Aspen Technology Inc (AZPN) Ownership

264.33 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

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 45 institutional holders of AZPN own 46.95% of the company with a total of 29.8 million shares.

In the latest ownership report on December 31st 2024, the top 45 institutional holders increased their combined ownership of AZPN by 1.3 million shares. 9 institutions bought 3,073,879 total additional shares and increased their ownership by an average of 4,698.15%. However 10 institutions sold 1,750,245 total shares and decreased their ownership by an average of 17.22%.

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 1,323,634 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Kayne Anderson Rudnick Investment Management LLC	5.959%	-9.290%	3,772,339	-386,352	2024-12-31
BlackRock Inc	5.783%	-8.910%	3,660,801	-358,098	2024-12-31
Vanguard Group Inc	4.472%	1.306%	2,831,209	36,497	2024-12-31
UBS Group AG	1.951%	1,587.330%	1,234,940	1,161,751	2024-12-31
State Street Corp	1.608%	2.069%	1,017,886	20,633	2024-12-31
Nordea Investment Mgmt Bank Demark A/s	1.394%	-3.808%	882,192	-34,924	2024-12-31
Franklin Resources Inc	1.091%	2,272.730%	690,940	661,820	2024-12-31
First Manhattan Co. LLC	1.065%	-24.599%	674,006	-219,891	2024-12-31
Assenagon Asset Management SA	1.002%	37,990.700%	634,210	632,545	2024-12-31
Dimensional Fund Advisors, Inc.	0.985%	2.037%	623,820	12,456	2024-12-31
Geode Capital Management, LLC	0.825%	-7.678%	522,033	-43,413	2024-12-31
Independent Franchise Partners LLP	0.822%	-6.367%	520,184	-35,374	2024-12-31
Deutsche Bank AG	0.805%	351.593%	509,410	396,607	2024-12-31
Wells Fargo & Co	0.797%	-7.686%	504,815	-42,032	2024-12-31
JPMorgan Chase & Co	0.497%	-56.733%	314,504	-412,394	2024-12-31
NORGES BANK	0.448%	42.734%	283,671	84,930	2024-12-31
Northern Trust Corp	0.426%	32.843%	269,548	66,640	2024-12-31
BAMCO Inc	0.400%	-45.896%	253,214	-214,797	2024-12-31
Stephens Inv Mgmt Group LLC	0.392%	-1.182%	248,287	-2,970	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Kayne Anderson Rudnick Investment Management LLC	5.959%	-9.290%	3,772,339	-386,352	2024-12-31
BlackRock Inc	5.783%	-8.910%	3,660,801	-358,098	2024-12-31
Vanguard Group Inc	4.472%	1.306%	2,831,209	36,497	2024-12-31
UBS Group AG	1.951%	1,587.330%	1,234,940	1,161,751	2024-12-31
State Street Corp	1.608%	2.069%	1,017,886	20,633	2024-12-31
State Street Corporation	1.606%	-0.314%	1,016,150	-3,205	2024-03-31
Nordea Investment Mgmt Bank Demark A/s	1.394%	-3.808%	882,192	-34,924	2024-12-31
Neuberger Berman Group LLC	1.389%	0.732%	879,301	6,393	2024-09-30
Franklin Resources Inc	1.091%	2,272.730%	690,940	661,820	2024-12-31
First Manhattan Co. LLC	1.065%	-24.599%	674,006	-219,891	2024-12-31
Assenagon Asset Management SA	1.002%	37,990.700%	634,210	632,545	2024-12-31
Dimensional Fund Advisors, Inc.	0.985%	2.037%	623,820	12,456	2024-12-31
Sumitomo Mitsui Trust Group Inc	0.921%	5.204%	582,682	28,820	2024-09-30
Lazard Asset Management LLC	0.894%	7.360%	565,783	38,786	2024-09-30
Sumitomo Mitsui Trust Holdings Inc	0.876%	38.478%	553,862	153,897	2024-06-30
Geode Capital Management, LLC	0.825%	-7.678%	522,033	-43,413	2024-12-31
Independent Franchise Partners LLP	0.822%	-6.367%	520,184	-35,374	2024-12-31
Deutsche Bank AG	0.805%	351.593%	509,410	396,607	2024-12-31
Wells Fargo & Co	0.797%	-7.686%	504,815	-42,032	2024-12-31
FMR Inc	0.766%	-87.930%	487,776	-3,553,440	2023-06-30
ClearBridge Advisors, LLC	0.721%	-2.177%	456,137	-10,151	2024-09-30
Two Creeks Capital Management, LP	0.656%	-33.422%	415,132	-208,399	2024-06-30
Lord, Abbett & Co LLC	0.623%	-26.898%	403,986	-148,644	2022-12-31
Fiera Capital Corporation	0.538%	3.815%	340,166	12,500	2024-06-30
Ameriprise Financial Inc	0.516%	-18.232%	334,485	-74,583	2022-09-30
Wellington Management Company LLP	0.522%	-37.253%	330,501	-196,219	2024-09-30
Bessemer Group Inc	0.494%	0.142%	320,139	455	2022-09-30
Jackson Square Partners, LLC	0.505%	-39.438%	319,090	-207,794	2024-03-31
JPMorgan Chase & Co	0.497%	-56.733%	314,504	-412,394	2024-12-31
Envestnet Asset Management Inc	0.480%	278.870%	308,855	227,335	2023-03-31
Robeco Institutional Asset Management BV	0.461%	14.495%	299,252	37,885	2022-12-31
Valley Forge Capital Management, LP	0.467%	0.000%	295,485	0	2024-09-30
TimesSquare Capital Management, LLC	0.446%	12.709%	284,375	32,065	2023-06-30
NORGES BANK	0.448%	42.734%	283,671	84,930	2024-12-31
Raymond James & Associates	0.445%	5.914%	281,961	15,744	2024-09-30
Credit Suisse First Boston (CSFB)	0.436%	-6.469%	275,851	-19,078	2024-03-31
Morgan Stanley - Brokerage Accounts	0.429%	-60.042%	271,754	-408,352	2024-09-30
Northern Trust Corp	0.426%	32.843%	269,548	66,640	2024-12-31
Bank of New York Mellon Corp	0.423%	-4.623%	268,645	-13,020	2023-09-30
Goldman Sachs Group Inc	0.414%	-21.573%	267,016	-73,449	2023-03-31
Macquarie Group Ltd	0.408%	-30.532%	264,671	-116,326	2022-12-31
Fisher Asset Management, LLC	0.401%	-2.981%	260,412	-8,000	2023-03-31
BAMCO Inc	0.400%	-45.896%	253,214	-214,797	2024-12-31
UBS Asset Mgmt Americas Inc	0.397%	-16.186%	251,413	-48,554	2024-09-30
Stephens Inv Mgmt Group LLC	0.392%	-1.182%	248,287	-2,970	2024-12-31

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 45 mutual fund holders of AZPN own 26.82% of the company with a total of 17.1 million shares.

In the latest ownership report on February 28th 2025, the top 45 fund holders increased their combined ownership of AZPN by 2 thousand shares. 6 funds bought 5,019 total additional shares and increased their ownership by an average of 0.26%. However 3 funds sold 2,617 total shares and decreased their ownership by an average of 0.26%.

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 2,402 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	1.364%	0.075%	863,741	644	2025-02-28
Vanguard Total Stock Mkt Idx Inv	1.263%	0.050%	799,685	396	2025-02-28
Vanguard Small Cap Index	1.020%	0.081%	645,937	525	2025-02-28
Vanguard Information Technology ETF	0.713%	0.269%	451,108	1,209	2025-02-28
Vanguard Institutional Extnd Mkt Idx Tr	0.635%	-0.056%	401,983	-224	2025-02-28
Vanguard Small Cap Growth Index Inv	0.573%	-0.561%	362,775	-2,045	2025-02-28
iShares MSCI USA Min Vol Factor ETF	0.346%	-0.159%	218,740	-348	2025-02-28
SPDR® S&P MIDCAP 400 ETF Trust	0.339%	0.962%	214,618	2,045	2025-02-28
iShares S&P Mid-Cap 400 Growth ETF	0.258%	0.000%	163,578	0	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.257%	0.123%	162,506	200	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Allspring (Lux) WW Glb L/SEq IPUSD Acc	2.314%	0.000%	1,470,242	1,470,242	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.417%	2.171%	903,310	19,195	2023-03-31
iShares Core S&P Mid-Cap ETF	1.364%	0.075%	863,741	644	2025-02-28
Vanguard Total Stock Mkt Idx Inv	1.263%	0.050%	799,685	396	2025-02-28
Vanguard Small Cap Index	1.020%	0.081%	645,937	525	2025-02-28
Fidelity® OTC	0.967%	-25.215%	627,219	-211,473	2023-05-31
Nordea 1 - Global Climate & Envir BI EUR	0.968%	-3.069%	612,482	-19,391	2025-01-31
Neuberger Berman Genesis Inv	0.850%	-0.492%	537,370	-2,657	2024-09-30
Lazard Global Robotics & Automation	0.820%	5.908%	518,818	28,941	2024-09-30
Franklin Innovation Composite	0.771%	19.048%	500,000	80,000	2022-12-31
BlackRock Mid-Cap Growth Equity Instl	0.787%	-0.790%	498,020	-3,963	2024-10-31
Nikko Global Robotics Equity Mother Fund	0.736%	43.597%	465,847	141,435	2024-07-22
Vanguard Information Technology ETF	0.713%	0.269%	451,108	1,209	2025-02-28
Vanguard Extended Market Index Investor	0.629%	0.261%	405,036	1,055	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	0.635%	-0.056%	401,983	-224	2025-02-28
Franklin DynaTech Fund A	0.587%	-23.802%	380,989	-119,011	2023-05-31
Franklin DynaTech A	0.587%	-23.802%	380,989	-119,011	2023-05-31
Vanguard Small Cap Growth Index Inv	0.573%	-0.561%	362,775	-2,045	2025-02-28
Delaware Ivy Science and Technology C	0.539%	0.000%	348,748	0	2022-09-30
Ivy Science/Technology Composite	0.539%	0.000%	348,748	0	2022-09-30
Lord Abbett Growth Leaders I	0.463%	0.000%	300,024	0	2022-12-31
Lord Abbett & Co. Growth Equity- SA	0.463%	0.000%	300,024	0	2022-12-31
Virtus KAR Small-Mid Cap Core R6	0.456%	0.000%	288,460	0	2024-12-31
Virtus KAR Small-Cap Growth I	0.426%	-6.619%	269,468	-19,100	2024-12-31
ClearBridge Small Cap Growth A	0.403%	0.000%	255,146	0	2024-09-30
Baron Opp. Small Cap Growth Strategy	0.395%	-26.471%	250,000	-90,000	2024-12-31
Baron Small Cap Retail	0.395%	-26.471%	250,000	-90,000	2024-12-31
ClearBridge Small Cap Growth	0.390%	-3.449%	246,346	-8,800	2024-10-31
BGF World Technology A2	0.375%	-7.708%	238,292	-19,902	2023-12-31
Delaware Ivy Science & Technology SMA	0.368%	0.000%	236,978	236,978	2022-12-31
Virtus KAR Mid-Cap Core I	0.372%	-47.049%	235,495	-209,249	2024-12-31
Fiera Atlas Global Companies I GBP Acc	0.366%	5.236%	231,643	11,525	2024-06-30
iShares MSCI USA Min Vol Factor ETF	0.346%	-0.159%	218,740	-348	2025-02-28
SPDR® S&P MIDCAP 400 ETF Trust	0.339%	0.962%	214,618	2,045	2025-02-28
CS (Lux) Robotics Equity SB USD	0.331%	-0.258%	209,458	-542	2024-03-31
Janus Henderson US SMID Cap Growth	0.320%	0.000%	202,592	0	2024-09-30
Janus Henderson Triton D	0.320%	0.000%	202,592	0	2024-10-31
Xtrackers S&P 500 Swap ETF 1C	0.318%	42.728%	201,168	60,223	2025-01-31
Franchise Partners - US Equity	0.305%	17.984%	192,950	29,411	2024-09-30
Franklin Mutual Global Discovery Z	0.299%	4.151%	189,543	7,555	2024-12-31
Virtus KAR Small-Cap Core I	0.278%	0.000%	175,712	0	2024-12-31
iShares S&P Mid-Cap 400 Growth ETF	0.258%	0.000%	163,578	0	2025-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.257%	0.123%	162,506	200	2025-02-28
Independent Franchise Partners US Equity	0.256%	-45.120%	161,822	-133,043	2024-12-31
Franklin Mutual Shares Z	0.248%	5.277%	156,683	7,854	2024-12-31