Aspen Technology Inc (AZPN) Ownership

250.85 ↑2.36 (0.95%)

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 4.1 million shares. Combined, the top 38 institutional holders of AZPN own 44.19% of the company with a total of 28 million shares.

In the latest ownership report on June 30th 2024, the top 38 institutional holders increased their combined ownership of AZPN by 882 thousand shares. 13 institutions bought 1,643,708 total additional shares and increased their ownership by an average of 26.92%. However 8 institutions sold 762,192 total shares and decreased their ownership by an average of 8.09%.

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 881,516 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	6.467%	1.618%	4,090,314	65,143	2024-06-30
BlackRock Inc	6.235%	-9.948%	3,943,570	-435,656	2024-06-30
Vanguard Group Inc	4.305%	0.373%	2,722,922	10,117	2024-06-30
State Street Corp	1.608%	0.092%	1,017,086	936	2024-06-30
Nordea Investment Mgmt Bank Demark A/s	1.490%	4.221%	942,584	38,178	2024-06-30
Neuberger Berman Group LLC	1.380%	-1.061%	872,908	-9,363	2024-06-30
First Manhattan Co. LLC	1.377%	53.018%	871,158	301,842	2024-06-30
Morgan Stanley - Brokerage Accounts	1.075%	9.690%	680,106	60,080	2024-06-30
Geode Capital Management, LLC	0.901%	3.935%	570,004	21,581	2024-06-30
Sumitomo Mitsui Trust Holdings Inc	0.876%	38.478%	553,862	153,897	2024-06-30
Sumitomo Mitsui Trust Group Inc	0.876%	38.478%	553,862	153,897	2024-06-30
Wells Fargo & Co	0.874%	-0.870%	552,505	-4,848	2024-06-30
Lazard Asset Management LLC	0.833%	0.000%	526,997	526,997	2024-06-30
Wellington Management Company LLP	0.833%	-7.568%	526,720	-43,125	2024-06-30
Dimensional Fund Advisors, Inc.	0.829%	26.465%	524,604	109,783	2024-06-30
BAMCO Inc	0.821%	-3.690%	519,463	-19,900	2024-06-30
Independent Franchise Partners LLP	0.789%	-2.414%	499,163	-12,345	2024-06-30
ClearBridge Advisors, LLC	0.737%	-5.771%	466,288	-28,556	2024-06-30
Two Creeks Capital Management, LP	0.656%	-33.422%	415,132	-208,399	2024-06-30
Fiera Capital Corporation	0.538%	3.815%	340,166	12,500	2024-06-30
UBS Asset Mgmt Americas Inc	0.474%	169.730%	299,967	188,757	2024-06-30
Valley Forge Capital Management, LP	0.467%	0.000%	295,485	0	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Kayne Anderson Rudnick Investment Management LLC	6.467%	1.618%	4,090,314	65,143	2024-06-30
BlackRock Inc	6.235%	-9.948%	3,943,570	-435,656	2024-06-30
Vanguard Group Inc	4.305%	0.373%	2,722,922	10,117	2024-06-30
State Street Corp	1.608%	0.092%	1,017,086	936	2024-06-30
State Street Corporation	1.606%	-0.314%	1,016,150	-3,205	2024-03-31
Nordea Investment Mgmt Bank Demark A/s	1.490%	4.221%	942,584	38,178	2024-06-30
Neuberger Berman Group LLC	1.380%	-1.061%	872,908	-9,363	2024-06-30
First Manhattan Co. LLC	1.377%	53.018%	871,158	301,842	2024-06-30
Franklin Resources Inc	1.187%	-34.652%	756,871	-401,346	2023-06-30
Morgan Stanley - Brokerage Accounts	1.075%	9.690%	680,106	60,080	2024-06-30
Geode Capital Management, LLC	0.901%	3.935%	570,004	21,581	2024-06-30
Sumitomo Mitsui Trust Holdings Inc	0.876%	38.478%	553,862	153,897	2024-06-30
Sumitomo Mitsui Trust Group Inc	0.876%	38.478%	553,862	153,897	2024-06-30
Wells Fargo & Co	0.874%	-0.870%	552,505	-4,848	2024-06-30
Lazard Asset Management LLC	0.833%	0.000%	526,997	526,997	2024-06-30
Wellington Management Company LLP	0.833%	-7.568%	526,720	-43,125	2024-06-30
Dimensional Fund Advisors, Inc.	0.829%	26.465%	524,604	109,783	2024-06-30
BAMCO Inc	0.821%	-3.690%	519,463	-19,900	2024-06-30
Independent Franchise Partners LLP	0.789%	-2.414%	499,163	-12,345	2024-06-30
FMR Inc	0.766%	-87.930%	487,776	-3,553,440	2023-06-30
ClearBridge Advisors, LLC	0.737%	-5.771%	466,288	-28,556	2024-06-30
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
NORGES BANK	0.578%	0.000%	374,984	374,984	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
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
Envestnet Asset Management Inc	0.480%	278.870%	308,855	227,335	2023-03-31
UBS Asset Mgmt Americas Inc	0.474%	169.730%	299,967	188,757	2024-06-30
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	2024-06-30
TimesSquare Capital Management, LLC	0.446%	12.709%	284,375	32,065	2023-06-30
Credit Suisse First Boston (CSFB)	0.436%	-6.469%	275,851	-19,078	2024-03-31
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

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 37 mutual fund holders of AZPN own 25.13% of the company with a total of 16 million shares.

In the latest ownership report on October 31st 2024, the top 37 fund holders increased their combined ownership of AZPN by 18 shares. 1 funds bought 448 total additional shares and increased their ownership by an average of 0.05%. However 1 funds sold 430 total shares and decreased their ownership by an average of 0.19%.

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 18 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	1.322%	0.054%	836,377	448	2024-10-31
iShares MSCI USA Min Vol Factor ETF	0.362%	-0.188%	228,639	-430	2024-10-31

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	1.322%	0.054%	836,377	448	2024-10-31
Vanguard Total Stock Mkt Idx Inv	1.275%	0.082%	806,271	660	2024-09-30
Nordea 1 - Global Climate & Envir BI EUR	1.052%	-1.179%	665,393	-7,935	2024-09-30
Vanguard Small Cap Index	1.001%	-1.167%	633,345	-7,479	2024-09-30
Fidelity® OTC	0.967%	-25.215%	627,219	-211,473	2023-05-31
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
BlackRock Mid-Cap Growth Equity Instl	0.794%	10.106%	501,983	46,073	2024-09-30
Franklin Innovation Composite	0.771%	19.048%	500,000	80,000	2022-12-31
Virtus KAR Mid-Cap Core I	0.682%	4.358%	431,562	18,020	2024-06-30
Vanguard Information Technology ETF	0.681%	0.245%	430,872	1,053	2024-09-30
Vanguard Extended Market Index Investor	0.629%	0.261%	405,036	1,055	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	0.629%	-6.834%	397,902	-29,188	2024-09-30
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	0.552%	-1.347%	349,257	-4,768	2024-09-30
Ivy Science/Technology Composite	0.539%	0.000%	348,748	0	2022-09-30
Delaware Ivy Science and Technology C	0.539%	0.000%	348,748	0	2022-09-30
Baron Small Cap Retail	0.538%	-2.857%	340,000	-10,000	2024-09-30
Baron Opp. Small Cap Growth Strategy	0.538%	-2.857%	340,000	-10,000	2024-09-30
Nikko Global Robotics Equity Mother Fund	0.513%	-4.725%	324,412	-16,088	2024-01-22
Virtus KAR Small-Cap Growth I	0.494%	-11.371%	312,568	-40,100	2024-06-30
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	0.426%	3.756%	269,244	9,747	2024-06-30
Independent Franchise Partners US Equity	0.423%	-4.409%	267,660	-12,345	2024-06-28
ClearBridge Small Cap Growth A	0.403%	0.000%	255,146	0	2024-09-30
ClearBridge Small Cap Growth	0.403%	0.000%	255,146	0	2024-09-30
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
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	0.362%	-0.188%	228,639	-430	2024-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.335%	-4.623%	212,035	-10,277	2024-09-30
CS (Lux) Robotics Equity SB USD	0.331%	-0.258%	209,458	-542	2024-03-31
Janus Henderson Triton D	0.320%	0.000%	203,626	0	2023-09-30