Aspen TechnologyAZPN
13F holders, Q3 2024 (September 30)425holders +31
63new positions
34sold out
10famous investors
$238.66avg. 13F price*
At the end of Q3 2024, 425 institutions reported holding Aspen Technology Inc. (AZPN) in their 13F filings, up 31 from Q2 2024. 63 opened new positions and 34 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($993.2M), BlackRock, Inc. ($959.8M) and Vanguard Group Inc. ($667.4M). 10 famous investors held it, including Dev Kantesaria (1.6% of Valley Forge Capital Management's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and Steve Cohen (0.1% of Point72 Asset Management's portfolio).
- Company
- Aspen Technology Inc.
- CUSIP
- 29109X106
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $99.6M |
| Exits | 34 | $78.2M |
All 13F filers, Q2 2024 → Q3 2024: 1,837,423 shares bought and 1,783,282 shares sold, net +54,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 425 holders
| Kayne Anderson Rudnick Investment Management LLC | 2.19% | Add +1.7% | 4,158,691 | $993.2M |
| BlackRock, Inc. | 0.02% | — | 4,018,899 | $959.8M |
| Vanguard Group Inc. | 0.01% | Add +2.6% | 2,794,712 | $667.4M |
| State Street Corp. | 0.01% | Reduce -1.9% | 997,253 | $238.2M |
| Nordea Investment Management AB | 0.24% | Reduce -2.7% | 917,116 | $214.6M |
| First Manhattan Co. Llc. | 0.63% | Add +2.6% | 893,897 | $213.5M |
| Neuberger Berman Group LLC | 0.16% | Add +0.7% | 879,301 | $210.0M |
| Dimensional Fund Advisors LP | 0.04% | Add +16.5% | 611,364 | $146.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.10% | Add +5.2% | 582,682 | $139.2M |
| Geode Capital Management, LLC | 0.01% | Reduce -0.8% | 565,446 | $135.1M |
| Lazard Asset Management LLC | 0.19% | Add +7.4% | 565,783 | $135.1M |
| Independent Franchise Partners LLP | 1.17% | Add +11.3% | 555,558 | $132.7M |
| Wells Fargo & Company | 0.03% | Reduce -1.0% | 546,847 | $130.6M |
| Baron Capital (BAMCO) | 0.30% | Reduce -9.9% | 468,011 | $111.8M |
| Clearbridge Investments, LLC | 0.09% | Reduce -2.2% | 456,137 | $108.9M |
| JPMorgan Chase & Co. | 0.01% | Add +89.2% | 363,449 | $86.8M |
| Wellington Management Group LLP | 0.01% | Reduce -37.3% | 330,501 | $78.9M |
| Valley Forge Capital Management | 1.57% | No change | 295,485 | $70.6M |
| Raymond James & Associates | 0.04% | Add +5.9% | 281,961 | $67.3M |
| Morgan Stanley | 0.00% | Reduce -20.1% | 271,754 | $64.9M |
| Capital Research Global Investors | 0.01% | No change | 269,467 | $64.4M |
| Norges Bank | 0.01% | Add +33.7% | 265,772 | $63.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -16.2% | 251,413 | $60.0M |
| Stephens Investment Management Group LLC | 0.82% | Add +0.3% | 251,257 | $60.0M |
| AXA S.A. | 0.17% | Add +14.9% | 245,289 | $58.6M |
| Fiera Capital Corp | 0.17% | Reduce -30.5% | 236,406 | $56.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.7% | 235,584 | $56.3M |
| Janus Henderson Group PLC | 0.03% | Add +0.1% | 231,576 | $55.3M |
| Citadel Advisors | 0.05% | Add +4.4% | 208,705 | $49.8M |
| Voya Investment Management LLC | 0.06% | Add +347.3% | 208,428 | $49.8M |
| Northern Trust Corp. | 0.01% | Reduce -6.0% | 202,908 | $48.5M |
| American Capital Management Inc. | 1.52% | Add +116.9% | 195,271 | $46.6M |
| Two Creeks Capital Management, LP | 3.05% | Reduce -53.3% | 193,878 | $46.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.8% | 190,914 | $45.6M |
| Fisher Asset Management | 0.02% | Add +5.8% | 187,109 | $44.7M |
| Bank of America Corp. | 0.00% | Add +44.5% | 186,534 | $44.5M |
| TimesSquare Capital Management, LLC | 0.61% | Reduce -13.9% | 171,412 | $40.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +6.6% | 167,832 | $40.1M |
| Brown Brothers Harriman & Co. | 0.27% | Add +31.0% | 166,352 | $39.7M |
| Woodline Partners LP | 0.33% | Add +90.4% | 162,318 | $38.8M |
| D. E. Shaw & Co. | 0.05% | Reduce -10.4% | 152,176 | $36.3M |
| Jackson Square Partners, LLC | 3.04% | Reduce -34.8% | 147,476 | $35.2M |
| Aristotle Capital Boston, LLC | 0.99% | Reduce -1.3% | 125,725 | $30.0M |
| Principal Financial Group Inc. | 0.02% | Reduce -12.7% | 122,741 | $29.3M |
| Deutsche Bank AG | 0.01% | Reduce -44.2% | 112,803 | $26.9M |
| Lord, Abbett & Co. LLC | 0.09% | Reduce -39.7% | 111,421 | $26.6M |
| Legal & General Group Plc | 0.01% | Add +6.5% | 98,881 | $23.6M |
| Stifel Financial Corp. | 0.02% | Reduce -0.1% | 97,343 | $23.2M |
| Clean Energy Transition LLP | 2.54% | Reduce -8.6% | 96,149 | $23.0M |
| Royal Bank of Canada | 0.01% | Reduce -5.9% | 95,930 | $22.9M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -1.5% | 87,178 | $20.8M |
| Swiss National Bank | 0.01% | No change | 84,700 | $20.2M |
| Point72 Asset Management | 0.07% | New | 83,443 | $19.9M |
| Teacher Retirement System of Texas | 0.09% | New | 82,023 | $19.6M |
| Rhumbline Advisers | 0.02% | Reduce -4.3% | 80,200 | $19.2M |
| Barclays PLC | 0.01% | Add +23.6% | 79,418 | $19.0M |
| Public Employees Retirement Association of Colorado | 0.07% | No change | 73,906 | $17.6M |
| Sei Investments Co. | 0.02% | Reduce -18.4% | 73,294 | $17.5M |
| UBS Group AG | 0.00% | Add +86.3% | 73,189 | $17.5M |
| Ameriprise Financial Inc. | 0.00% | Add +97.6% | 65,533 | $15.7M |
| Marshall Wace, LLP | 0.02% | Add +219.1% | 64,109 | $15.3M |
| Vontobel Holding Ltd. | 0.05% | New | 59,971 | $14.3M |
| California State Teachers Retirement System | 0.01% | Add +3.0% | 51,963 | $12.4M |
| GMO | 0.04% | Add +28.1% | 51,629 | $12.3M |
| Invesco Ltd. | 0.00% | Reduce -2.9% | 49,316 | $11.8M |
| Paloma Partners Management Co | 0.78% | New | 46,967 | $11.2M |
| Kornitzer Capital Management Inc. | 0.21% | Add +0.9% | 46,768 | $11.2M |
| California Public Employees Retirement System | 0.01% | Reduce -59.1% | 45,051 | $10.8M |
| Thornburg Investment Management Inc. | 0.13% | Reduce -5.1% | 42,373 | $10.1M |
| KBC Group NV | 0.03% | Add +3.9% | 40,966 | $9.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.7% | 39,668 | $9.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.3% | 38,386 | $9.2M |
| DekaBank Deutsche Girozentrale | 0.02% | Reduce -0.9% | 38,480 | $9.1M |
| HRT Financial LP | 0.04% | New | 34,348 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.6% | 32,465 | $7.8M |
| Retirement Systems of Alabama | 0.03% | Reduce -6.2% | 32,273 | $7.7M |
| Amundi | 0.00% | Reduce -42.8% | 32,059 | $7.6M |
| Corebridge Financial, Inc. | 0.04% | Reduce -10.8% | 31,419 | $7.5M |
| LPL Financial LLC | 0.00% | Add +13.7% | 29,992 | $7.2M |
| Nichols & Pratt Advisers LLP | 0.46% | Reduce -2.2% | 29,776 | $7.1M |
| State Board of Administration of Florida Retirement System | 0.01% | No change | 29,660 | $7.1M |
| Rivermont Capital Management LP | 3.28% | Reduce -37.0% | 29,177 | $7.0M |
| Franklin Resources Inc. | 0.00% | Add +2.8% | 29,120 | $6.9M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -2.4% | 28,611 | $6.8M |
| Townsquare Capital LLC | 0.08% | Add +0.4% | 28,565 | $6.8M |
| NewEdge Wealth, LLC | 0.12% | Add +8.7% | 27,930 | $6.7M |
| Truist Financial Corp. | 0.01% | Reduce -8.9% | 27,251 | $6.5M |
| Vestmark Advisory Solutions, Inc. | 0.24% | Add +4.3% | 26,649 | $6.4M |
| Moore Capital Management, LP | 0.20% | Reduce -48.7% | 25,637 | $6.1M |
| Segall Bryant & Hamill, LLC | 0.08% | New | 25,459 | $6.1M |
| New York State Teachers Retirement System | 0.01% | Reduce -2.0% | 25,053 | $6.0M |
| Citigroup Inc. | 0.01% | Add +15.9% | 23,240 | $5.6M |
| First Trust Advisors LP | 0.01% | Reduce -4.2% | 22,891 | $5.5M |
| Boston Trust Walden Corp | 0.04% | Add +5.3% | 22,852 | $5.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.8% | 22,647 | $5.4M |
| Otter Creek Advisors, LLC | 3.41% | Add +44.2% | 22,505 | $5.4M |
| Alaska Permanent Fund Corp | 0.08% | No change | 21,752 | $5.2M |
| Curi Capital, LLC | 0.12% | Add +0.4% | 21,286 | $5.1M |
| Lombard Odier Asset Management (Switzerland) SA | 0.42% | Reduce -27.9% | 21,255 | $5.1M |
| DNB Asset Management AS | 0.02% | Add +367.6% | 20,977 | $5.0M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -3.3% | 20,954 | $5.0M |
| HSBC Holdings PLC | 0.00% | Add +2.6% | 20,878 | $5.0M |
| Arlington Partners LLC | 1.80% | Add +20.4% | 19,322 | $4.6M |
| Russell Investments Group, Ltd. | 0.01% | Add +8.7% | 19,222 | $4.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +11.4% | 19,059 | $4.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.6% | 18,971 | $4.5M |
| Ensign Peak Advisors, Inc | 0.01% | Reduce -0.3% | 18,837 | $4.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -7.2% | 18,547 | $4.4M |
| Atria Investments, Inc | 0.05% | Reduce -7.7% | 16,861 | $4.0M |
| Robeco Institutional Asset Management B.V. | 0.01% | Reduce -20.0% | 16,566 | $4.0M |
| State of Wisconsin Investment Board | 0.01% | Add +6.2% | 16,088 | $3.8M |
| Pacer Advisors, Inc. | 0.01% | Add +39.3% | 15,583 | $3.7M |
| Comerica Bank | 0.01% | Reduce -8.0% | 15,476 | $3.7M |
| New York State Common Retirement Fund | 0.01% | Reduce -24.4% | 15,466 | $3.7M |
| Regions Financial Corp. | 0.03% | Add +0.7% | 15,455 | $3.7M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | — | 14,950 | $3.6M |
| Danske Bank A/S | 0.01% | Reduce -7.5% | 14,753 | $3.5M |
| Sit Investment Associates Inc. | 0.08% | No change | 14,547 | $3.5M |
| AQR Capital Management | 0.00% | Reduce -12.1% | 14,622 | $3.4M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -10.0% | 14,360 | $3.4M |
| Howland Capital Management LLC | 0.15% | Reduce -44.8% | 14,288 | $3.4M |
| Agf Management Ltd. | 0.02% | Add +28.5% | 14,146 | $3.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +1.7% | 13,827 | $3.3M |
| MetLife Investment Management, LLC | 0.02% | Reduce -6.3% | 13,737 | $3.3M |
| US Bancorp \de | 0.00% | Add +0.4% | 13,695 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +9.2% | 12,606 | $3.2M |
| Mirabella Financial Services LLP | 0.18% | Add +78.8% | 13,410 | $3.1M |
| Korea Investment CORP | 0.01% | Add +256.5% | 13,093 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 12,858 | $3.1M |
| Amalgamated Bank | 0.03% | Reduce -9.5% | 12,704 | $3.0M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -14.3% | 12,524 | $3.0M |
| Synovus Financial Corp. | 0.03% | Add +12.6% | 12,487 | $3.0M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.4% | 11,754 | $2.8M |
| GC Wealth Management RIA, LLC | 0.48% | Reduce -5.5% | 11,549 | $2.8M |
| Wilkins Investment Counsel Inc. | 0.38% | Add +3.0% | 11,508 | $2.7M |
| M&T Bank Corp | 0.01% | Reduce -1.3% | 11,126 | $2.7M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -1.2% | 11,035 | $2.6M |
| Lighthouse Investment Partners, LLC | 0.14% | Add +120.0% | 11,000 | $2.6M |
| Mn Services Vermogensbeheer B.V. | 0.02% | Reduce -5.2% | 11,000 | $2.6M |
| Linden Thomas Advisory Services, LLC | 0.36% | Add +0.1% | 10,994 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -6.0% | 10,871 | $2.6M |
| Millennium Management | 0.00% | Add +54.9% | 10,767 | $2.6M |
| Victory Capital Management Inc. | 0.00% | Add +10.4% | 10,652 | $2.5M |
| Asset Management One Co., Ltd. | 0.01% | Add +10.6% | 10,614 | $2.5M |
| Yousif Capital Management, LLC | 0.03% | Reduce -16.3% | 9,794 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -4.8% | 9,767 | $2.3M |
| Daiwa Securities Group Inc. | 0.01% | Add +4.7% | 9,768 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -2.4% | 9,588 | $2.3M |
| TD Private Client Wealth LLC | 0.07% | Reduce -0.7% | 9,472 | $2.3M |
| Corient Private Wealth LP | 0.00% | Add +3.9% | 8,642 | $2.1M |
| Graham Capital Management, L.P. | 0.11% | Add +225.2% | 8,456 | $2.0M |
| State of Michigan Retirement System | 0.01% | Reduce -4.5% | 8,407 | $2.0M |
| South Dakota Investment Council | 0.04% | No change | 8,317 | $2.0M |
| Torray Investment Partners LLC | 0.28% | Add +0.6% | 8,314 | $2.0M |
| Arizona State Retirement System | 0.01% | Add +3.9% | 8,165 | $1.9M |
| Verition Fund Management LLC | 0.01% | Add +5.9% | 8,129 | $1.9M |
| Pinebridge Investments, L.P. | 0.01% | New | 7,856 | $1.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 7,743 | $1.8M |
| Polen Capital Management LLC | 0.00% | Reduce -24.1% | 7,483 | $1.8M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -6.3% | 7,400 | $1.8M |
| Man Group plc | 0.01% | Add +82.8% | 7,351 | $1.8M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Reduce -20.0% | 7,279 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 6,973 | $1.7M |
| &partners | 0.03% | Add +88.8% | 6,865 | $1.6M |
| Prudential PLC | 0.01% | No change | 6,859 | $1.6M |
| SG Americas Securities, LLC | 0.01% | Add +64.0% | 6,800 | $1.6M |
| XTX Topco Ltd | 0.11% | New | 6,505 | $1.6M |
| Credit Agricole S A | 0.01% | Reduce -33.0% | 6,487 | $1.5M |
| ABLE Financial Group, LLC | 0.47% | Add +5.9% | 6,422 | $1.5M |
| Prudential Financial Inc. | 0.00% | Add +30.1% | 6,278 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -7.3% | 6,241 | $1.5M |
| STRS Ohio | 0.01% | Reduce -25.7% | 6,194 | $1.5M |
| IFM Investors Pty Ltd | 0.01% | Add +6.5% | 6,165 | $1.5M |
| Cetera Investment Advisers | 0.00% | Add +12.2% | 6,145 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.8% | 6,024 | $1.4M |
| American Century Companies Inc. | 0.00% | Reduce -53.0% | 5,978 | $1.4M |
| New Mexico Educational Retirement Board | 0.05% | No change | 5,922 | $1.4M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Reduce -5.2% | 5,894 | $1.4M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -5.2% | 5,856 | $1.4M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 5,856 | $1.4M |
| Jefferies Financial Group Inc. | 0.02% | New | 5,779 | $1.4M |
| WINTON GROUP Ltd | 0.10% | Add +18.2% | 5,711 | $1.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 5,496 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -8.0% | 5,451 | $1.3M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -7.9% | 5,366 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -0.9% | 4,945 | $1.2M |
| BI Asset Management Fondsmaeglerselskab A/S | 0.02% | Add +622.3% | 4,868 | $1.2M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Reduce -13.2% | 4,760 | $1.1M |
| Allianz Asset Management GmbH | 0.00% | Add +28.8% | 4,704 | $1.1M |
| B. Metzler seel. Sohn & Co. Holding AG | 0.01% | — | 4,606 | $1.1M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -2.9% | 4,606 | $1.1M |
| Bailard, Inc. | 0.03% | New | 4,500 | $1.1M |
| Xponance LLC | 0.01% | Reduce -0.4% | 4,475 | $1.1M |
| FMR LLC | 0.00% | Add +51.2% | 4,369 | $1.0M |
| Panagora Asset Management Inc. | 0.00% | No change | 4,253 | $1.0M |
| Azzad Asset Management Inc. | 0.11% | Reduce -6.1% | 4,189 | $1.0M |
| Net Worth Advisory Group | 0.29% | — | 4,156 | $993K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.1% | 4,103 | $980K |
| Capstone Investment Advisors, LLC | 0.03% | New | 4,090 | $977K |
| Toronto Dominion Bank | 0.00% | Add +28.0% | 3,889 | $929K |
| Portside Wealth Group, LLC | 0.15% | Add +1.8% | 3,764 | $899K |
| LVW Advisors, LLC | 0.11% | Add +9.4% | 3,703 | $884K |
| Nissay Asset Management Corp. /Japan | 0.01% | Add +1.5% | 3,608 | $862K |
| Susquehanna International Group, LLP | 0.00% | Add +240.4% | 3,506 | $837K |
| Bank of Montreal | 0.00% | Add +3.8% | 3,514 | $834K |
| Pathstone Holdings, LLC | 0.00% | Add +2.1% | 3,475 | $830K |
| TrinityBridge Ltd | 0.02% | No change | 3,339 | $797K |
| Ostrum Asset Management | 0.07% | Add +207.2% | 3,308 | $790K |
| Impax Asset Management Group plc | 0.00% | No change | 3,267 | $780K |
| HighTower Advisors, LLC | 0.00% | Add +5.5% | 3,221 | $763K |
| Advisor OS, LLC | 0.08% | Reduce -32.8% | 3,194 | $763K |
| SkyView Investment Advisors, LLC | 0.13% | Add +2.5% | 3,188 | $761K |
| Bank of Nova Scotia | 0.00% | Add +4.9% | 3,163 | $755K |
| Stephens Inc. | 0.01% | Add +11.3% | 3,135 | $749K |
| New York Life Investment Management LLC | 0.01% | New | 3,117 | $744K |
| State of Alaska, Department of Revenue | 0.01% | Add +1.8% | 3,084 | $736K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 2,987 | $713K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.1% | 2,956 | $706K |
| Norden Group LLC | 0.08% | Add +97.1% | 2,923 | $698K |
| MML Investors Services, LLC | 0.00% | Add +2.2% | 2,838 | $678K |
| TD Asset Management Inc | 0.00% | Reduce -0.3% | 2,823 | $670K |
| Mitchell & Pahl Private Wealth, LLC | 0.31% | Add +4.9% | 2,785 | $665K |
| Federated Hermes, Inc. | 0.00% | Reduce -11.5% | 2,723 | $650K |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.9% | 2,613 | $624K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -56.2% | 2,575 | $615K |
| Gibbs Wealth Management | 0.20% | Add +14.4% | 2,572 | $614K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 2,481 | $593K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +15.1% | 2,454 | $586K |
| Gotham Asset Management | 0.01% | Add +18.0% | 2,444 | $584K |
| Garrison Asset Management, LLC | 0.29% | Add +1.6% | 2,423 | $579K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | Reduce -1.6% | 2,420 | $578K |
| Gulf International Bank (UK) Ltd | 0.01% | Reduce -4.1% | 2,338 | $558K |
| Legacy Advisors, LLC | 0.06% | Reduce -3.7% | 2,314 | $553K |
| Daiichi Life Insurance Co., Ltd. | 0.01% | New | 2,256 | $539K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +61.6% | 2,237 | $534K |
| Equitable Trust Co. | 0.03% | No change | 2,234 | $534K |
| OMERS ADMINISTRATION Corp | 0.00% | New | 2,197 | $525K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +16.1% | 2,187 | $522K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +13.5% | 2,173 | $519K |
| Point72 (DIFC) Ltd | 0.04% | New | 2,169 | $518K |
| Everpar Advisors LLC | 0.27% | Add +1.5% | 2,153 | $514K |
| Sienna Gestion | 0.03% | New | 2,111 | $503K |
| Landscape Capital Management, L.L.C. | 0.05% | Add +13.4% | 2,085 | $498K |
| Storebrand Asset Management As | 0.00% | Add +82.8% | 2,079 | $497K |
| Securian Asset Management, Inc. | 0.01% | Reduce -6.2% | 2,066 | $493K |
| CIBC Asset Management Inc | 0.00% | Add +4.3% | 2,032 | $485K |
| Outlook Wealth Advisors, LLC | 0.14% | No change | 2,026 | $484K |
| Ardsley Advisory Partners LP | 0.09% | New | 2,000 | $478K |
| Old National Bancorp | 0.01% | Reduce -0.7% | 1,949 | $465K |
| Swiss Life Asset Management Ltd | 0.01% | Reduce -7.9% | 1,932 | $461K |
| Gabelli Funds LLC | 0.00% | New | 1,878 | $449K |
| Brevan Howard Capital Management LP | 0.02% | New | 1,851 | $442K |
| Jane Street Group, LLC | 0.00% | Reduce -86.3% | 1,846 | $441K |
| Creative Planning | 0.00% | Add +34.1% | 1,835 | $438K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.8% | 1,810 | $432K |
| Meridian Financial Partners LLC | 0.21% | No change | 1,764 | $421K |
| Intech Investment Management LLC | 0.00% | Reduce -7.9% | 1,746 | $417K |
| Heritage Family Offices, LLP | 0.21% | Add +0.1% | 1,678 | $401K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 1,667 | $398K |
| Captrust Financial Advisors | 0.00% | Reduce -11.8% | 1,666 | $398K |
| Assenagon Asset Management S.A. | 0.00% | Add +8.4% | 1,665 | $398K |
| Cibc World Markets Corp. | 0.00% | Add +7.7% | 1,661 | $397K |
| Baldwin Wealth Partners LLC | 0.03% | New | 1,637 | $391K |
| Park Avenue Securities LLC | 0.00% | Reduce -7.1% | 1,631 | $390K |
| Sherbrooke Park Advisers LLC | 0.09% | New | 1,584 | $378K |
| Quantinno Capital Management LP | 0.00% | New | 1,579 | $377K |
| Weiss Asset Management LP | 0.01% | New | 1,571 | $375K |
| Commerce Bank | 0.00% | Add +3.1% | 1,550 | $370K |
| Wesbanco Bank Inc. | 0.01% | No change | 1,548 | $370K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -29.1% | 1,539 | $368K |
| Lombard Odier Asset Management (USA) Corp | 0.16% | New | 1,530 | $365K |
| Aigen Investment Management, LP | 0.07% | New | 1,516 | $362K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.3% | 1,514 | $362K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -2.3% | 1,508 | $360K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +3.5% | 1,506 | $360K |
| nVerses Capital, LLC | 0.16% | New | 1,500 | $358K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 1,496 | $357K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -2.3% | 1,479 | $353K |
| Utah Retirement Systems | 0.00% | No change | 1,470 | $351K |
| ProShare Advisors LLC | 0.00% | Reduce -8.7% | 1,443 | $345K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -5.9% | 1,426 | $341K |
| Alliance Wealth Advisors, LLC | 0.09% | Reduce -2.4% | 1,398 | $334K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | Reduce -2.6% | 1,381 | $330K |
| Venturi Wealth Management, LLC | 0.02% | Add +62.3% | 1,350 | $322K |
| Kolinsky Wealth Management, LLC | 0.21% | Add +4.7% | 1,329 | $317K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.3% | 1,312 | $313K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 1,300 | $310K |
| Seven Eight Capital, LP | 0.03% | New | 1,288 | $308K |
| Scientech Research LLC | 0.06% | Reduce -53.5% | 1,283 | $306K |
| DAVENPORT & Co LLC | 0.00% | Add +20.0% | 1,256 | $300K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -0.8% | 1,246 | $298K |
| Studio Investment Management LLC | 0.06% | Add +3.5% | 1,187 | $283K |
| Exchange Capital Management, Inc. | 0.04% | Reduce -8.0% | 1,179 | $282K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.3% | 1,159 | $277K |
| Curated Wealth Partners LLC | 0.03% | No change | 1,144 | $273K |
| Precision Wealth Strategies, LLC | 0.25% | Add +0.9% | 1,141 | $272K |
| Cerity Partners LLC | 0.00% | New | 1,119 | $267K |
| Whittier Trust Co. | 0.00% | Reduce -6.0% | 1,119 | $267K |
| CoreCap Advisors, LLC | 0.01% | Reduce -29.4% | 1,118 | $267K |
| Shelton Capital Management | 0.01% | Reduce -4.0% | 1,093 | $261K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -0.4% | 1,091 | $261K |
| Wealth Alliance, LLC | 0.03% | Add +3.7% | 1,088 | $260K |
| First Trust Direct Indexing L.P. | 0.01% | Reduce -1.7% | 1,078 | $257K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.3% | 1,065 | $254K |
| Raymond James Trust N.A. | 0.01% | New | 1,053 | $251K |
| Sterling Capital Management LLC | 0.00% | — | 1,025 | $245K |
| Wallace Advisory Group, LLC | 0.18% | Reduce -2.8% | 1,229 | $244K |
| Ethic Inc. | 0.01% | New | 1,126 | $240K |
| EntryPoint Capital, LLC | 0.14% | Add +248.6% | 997 | $238K |
| Quantum Private Wealth, LLC | 0.08% | New | 984 | $235K |
| Shepherd Financial Partners LLC | 0.03% | New | 970 | $232K |
| Hantz Financial Services, Inc. | 0.00% | Add +1.9% | 959 | $229K |
| Corton Capital Inc. | 0.11% | New | 938 | $224K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -37.0% | 940 | $224K |
| Diversify Wealth Management, LLC | 0.02% | New | 964 | $224K |
| Aureus Asset Management, LLC | 0.01% | New | 933 | $223K |
| Austin Private Wealth, LLC | 0.02% | New | 917 | $219K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -21.8% | 910 | $217K |
| Tidal Investments LLC | 0.00% | Reduce -11.1% | 902 | $215K |
| Brown Advisory Inc. | 0.00% | New | 901 | $215K |
| Investment Management Corp of Ontario | 0.00% | New | 898 | $214K |
| Forum Financial Management, LP | 0.00% | New | 869 | $208K |
| LRI Investments, LLC | 0.02% | Reduce -3.6% | 831 | $205K |
| Steph & Co. | 0.06% | Reduce -3.8% | 769 | $184K |
| Ossiam | 0.00% | New | 734 | $175K |
| Shell Asset Management Co. | 0.01% | — | 728 | $174K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.8% | 717 | $171K |
| Van Eck Associates Corp. | 0.00% | Add +28.6% | 698 | $162K |
| Vestcor Inc | 0.01% | No change | 670 | $160K |
| Eagle Bay Advisors LLC | 0.06% | Reduce -6.3% | 667 | $159K |
| Macquarie Group Ltd. | 0.00% | No change | 638 | $152K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +102.5% | 557 | $133K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +193.1% | 548 | $131K |
| Covestor Ltd | 0.08% | Add +48.9% | 542 | $130K |
| Principal Securities, Inc. | 0.00% | Add +15.9% | 524 | $125K |
| Rakuten Investment Management, Inc. | 0.00% | Add +32.6% | 521 | $124K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -38.7% | 511 | $122K |
| International Assets Investment Management, LLC | 0.01% | New | 510 | $122K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.02% | New | 485 | $116K |
| 1620 Investment Advisors, Inc. | 0.08% | Add +2.2% | 464 | $111K |
| Fifth Third Bancorp | 0.00% | Add +27.1% | 432 | $103K |
| Catalyst Funds Management Pty Ltd | 0.02% | New | 400 | $96K |
| Walleye Trading LLC | 0.00% | New | 396 | $95K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 344 | $80K |
| Anchor Investment Management, LLC | 0.01% | New | 324 | $77K |
| V-Square Quantitative Management LLC | 0.01% | Add +0.3% | 316 | $75K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -25.1% | 307 | $73K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 296 | $71K |
| Cwm, LLC | 0.00% | Reduce -3.2% | 214 | $51K |
| Quadrant Capital Group LLC | 0.00% | No change | 213 | $51K |
| Strengthening Families & Communities, LLC | 0.01% | No change | 210 | $50K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | New | 200 | $48K |
| GAMMA Investing LLC | 0.00% | Add +10.9% | 193 | $46K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 180 | $43K |
| NewEdge Advisors, LLC | 0.00% | Reduce -8.5% | 173 | $41K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 172 | $41K |
| Quent Capital, LLC | 0.00% | Add +364.9% | 172 | $41K |
| Ascentis Independent Advisors | 0.01% | New | 160 | $38K |
| Bessemer Group Inc. | 0.00% | Add +2.1% | 148 | $35K |
| Tortoise Investment Management, LLC | 0.00% | Add +13.3% | 145 | $35K |
| IFP Advisors, Inc | 0.00% | Add +590.5% | 145 | $35K |
| Compass Wealth Management LLC | 0.01% | No change | 140 | $33K |
| Arax Advisory Partners | 0.00% | Add +26.9% | 137 | $33K |
| Parallel Advisors, LLC | 0.00% | Add +76.7% | 129 | $31K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +8.2% | 119 | $28K |
| National Bank of Canada | 0.00% | Add +5.5% | 115 | $27K |
| HM Payson & Co. | 0.00% | No change | 97 | $23K |
| Rise Advisors, LLC | 0.01% | No change | 87 | $21K |
| Global Retirement Partners, LLC | 0.00% | No change | 87 | $21K |
| Accent Capital Management, LLC | 0.01% | No change | 85 | $20K |
| CI Investments Inc. | 0.00% | Add +3.7% | 84 | $20K |
| Park Place Capital Corp | 0.01% | Reduce -22.7% | 75 | $18K |
| First Horizon Advisors, Inc. | 0.00% | No change | 70 | $17K |
| Northwest Investment Counselors, LLC | 0.00% | New | 63 | $15K |
| Huntington National Bank | 0.00% | Add +18.9% | 63 | $15K |
| AlphaQuest LLC | 0.00% | Reduce -93.8% | 59 | $14K |
| Smartleaf Asset Management LLC | 0.00% | Add +200.0% | 57 | $14K |
| UMB Bank, n.a. | 0.00% | Add +243.8% | 55 | $13K |
| Signaturefd, LLC | 0.00% | Reduce -41.8% | 53 | $13K |
| Private Trust Co. NA | 0.00% | Reduce -6.3% | 45 | $11K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 42 | $10K |
| Fourpath Capital Management, LLC | 0.00% | New | 38 | $9K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -26.1% | 34 | $8K |
| Tucker Asset Management LLC | 0.00% | Reduce -2.9% | 33 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +100.0% | 26 | $6K |
| ESL Trust Services, LLC | 0.00% | No change | 24 | $6K |
| Allworth Financial LP | 0.00% | Reduce -40.5% | 22 | $5K |
| JFS Wealth Advisors, LLC | 0.00% | Add +16.7% | 21 | $5K |
| Fortitude Family Office, LLC | 0.00% | New | 21 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 20 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 20 | $5K |
| Jones Financial Companies LLLP | 0.00% | Add +400.0% | 20 | $5K |
| Colonial Trust Co / SC | 0.00% | New | 20 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -33.3% | 18 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 17 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 17 | $4K |
| Hemington Wealth Management | 0.00% | New | 20 | $4K |
| Key Financial Inc | 0.00% | No change | 16 | $4K |
| Lindbrook Capital, LLC | 0.00% | Reduce -62.8% | 16 | $4K |
| Versant Capital Management, Inc | 0.00% | Add +62.5% | 13 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 12 | $3K |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +9.1% | 12 | $3K |
| Sachetta, LLC | 0.00% | Add +83.3% | 11 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 10 | $2K |
| GeoWealth Management, LLC | 0.00% | New | 10 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | Add +350.0% | 9 | $2K |
| FSA Wealth Management LLC | 0.00% | — | 9 | $2K |
| Harbour Investments, Inc. | 0.00% | Reduce -50.0% | 9 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -61.9% | 8 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +33.3% | 8 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 7 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 5 | $1K |
| Mather Group, Llc. | 0.00% | Reduce -96.3% | 5 | $1K |
| Montag A & Associates Inc. | 0.00% | New | 4 | $982 |
| Carolinas Wealth Consulting LLC | 0.00% | New | 4 | $828 |
| Blue Trust, Inc. | 0.00% | Add +33.3% | 4 | $795 |
| True Wealth Design, LLC | 0.00% | Add +50.0% | 3 | $717 |
| Fairman Group, LLC | 0.00% | No change | 3 | $716 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 2 | $478 |
| Cornerstone Planning Group LLC | 0.00% | No change | 1 | $240 |
| Valued Wealth Advisors LLC | 0.00% | No change | 1 | $239 |
| Rothschild Investment LLC | 0.00% | New | 1 | $239 |
| Larson Financial Group LLC | 0.00% | New | 1 | $239 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $239 |
| 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.