Aspen TechnologyAZPN
13F holders, Q4 2024 (December 31)450holders +25
71new positions
53sold out
8famous investors
$249.74avg. 13F price*
At the end of Q4 2024, 450 institutions reported holding Aspen Technology Inc. (AZPN) in their 13F filings, up 25 from Q3 2024. 71 opened new positions and 53 sold out. The largest holders were Kayne Anderson Rudnick Investment Management LLC ($941.7M), BlackRock, Inc. ($913.8M) and Vanguard Group Inc. ($706.8M). 8 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jeremy Grantham (0.0% of GMO's portfolio).
- Company
- Aspen Technology Inc.
- CUSIP
- 29109X106
- Latest filing quarter
- Q1 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $407.3M |
| Exits | 53 | $512.3M |
All 13F filers, Q3 2024 → Q4 2024: 5,705,385 shares bought and 7,392,634 shares sold, net −1,687,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 450 holders
| Kayne Anderson Rudnick Investment Management LLC | 2.17% | Reduce -9.3% | 3,772,339 | $941.7M |
| BlackRock, Inc. | 0.02% | Reduce -8.9% | 3,660,801 | $913.8M |
| Vanguard Group Inc. | 0.01% | Add +1.3% | 2,831,209 | $706.8M |
| UBS Group AG | 0.07% | Add +1587.3% | 1,234,940 | $308.3M |
| State Street Corp. | 0.01% | Add +2.1% | 1,017,886 | $254.1M |
| Nordea Investment Management AB | 0.23% | Reduce -3.8% | 882,192 | $220.4M |
| Franklin Resources Inc. | 0.05% | Add +2272.7% | 690,940 | $172.5M |
| First Manhattan Co. Llc. | 0.50% | Reduce -24.6% | 674,006 | $170.5M |
| Assenagon Asset Management S.A. | 0.28% | Add +37990.7% | 634,210 | $158.3M |
| Dimensional Fund Advisors LP | 0.04% | Add +2.0% | 623,820 | $155.7M |
| Geode Capital Management, LLC | 0.01% | Reduce -7.7% | 522,033 | $130.7M |
| Independent Franchise Partners LLP | 0.97% | Reduce -6.4% | 520,184 | $129.9M |
| Deutsche Bank AG | 0.05% | Add +351.6% | 509,410 | $127.2M |
| Wells Fargo & Company | 0.03% | Reduce -7.7% | 504,815 | $126.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -13.5% | 314,504 | $78.5M |
| Norges Bank | 0.01% | Add +6.7% | 283,671 | $70.8M |
| Northern Trust Corp. | 0.01% | Add +32.8% | 269,548 | $67.3M |
| Raymond James Financial Inc. | 0.02% | — | 267,115 | $66.7M |
| Baron Capital (BAMCO) | 0.16% | Reduce -45.9% | 253,214 | $63.2M |
| Stephens Investment Management Group LLC | 0.83% | Reduce -1.2% | 248,287 | $62.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +490.4% | 234,190 | $58.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -2.2% | 230,344 | $57.5M |
| Nomura Holdings Inc. | 0.26% | New | 199,396 | $49.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -21.1% | 198,352 | $49.5M |
| TIG Advisors, LLC | 3.76% | New | 194,789 | $48.6M |
| Two Creeks Capital Management, LP | 2.77% | Reduce -6.2% | 181,899 | $45.4M |
| American Capital Management Inc. | 1.65% | Reduce -9.3% | 177,145 | $44.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.5% | 172,813 | $43.1M |
| Morgan Stanley | 0.00% | Reduce -36.8% | 171,812 | $42.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.5% | 170,350 | $42.5M |
| Royal Bank of Canada | 0.01% | Add +77.5% | 170,263 | $42.5M |
| Janus Henderson Group PLC | 0.02% | Reduce -32.8% | 155,678 | $38.9M |
| Amundi | 0.01% | Add +345.7% | 142,897 | $35.9M |
| Governors Lane LP | 5.19% | New | 135,100 | $33.7M |
| D. E. Shaw & Co. | 0.04% | Reduce -17.7% | 125,257 | $31.3M |
| Nuveen Asset Management, LLC | 0.01% | Add +42.7% | 124,398 | $31.1M |
| AQR Arbitrage LLC | 1.30% | New | 123,424 | $30.8M |
| Harvest Management LLC | 15.53% | New | 119,100 | $29.7M |
| Citadel Advisors | 0.03% | Reduce -44.0% | 116,960 | $29.2M |
| California Public Employees Retirement System | 0.02% | Add +154.5% | 114,647 | $28.6M |
| Neuberger Berman Group LLC | 0.02% | Reduce -87.2% | 112,984 | $28.2M |
| Brown Brothers Harriman & Co. | 0.20% | Reduce -32.9% | 111,603 | $27.9M |
| Man Group plc | 0.09% | Add +1400.4% | 110,293 | $27.5M |
| Legal & General Group Plc | 0.01% | Reduce -0.7% | 98,238 | $24.5M |
| Stifel Financial Corp. | 0.03% | Reduce -1.2% | 96,133 | $24.0M |
| Invesco Ltd. | 0.00% | Add +90.7% | 94,027 | $23.5M |
| Lord, Abbett & Co. LLC | 0.08% | Reduce -15.9% | 93,750 | $23.4M |
| Balyasny Asset Management L.P. | 0.05% | Add +199.3% | 85,623 | $21.4M |
| Swiss National Bank | 0.01% | Reduce -5.0% | 80,500 | $20.1M |
| Rhumbline Advisers | 0.02% | Reduce -1.5% | 79,004 | $19.7M |
| Jackson Square Partners, LLC | 2.05% | Reduce -46.6% | 78,798 | $19.7M |
| Hudson Bay Capital Management LP | 0.14% | New | 78,121 | $19.5M |
| Wellington Management Group LLP | 0.00% | Reduce -76.8% | 76,509 | $19.1M |
| Public Employees Retirement Association of Colorado | 0.07% | Reduce -0.1% | 73,831 | $18.4M |
| Clean Energy Transition LLP | 1.85% | Reduce -24.8% | 72,298 | $18.0M |
| Clearbridge Investments, LLC | 0.01% | Reduce -84.6% | 70,157 | $17.5M |
| Adage Capital Partners Gp, L.L.C. | 0.03% | New | 66,430 | $16.6M |
| Barclays PLC | 0.01% | Reduce -17.5% | 65,497 | $16.4M |
| Principal Financial Group Inc. | 0.01% | Reduce -48.4% | 63,370 | $15.8M |
| Alpine Associates Management Inc. | 0.91% | New | 59,700 | $14.9M |
| BLI - Banque de Luxembourg Investments | 0.40% | — | 59,544 | $14.8M |
| Readystate Asset Management LP | 1.11% | New | 58,195 | $14.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.01% | Reduce -90.0% | 57,967 | $14.5M |
| Millennium Management | 0.01% | Add +417.1% | 55,680 | $13.9M |
| Renaissance Technologies | 0.02% | New | 55,080 | $13.7M |
| HSBC Holdings PLC | 0.01% | Add +149.7% | 52,121 | $13.0M |
| California State Teachers Retirement System | 0.01% | Reduce -2.0% | 50,905 | $12.7M |
| Sei Investments Co. | 0.02% | Reduce -32.4% | 49,544 | $12.4M |
| Natixis | 0.08% | New | 48,921 | $12.2M |
| Kornitzer Capital Management Inc. | 0.23% | Reduce -0.9% | 46,326 | $11.6M |
| Citigroup Inc. | 0.01% | Add +95.2% | 45,361 | $11.3M |
| Twin Securities, Inc. | 6.20% | New | 42,132 | $10.5M |
| GMO | 0.03% | Reduce -18.5% | 42,058 | $10.5M |
| KBC Group NV | 0.03% | Add +0.5% | 41,158 | $10.3M |
| Slotnik Capital, LLC | 4.66% | New | 40,924 | $10.2M |
| Bank of Nova Scotia | 0.02% | Add +1191.1% | 40,838 | $10.2M |
| DekaBank Deutsche Girozentrale | 0.02% | No change | 38,480 | $9.5M |
| Pentwater Capital Management LP | 0.16% | New | 38,000 | $9.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.5% | 37,819 | $9.4M |
| Sculptor Capital LP | 0.22% | New | 37,238 | $9.3M |
| Holocene Advisors, LP | 0.03% | New | 36,700 | $9.2M |
| Schonfeld Strategic Advisors LLC | 0.06% | Add +1500.0% | 35,793 | $8.9M |
| Sona Asset Management (us) LLC | 2.02% | New | 35,631 | $8.9M |
| Bank of America Corp. | 0.00% | Reduce -81.4% | 34,612 | $8.6M |
| Retirement Systems of Alabama | 0.03% | Add +0.1% | 32,301 | $8.1M |
| Nekton Capital Ltd. | 20.74% | New | 31,600 | $7.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.2% | 31,420 | $7.8M |
| Corebridge Financial, Inc. | 0.04% | Reduce -4.3% | 30,061 | $7.5M |
| Scoggin Management LP | 3.93% | New | 30,000 | $7.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -54.5% | 29,852 | $7.5M |
| State Board of Administration of Florida Retirement System | 0.01% | Reduce -0.3% | 29,560 | $7.4M |
| Segall Bryant & Hamill, LLC | 0.10% | Add +10.4% | 28,096 | $7.0M |
| NewEdge Wealth, LLC | 0.12% | Reduce -2.2% | 27,304 | $6.8M |
| Vestmark Advisory Solutions, Inc. | 0.23% | Add +2.4% | 27,292 | $6.8M |
| First Trust Advisors LP | 0.01% | Add +17.6% | 26,928 | $6.7M |
| Truist Financial Corp. | 0.01% | Reduce -2.3% | 26,618 | $6.6M |
| ExodusPoint Capital Management, LP | 0.07% | New | 26,551 | $6.6M |
| National Bank of Canada | 0.01% | Add +22963.5% | 26,523 | $6.6M |
| Sone Capital Management, LLC | 0.82% | — | 26,100 | $6.5M |
| LPL Financial LLC | 0.00% | Reduce -13.4% | 25,977 | $6.5M |
"% of holder's portfolio" is AZPN's weight in each manager's 13F, not the share of Aspen Technology Inc. the manager owns.