Aspen Technology (AZPN) Institutional Ownership

$202.10
+0.73 (+0.36%)
(As of 05/3/2024 08:51 PM ET)

Institutional Ownership Changes (13F Filings) for Aspen Technology (NASDAQ:AZPN)

Current
Institutional Ownership
Percentage
45.66%
Number of
Institutional Buyers
(last 12 months)
187
Total
Institutional Inflows
(last 12 months)
$717.25M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$535.53M
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AZPN Institutional Buying and Selling by Quarter

Aspen Technology Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/4/2024Howland Capital Management LLC36,751$7.84M0.4%-1.8%0.058%
5/3/2024BI Asset Management Fondsmaeglerselskab A S674$144K0.0%+276.5%0.001%
5/2/2024Mutual of America Capital Management LLC16,660$3.55M0.0%-3.8%0.026%
5/2/2024Daiwa Securities Group Inc.9,534$2.03M0.0%-19.4%0.015%
5/2/2024Nordea Investment Management AB904,406$191.42M0.2%-8.2%1.423%
5/1/2024 Janney Montgomery Scott LLC32,627$6.96M0.0%+1.1%0.051%
4/30/2024 Hartline Investment Corp1,229$262K0.0%N/A0.002%
4/30/2024 Norden Group LLC2,375$507K0.0%+53.1%0.004%
4/30/2024 Argent Capital Management LLC12,051$2.57M0.1%+0.7%0.019%
4/30/2024 OFI Invest Asset Management812$160K0.0%N/A0.001%
4/29/2024 Principal Financial Group Inc.152,692$32.57M0.0%+6.1%0.240%
4/29/2024 Benjamin Edwards Inc.228$49K0.0%-76.7%0.000%
4/29/2024 Benjamin F. Edwards & Company Inc.225$48K0.0%+561.8%0.000%
4/29/2024 Mn Services Vermogensbeheer B.V.11,600$2.47M0.0%-16.5%0.018%
4/29/2024 Nichols & Pratt Advisers LLP MA29,415$6.27M0.4%+19.2%0.046%
4/26/2024 Securian Asset Management Inc.2,302$491K0.0%-4.2%0.004%
4/26/2024 Yousif Capital Management LLC12,756$2.72M0.0%-2.5%0.020%
4/26/2024 Mitchell & Pahl Private Wealth LLC2,589$552K0.3%+10.4%0.004%
4/26/2024 SYSTM Wealth Solutions LLC1,154$246K0.0%+460.2%0.002%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund17,850$3.81M0.0%+11.9%0.028%
4/24/2024 Assenagon Asset Management S.A.1,476$315K0.0%+4.5%0.002%
4/23/2024 Louisiana State Employees Retirement System8,000$1.71M0.0%+1.3%0.013%
4/23/2024 Amalgamated Bank15,501$3.31M0.0%-12.3%0.024%
4/23/2024 Wesbanco Bank Inc.1,548$330K0.0%N/A0.002%
4/23/2024 KLR Investment Advisors LLC2,063$407K0.3%-4.2%0.003%
4/22/2024 Raymond James & Associates257,166$54.85M0.0%+8.0%0.405%
4/22/2024 IFM Investors Pty Ltd5,467$1.17M0.0%N/A0.009%
4/22/2024 Everpar Advisors LLC1,983$423K0.3%-38.4%0.003%
4/19/2024 Norden Group LLC43,020$9.18M0.1%+2,673.7%0.068%
4/19/2024 Azzad Asset Management Inc. ADV5,648$1.21M0.1%-26.3%0.009%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.399,965$85.31M0.1%-3.8%0.629%
4/19/2024 Handelsinvest Investeringsforvaltning961$205K0.1%-34.1%0.002%
4/18/2024 State of Michigan Retirement System8,807$1.88M0.0%+2.3%0.014%
4/18/2024 LVW Advisors LLC3,172$677K0.1%-2.6%0.005%
4/16/2024 Thrive Wealth Management LLC1,148$245K0.1%+12.2%0.002%
4/13/2024 Wallace Advisory Group LLC1,250$275K0.2%+14.4%0.002%
4/12/2024 Steph & Co.791$169K0.1%+87.9%0.001%
4/11/2024 MJP Associates Inc. ADV1,349$288K0.1%+20.9%0.002%
4/9/2024 Alaska Permanent Fund Corp14,232$3.04M0.0%+5.9%0.022%
3/22/2024PNC Financial Services Group Inc.1,393$307K0.0%-12.5%0.002%
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3/15/2024B. Riley Wealth Advisors Inc.1,116$246K0.0%-47.2%0.002%
3/11/2024Vanguard Group Inc.2,919,010$642.62M0.0%-0.2%4.593%
3/5/2024Fisher Asset Management LLC170,192$37.47M0.0%-16.1%0.268%
3/5/2024Wellington Management Group LLP612,024$134.74M0.0%+7.9%0.963%
2/28/2024American International Group Inc.37,854$8.33M0.0%-5.3%0.060%
2/20/2024Polen Capital Management LLC11,117$2.45M0.0%+47.7%0.017%
2/15/2024 Argent Capital Management LLC11,962$2.63M0.1%+0.9%0.019%
2/14/2024RMB Capital Management LLC20,075$4.42M0.1%+6.1%0.032%
2/14/2024Sei Investments Co.167,558$36.89M0.1%-10.5%0.264%
2/13/2024Epoch Investment Partners Inc.1,270$280K0.0%-15.2%0.002%
2/13/2024Pinebridge Investments L.P.24,288$5.35M0.0%+71.5%0.038%
2/13/2024American International Group Inc.37,854$8.33M0.0%-5.3%0.060%
2/13/2024Public Employees Retirement Association of Colorado74,199$16.34M0.1%+602.2%0.117%
2/13/2024Stephens Investment Management Group LLC173,302$38.15M0.6%-1.5%0.273%
2/13/2024KBC Group NV7,553$1.66M0.0%+7.9%0.012%
2/13/2024California State Teachers Retirement System45,025$9.91M0.0%+0.4%0.071%
2/13/2024Polen Capital Management LLC11,117$2.45M0.0%+47.7%0.017%
2/12/2024 Shepherd Financial Partners LLC970$214K0.0%N/A0.002%
2/12/2024Brown Brothers Harriman & Co.59,766$13.16M0.1%+94.0%0.094%
2/12/2024Bank of Nova Scotia3,555$783K0.0%+20.5%0.006%
2/12/2024 Capstone Investment Advisors LLC1,146$252K0.0%N/A0.002%
2/12/2024Treasurer of the State of North Carolina12,184$2.68M0.0%-0.6%0.019%
2/12/2024 Legacy Advisors LLC2,182$480K0.1%+16.3%0.003%
2/12/2024Stifel Financial Corp101,536$22.35M0.0%+0.1%0.160%
2/12/2024Hsbc Holdings PLC6,772$1.49M0.0%-19.4%0.011%
2/9/2024Nomura Asset Management Co. Ltd.7,553$1.66M0.0%+17.0%0.012%
2/9/2024Franklin Resources Inc.213,822$47.07M0.0%+0.2%0.336%
2/9/2024Assetmark Inc.2,237$492K0.0%+10.0%0.004%
2/9/2024Corient Private Wealth LLC8,094$1.78M0.0%+203.6%0.013%
2/9/2024Clearbridge Investments LLC497,888$109.61M0.1%-0.1%0.783%
2/9/2024Wells Fargo & Company MN542,310$119.39M0.0%-3.1%0.853%
2/9/2024PNC Financial Services Group Inc.1,393$307K0.0%-12.5%0.002%
2/9/2024Norges Bank143,677$31.63M0.0%N/A0.226%
2/8/2024 Brown Advisory Inc.9,843$2.17M0.0%-30.5%0.015%
2/8/2024 Robeco Institutional Asset Management B.V.31,634$70K0.0%+2.4%0.050%
2/8/2024Jackson Square Partners LLC526,884$115.99M3.8%-15.6%0.827%
2/8/2024 Fiera Capital Corp211,388$46.54M0.1%+6.3%0.332%
2/8/2024 Exchange Capital Management Inc.1,344$296K0.1%-8.9%0.002%
2/8/2024Eagle Bay Advisors LLC902$199K0.1%+12.8%0.001%
2/8/2024 KLR Investment Advisors LLC2,154$474K0.3%N/A0.003%
2/8/2024Thornburg Investment Management Inc.50,031$10.99M0.2%-3.7%0.079%
2/8/2024Pertento Partners LLP163,962$36.10M6.1%-3.9%0.257%
2/8/2024Torray Investment Partners LLC6,546$1.44M0.2%+2.9%0.010%
2/8/2024Vanguard Personalized Indexing Management LLC3,120$687K0.0%+133.7%0.005%
2/8/2024 Janney Montgomery Scott LLC32,287$7.11M0.0%+5.7%0.051%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.11,633$2.42M0.0%+2.4%0.018%
2/8/2024Advisor OS LLC4,238$933K0.1%-5.9%0.007%
2/7/2024 Principal Financial Group Inc.143,949$31.69M0.0%+0.0%0.226%
2/7/2024Envestnet Portfolio Solutions Inc.6,284$1.38M0.0%+15.2%0.010%
2/7/2024Dimensional Fund Advisors LP313,105$68.93M0.0%+5.6%0.492%
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2/7/2024AGF Management Ltd.15,241$3.36M0.0%-4.4%0.024%
2/7/2024Teacher Retirement System of Texas1,342$295K0.0%-40.5%0.002%
2/7/2024Principal Securities Inc.333$73K0.0%N/A0.001%
2/7/2024 Nichols & Pratt Advisers LLP MA24,667$5.43M0.4%+54.4%0.039%
2/7/2024TimesSquare Capital Management LLC192,900$42.47M0.6%-18.8%0.303%
2/6/2024 Everpar Advisors LLC3,219$709K0.3%N/A0.005%
2/6/2024Charles Schwab Investment Management Inc.157,079$34.58M0.0%+1.3%0.247%
2/6/2024Apollon Wealth Management LLC1,744$384K0.0%N/A0.003%
2/6/2024Lincoln National Corp1,629$359K0.0%+10.0%0.003%
2/6/2024FourThought Financial Partners LLC3,238$713K0.1%-2.2%0.005%
(Data available from 1/1/2016 forward)

AZPN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AZPN shares?

During the previous two years, 388 institutional investors and hedge funds held shares of Aspen Technology. The most heavily invested institutionals were Oribel Capital Management LP ($2.21B), BlackRock Inc. ($839.55M), Kayne Anderson Rudnick Investment Management LLC ($760.25M), Vanguard Group Inc. ($642.62M), Neuberger Berman Group LLC ($198.99M), Nordea Investment Management AB ($191.42M), and Wellington Management Group LLP ($134.74M).Learn more on AZPN's institutional investors.

What percentage of Aspen Technology stock is owned by institutional investors?

45.66% of Aspen Technology stock is owned by institutional investors. Learn more on AZPN's institutional investor holdings.

Which institutional investors have been buying Aspen Technology stock?

Of the 314 institutional investors that purchased Aspen Technology stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($1.05M), Lord Abbett & CO. LLC ($568.64K), Wellington Management Group LLP ($391.35K), Independent Franchise Partners LLP ($339.97K), International Assets Investment Management LLC ($284.43K), Envestnet Asset Management Inc. ($260.46K), and Allianz Asset Management GmbH ($249.55K).

How much institutional buying is happening at Aspen Technology?

Institutional investors have bought a total of 7,555,127 shares in the last 24 months. This purchase volume represents approximately $1.53B in transactions.

Which Aspen Technology major shareholders have been selling company stock?

Of the 243 institutional investors that sold Aspen Technology stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kayne Anderson Rudnick Investment Management LLC ($4.12M), Van ECK Associates Corp ($1.40M), Nordea Investment Management AB ($1.36M), Macquarie Group Ltd. ($898.18K), Franklin Resources Inc. ($894.28K), JPMorgan Chase & Co. ($729.34K), and Wells Fargo & Company MN ($627.42K).

How much institutional selling is happening at Aspen Technology?

Institutional investors have sold a total of 20,097,413 shares in the last 24 months. This volume of shares sold represents approximately $3.76B in transactions.


This page (NASDAQ:AZPN) was last updated on 5/6/2024 by MarketBeat.com Staff

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