Aspen Technology Inc (AZPN) Ownership

250.94 ↑0.99 (0.40%)

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 4.2 million shares. Combined, the top 40 institutional holders of AZPN own 44.67% of the company with a total of 28.3 million shares.

In the latest ownership report on September 30th 2024, the top 40 institutional holders decreased their combined ownership of AZPN by 155 thousand shares. 10 institutions bought 567,155 total additional shares and increased their ownership by an average of 14.32%. However 8 institutions sold 721,691 total shares and decreased their ownership by an average of 14.48%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Aspen Technology decreased by a net total of -154,536 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	6.575%	1.672%	4,158,691	68,377	2024-09-30
Vanguard Group Inc	4.419%	2.637%	2,794,712	71,790	2024-09-30
State Street Corp	1.577%	-1.950%	997,253	-19,833	2024-09-30
Nordea Investment Mgmt Bank Demark A/s	1.450%	-2.702%	917,116	-25,468	2024-09-30
First Manhattan Co. LLC	1.413%	2.610%	893,897	22,739	2024-09-30
Neuberger Berman Group LLC	1.390%	0.732%	879,301	6,393	2024-09-30
Dimensional Fund Advisors, Inc.	0.967%	16.538%	611,364	86,760	2024-09-30
Sumitomo Mitsui Trust Group Inc	0.921%	5.204%	582,682	28,820	2024-09-30
Lazard Asset Management LLC	0.895%	7.360%	565,783	38,786	2024-09-30
Geode Capital Management, LLC	0.894%	-0.800%	565,446	-4,558	2024-09-30
Independent Franchise Partners LLP	0.878%	11.298%	555,558	56,395	2024-09-30
Wells Fargo & Co	0.865%	-1.024%	546,847	-5,658	2024-09-30
BAMCO Inc	0.740%	-9.905%	468,011	-51,452	2024-09-30
ClearBridge Advisors, LLC	0.721%	-2.177%	456,137	-10,151	2024-09-30
JPMorgan Chase & Co	0.575%	89.200%	363,449	171,351	2024-09-30
Wellington Management Company LLP	0.523%	-37.253%	330,501	-196,219	2024-09-30
Valley Forge Capital Management, LP	0.467%	0.000%	295,485	0	2024-09-30
Raymond James & Associates	0.446%	5.914%	281,961	15,744	2024-09-30
Morgan Stanley - Brokerage Accounts	0.430%	-60.042%	271,754	-408,352	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Kayne Anderson Rudnick Investment Management LLC	6.575%	1.672%	4,158,691	68,377	2024-09-30
BlackRock Inc	6.235%	-9.948%	3,943,570	-435,656	2024-06-30
Vanguard Group Inc	4.419%	2.637%	2,794,712	71,790	2024-09-30
State Street Corporation	1.606%	-0.314%	1,016,150	-3,205	2024-03-31
State Street Corp	1.577%	-1.950%	997,253	-19,833	2024-09-30
Nordea Investment Mgmt Bank Demark A/s	1.450%	-2.702%	917,116	-25,468	2024-09-30
First Manhattan Co. LLC	1.413%	2.610%	893,897	22,739	2024-09-30
Neuberger Berman Group LLC	1.390%	0.732%	879,301	6,393	2024-09-30
Franklin Resources Inc	1.187%	-34.652%	756,871	-401,346	2023-06-30
Dimensional Fund Advisors, Inc.	0.967%	16.538%	611,364	86,760	2024-09-30
Sumitomo Mitsui Trust Group Inc	0.921%	5.204%	582,682	28,820	2024-09-30
Lazard Asset Management LLC	0.895%	7.360%	565,783	38,786	2024-09-30
Geode Capital Management, LLC	0.894%	-0.800%	565,446	-4,558	2024-09-30
Independent Franchise Partners LLP	0.878%	11.298%	555,558	56,395	2024-09-30
Sumitomo Mitsui Trust Holdings Inc	0.876%	38.478%	553,862	153,897	2024-06-30
Wells Fargo & Co	0.865%	-1.024%	546,847	-5,658	2024-09-30
FMR Inc	0.766%	-87.930%	487,776	-3,553,440	2023-06-30
BAMCO Inc	0.740%	-9.905%	468,011	-51,452	2024-09-30
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
NORGES BANK	0.578%	0.000%	374,984	374,984	2022-12-31
JPMorgan Chase & Co	0.575%	89.200%	363,449	171,351	2024-09-30
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	0.523%	-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
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	2024-09-30
TimesSquare Capital Management, LLC	0.446%	12.709%	284,375	32,065	2023-06-30
Raymond James & Associates	0.446%	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	0.430%	-60.042%	271,754	-408,352	2024-09-30
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 25.17% of the company with a total of 16 million shares.

In the latest ownership report on November 30th 2024, the top 37 fund holders increased their combined ownership of AZPN by 13 thousand shares. 5 funds bought 18,588 total additional shares and increased their ownership by an average of 1.16%. However 1 funds sold 5,792 total shares and decreased their ownership by an average of 0.72%.

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 12,796 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	1.349%	0.000%	853,174	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	1.260%	-0.722%	797,009	-5,792	2024-11-30
Vanguard Small Cap Index	1.009%	0.591%	638,345	3,750	2024-11-30
Vanguard Information Technology ETF	0.690%	0.842%	436,478	3,644	2024-11-30
Vanguard Institutional Extnd Mkt Idx Tr	0.628%	0.599%	397,444	2,365	2024-11-30
Vanguard Small Cap Growth Index Inv	0.555%	0.684%	351,251	2,387	2024-11-30
iShares MSCI USA Min Vol Factor ETF	0.351%	0.000%	222,103	0	2024-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.341%	3.083%	215,407	6,442	2024-11-30

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	1.349%	0.000%	853,174	0	2024-11-30
Vanguard Total Stock Mkt Idx Inv	1.260%	-0.722%	797,009	-5,792	2024-11-30
Nordea 1 - Global Climate & Envir BI EUR	1.029%	-2.222%	650,609	-14,784	2024-10-31
Vanguard Small Cap Index	1.009%	0.591%	638,345	3,750	2024-11-30
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
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
Virtus KAR Mid-Cap Core I	0.703%	3.055%	444,744	13,182	2024-09-30
Vanguard Information Technology ETF	0.690%	0.842%	436,478	3,644	2024-11-30
Vanguard Extended Market Index Investor	0.629%	0.261%	405,036	1,055	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	0.628%	0.599%	397,444	2,365	2024-11-30
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	0.555%	0.684%	351,251	2,387	2024-11-30
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 Opp. Small Cap Growth Strategy	0.538%	-2.857%	340,000	-10,000	2024-09-30
Baron Small Cap Retail	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
Lord Abbett & Co. Growth Equity- SA	0.463%	0.000%	300,024	0	2022-12-31
Lord Abbett Growth Leaders I	0.463%	0.000%	300,024	0	2022-12-31
Independent Franchise Partners US Equity	0.466%	10.164%	294,865	27,205	2024-09-30
Virtus KAR Small-Cap Growth I	0.456%	-7.678%	288,568	-24,000	2024-09-30
Virtus KAR Small-Mid Cap Core R6	0.456%	7.137%	288,460	19,216	2024-09-30
ClearBridge Small Cap Growth A	0.403%	0.000%	255,146	0	2024-09-30
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
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	0.351%	0.000%	222,103	0	2024-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.341%	3.083%	215,407	6,442	2024-11-30
CS (Lux) Robotics Equity SB USD	0.331%	-0.258%	209,458	-542	2024-03-31
Janus Henderson Triton D	0.320%	0.000%	202,592	0	2024-10-31