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 |
| New York State Teachers Retirement System | 0.01% | No change | 25,053 | $6.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.01% | Add +870.9% | 25,000 | $6.2M |
| Townsquare Capital LLC | 0.07% | Reduce -18.7% | 23,231 | $5.8M |
| Nichols & Pratt Advisers LLP | 0.38% | Reduce -22.6% | 23,036 | $5.8M |
| DNB Asset Management AS | 0.02% | Add +8.8% | 22,821 | $5.7M |
| FMR LLC | 0.00% | Add +419.7% | 22,704 | $5.7M |
| Pacer Advisors, Inc. | 0.01% | Add +45.2% | 22,631 | $5.6M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.9% | 22,229 | $5.5M |
| Alaska Permanent Fund Corp | 0.08% | No change | 21,752 | $5.4M |
| Lombard Odier Asset Management (Switzerland) SA | 0.40% | Add +0.9% | 21,442 | $5.4M |
| Verition Fund Management LLC | 0.03% | Add +162.5% | 21,339 | $5.3M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Reduce -1.2% | 20,698 | $5.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.3% | 20,346 | $5.1M |
| Arlington Partners LLC | 1.87% | No change | 19,322 | $4.8M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +0.8% | 19,219 | $4.8M |
| Ensign Peak Advisors, Inc | 0.01% | No change | 18,837 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Add +420.9% | 18,264 | $4.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +218.7% | 17,513 | $4.4M |
| Danske Bank A/S | 0.01% | Add +9.5% | 16,153 | $4.0M |
| State of Wisconsin Investment Board | 0.01% | No change | 16,088 | $4.0M |
| Aviva PLC | 0.01% | New | 15,989 | $4.0M |
| Atria Investments, Inc | 0.05% | Reduce -6.2% | 15,824 | $4.0M |
| Vestcor Inc | 0.13% | Add +2238.8% | 15,670 | $3.9M |
| Pictet Asset Management Holding SA | 0.00% | Add +22.9% | 15,389 | $3.8M |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0.04% | Add +2.0% | 15,250 | $3.8M |
| MetLife Investment Management, LLC | 0.02% | Add +9.1% | 14,981 | $3.7M |
| Regions Financial Corp. | 0.03% | Reduce -4.7% | 14,725 | $3.7M |
| Comerica Bank | 0.01% | Reduce -5.7% | 14,595 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | New | 14,589 | $3.6M |
| Sit Investment Associates Inc. | 0.08% | No change | 14,547 | $3.6M |
| New York State Common Retirement Fund | 0.00% | Reduce -6.5% | 14,465 | $3.6M |
| Mutual of America Capital Management LLC | 0.04% | Reduce -2.3% | 14,032 | $3.5M |
| Natixis Advisors, LLC | 0.01% | Reduce -30.3% | 12,932 | $3.2M |
| &partners | 0.04% | Add +84.2% | 12,644 | $3.2M |
| US Bancorp \de | 0.00% | Reduce -7.3% | 12,698 | $3.2M |
| Amalgamated Bank | 0.03% | Reduce -0.2% | 12,681 | $3.2M |
| Federation des caisses Desjardins du Quebec | 0.02% | Reduce -8.8% | 12,617 | $3.1M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -2.7% | 12,506 | $3.1M |
| KLP Kapitalforvaltning As | 0.01% | — | 12,450 | $3.1M |
| Marshall Wace, LLP | 0.00% | Reduce -81.1% | 12,110 | $3.0M |
| Howland Capital Management LLC | 0.13% | Reduce -16.4% | 11,937 | $3.0M |
| Treasurer of the State of North Carolina | 0.01% | Add +0.6% | 11,824 | $3.0M |
| GC Wealth Management RIA, LLC | 0.51% | No change | 11,549 | $2.9M |
| Wilkins Investment Counsel Inc. | 0.42% | No change | 11,508 | $2.9M |
| Pinebridge Investments, L.P. | 0.02% | Add +42.4% | 11,189 | $2.8M |
| Mirabella Financial Services LLP | 0.26% | Reduce -17.2% | 11,105 | $2.8M |
| Linden Thomas Advisory Services, LLC | 0.35% | Add +0.6% | 11,064 | $2.8M |
| Mn Services Vermogensbeheer B.V. | 0.02% | No change | 11,000 | $2.7M |
| Lansforsakringar Fondforvaltning AB (publ) | 0.01% | — | 10,976 | $2.7M |
| M&T Bank Corp | 0.01% | Reduce -1.6% | 10,953 | $2.7M |
| J. Safra Sarasin Holding AG | 0.05% | New | 10,867 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -18.9% | 10,218 | $2.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -44.2% | 10,719 | $2.7M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -0.9% | 10,518 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -5.0% | 10,330 | $2.6M |
| Resona Asset Management Co.,Ltd. | 0.02% | Reduce -7.7% | 10,188 | $2.5M |
| Agf Management Ltd. | 0.01% | Reduce -28.1% | 10,170 | $2.5M |
| Squarepoint Ops LLC | 0.01% | New | 10,106 | $2.5M |
| Walleye Capital LLC | 0.03% | New | 10,005 | $2.5M |
| Oddo BHF Asset Management Sas | 0.13% | New | 10,000 | $2.5M |
| Centiva Capital, LP | 0.10% | New | 10,000 | $2.5M |
| LMR Partners LLP | 0.06% | New | 10,000 | $2.5M |
| Police & Firemen's Retirement System of New Jersey | 0.02% | — | 9,680 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -4.2% | 9,382 | $2.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -12.5% | 9,325 | $2.3M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -5.4% | 9,238 | $2.3M |
| TD Private Client Wealth LLC | 0.06% | Reduce -2.7% | 9,216 | $2.3M |
| Teachers Retirement System of the State of Kentucky | 0.02% | Reduce -4.3% | 9,178 | $2.3M |
| Prudential Financial Inc. | 0.00% | Add +41.9% | 8,910 | $2.2M |
| Ostrum Asset Management | 0.19% | Add +164.4% | 8,745 | $2.2M |
| STRS Ohio | 0.01% | Add +37.5% | 8,520 | $2.1M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -13.8% | 8,422 | $2.1M |
| South Dakota Investment Council | 0.04% | No change | 8,317 | $2.1M |
| State of Michigan Retirement System | 0.01% | Reduce -1.2% | 8,307 | $2.1M |
| Arizona State Retirement System | 0.01% | Add +1.1% | 8,259 | $2.1M |
| Skandinaviska Enskilda Banken AB (publ) | 0.01% | Add +6.7% | 7,763 | $1.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 7,743 | $1.9M |
| Louisiana State Employees Retirement System | 0.03% | No change | 7,400 | $1.8M |
| ABLE Financial Group, LLC | 0.54% | Add +13.9% | 7,318 | $1.8M |
| FORA Capital, LLC | 0.21% | New | 7,273 | $1.8M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 6,973 | $1.7M |
| Alpine Global Management, LLC | 0.58% | New | 6,900 | $1.7M |
| Brevan Howard Capital Management LP | 0.04% | Add +271.1% | 6,869 | $1.7M |
| Prudential PLC | 0.01% | No change | 6,859 | $1.7M |
| Graham Capital Management, L.P. | 0.08% | Reduce -21.0% | 6,682 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -26.4% | 6,362 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.2% | 6,251 | $1.6M |
| Storebrand Asset Management As | 0.00% | Add +198.2% | 6,199 | $1.5M |
| American Century Companies Inc. | 0.00% | Add +2.2% | 6,112 | $1.5M |
| AlphaQuest LLC | 0.20% | Add +10166.1% | 6,057 | $1.5M |
| ClearAlpha Technologies LP | 1.29% | New | 6,032 | $1.5M |
| New Mexico Educational Retirement Board | 0.05% | No change | 5,922 | $1.5M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.2% | 5,904 | $1.5M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.2% | 5,867 | $1.5M |
| Swiss Life Asset Management Ltd | 0.01% | Add +198.9% | 5,775 | $1.4M |
| Credit Agricole S A | 0.00% | Reduce -13.3% | 5,621 | $1.4M |
| Bardin Hill Management Partners LP | 0.79% | New | 5,618 | $1.4M |
| Gabelli Funds LLC | 0.01% | Add +199.1% | 5,617 | $1.4M |
| IFM Investors Pty Ltd | 0.01% | Reduce -9.7% | 5,567 | $1.4M |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 0.01% | Add +14.6% | 5,455 | $1.4M |
| Oregon Public Employees Retirement Fund | 0.02% | No change | 5,366 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -2.4% | 5,321 | $1.3M |
| Korea Investment CORP | 0.00% | Reduce -60.1% | 5,229 | $1.3M |
| WINTON GROUP Ltd | 0.08% | Reduce -11.3% | 5,064 | $1.3M |
| Prelude Capital Management, LLC | 0.11% | New | 5,029 | $1.3M |
| BTG Pactual Asset Management US LLC | 0.16% | New | 5,000 | $1.2M |
| Polar Asset Management Partners Inc. | 0.02% | New | 5,000 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -19.1% | 4,875 | $1.2M |
| AQR Capital Management | 0.00% | Reduce -67.1% | 4,815 | $1.2M |
| Xponance LLC | 0.01% | Add +6.2% | 4,750 | $1.2M |
| Simplex Trading, LLC | 0.03% | New | 4,688 | $1.2M |
| GABELLI & Co INVESTMENT ADVISERS, INC. | 0.20% | New | 4,650 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +33.1% | 4,626 | $1.2M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | Reduce -1.3% | 4,548 | $1.1M |
| Bailard, Inc. | 0.03% | Add +0.9% | 4,541 | $1.1M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | — | 4,267 | $1.1M |
| Azzad Asset Management Inc. | 0.21% | Add +1.7% | 4,260 | $1.1M |
| Net Worth Advisory Group | 0.32% | Add +1.0% | 4,197 | $1.0M |
| Robeco Institutional Asset Management B.V. | 0.00% | Reduce -74.8% | 4,182 | $1.0M |
| Impact Capital Partners LLC | 0.36% | — | 4,043 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -35.7% | 3,953 | $987K |
| Toronto Dominion Bank | 0.00% | Reduce -1.5% | 3,832 | $957K |
| Bank of Montreal | 0.00% | Add +8.8% | 3,822 | $954K |
| Aigen Investment Management, LP | 0.16% | Add +144.0% | 3,699 | $923K |
| Nissay Asset Management Corp. /Japan | 0.01% | Reduce -0.1% | 3,604 | $905K |
| Mariner, LLC | 0.00% | Reduce -28.4% | 3,538 | $883K |
| LVW Advisors, LLC | 0.11% | Reduce -5.2% | 3,509 | $876K |
| Allianz Asset Management GmbH | 0.00% | Reduce -26.9% | 3,441 | $859K |
| HighTower Advisors, LLC | 0.00% | Add +5.1% | 3,386 | $845K |
| TrinityBridge Ltd | 0.02% | No change | 3,339 | $834K |
| Voya Investment Management LLC | 0.00% | Reduce -98.4% | 3,332 | $832K |
| Portside Wealth Group, LLC | 0.13% | Reduce -14.2% | 3,231 | $807K |
| Stephens Inc. | 0.01% | Add +2.4% | 3,210 | $801K |
| Federated Hermes, Inc. | 0.00% | Add +15.8% | 3,154 | $787K |
| TD Asset Management Inc | 0.00% | Add +7.8% | 3,042 | $759K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -1.8% | 3,029 | $756K |
| Mitchell & Pahl Private Wealth, LLC | 0.35% | Add +6.4% | 2,964 | $740K |
| MML Investors Services, LLC | 0.00% | Add +3.8% | 2,945 | $735K |
| New York Life Investment Management LLC | 0.01% | Reduce -8.5% | 2,852 | $712K |
| Captrust Financial Advisors | 0.00% | Add +66.6% | 2,776 | $693K |
| New Age Alpha Advisors, LLC | 0.03% | New | 2,748 | $686K |
| Norden Group LLC | 0.07% | Reduce -12.1% | 2,570 | $642K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -40.2% | 2,453 | $612K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.01% | No change | 2,420 | $604K |
| Legacy Advisors, LLC | 0.06% | Add +0.6% | 2,327 | $581K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +6.1% | 2,305 | $575K |
| Wolverine Trading, LLC | 0.01% | New | 2,309 | $575K |
| Gulf International Bank (UK) Ltd | 0.01% | Reduce -2.5% | 2,279 | $568K |
| Guggenheim Capital LLC | 0.00% | New | 2,261 | $564K |
| Daiichi Life Insurance Co., Ltd. | 0.02% | No change | 2,256 | $563K |
| Caxton Associates LP | 0.02% | New | 2,223 | $555K |
| CIBC Asset Management Inc | 0.00% | Add +9.2% | 2,219 | $554K |
| Canada Pension Plan Investment Board | 0.00% | New | 2,200 | $549K |
| Everpar Advisors LLC | 0.27% | Reduce -0.7% | 2,138 | $534K |
| Quantinno Capital Management LP | 0.01% | Add +34.4% | 2,122 | $530K |
| Sienna Gestion | 0.04% | No change | 2,111 | $527K |
| Capstone Investment Advisors, LLC | 0.01% | Reduce -48.7% | 2,100 | $524K |
| Machina Capital S.A.S. | 0.22% | New | 2,081 | $519K |
| Outlook Wealth Advisors, LLC | 0.15% | No change | 2,026 | $506K |
| Otter Creek Advisors, LLC | 0.35% | Reduce -91.1% | 2,012 | $502K |
| Osaic Holdings, Inc. | 0.00% | Reduce -32.1% | 2,008 | $501K |
| Gibbs Wealth Management | 0.13% | Reduce -22.7% | 1,987 | $496K |
| Securian Asset Management, Inc. | 0.01% | Reduce -4.8% | 1,966 | $491K |
| Macquarie Group Ltd. | 0.00% | Add +200.8% | 1,919 | $479K |
| Old National Bancorp | 0.01% | Reduce -1.7% | 1,915 | $478K |
| Forum Financial Management, LP | 0.01% | Add +114.3% | 1,862 | $465K |
| Callan Family Office, LLC | 0.03% | New | 1,832 | $457K |
| BI Asset Management Fondsmaeglerselskab A/S | 0.00% | Reduce -62.5% | 1,824 | $455K |
| Gotham Asset Management | 0.00% | Reduce -25.6% | 1,817 | $454K |
| Lighthouse Investment Partners, LLC | 0.02% | Reduce -83.9% | 1,774 | $443K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,773 | $443K |
| Meridian Financial Partners LLC | 0.23% | No change | 1,764 | $440K |
| Fox Run Management, L.L.C. | 0.08% | New | 1,759 | $439K |
| Heritage Family Offices, LLP | 0.21% | Add +2.8% | 1,725 | $431K |
| Dark Forest Capital Management LP | 0.06% | New | 1,723 | $430K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -22.0% | 1,706 | $426K |
| Avanza Fonder AB | 0.01% | — | 1,700 | $424K |
| Creative Planning | 0.00% | Reduce -10.1% | 1,649 | $412K |
| Advisor OS, LLC | 0.05% | Reduce -48.5% | 1,645 | $411K |
| Sterling Capital Management LLC | 0.01% | Add +56.8% | 1,607 | $401K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +12.1% | 1,599 | $399K |
| Commerce Bank | 0.00% | Add +1.7% | 1,577 | $394K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -13.4% | 1,567 | $391K |
| Maryland State Retirement & Pension System | 0.01% | No change | 1,539 | $384K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +1.9% | 1,534 | $383K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.8% | 1,519 | $379K |
| ProShare Advisors LLC | 0.00% | Add +4.0% | 1,501 | $375K |
| Intech Investment Management LLC | 0.00% | Reduce -14.8% | 1,488 | $371K |
| Utah Retirement Systems | 0.00% | No change | 1,470 | $367K |
| Kolinsky Wealth Management, LLC | 0.22% | Add +8.9% | 1,448 | $361K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -14.0% | 1,433 | $358K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.5% | 1,430 | $357K |
| Paloma Partners Management Co | 0.03% | Reduce -97.0% | 1,425 | $356K |
| Dynasty Wealth Management, LLC | 0.01% | Reduce -6.1% | 1,416 | $353K |
| Venturi Wealth Management, LLC | 0.02% | Add +4.8% | 1,415 | $353K |
| Jane Street Group, LLC | 0.00% | Reduce -23.7% | 1,409 | $352K |
| Wesbanco Bank Inc. | 0.01% | Reduce -10.6% | 1,384 | $345K |
| Meiji Yasuda Asset Management Co Ltd. | 0.01% | No change | 1,381 | $345K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -9.8% | 1,334 | $333K |
| Ossiam | 0.01% | Add +79.7% | 1,319 | $329K |
| Park Avenue Securities LLC | 0.00% | Reduce -19.6% | 1,312 | $328K |
| Caprock Group, LLC | 0.01% | New | 1,311 | $327K |
| E. Ohman J:or Asset Management AB | 0.01% | No change | 1,300 | $325K |
| Curated Wealth Partners LLC | 0.04% | Add +13.6% | 1,299 | $324K |
| DAVENPORT & Co LLC | 0.00% | Add +2.8% | 1,291 | $322K |
| Cibc World Markets Corp. | 0.00% | Reduce -22.5% | 1,288 | $322K |
| HRT Financial LP | 0.00% | Reduce -96.3% | 1,289 | $321K |
| Alliance Wealth Advisors, LLC | 0.08% | Reduce -9.2% | 1,269 | $317K |
| APG Asset Management N.V. | 0.00% | New | 1,298 | $313K |
| Thrive Wealth Management, LLC | 0.05% | Reduce -2.9% | 1,210 | $302K |
| SG Americas Securities, LLC | 0.00% | Reduce -82.3% | 1,202 | $300K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -45.5% | 1,197 | $299K |
| Exchange Capital Management, Inc. | 0.05% | No change | 1,179 | $294K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.2% | 1,173 | $293K |
| Wallace Advisory Group, LLC | 0.20% | Reduce -0.4% | 1,224 | $292K |
| Studio Investment Management LLC | 0.06% | Reduce -1.5% | 1,169 | $292K |
| Precision Wealth Strategies, LLC | 0.22% | Add +0.4% | 1,146 | $286K |
| Wealth Alliance, LLC | 0.03% | Add +2.2% | 1,112 | $278K |
| Whittier Trust Co. | 0.00% | Reduce -0.9% | 1,109 | $277K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.5% | 1,075 | $268K |
| Clearstead Advisors, LLC | 0.00% | Reduce -28.6% | 1,068 | $267K |
| D.A. Davidson & Co. | 0.00% | No change | 1,065 | $266K |
| Dakota Wealth Management | 0.01% | New | 1,051 | $262K |
| Lido Advisors, LLC | 0.00% | New | 1,017 | $254K |
| Focus Partners Wealth | 0.00% | New | 1,002 | $250K |
| Shelton Capital Management | 0.01% | Reduce -8.3% | 1,002 | $250K |
| K2 Principal Fund, L.P. | 0.12% | New | 1,000 | $250K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -59.8% | 998 | $249K |
| Threadgill Financial, LLC | 0.13% | New | 978 | $244K |
| Shepherd Financial Partners LLC | 0.03% | No change | 970 | $242K |
| Aureus Asset Management, LLC | 0.01% | No change | 933 | $233K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -64.8% | 921 | $230K |
| Austin Private Wealth, LLC | 0.02% | No change | 917 | $229K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 914 | $228K |
| APG Asset Management US Inc. | 0.00% | New | 896 | $224K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.2% | 882 | $220K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.3% | 880 | $220K |
| Brown Advisory Inc. | 0.00% | Reduce -2.8% | 876 | $219K |
| Cerity Partners LLC | 0.00% | Reduce -18.6% | 911 | $218K |
| Compound Planning, Inc. | 0.01% | New | 864 | $216K |
| Ofi Invest Asset Management | 0.01% | — | 872 | $210K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -12.5% | 839 | $209K |
| Allstate Corp. | 0.01% | New | 835 | $208K |
| LRI Investments, LLC | 0.02% | No change | 831 | $207K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.9% | 696 | $174K |
| Shell Asset Management Co. | 0.01% | Reduce -11.7% | 643 | $161K |
| R Squared Ltd | 0.16% | — | 640 | $160K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.6% | 616 | $154K |
| Eagle Bay Advisors LLC | 0.09% | Reduce -11.4% | 591 | $148K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.4% | 546 | $136K |
| Atlatl Advisers LLC | 0.08% | — | 527 | $132K |
| CoreCap Advisors, LLC | 0.01% | Reduce -56.4% | 488 | $122K |
| Steph & Co. | 0.04% | Reduce -36.7% | 487 | $122K |
| Principal Securities, Inc. | 0.00% | Reduce -13.0% | 456 | $114K |
| 1620 Investment Advisors, Inc. | 0.09% | Reduce -2.6% | 452 | $113K |
| Van Eck Associates Corp. | 0.00% | Reduce -36.5% | 443 | $111K |
| Covestor Ltd | 0.06% | Reduce -29.3% | 383 | $95K |
| TD Waterhouse Canada Inc. | 0.00% | Add +6.4% | 366 | $91K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -28.6% | 365 | $91K |
| Fifth Third Bancorp | 0.00% | Reduce -18.8% | 351 | $88K |
| Anchor Investment Management, LLC | 0.01% | No change | 324 | $81K |
| V-Square Quantitative Management LLC | 0.01% | Reduce -0.6% | 314 | $78K |
| CIBC Private Wealth Group LLC | 0.00% | Add +61.1% | 290 | $73K |
| Aster Capital Management (DIFC) Ltd | 0.03% | New | 289 | $72K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 296 | $71K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +126.9% | 270 | $68K |
| Tortoise Investment Management, LLC | 0.01% | Add +75.9% | 255 | $64K |
| GAMMA Investing LLC | 0.01% | Add +30.1% | 251 | $63K |
| Blue Trust, Inc. | 0.00% | Add +5700.0% | 232 | $58K |
| Jones Financial Companies LLLP | 0.00% | Add +965.0% | 213 | $53K |
| Strengthening Families & Communities, LLC | 0.03% | No change | 210 | $52K |
| Livforsakringsbolaget Skandia, Omsesidigt | 0.00% | No change | 200 | $50K |
| Bessemer Group Inc. | 0.00% | Add +29.7% | 192 | $48K |
| Atala Financial Inc | 0.03% | — | 177 | $44K |
| Hexagon Capital Partners LLC | 0.01% | New | 173 | $43K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 172 | $43K |
| NewEdge Advisors, LLC | 0.00% | Reduce -4.0% | 166 | $41K |
| Quent Capital, LLC | 0.00% | Reduce -4.7% | 164 | $41K |
| Quadrant Capital Group LLC | 0.00% | Reduce -23.9% | 162 | $40K |
| Cwm, LLC | 0.00% | Reduce -26.2% | 158 | $39K |
| IFP Advisors, Inc | 0.00% | Reduce -2.1% | 142 | $37K |
| Advisors Asset Management, Inc. | 0.00% | New | 148 | $37K |
| Compass Wealth Management LLC | 0.01% | No change | 140 | $35K |
| Parallel Advisors, LLC | 0.00% | Add +8.5% | 140 | $35K |
| Arax Advisory Partners | 0.00% | No change | 137 | $34K |
| CI Investments Inc. | 0.00% | Add +34.5% | 113 | $28K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -65.2% | 107 | $27K |
| SBI Securities Co., Ltd. | 0.00% | — | 106 | $26K |
| UMB Bank, n.a. | 0.00% | Add +89.1% | 104 | $26K |
| HM Payson & Co. | 0.00% | No change | 97 | $24K |
| Private Trust Co. NA | 0.00% | Add +104.4% | 92 | $23K |
| Rise Advisors, LLC | 0.01% | No change | 87 | $22K |
| Smartleaf Asset Management LLC | 0.00% | Add +26.3% | 72 | $18K |
| First Horizon Advisors, Inc. | 0.00% | No change | 70 | $17K |
| Huntington National Bank | 0.00% | Reduce -9.5% | 57 | $14K |
| Spire Wealth Management | 0.00% | New | 57 | $14K |
| Signaturefd, LLC | 0.00% | No change | 53 | $13K |
| Global Retirement Partners, LLC | 0.00% | Reduce -47.1% | 46 | $11K |
| GeoWealth Management, LLC | 0.00% | Add +320.0% | 42 | $10K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 42 | $10K |
| Park Place Capital Corp | 0.00% | Reduce -45.3% | 41 | $10K |
| Versant Capital Management, Inc | 0.00% | Add +207.7% | 40 | $10K |
| Mather Group, Llc. | 0.00% | Add +700.0% | 40 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +34.6% | 35 | $9K |
| Sierra Ocean, LLC | 0.01% | — | 33 | $8K |
| Hemington Wealth Management | 0.00% | Add +75.0% | 35 | $8K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 30 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +38.1% | 29 | $7K |
| Assetmark, Inc. | 0.00% | Add +61.1% | 29 | $7K |
| Tucker Asset Management LLC | 0.00% | Reduce -15.2% | 28 | $7K |
| SouthState Bank Corp | 0.00% | New | 26 | $6K |
| Allworth Financial LP | 0.00% | Add +9.1% | 24 | $6K |
| MAI Capital Management | 0.00% | New | 21 | $5K |
| Fortitude Family Office, LLC | 0.00% | No change | 21 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 20 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 20 | $5K |
| Wolff Wiese Magana LLC | 0.00% | No change | 17 | $4K |
| Lindbrook Capital, LLC | 0.00% | Add +6.3% | 17 | $4K |
| Key Financial Inc | 0.00% | No change | 16 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -55.9% | 15 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -40.0% | 12 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 12 | $3K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -35.3% | 11 | $3K |
| Sachetta, LLC | 0.00% | No change | 11 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 10 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 10 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 9 | $2K |
| Lazard Asset Management LLC | 0.00% | Reduce -100.0% | 10 | $2K |
| Private Wealth Management Group, LLC | 0.00% | No change | 8 | $2K |
| SJS Investment Consulting Inc. | 0.00% | No change | 8 | $2K |
| REAP Financial Group, LLC | 0.00% | No change | 7 | $2K |
| Leonteq Securities AG | 0.00% | New | 7 | $2K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +50.0% | 6 | $1K |
| True Wealth Design, LLC | 0.00% | Add +66.7% | 5 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 5 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 5 | $1K |
| Asset Planning,Inc | 0.00% | — | 5 | $1K |
| Harbour Investments, Inc. | 0.00% | Reduce -44.4% | 5 | $1K |
| Montag A & Associates Inc. | 0.00% | No change | 4 | $1K |
| Bogart Wealth, LLC | 0.00% | New | 4 | $999 |
| Global Financial Private Client, LLC | 0.00% | New | 3 | $749 |
| Principia Wealth Advisory, LLC | 0.00% | — | 2 | $499 |
| Financial Management Professionals, Inc. | 0.00% | No change | 2 | $499 |
| Cornerstone Planning Group LLC | 0.00% | No change | 1 | $264 |
| Valued Wealth Advisors LLC | 0.00% | No change | 1 | $250 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 1 | $250 |
| WealthTrak Capital Management LLC | 0.00% | — | 1 | $250 |
| Rothschild Investment LLC | 0.00% | No change | 1 | $250 |
| Larson Financial Group LLC | 0.00% | No change | 1 | $250 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $250 |
"% of holder's portfolio" is AZPN's weight in each manager's 13F, not the share of Aspen Technology Inc. the manager owns.