Aspen Technology, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11/13/2024 | 4.16 M | $993.18 M | 1.67% | 6.58% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 4.02 M | $959.79 M | 100.00% | 6.35% |
| VANGUARD GROUP INC | 11/13/2024 | 2.79 M | $667.43 M | 2.64% | 4.42% |
| STATE STREET CORP | 11/14/2024 | 997,253 | $238.16 M | -1.95% | 1.58% |
| NORDEA INVESTMENT MANAGEMENT AB | 11/05/2024 | 917,116 | $214.57 M | -2.70% | 1.45% |
| FIRST MANHATTAN CO. LLC. | 11/14/2024 | 893,897 | $213.48 M | 2.61% | 1.41% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 879,301 | $209.99 M | 0.73% | 1.39% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 611,364 | $146.00 M | 16.54% | 0.97% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 11/05/2024 | 582,682 | $139.16 M | 5.20% | 0.92% |
| LAZARD ASSET MANAGEMENT LLC | 11/14/2024 | 565,783 | $135.12 M | 7.36% | 0.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 565,446 | $135.14 M | -0.80% | 0.89% |
| INDEPENDENT FRANCHISE PARTNERS LLP | 11/13/2024 | 555,558 | $132.68 M | 11.30% | 0.88% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 546,847 | $130.60 M | -1.02% | 0.86% |
| BAMCO INC /NY/ | 11/14/2024 | 468,011 | $111.77 M | -9.90% | 0.74% |
| CLEARBRIDGE INVESTMENTS, LLC | 11/12/2024 | 456,137 | $108.93 M | -2.18% | 0.72% |
| JPMORGAN CHASE & CO | 12/26/2024 | 363,449 | $86.80 M | 89.20% | 0.57% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2024 | 330,501 | $78.93 M | -37.25% | 0.52% |
| VALLEY FORGE CAPITAL MANAGEMENT, LP | 11/14/2024 | 295,485 | $70.57 M | 0.00% | 0.47% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 281,961 | $67.34 M | 5.91% | 0.45% |
| MORGAN STANLEY | 11/14/2024 | 271,754 | $64.90 M | -20.08% | 0.43% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2024 | 269,467 | $64.35 M | 0.00% | 0.43% |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 10/28/2024 | 251,257 | $60.01 M | 0.27% | 0.40% |
| AXA S.A. | 11/14/2024 | 245,289 | $58.58 M | 14.92% | 0.39% |
| FIERA CAPITAL CORP | 11/01/2024 | 236,406 | $56.46 M | -30.50% | 0.37% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 235,584 | $56.26 M | -11.71% | 0.37% |
| JANUS HENDERSON GROUP PLC | 11/14/2024 | 231,576 | $55.30 M | 0.08% | 0.37% |
| CITADEL ADVISORS LLC | 11/14/2024 | 208,705 | $49.84 M | 4.44% | 0.33% |
| VOYA INVESTMENT MANAGEMENT LLC | 11/14/2024 | 208,428 | $49.78 M | 347.33% | 0.33% |
| AMERICAN CAPITAL MANAGEMENT INC | 11/14/2024 | 195,271 | $46.63 M | 116.93% | 0.31% |
| TWO CREEKS CAPITAL MANAGEMENT, LP | 11/14/2024 | 193,878 | $46.30 M | -53.30% | 0.31% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 190,914 | $45.59 M | 4.81% | 0.30% |
| FISHER ASSET MANAGEMENT, LLC | 11/12/2024 | 187,109 | $44.69 M | 5.84% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 186,534 | $44.55 M | 44.51% | 0.29% |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 11/04/2024 | 171,412 | $40.94 M | -13.95% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 167,832 | $40.08 M | 6.56% | 0.27% |
| BROWN BROTHERS HARRIMAN & CO | 11/13/2024 | 166,352 | $39.73 M | 31.03% | 0.26% |
| WOODLINE PARTNERS LP | 11/14/2024 | 162,318 | $38.76 M | 90.37% | 0.26% |
| D. E. SHAW & CO., INC. | 11/14/2024 | 152,176 | $36.34 M | -10.41% | 0.24% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 152,058 | $36.31 M | 9.58% | 0.24% |
| JACKSON SQUARE PARTNERS, LLC | 11/13/2024 | 147,476 | $35.22 M | -34.83% | 0.23% |
| ARISTOTLE CAPITAL BOSTON, LLC | 11/14/2024 | 125,725 | $30.03 M | -1.30% | 0.20% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 122,741 | $29.31 M | -12.65% | 0.19% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 121,798 | $510,000 | 100.00% | 0.19% |
| LORD, ABBETT & CO. LLC | 12/13/2024 | 111,421 | $26.61 M | -39.68% | 0.18% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 97,343 | $23.25 M | -0.11% | 0.15% |
| CLEAN ENERGY TRANSITION LLP | 11/14/2024 | 96,149 | $22.96 M | -8.60% | 0.15% |
| ROYAL BANK OF CANADA | 11/14/2024 | 95,930 | $22.91 M | -5.91% | 0.15% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 87,178 | $20.82 M | -1.51% | 0.14% |
| SWISS NATIONAL BANK | 11/07/2024 | 84,700 | $20.23 M | 0.00% | 0.13% |
| POINT72 ASSET MANAGEMENT, L.P. | 11/14/2024 | 83,443 | $19.93 M | 100.00% | 0.13% |
Aspen Technology, Inc.institutional Ownership - FAQ's
During the previous two years, 441 institutional investors and hedge funds held shares of Aspen Technology, Inc.. The most heavily invested institutionals were:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
DIVERSIFY WEALTH MANAGEMENT, LLC: 0
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC: 4.16 M
BlackRock Funding, Inc. /DE: 4.02 M
VANGUARD GROUP INC: 2.79 M
STATE STREET CORP: 997,253
46.14% of Aspen Technology, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 31.90 M shares in the last 24 months. This purchase volume represents approximately $8.14 B in transactions.