Aspen Technology Inc (AZPN) Ownership

264.33 ↑0.00 (0.00%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Kayne Anderson Rudnick Investment Management LLC is the biggest individual institutional holder of Aspen Technology Inc (AZPN), owning a total of 3.8 million shares. Combined, the top 47 institutional holders of AZPN own 47.36% of the company with a total of 30 million shares.

In the latest ownership report on December 31st 2024, the top 47 institutional holders increased their combined ownership of AZPN by 1.7 million shares. 11 institutions bought 3,467,797 total additional shares and increased their ownership by an average of 3,888.52%. However 11 institutions sold 1,755,485 total shares and decreased their ownership by an average of 15.85%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Aspen Technology increased by a net total of 1,712,312 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Kayne Anderson Rudnick Investment Management LLC5.959%-9.290%3,772,339-386,3522024-12-31
BlackRock Inc5.783%-8.910%3,660,801-358,0982024-12-31
Vanguard Group Inc4.472%1.306%2,831,20936,4972024-12-31
UBS Group AG1.951%1,587.330%1,234,9401,161,7512024-12-31
State Street Corp1.608%2.069%1,017,88620,6332024-12-31
Nordea Investment Mgmt Bank Demark A/s1.394%-3.808%882,192-34,9242024-12-31
Franklin Resources Inc1.091%2,272.730%690,940661,8202024-12-31
First Manhattan Co. LLC1.065%-24.599%674,006-219,8912024-12-31
Assenagon Asset Management SA1.002%37,990.700%634,210632,5452024-12-31
Dimensional Fund Advisors, Inc.0.985%2.037%623,82012,4562024-12-31
Geode Capital Management, LLC0.825%-7.678%522,033-43,4132024-12-31
Independent Franchise Partners LLP0.822%-6.367%520,184-35,3742024-12-31
Deutsche Bank AG0.805%351.593%509,410396,6072024-12-31
Wells Fargo & Co0.797%-7.686%504,815-42,0322024-12-31
JPMorgan Chase & Co0.497%-56.733%314,504-412,3942024-12-31
NORGES BANK0.448%42.734%283,67184,9302024-12-31
Northern Trust Corp0.426%32.843%269,54866,6402024-12-31
BAMCO Inc0.400%-45.896%253,214-214,7972024-12-31
Stephens Inv Mgmt Group LLC0.392%-1.182%248,287-2,9702024-12-31
Goldman Sachs Group Inc0.370%490.375%234,190194,5222024-12-31
Bank of New York Mellon Corp0.364%-2.224%230,344-5,2402024-12-31
Nomura Holdings Inc0.315%0.000%199,396199,3962024-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Kayne Anderson Rudnick Investment Management LLC5.959%-9.290%3,772,339-386,3522024-12-31
BlackRock Inc5.783%-8.910%3,660,801-358,0982024-12-31
Vanguard Group Inc4.472%1.306%2,831,20936,4972024-12-31
UBS Group AG1.951%1,587.330%1,234,9401,161,7512024-12-31
State Street Corp1.608%2.069%1,017,88620,6332024-12-31
State Street Corporation1.606%-0.314%1,016,150-3,2052024-03-31
Nordea Investment Mgmt Bank Demark A/s1.394%-3.808%882,192-34,9242024-12-31
Neuberger Berman Group LLC1.389%0.732%879,3016,3932024-09-30
Franklin Resources Inc1.091%2,272.730%690,940661,8202024-12-31
First Manhattan Co. LLC1.065%-24.599%674,006-219,8912024-12-31
Assenagon Asset Management SA1.002%37,990.700%634,210632,5452024-12-31
Dimensional Fund Advisors, Inc.0.985%2.037%623,82012,4562024-12-31
Sumitomo Mitsui Trust Group Inc0.921%5.204%582,68228,8202024-09-30
Lazard Asset Management LLC0.894%7.360%565,78338,7862024-09-30
Sumitomo Mitsui Trust Holdings Inc0.876%38.478%553,862153,8972024-06-30
Geode Capital Management, LLC0.825%-7.678%522,033-43,4132024-12-31
Independent Franchise Partners LLP0.822%-6.367%520,184-35,3742024-12-31
Deutsche Bank AG0.805%351.593%509,410396,6072024-12-31
Wells Fargo & Co0.797%-7.686%504,815-42,0322024-12-31
FMR Inc0.766%-87.930%487,776-3,553,4402023-06-30
ClearBridge Advisors, LLC0.721%-2.177%456,137-10,1512024-09-30
Two Creeks Capital Management, LP0.656%-33.422%415,132-208,3992024-06-30
Lord, Abbett & Co LLC0.623%-26.898%403,986-148,6442022-12-31
Fiera Capital Corporation0.538%3.815%340,16612,5002024-06-30
Ameriprise Financial Inc0.516%-18.232%334,485-74,5832022-09-30
Wellington Management Company LLP0.522%-37.253%330,501-196,2192024-09-30
Bessemer Group Inc0.494%0.142%320,1394552022-09-30
Jackson Square Partners, LLC0.505%-39.438%319,090-207,7942024-03-31
JPMorgan Chase & Co0.497%-56.733%314,504-412,3942024-12-31
Envestnet Asset Management Inc0.480%278.870%308,855227,3352023-03-31
Robeco Institutional Asset Management BV0.461%14.495%299,25237,8852022-12-31
Valley Forge Capital Management, LP0.467%0.000%295,48502024-09-30
TimesSquare Capital Management, LLC0.446%12.709%284,37532,0652023-06-30
NORGES BANK0.448%42.734%283,67184,9302024-12-31
Raymond James & Associates0.445%5.914%281,96115,7442024-09-30
Credit Suisse First Boston (CSFB)0.436%-6.469%275,851-19,0782024-03-31
Morgan Stanley - Brokerage Accounts0.429%-60.042%271,754-408,3522024-09-30
Northern Trust Corp0.426%32.843%269,54866,6402024-12-31
Macquarie Group Ltd0.408%-30.532%264,671-116,3262022-12-31
Fisher Asset Management, LLC0.401%-2.981%260,412-8,0002023-03-31
BAMCO Inc0.400%-45.896%253,214-214,7972024-12-31
UBS Asset Mgmt Americas Inc0.397%-16.186%251,413-48,5542024-09-30
Stephens Inv Mgmt Group LLC0.392%-1.182%248,287-2,9702024-12-31
Goldman Sachs Group Inc0.370%490.375%234,190194,5222024-12-31
Bank of New York Mellon Corp0.364%-2.224%230,344-5,2402024-12-31
Nomura Holdings Inc0.315%0.000%199,396199,3962024-12-31
International Assets Investment Management, LLC0.192%0.000%121,798121,7982024-09-30

Mutual Fund Ownership

Allspring (Lux) WW Glb L/SEq IPUSD Acc is the biggest individual fund holder of Aspen Technology Inc (AZPN), owning a total of 1.5 million shares. Combined, the top 72 mutual fund holders of AZPN own 29.74% of the company with a total of 18.9 million shares.

In the latest ownership report on February 28th 2025, the top 72 fund holders increased their combined ownership of AZPN by 191 thousand shares. 10 funds bought 234,470 total additional shares and increased their ownership by an average of 149.99%. However 8 funds sold 43,030 total shares and decreased their ownership by an average of 3.63%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Aspen Technology increased by a net total of 191,440 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF1.364%0.075%863,7416442025-02-28
Vanguard Total Stock Mkt Idx Inv1.263%0.050%799,6853962025-02-28
Vanguard Small Cap Index1.020%0.081%645,9375252025-02-28
Vanguard Information Technology ETF0.713%0.269%451,1081,2092025-02-28
Vanguard Institutional Extnd Mkt Idx Tr0.635%-0.056%401,983-2242025-02-28
Vanguard Small Cap Growth Index Inv0.573%-0.561%362,775-2,0452025-02-28
iShares MSCI USA Min Vol Factor ETF0.346%-0.159%218,740-3482025-02-28
SPDR® S&P MIDCAP 400 ETF Trust0.339%0.962%214,6182,0452025-02-28
iShares S&P Mid-Cap 400 Growth ETF0.258%0.000%163,57802025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C0.257%0.123%162,5062002025-02-28
Franklin Mutual Global Discovery Z0.236%1,435.720%149,456139,7242025-02-28
Fidelity Extended Market Index0.229%-0.347%144,628-5032025-02-28
Franklin Mutual Shares Z0.186%-25.000%117,512-39,1712025-02-28
BlackRock Event Driven Equity Instl0.145%60.523%91,97534,6782025-02-28
Fidelity Mid Cap Index0.137%2.091%86,5971,7742025-02-28
Arbitrage R0.084%0.000%53,27553,2752025-02-28
DFA US Core Equity 2 I0.079%0.000%49,90602025-02-28
Fidelity Total Market Index0.078%-0.079%49,099-392025-02-28
VALIC Company I Mid Cap Index0.040%-2.055%25,022-5252025-02-28
Nuveen Equity Index R60.038%0.000%24,13202025-02-28
EQ/Mid Cap Index IB0.036%-0.774%22,446-1752025-02-28
CREF Stock R10.029%0.000%18,10002025-02-28

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Allspring (Lux) WW Glb L/SEq IPUSD Acc2.314%0.000%1,470,2421,470,2422024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr1.417%2.171%903,31019,1952023-03-31
iShares Core S&P Mid-Cap ETF1.364%0.075%863,7416442025-02-28
Vanguard US Total Market Shares ETF1.274%0.082%806,2716602024-09-30
Vanguard Total Stock Mkt Idx Inv1.263%0.050%799,6853962025-02-28
Vanguard Small Cap Index1.020%0.081%645,9375252025-02-28
Fidelity® OTC0.967%-25.215%627,219-211,4732023-05-31
Nordea 1 - Global Climate & Envir BI EUR0.968%-3.069%612,482-19,3912025-01-31
Neuberger Berman Genesis Inv0.850%-0.492%537,370-2,6572024-09-30
Lazard Global Robotics & Automation0.820%5.908%518,81828,9412024-09-30
BlackRock Mid-Cap Growth Equity Instl0.787%-0.790%498,020-3,9632024-10-31
Nikko Global Robotics Equity Mother Fund0.736%43.597%465,847141,4352024-07-22
Vanguard Information Technology ETF0.713%0.269%451,1081,2092025-02-28
Vanguard Extended Market Index Investor0.629%0.261%405,0361,0552023-08-31
Vanguard Institutional Extnd Mkt Idx Tr0.635%-0.056%401,983-2242025-02-28
Franklin DynaTech A0.587%-23.802%380,989-119,0112023-05-31
Franklin DynaTech Fund A0.587%-23.802%380,989-119,0112023-05-31
Vanguard Small Cap Growth Index Inv0.573%-0.561%362,775-2,0452025-02-28
Delaware Ivy Science and Technology C0.539%0.000%348,74802022-09-30
Ivy Science/Technology Composite0.539%0.000%348,74802022-09-30
Lord Abbett & Co. Growth Equity- SA0.463%0.000%300,02402022-12-31
Lord Abbett Growth Leaders I0.463%0.000%300,02402022-12-31
Virtus KAR Small-Mid Cap Core R60.456%0.000%288,46002024-12-31
Virtus KAR Small-Cap Growth I0.426%-6.619%269,468-19,1002024-12-31
ClearBridge Small Cap Growth A0.403%0.000%255,14602024-09-30
Baron Opp. Small Cap Growth Strategy0.395%-26.471%250,000-90,0002024-12-31
Baron Small Cap Retail0.395%-26.471%250,000-90,0002024-12-31
ClearBridge Small Cap Growth0.390%-3.449%246,346-8,8002024-10-31
BGF World Technology A20.375%-7.708%238,292-19,9022023-12-31
Delaware Ivy Science & Technology SMA0.368%0.000%236,978236,9782022-12-31
Virtus KAR Mid-Cap Core I0.372%-47.049%235,495-209,2492024-12-31
Fiera Atlas Global Companies I GBP Acc0.366%5.236%231,64311,5252024-06-30
iShares MSCI USA Min Vol Factor ETF0.346%-0.159%218,740-3482025-02-28
SPDR® S&P MIDCAP 400 ETF Trust0.339%0.962%214,6182,0452025-02-28
CS (Lux) Robotics Equity SB USD0.331%-0.258%209,458-5422024-03-31
Janus Henderson Triton D0.320%0.000%202,59202024-10-31
Xtrackers S&P 500 Swap ETF 1C0.318%42.728%201,16860,2232025-01-31
Franchise Partners - US Equity0.305%0.000%192,95002024-12-31
Virtus KAR Small-Cap Core I0.278%0.000%175,71202024-12-31
iShares S&P Mid-Cap 400 Growth ETF0.258%0.000%163,57802025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C0.257%0.123%162,5062002025-02-28
Independent Franchise Partners US Equity0.256%-45.120%161,822-133,0432024-12-31
Franklin Innovation Composite0.237%500.000%150,000125,0002024-12-31
Franklin Mutual Global Discovery Z0.236%1,435.720%149,456139,7242025-02-28
Stephens SMID Select Growth0.234%-2.816%148,417-4,3002024-12-31
Fidelity Extended Market Index0.229%-0.347%144,628-5032025-02-28
Janus Henderson US SMID Cap Growth0.209%-34.846%131,996-70,5962024-12-31
Janus Henderson US SMID Cap Growth MA0.209%1,649,850.000%131,996131,9882024-12-31
Franklin Mutual Shares Z0.186%-25.000%117,512-39,1712025-02-28
Vanguard Explorer Inv0.180%-3.932%114,066-4,6692024-12-31
AQR Diversified Arbitrage I0.174%0.000%110,272110,2722024-12-31
BlackRock Event Driven Equity Instl0.145%60.523%91,97534,6782025-02-28
Fidelity Mid Cap Index0.137%2.091%86,5971,7742025-02-28
Blackrock Russ 1000 Eq Idx Composite0.128%-7.378%80,771-6,4342024-12-31
JNL Multi-Manager Small Cap Growth A0.111%-2.839%70,161-2,0502024-12-31
CIBC US Small Companies0.110%0.000%69,78202025-01-31
Arbitrage R0.084%0.000%53,27553,2752025-02-28
DFA US Core Equity 2 I0.079%0.000%49,90602025-02-28
Fidelity Total Market Index0.078%-0.079%49,099-392025-02-28
American Beacon Stephens Mid-Cap Gr Inv0.057%0.000%35,77902025-01-31
Buffalo Mid Cap Discovery0.054%0.000%34,07002024-12-31
Kornitzer Discovery Equity0.054%0.000%34,07002024-12-31
BlackRock Tech and Private Equity Term0.052%-1.725%32,704-5742024-12-31
Man Event Driven Alternative IN USD0.042%-57.116%26,790-35,6812025-01-31
FMC Excelsior Focus Equity ETF0.040%0.000%25,26625,2662024-08-31
VALIC Company I Mid Cap Index0.040%-2.055%25,022-5252025-02-28
Nuveen Equity Index R60.038%0.000%24,13202025-02-28
EQ/Mid Cap Index IB0.036%-0.774%22,446-1752025-02-28
MUAM Foreign Equity Index Mother0.029%11.964%18,3241,9582024-09-10
CREF Stock R10.029%0.000%18,10002025-02-28
Empower S&P Mid Cap 400® Index Inv0.024%0.000%15,06102024-12-31
Six Circles U.S. Unconstrained Equity0.023%-11.845%14,557-1,9562024-12-31

Discussions

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wsb_pro10/6/25 06:02pm

$AZPN wow. The volume is so low today. Unreal

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jchonnee1/13/25 07:13pm

$AZPN When they tell me diversifying is for idiots

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