Aspen Technology Inc (AZPN) Ownership

213.28 ↑5.37 (2.58%)
As of March 28, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Aspen Technology Inc (AZPN), owning a total of 5.3 million shares. Combined, the top 33 institutional holders of AZPN own 39.96% of the company with a total of 25.4 million shares.

In the latest ownership report on December 31st 2023, the top 33 institutional holders increased their combined ownership of AZPN by 194 thousand shares. 10 institutions bought 455,747 total additional shares and increased their ownership by an average of 4.65%. However 9 institutions sold 261,290 total shares and decreased their ownership by an average of 5.09%.

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 194,457 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc8.377%3.905%5,323,453200,0772023-12-31
Kayne Anderson Rudnick Investment Management LLC5.975%2.024%3,797,27175,3152023-12-31
Vanguard Group Inc4.593%-0.156%2,919,010-4,5702023-12-31
State Street Corporation1.604%6.086%1,019,35558,4822023-12-31
Nordea Investment Mgmt Bank Demark A/s1.551%-5.705%985,344-59,6152023-12-31
Neuberger Berman Group LLC1.383%-1.052%878,532-9,3402023-12-31
Wellington Management Company LLP0.963%7.903%612,02444,8242023-12-31
BAMCO Inc0.872%-1.103%554,098-6,1792023-12-31
Wells Fargo & Co0.853%-3.053%542,310-17,0762023-12-31
Jackson Square Partners, LLC0.829%-15.607%526,884-97,4352023-12-31
Geode Capital Management, LLC0.819%1.299%520,4996,6752023-12-31
ClearBridge Advisors, LLC0.784%-0.079%497,888-3932023-12-31
Sumitomo Mitsui Trust Holdings Inc0.654%2.177%415,6628,8562023-12-31
Independent Franchise Partners LLP0.650%-6.422%413,105-28,3522023-12-31
Lazard Asset Management LLC0.582%0.188%369,6886952023-12-31
Dimensional Fund Advisors, Inc.0.493%5.616%313,10516,6492023-12-31
Valley Forge Capital Management, LP0.465%0.000%295,48502023-12-31
Credit Suisse First Boston (CSFB)0.464%5.360%294,92915,0032023-12-31
Morgan Stanley - Brokerage Accounts0.429%11.970%272,86729,1712023-12-31
Two Creeks Capital Management, LP0.418%-12.604%265,790-38,3302023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc8.377%3.905%5,323,453200,0772023-12-31
Kayne Anderson Rudnick Investment Management LLC5.975%2.024%3,797,27175,3152023-12-31
Vanguard Group Inc4.593%-0.156%2,919,010-4,5702023-12-31
State Street Corporation1.604%6.086%1,019,35558,4822023-12-31
Nordea Investment Mgmt Bank Demark A/s1.551%-5.705%985,344-59,6152023-12-31
Neuberger Berman Group LLC1.383%-1.052%878,532-9,3402023-12-31
Franklin Resources Inc1.187%-34.652%756,871-401,3462023-06-30
Wellington Management Company LLP0.963%7.903%612,02444,8242023-12-31
BAMCO Inc0.872%-1.103%554,098-6,1792023-12-31
Wells Fargo & Co0.853%-3.053%542,310-17,0762023-12-31
Jackson Square Partners, LLC0.829%-15.607%526,884-97,4352023-12-31
Geode Capital Management, LLC0.819%1.299%520,4996,6752023-12-31
ClearBridge Advisors, LLC0.784%-0.079%497,888-3932023-12-31
FMR Inc0.766%-87.930%487,776-3,553,4402023-06-30
Sumitomo Mitsui Trust Holdings Inc0.654%2.177%415,6628,8562023-12-31
Independent Franchise Partners LLP0.650%-6.422%413,105-28,3522023-12-31
Lord, Abbett & Co LLC0.623%-26.898%403,986-148,6442022-12-31
NORGES BANK0.578%0.000%374,984374,9842022-12-31
Lazard Asset Management LLC0.582%0.188%369,6886952023-12-31
Ameriprise Financial Inc0.516%-18.232%334,485-74,5832022-09-30
Bessemer Group Inc0.494%0.142%320,1394552022-09-30
Dimensional Fund Advisors, Inc.0.493%5.616%313,10516,6492023-12-31
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, LP0.465%0.000%295,48502023-12-31
Credit Suisse First Boston (CSFB)0.464%5.360%294,92915,0032023-12-31
TimesSquare Capital Management, LLC0.446%12.709%284,37532,0652023-06-30
Morgan Stanley - Brokerage Accounts0.429%11.970%272,86729,1712023-12-31
Bank of New York Mellon Corp0.423%-4.623%268,645-13,0202023-09-30
Goldman Sachs Group Inc0.414%-21.573%267,016-73,4492023-03-31
Two Creeks Capital Management, LP0.418%-12.604%265,790-38,3302023-12-31
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

Mutual Fund Ownership

BlackRock Mid-Cap Growth Equity Instl is the biggest individual fund holder of Aspen Technology Inc (AZPN), owning a total of 1 million shares. Combined, the top 33 mutual fund holders of AZPN own 22.66% of the company with a total of 14.5 million shares.

In the latest ownership report on February 29th 2024, the top 33 fund holders increased their combined ownership of AZPN by 17 thousand shares. 3 funds bought 26,556 total additional shares and increased their ownership by an average of 2.49%. However 4 funds sold 9,388 total shares and decreased their ownership by an average of 0.56%.

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 17,168 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv1.423%-0.248%904,280-2,2442024-02-29
iShares Core S&P Mid-Cap ETF1.343%-0.286%853,224-2,4512024-02-29
Vanguard Small Cap Index1.163%0.930%738,7886,8072024-02-29
Vanguard Institutional Extnd Mkt Idx Tr0.653%-0.074%414,898-3072024-02-29
Vanguard Small Cap Growth Index Inv0.652%1.459%414,1635,9572024-02-29
Vanguard Information Technology ETF0.450%5.068%285,94413,7922024-02-29
iShares MSCI USA Min Vol Factor ETF0.412%-1.649%261,565-4,3862024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Mid-Cap Growth Equity Instl1.552%0.000%985,94102024-01-31
Vanguard Total Stock Mkt Idx Inv1.423%-0.248%904,280-2,2442024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr1.417%2.171%903,31019,1952023-03-31
iShares Core S&P Mid-Cap ETF1.343%-0.286%853,224-2,4512024-02-29
Vanguard Small Cap Index1.163%0.930%738,7886,8072024-02-29
Nordea 1 - Global Climate & Envir BI EUR1.136%-3.448%721,987-25,7852024-01-31
Fidelity® OTC0.967%-25.215%627,219-211,4732023-05-31
Neuberger Berman Genesis Inv0.893%-0.232%567,444-1,3222023-12-31
Franklin Innovation Composite0.771%19.048%500,00080,0002022-12-31
Vanguard Institutional Extnd Mkt Idx Tr0.653%-0.074%414,898-3072024-02-29
Vanguard Small Cap Growth Index Inv0.652%1.459%414,1635,9572024-02-29
Vanguard Extended Market Index Investor0.629%0.261%405,0361,0552023-08-31
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
Virtus KAR Mid-Cap Core I0.598%10.495%380,19136,1112023-12-31
Virtus KAR Small-Cap Growth I0.580%-7.525%368,668-30,0002023-12-31
Baron Small Cap Retail0.551%0.000%350,00002023-12-31
Baron Opp. Small Cap Growth Strategy0.551%0.000%350,00002023-12-31
Delaware Ivy Science and Technology C0.539%0.000%348,74802022-09-30
Ivy Science/Technology Composite0.539%0.000%348,74802022-09-30
Lazard Global Robotics & Automation0.543%0.000%344,83802023-12-31
Nikko Global Robotics Equity Mother Fund0.536%-10.560%340,500-40,2032023-07-20
Lord Abbett Growth Leaders I0.463%0.000%300,02402022-12-31
Lord Abbett & Co. Growth Equity- SA0.463%0.000%300,02402022-12-31
Vanguard Information Technology ETF0.450%5.068%285,94413,7922024-02-29
ClearBridge Small Cap Growth A0.423%-1.100%268,538-2,9882023-12-31
ClearBridge Small Cap Growth0.418%-1.003%265,846-2,6922024-01-31
iShares MSCI USA Min Vol Factor ETF0.412%-1.649%261,565-4,3862024-02-29
BGF World Technology A20.406%-4.078%258,194-10,9762023-11-30
Virtus KAR Small-Mid Cap Core R60.383%12.094%243,08026,2272023-12-31
Delaware Ivy Science & Technology SMA0.368%0.000%236,978236,9782022-12-31
SPDR® S&P MIDCAP 400 ETF Trust0.351%-1.851%223,018-4,2052024-01-31
Janus Henderson Triton D0.320%0.000%203,62602023-09-30

Discussions

Please log in or register to share your thoughts.

italiano_14

$AZPN what caused the sell off in an otherwise good tech market today?

0 Like Report
MyToiletBroke

$AZPN I’m not saying you guys are a bunch of whores
but I’m also not not saying it

0 Like Report
aussie713

$AZPN 50% chance this will go up or down. I am a professional guys.

0 Like Report