | $5.6M |
| LPL Financial LLC | 0.00% | Add +6.0% | 26,368 | $5.2M |
| Howland Capital Management LLC | 0.25% | Reduce -29.6% | 25,874 | $5.1M |
| NewEdge Wealth, LLC | 0.11% | Add +1.5% | 25,688 | $5.1M |
| New York State Teachers Retirement System | 0.01% | No change | 25,561 | $5.1M |
| Vestmark Advisory Solutions, Inc. | 0.21% | Add +2.3% | 25,553 | $5.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -2.7% | 24,290 | $4.8M |
| First Trust Advisors LP | 0.00% | Add +323.0% | 23,889 | $4.7M |
| Boston Trust Walden Corp | 0.03% | Add +1.8% | 21,709 | $4.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -5.7% | 21,664 | $4.3M |
| Curi Capital, LLC | 0.10% | Reduce -1.2% | 21,207 | $4.2M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -36.9% | 20,699 | $4.1M |
| Alaska Permanent Fund Corp | 0.06% | Add +52.8% | 21,752 | $4.1M |
| New York State Common Retirement Fund | 0.01% | Add +5.2% | 20,466 | $4.1M |
| HSBC Holdings PLC | 0.00% | Reduce -4.1% | 20,341 | $4.0M |
| Marshall Wace, LLP | 0.01% | New | 20,093 | $4.0M |
| Citigroup Inc. | 0.00% | Reduce -13.1% | 20,054 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Reduce -63.3% | 19,986 | $4.0M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 18,887 | $3.8M |
| Atria Investments, Inc | 0.05% | Add +25.9% | 18,272 | $3.6M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -3.1% | 17,967 | $3.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +22.1% | 17,689 | $3.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +0.2% | 17,101 | $3.4M |
| Comerica Bank | 0.01% | Reduce -5.0% | 16,818 | $3.3M |
| AQR Capital Management | 0.01% | Reduce -23.8% | 16,631 | $3.3M |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 0.04% | — | 16,350 | $3.2M |
| Arlington Partners LLC | 1.58% | Add +165.3% | 16,048 | $3.2M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -4.2% | 15,955 | $3.2M |
| Danske Bank A/S | 0.01% | Reduce -5.9% | 15,953 | $3.2M |
| Otter Creek Advisors, LLC | 2.01% | Add +345.9% | 15,605 | $3.1M |
| Regions Financial Corp. | 0.02% | Reduce -0.4% | 15,341 | $3.0M |
| Lombard Odier Asset Management (Europe) Ltd | 0.21% | New | 15,315 | $3.0M |
| State of Wisconsin Investment Board | 0.01% | Reduce -1.3% | 15,154 | $3.0M |
| MetLife Investment Management, LLC | 0.02% | Reduce -4.5% | 14,657 | $2.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +25.1% | 14,607 | $2.9M |
| Sit Investment Associates Inc. | 0.07% | No change | 14,547 | $2.9M |
| Amalgamated Bank | 0.02% | Reduce -9.5% | 14,032 | $2.8M |
| US Bancorp \de | 0.00% | Reduce -2.5% | 13,645 | $2.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +2441.5% | 13,597 | $2.7M |
| Jane Street Group, LLC | 0.00% | Reduce -18.3% | 13,460 | $2.7M |
| Engineers Gate Manager LP | 0.06% | New | 13,094 | $2.6M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 12,858 | $2.6M |
| American Century Companies Inc. | 0.00% | Add +1.9% | 12,715 | $2.5M |
| Aviva PLC | 0.01% | New | 12,483 | $2.5M |
| GC Wealth Management RIA, LLC | 0.48% | Add +9.1% | 12,219 | $2.4M |
| Treasurer of the State of North Carolina | 0.01% | Reduce -4.6% | 11,704 | $2.3M |
| Yousif Capital Management, LLC | 0.03% | Reduce -8.3% | 11,697 | $2.3M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 11,600 | $2.3M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 11,561 | $2.3M |
| Sanctuary Advisors, LLC | 0.02% | — | 11,541 | $2.3M |
| M&T Bank Corp | 0.01% | Reduce -6.2% | 11,276 | $2.2M |
| Pacer Advisors, Inc. | 0.01% | Add +51.3% | 11,187 | $2.2M |
| Wilkins Investment Counsel Inc. | 0.33% | No change | 11,172 | $2.2M |
| Resona Asset Management Co.,Ltd. | 0.01% | Add +0.2% | 11,166 | $2.2M |
| Synovus Financial Corp. | 0.03% | Add +0.3% | 11,091 | $2.2M |
| Agf Management Ltd. | 0.01% | Reduce -10.4% | 11,005 | $2.2M |
| Linden Thomas Advisory Services, LLC | 0.34% | Reduce -9.4% | 10,987 | $2.2M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -2.4% | 10,254 | $2.0M |
| Polen Capital Management LLC | 0.00% | Reduce -13.6% | 9,853 | $2.0M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 9,828 | $2.0M |
| Credit Agricole S A | 0.01% | Add +48335.0% | 9,687 | $1.9M |
| Victory Capital Management Inc. | 0.00% | Reduce -5.3% | 9,652 | $1.9M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -1.8% | 9,597 | $1.9M |
| TD Private Client Wealth LLC | 0.06% | Reduce -1.0% | 9,539 | $1.9M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -2.1% | 9,334 | $1.9M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +8.5% | 9,099 | $1.8M |
| State of Michigan Retirement System | 0.01% | No change | 8,807 | $1.7M |
| STRS Ohio | 0.01% | Add +37.8% | 8,334 | $1.7M |
| Corient Private Wealth LP | 0.00% | Add +3.6% | 8,318 | $1.7M |
| South Dakota Investment Council | 0.03% | Reduce -0.1% | 8,317 | $1.7M |
| Torray Investment Partners LLC | 0.25% | Add +10.4% | 8,262 | $1.6M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -1.3% | 7,900 | $1.6M |
| Arizona State Retirement System | 0.01% | Reduce -0.4% | 7,856 | $1.6M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 7,743 | $1.5M |
| Verition Fund Management LLC | 0.01% | Add +30.5% | 7,674 | $1.5M |
| Mirabella Financial Services LLP | 0.13% | New | 7,502 | $1.5M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 6,973 | $1.4M |
| Millennium Management | 0.00% | Reduce -21.0% | 6,952 | $1.4M |
| Prudential PLC | 0.01% | Add +24.7% | 6,859 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.9% | 6,733 | $1.3M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -0.3% | 6,219 | $1.2M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -0.1% | 6,176 | $1.2M |
| ABLE Financial Group, LLC | 0.44% | Add +3.0% | 6,063 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -4.2% | 5,927 | $1.2M |
| New Mexico Educational Retirement Board | 0.04% | No change | 5,922 | $1.2M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | New | 5,879 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -15.9% | 5,824 | $1.2M |
| IFM Investors Pty Ltd | 0.01% | Add +5.9% | 5,788 | $1.1M |
| Squarepoint Ops LLC | 0.00% | New | 5,533 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +6.0% | 5,496 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -4.0% | 5,484 | $1.1M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +59.7% | 5,482 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +1.5% | 5,476 | $1.1M |
| Polianta Ltd | 0.53% | New | 5,300 | $1.1M |
| Lighthouse Investment Partners, LLC | 0.06% | New | 5,000 | $993K |
| Mariner, LLC | 0.00% | Add +5.7% | 4,989 | $991K |
| WINTON GROUP Ltd | 0.06% | Add +0.2% | 4,833 | $960K |
| Prudential Financial Inc. | 0.00% | Reduce -4.8% | 4,827 | $959K |
| Advisor OS, LLC | 0.10% | Add +1.0% | 4,754 | $944K |
| B. Metzler seel. Sohn & Co. AG | 0.01% | New | 4,744 | $942K |
| Xponance LLC | 0.01% | Reduce -11.3% | 4,494 | $893K |
| DNB Asset Management AS | 0.00% | No change | 4,486 | $891K |
| Azzad Asset Management Inc. | 0.10% | Reduce -21.0% | 4,460 | $886K |
| Panagora Asset Management Inc. | 0.00% | Reduce -20.6% | 4,253 | $845K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.6% | 4,233 | $841K |
| SG Americas Securities, LLC | 0.01% | New | 4,147 | $824K |
| Man Group plc | 0.00% | Reduce -91.1% | 4,021 | $799K |
| FourThought Financial Partners, LLC | 0.10% | Add +3.1% | 3,978 | $790K |
| Axq Capital, LP | 0.18% | Add +52.3% | 3,867 | $768K |
| Bank of Montreal | 0.00% | Add +1.3% | 3,386 | $748K |
| Portside Wealth Group, LLC | 0.14% | Reduce -5.1% | 3,697 | $734K |
| Korea Investment CORP | 0.00% | Add +12.2% | 3,673 | $730K |
| Allianz Asset Management GmbH | 0.00% | Reduce -7.5% | 3,652 | $725K |
| &partners | 0.03% | New | 3,637 | $722K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +3.4% | 3,554 | $706K |
| Osaic Holdings, Inc. | 0.00% | Add +128.1% | 3,480 | $691K |
| Bayesian Capital Management, LP | 0.08% | Add +107.5% | 3,474 | $690K |
| Summit Partners Public Asset Management, LLC | 0.03% | Reduce -98.2% | 3,427 | $681K |
| Pathstone Holdings, LLC | 0.00% | Add +2.8% | 3,403 | $676K |
| LVW Advisors, LLC | 0.10% | Add +6.8% | 3,386 | $673K |
| TrinityBridge Ltd | 0.02% | No change | 3,339 | $663K |
| Impax Asset Management Group plc | 0.00% | New | 3,267 | $649K |
| SkyView Investment Advisors, LLC | 0.11% | Add +0.9% | 3,111 | $618K |
| Federated Hermes, Inc. | 0.00% | Add +29.8% | 3,077 | $611K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.1% | 3,054 | $610K |
| Toronto Dominion Bank | 0.00% | Add +9.6% | 3,038 | $603K |
| State of Alaska, Department of Revenue | 0.01% | No change | 3,029 | $601K |
| Bank of Nova Scotia | 0.00% | Reduce -6.5% | 3,015 | $599K |
| FMR LLC | 0.00% | Add +25.6% | 2,889 | $574K |
| TD Asset Management Inc | 0.00% | Add +9.7% | 2,833 | $563K |
| Stephens Inc. | 0.01% | Add +22.7% | 2,817 | $560K |
| MML Investors Services, LLC | 0.00% | Reduce -20.5% | 2,776 | $551K |
| Scientech Research LLC | 0.11% | New | 2,761 | $548K |
| Mitchell & Pahl Private Wealth, LLC | 0.28% | Add +2.5% | 2,654 | $527K |
| Graham Capital Management, L.P. | 0.03% | New | 2,600 | $516K |
| Nebula Research & Development LLC | 0.08% | Add +127.1% | 2,564 | $509K |
| OneDigital Investment Advisors LLC | 0.01% | Add +1.8% | 2,540 | $505K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Add +0.5% | 2,459 | $488K |
| Gulf International Bank (UK) Ltd | 0.01% | Reduce -4.3% | 2,438 | $484K |
| Legacy Advisors, LLC | 0.06% | Add +1.6% | 2,402 | $477K |
| Garrison Asset Management, LLC | 0.25% | Reduce -2.4% | 2,384 | $474K |
| Gibbs Wealth Management | 0.18% | Add +53.0% | 2,249 | $447K |
| Equitable Trust Co. | 0.03% | No change | 2,234 | $444K |
| Securian Asset Management, Inc. | 0.01% | Reduce -4.3% | 2,202 | $437K |
| MBB Public Markets I LLC | 0.01% | New | 2,200 | $437K |
| Maryland State Retirement & Pension System | 0.01% | No change | 2,170 | $431K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +13.6% | 2,133 | $424K |
| Everpar Advisors LLC | 0.21% | Add +7.0% | 2,121 | $421K |
| Swiss Life Asset Management Ltd | 0.00% | Add +57.8% | 2,097 | $417K |
| Wolverine Trading, LLC | 0.01% | New | 2,096 | $416K |
| Gotham Asset Management | 0.01% | Reduce -18.8% | 2,071 | $411K |
| Outlook Wealth Advisors, LLC | 0.13% | No change | 2,026 | $402K |
| Old National Bancorp | 0.01% | New | 1,962 | $390K |
| CIBC Asset Management Inc | 0.00% | New | 1,949 | $387K |
| Oxford Asset Management LLP | 0.38% | New | 1,920 | $381K |
| Intech Investment Management LLC | 0.00% | Reduce -13.8% | 1,896 | $377K |
| Captrust Financial Advisors | 0.00% | Add +8.3% | 1,890 | $375K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -13.7% | 1,884 | $374K |
| Landscape Capital Management, L.L.C. | 0.03% | New | 1,838 | $365K |
| Avantax Advisory Services, Inc. | 0.00% | New | 1,824 | $362K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -8.2% | 1,915 | $361K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.6% | 1,756 | $349K |
| Meridian Financial Partners LLC | 0.20% | No change | 1,764 | $340K |
| Heritage Wealth Management, LLC | 0.18% | Reduce -10.7% | 1,676 | $333K |
| Heritage Family Offices, LLP | 0.18% | — | 1,676 | $333K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.7% | 1,662 | $330K |
| Virtu Financial LLC | 0.02% | New | 1,660 | $330K |
| CoreCap Advisors, LLC | 0.03% | Reduce -11.5% | 1,584 | $315K |
| ProShare Advisors LLC | 0.00% | Reduce -1.0% | 1,580 | $314K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,548 | $307K |
| Dynasty Wealth Management, LLC | 0.01% | Add +2.0% | 1,543 | $306K |
| Cibc World Markets Corp. | 0.00% | Add +31.4% | 1,542 | $306K |
| Assenagon Asset Management S.A. | 0.00% | Add +4.1% | 1,536 | $305K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.3% | 1,519 | $302K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -30.5% | 1,515 | $301K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.1% | 1,514 | $301K |
| Commerce Bank | 0.00% | No change | 1,503 | $299K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.5% | 1,493 | $297K |
| Clearstead Advisors, LLC | 0.01% | New | 1,495 | $297K |
| Norden Group LLC | 0.06% | Reduce -37.6% | 1,483 | $295K |
| Utah Retirement Systems | 0.00% | No change | 1,470 | $292K |
| MJP Associates Inc. | 0.06% | Add +7.3% | 1,447 | $287K |
| Alliance Wealth Advisors, LLC | 0.08% | Reduce -3.4% | 1,433 | $285K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -0.6% | 1,418 | $282K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +38.4% | 1,384 | $275K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +2.8% | 1,455 | $273K |
| Creative Planning | 0.00% | Add +27.0% | 1,368 | $272K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 1,300 | $258K |
| Exchange Capital Management, Inc. | 0.04% | Reduce -3.9% | 1,282 | $255K |
| Kolinsky Wealth Management, LLC | 0.18% | New | 1,269 | $252K |
| Wallace Advisory Group, LLC | 0.18% | Add +1.1% | 1,264 | $251K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.9% | 1,264 | $251K |
| Thrive Wealth Management, LLC | 0.05% | Add +9.4% | 1,256 | $249K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -2.0% | 1,204 | $239K |
| Whittier Trust Co. | 0.00% | No change | 1,191 | $237K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.9% | 1,179 | $234K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -45.0% | 1,163 | $231K |
| Studio Investment Management LLC | 0.05% | Add +0.9% | 1,147 | $228K |
| Curated Wealth Partners LLC | 0.03% | — | 1,144 | $227K |
| Shelton Capital Management | 0.01% | Reduce -5.7% | 1,139 | $226K |
| Storebrand Asset Management As | 0.00% | Reduce -38.4% | 1,137 | $226K |
| Precision Wealth Strategies, LLC | 0.23% | Reduce -19.0% | 1,131 | $225K |
| First Trust Direct Indexing L.P. | 0.01% | New | 1,097 | $218K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +10.6% | 1,095 | $218K |
| Ostrum Asset Management | 0.02% | Reduce -7.2% | 1,077 | $214K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.6% | 1,068 | $212K |
| Wealth Alliance, LLC | 0.03% | Reduce -1.6% | 1,049 | $208K |
| DAVENPORT & Co LLC | 0.00% | New | 1,047 | $208K |
| Susquehanna International Group, LLP | 0.00% | Reduce -90.8% | 1,030 | $205K |
| Tidal Investments LLC | 0.00% | Reduce -40.0% | 1,015 | $202K |
| AlphaQuest LLC | 0.03% | Add +15800.0% | 954 | $189K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.9% | 941 | $187K |
| LRI Investments, LLC | 0.02% | New | 862 | $171K |
| Venturi Wealth Management, LLC | 0.01% | Add +605.1% | 832 | $165K |
| Farther Finance Advisors, LLC | 0.01% | Add +8230.0% | 833 | $165K |
| Ofi Invest Asset Management | 0.00% | Add +7.4% | 872 | $162K |
| Steph & Co. | 0.05% | Add +1.0% | 799 | $159K |
| Eagle Bay Advisors LLC | 0.09% | Reduce -2.9% | 712 | $141K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | No change | 674 | $134K |
| Vestcor Inc | 0.00% | No change | 670 | $133K |
| Macquarie Group Ltd. | 0.00% | No change | 638 | $127K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.2% | 619 | $123K |
| Acadian Asset Management LLC | 0.00% | New | 560 | $110K |
| Van Eck Associates Corp. | 0.00% | Add +42.9% | 543 | $108K |
| Walleye Capital LLC | 0.00% | New | 492 | $98K |
| 1620 Investment Advisors, Inc. | 0.07% | New | 454 | $90K |
| Principal Securities, Inc. | 0.00% | Add +10.0% | 452 | $90K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -33.2% | 410 | $81K |
| Rakuten Investment Management, Inc. | 0.00% | Add +58.5% | 393 | $78K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +71.6% | 386 | $77K |
| Covestor Ltd | 0.05% | Reduce -22.2% | 364 | $72K |
| TD Waterhouse Canada Inc. | 0.00% | Add +56.4% | 344 | $68K |
| Fifth Third Bancorp | 0.00% | Add +14.9% | 340 | $68K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 296 | $63K |
| V-Square Quantitative Management LLC | 0.01% | New | 315 | $63K |
| EntryPoint Capital, LLC | 0.03% | New | 286 | $57K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.5% | 275 | $55K |
| Benjamin Edwards Inc. | 0.01% | Add +10.1% | 251 | $50K |
| Cwm, LLC | 0.00% | Add +5.7% | 221 | $44K |
| Quadrant Capital Group LLC | 0.00% | Add +0.5% | 213 | $42K |
| Strengthening Families & Communities, LLC | 0.01% | New | 210 | $42K |
| NewEdge Advisors, LLC | 0.00% | Add +9.3% | 189 | $38K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 187 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -93.2% | 180 | $36K |
| GAMMA Investing LLC | 0.00% | Add +65.7% | 174 | $35K |
| Crewe Advisors LLC | 0.00% | Add +313.2% | 157 | $31K |
| Bessemer Group Inc. | 0.00% | Reduce -26.4% | 145 | $29K |
| Mather Group, Llc. | 0.00% | Add +2600.0% | 135 | $29K |
| Compass Wealth Management LLC | 0.01% | No change | 140 | $28K |
| Tortoise Investment Management, LLC | 0.00% | Add +77.8% | 128 | $25K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 110 | $22K |
| National Bank of Canada | 0.00% | Reduce -1.8% | 109 | $22K |
| Arax Advisory Partners | 0.00% | Add +11.3% | 108 | $21K |
| HM Payson & Co. | 0.00% | No change | 97 | $19K |
| Park Place Capital Corp | 0.01% | No change | 97 | $19K |
| Signaturefd, LLC | 0.00% | Reduce -1.1% | 91 | $18K |
| Rise Advisors, LLC | 0.01% | No change | 87 | $17K |
| Global Retirement Partners, LLC | 0.00% | Add +155.9% | 87 | $17K |
| Accent Capital Management, LLC | 0.01% | New | 85 | $17K |
| CI Investments Inc. | 0.00% | Reduce -9.0% | 81 | $16K |
| Parallel Advisors, LLC | 0.00% | Add +69.8% | 73 | $15K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -27.1% | 70 | $14K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 70 | $14K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -35.2% | 68 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 65 | $13K |
| Huntington National Bank | 0.00% | Add +6.0% | 53 | $11K |
| Private Trust Co. NA | 0.00% | Add +4.3% | 48 | $10K |
| Janiczek Wealth Management, LLC | 0.00% | Reduce -53.5% | 47 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -23.3% | 46 | $9K |
| Lindbrook Capital, LLC | 0.00% | Add +230.8% | 43 | $9K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 42 | $8K |
| Quent Capital, LLC | 0.00% | Reduce -11.9% | 37 | $7K |
| Allworth Financial LP | 0.00% | Reduce -13.9% | 37 | $7K |
| Tucker Asset Management LLC | 0.00% | New | 34 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -25.0% | 27 | $5K |
| ESL Trust Services, LLC | 0.00% | New | 24 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Add +320.0% | 21 | $4K |
| IFP Advisors, Inc | 0.00% | Add +162.5% | 21 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -9.1% | 20 | $4K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 20 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -47.2% | 19 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 18 | $4K |
| Balefire, LLC | 0.00% | No change | 18 | $4K |
| Harbour Investments, Inc. | 0.00% | Add +12.5% | 18 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 17 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 17 | $3K |
| Key Financial Inc | 0.00% | No change | 16 | $3K |
| UMB Bank, n.a. | 0.00% | Add +100.0% | 16 | $3K |
| Zions Bancorporation, N.A. | 0.00% | Reduce -44.0% | 14 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 13 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 12 | $2K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +266.7% | 11 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 10 | $2K |
| Innealta Capital, LLC | 0.00% | New | 9 | $2K |
| Triad Wealth Partners, LLC | 0.00% | New | 8 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 8 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 7 | $1K |
| SJS Investment Consulting Inc. | 0.00% | No change | 6 | $1K |
| Sachetta, LLC | 0.00% | Add +200.0% | 6 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 5 | $994 |
| Opal Wealth Advisors, LLC | 0.00% | New | 4 | $795 |
| Jones Financial Companies LLLP | 0.00% | New | 4 | $795 |
| Blue Trust, Inc. | 0.00% | No change | 3 | $640 |
| Fairman Group, LLC | 0.00% | No change | 3 | $596 |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 3 | $596 |
| True Wealth Design, LLC | 0.00% | No change | 2 | $398 |
| Abich Financial Wealth Management LLC | 0.00% | New | 2 | $397 |
| CVA Family Office, LLC | 0.00% | New | 2 | $397 |
| Valued Wealth Advisors LLC | 0.00% | No change | 1 | $199 |
| Cornerstone Planning Group LLC | 0.00% | No change | 1 | $173 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is AZPN's weight in each manager's 13F, not the share of Aspen Technology Inc. the manager owns.