Aspen Ownership 2024 | Who Owns Aspen Now?
Institutional Ownership
45.91%
Insider Ownership
58.00%
Retail Ownership
-3.91%
Institutional Holders
386.00
Aspen Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6.44% | 1.98% | 4,090,314 | 65,143 | 1.62% | 812,459,174 | Jun 30, 2024 |
| BLACKROCK INC. | 6.21% | 0.02% | 3,943,570 | -435,656 | -9.95% | 783,311,309 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.29% | 0.01% | 2,722,922 | 10,117 | 0.37% | 540,853,997 | Jun 30, 2024 |
| STATE STREET CORP | 1.60% | 0.01% | 1,017,086 | 936 | 0.09% | 202,023,792,000 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 1.48% | 0.22% | 942,584 | 38,178 | 4.22% | 187,479,958 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 1.37% | 0.14% | 872,908 | -9,363 | -1.06% | 173,385,710 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 1.37% | 0.55% | 871,158 | 301,842 | 53.02% | 173,038,114 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.90% | 0.01% | 570,004 | 21,581 | 3.94% | 113,253,209 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.87% | 0.08% | 553,862 | 153,897 | 38.48% | 110,013,609 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.87% | 0.03% | 552,505 | -4,848 | -0.87% | 109,744,267 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.83% | 0.13% | 526,997 | 526,997 | 100.00% | 104,677,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.83% | 0.02% | 526,720 | -43,125 | -7.57% | 104,622,393 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.83% | 0.03% | 524,604 | 109,783 | 26.47% | 104,199,215 | Jun 30, 2024 |
| BAMCO INC /NY/ | 0.82% | 0.30% | 519,463 | -19,900 | -3.69% | 103,180,936 | Jun 30, 2024 |
| INDEPENDENT FRANCHISE PARTNERS LLP | 0.79% | 0.91% | 499,163 | -12,345 | -2.41% | 99,148,746 | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 0.73% | 0.08% | 466,288 | -28,556 | -5.77% | 92,618,736 | Jun 30, 2024 |
| TWO CREEKS CAPITAL MANAGEMENT, LP | 0.65% | 5.13% | 415,132 | -208,399 | -33.42% | 82,457,669 | Jun 30, 2024 |
| FIERA CAPITAL CORP | 0.54% | 0.21% | 340,166 | 12,500 | 3.81% | 67,567,173 | Jun 30, 2024 |
| MORGAN STANLEY | 0.54% | 0.01% | 340,053 | 30,040 | 9.69% | 67,545,110 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.47% | 0.02% | 299,967 | 188,757 | 169.73% | 59,582,445 | Jun 30, 2024 |
Aspen's largest institutional shareholder is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, holding 6.44% of the company's total share outstanding, currently valued at $812.46M. The top 10 institutional shareholders own together 25.41% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| TWO CREEKS CAPITAL MANAGEMENT, LP | 0.65% | 5.13% | 415,132 | -208,399 | -33.42% | 82,457,669 | Jun 30, 2024 |
| PERTENTO PARTNERS LLP | 0.35% | 4.48% | 222,933 | 63,581 | 39.90% | 44,281,182 | Jun 30, 2024 |
| RIVERMONT CAPITAL MANAGEMENT LP | 0.07% | 3.94% | 46,289 | 811 | 1.78% | 9,194,384 | Jun 30, 2024 |
| JACKSON SQUARE PARTNERS, LLC | 0.36% | 2.74% | 226,306 | -92,784 | -29.08% | 44,951,161 | Jun 30, 2024 |
| OTTER CREEK ADVISORS, LLC | 0.02% | 2.01% | 15,605 | 12,105 | 345.86% | 3,099,622 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6.44% | 1.98% | 4,090,314 | 65,143 | 1.62% | 812,459,174 | Jun 30, 2024 |
| ARLINGTON PARTNERS LLC | 0.03% | 1.58% | 16,048 | 9,999 | 165.30% | 3,187,614 | Jun 30, 2024 |
| VALLEY FORGE CAPITAL MANAGEMENT, LP | 0.47% | 1.52% | 295,485 | - | - | 58,692,186 | Jun 30, 2024 |
| CLEAN ENERGY TRANSITION LLP | 0.17% | 1.13% | 105,200 | 1,533 | 1.48% | 20,895,876 | Jun 30, 2024 |
| INDEPENDENT FRANCHISE PARTNERS LLP | 0.79% | 0.91% | 499,163 | -12,345 | -2.41% | 99,148,746 | Jun 30, 2024 |
| ARISTOTLE CAPITAL BOSTON, LLC | 0.20% | 0.85% | 127,376 | -9,212 | -6.74% | 25,300,691 | Jun 30, 2024 |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 0.39% | 0.70% | 250,580 | 29,435 | 13.31% | 49,772,705 | Jun 30, 2024 |
| TIMESSQUARE CAPITAL MANAGEMENT, LLC | 0.31% | 0.62% | 199,210 | -9,375 | -4.49% | 39,569,082 | Jun 30, 2024 |
| AMERICAN CAPITAL MANAGEMENT INC | 0.14% | 0.60% | 90,017 | 763 | 0.85% | 17,880,077 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | 0.05% | 0.60% | 29,464 | 14 | 0.05% | 5,852,434 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 1.37% | 0.55% | 871,158 | 301,842 | 53.02% | 173,038,114 | Jun 30, 2024 |
| CATALYTIC WEALTH RIA, LLC | 0.02% | 0.48% | 12,219 | 1,022 | 9.13% | 2,427,060 | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | 0.00% | 0.45% | 1,920 | 1,920 | 100.00% | 381,370 | Jun 30, 2024 |
| ABLE FINANCIAL GROUP, LLC | 0.01% | 0.44% | 6,063 | 179 | 3.04% | 1,204,294 | Jun 30, 2024 |
| NICHOLS & PRATT ADVISERS LLP /MA | 0.05% | 0.41% | 30,457 | 1,042 | 3.54% | 6,049,674 | Jun 30, 2024 |
The largest Aspen shareholder by % of total assets is TWO CREEKS CAPITAL MANAGEMENT, LP. The company owns 415.13K shares of Aspen (AZPN), representing 5.13% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC | 0.83% | 0.13% | 526,997 | 526,997 | 100.00% | 104,677,000 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 1.37% | 0.55% | 871,158 | 301,842 | 53.02% | 173,038,114 | Jun 30, 2024 |
| NORGES BANK | 0.31% | 0.01% | 198,741 | 198,741 | 100.00% | 39,475,925 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.47% | 0.02% | 299,967 | 188,757 | 169.73% | 59,582,445 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.87% | 0.08% | 553,862 | 153,897 | 38.48% | 110,013,609 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.83% | 0.03% | 524,604 | 109,783 | 26.47% | 104,199,215 | Jun 30, 2024 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6.44% | 1.98% | 4,090,314 | 65,143 | 1.62% | 812,459,174 | Jun 30, 2024 |
| PERTENTO PARTNERS LLP | 0.35% | 4.48% | 222,933 | 63,581 | 39.90% | 44,281,182 | Jun 30, 2024 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 0.17% | 0.02% | 110,139 | 63,047 | 133.88% | 21,876,910 | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.08% | 0.17% | 50,000 | 50,000 | 100.00% | 9,931,500 | Jun 30, 2024 |
| WOODLINE PARTNERS LP | 0.13% | 0.16% | 85,266 | 42,611 | 99.90% | 16,936,386 | Jun 30, 2024 |
| NORDEA INVESTMENT MANAGEMENT AB | 1.48% | 0.22% | 942,584 | 38,178 | 4.22% | 187,479,958 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.04% | 35,238 | 35,238 | 100.00% | 6,999,324 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.30% | 0.00% | 192,098 | 34,137 | 21.61% | 38,156,427 | Jun 30, 2024 |
| KBC GROUP NV | 0.06% | 0.02% | 39,431 | 30,838 | 358.87% | 7,832,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.54% | 0.01% | 340,053 | 30,040 | 9.69% | 67,545,110 | Jun 30, 2024 |
| STEPHENS INVESTMENT MANAGEMENT GROUP LLC | 0.39% | 0.70% | 250,580 | 29,435 | 13.31% | 49,772,705 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.05% | 0.01% | 29,309 | 29,309 | 100.00% | 5,821,647 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | 0.04% | 0.11% | 28,275 | 28,275 | 100.00% | 5,616,263 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.34% | 0.01% | 215,750 | 23,766 | 12.38% | 42,854,423,000 | Jun 30, 2024 |
As of Jun 30 2024, Aspen's largest institutional buyer is LAZARD ASSET MANAGEMENT LLC. The company purchased 527.00K stocks of AZPN, valued at $104.68M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 6.21% | 0.02% | 3,943,570 | -435,656 | -9.95% | 783,311,309 | Jun 30, 2024 |
| TWO CREEKS CAPITAL MANAGEMENT, LP | 0.65% | 5.13% | 415,132 | -208,399 | -33.42% | 82,457,669 | Jun 30, 2024 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 0.01% | 0.03% | 3,427 | -183,436 | -98.17% | 680,705 | Jun 30, 2024 |
| JACKSON SQUARE PARTNERS, LLC | 0.36% | 2.74% | 226,306 | -92,784 | -29.08% | 44,951,161 | Jun 30, 2024 |
| SEI INVESTMENTS CO | 0.14% | 0.03% | 89,802 | -53,363 | -37.27% | 17,837,364,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.83% | 0.02% | 526,720 | -43,125 | -7.57% | 104,622,393 | Jun 30, 2024 |
| MAN GROUP PLC | 0.01% | 0.00% | 4,021 | -41,385 | -91.14% | 798,691 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -37,008 | -100.00% | - | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.03% | 0.01% | 19,986 | -34,456 | -63.29% | 3,970,000 | Jun 30, 2024 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| CLEARBRIDGE INVESTMENTS, LLC | 0.73% | 0.08% | 466,288 | -28,556 | -5.77% | 92,618,736 | Jun 30, 2024 |
| CAPITAL RESEARCH GLOBAL INVESTORS | 0.42% | 0.01% | 269,467 | -24,311 | -8.28% | 53,524,230 | Jun 30, 2024 |
| BAMCO INC /NY/ | 0.82% | 0.30% | 519,463 | -19,900 | -3.69% | 103,180,936 | Jun 30, 2024 |
| LEGAL & GENERAL GROUP PLC | 0.22% | 0.01% | 138,764 | -15,010 | -9.76% | 27,562,692 | Jun 30, 2024 |
| ILMARINEN MUTUAL PENSION INSURANCE CO | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| APG ASSET MANAGEMENT N.V. | 0.10% | 0.02% | 65,816 | -14,960 | -18.52% | 12,197,837 | Jun 30, 2024 |
| SNIDER FINANCIAL GROUP | - | - | - | -13,029 | -100.00% | - | Jun 30, 2024 |
| INDEPENDENT FRANCHISE PARTNERS LLP | 0.79% | 0.91% | 499,163 | -12,345 | -2.41% | 99,148,746 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.22% | 0.02% | 140,517 | -12,175 | -7.97% | 27,910,892,000 | Jun 30, 2024 |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 0.03% | 0.01% | 20,699 | -12,096 | -36.88% | 4,111,443 | Jun 30, 2024 |
As of Jun 30 2024, Aspen's biggest institutional seller is BLACKROCK INC.. The company sold -0.44M shares of AZPN, valued at $783.31M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.31% | 0.01% | 198,741 | 198,741 | 100.00% | 39,475,925 | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.08% | 0.17% | 50,000 | 50,000 | 100.00% | 9,931,500 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.04% | 35,238 | 35,238 | 100.00% | 6,999,324 | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | 0.04% | 0.11% | 28,275 | 28,275 | 100.00% | 5,616,263 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.03% | 0.01% | 20,093 | 20,093 | 100.00% | 3,991,073 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.03% | 0.04% | 16,350 | 16,350 | 100.00% | 3,248,000 | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD | 0.02% | 0.14% | 15,315 | 15,315 | 100.00% | 3,042,018 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.02% | 0.00% | 15,000 | 15,000 | 100.00% | 2,979,450 | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | 0.02% | 0.06% | 13,094 | 13,094 | 100.00% | 2,600,861 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.00% | 7,700 | 7,700 | 100.00% | 1,529,451 | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.01% | 0.00% | 5,879 | 5,879 | 100.00% | 1,167,746 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.01% | 0.00% | 5,533 | 5,533 | 100.00% | 1,099,020 | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.01% | 0.04% | 5,000 | 5,000 | 100.00% | 993,150 | Jun 30, 2024 |
| B. METZLER SEEL. SOHN & CO. AG | 0.01% | 0.01% | 4,744 | 4,744 | 100.00% | 942,301 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.01% | 0.00% | 4,300 | 4,300 | 100.00% | 854,109 | Jun 30, 2024 |
| WILEY BROS.-AINTREE CAPITAL, LLC | 0.01% | 0.03% | 3,637 | 3,637 | 100.00% | 722,417 | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | 0.01% | 0.00% | 3,267 | 3,267 | 100.00% | 648,924 | Jun 30, 2024 |
| SCIENTECH RESEARCH LLC | 0.00% | 0.11% | 2,761 | 2,761 | 100.00% | 548,417 | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.00% | 0.01% | 2,600 | 2,600 | 100.00% | 516,438 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.00% | 0.01% | 2,200 | 2,200 | 100.00% | 436,986 | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | 0.00% | 0.00% | 2,096 | 2,096 | 100.00% | 416,328 | Jun 30, 2024 |
| OLD NATIONAL BANCORP /IN/ | 0.00% | 0.01% | 1,962 | 1,962 | 100.00% | 389,711 | Jun 30, 2024 |
| CIBC ASSET MANAGEMENT INC | 0.00% | 0.00% | 1,949 | 1,949 | 100.00% | 387,130 | Jun 30, 2024 |
| OXFORD ASSET MANAGEMENT LLP | 0.00% | 0.45% | 1,920 | 1,920 | 100.00% | 381,370 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.00% | 0.03% | 1,838 | 1,838 | 100.00% | 365,082 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.00% | 1,824 | 1,824 | 100.00% | 362,301 | Jun 30, 2024 |
| HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.18% | 1,676 | 1,676 | 100.00% | 332,903 | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | 0.00% | 0.02% | 1,660 | 1,660 | 100.00% | 330,000 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.00% | 0.01% | 1,495 | 1,495 | 100.00% | 296,952 | Jun 30, 2024 |
| KOLINSKY WEALTH MANAGEMENT, LLC | 0.00% | 0.18% | 1,269 | 1,269 | 100.00% | 252,061 | Jun 30, 2024 |
| FIRST TRUST DIRECT INDEXING L.P. | 0.00% | 0.01% | 1,097 | 1,097 | 100.00% | 217,897 | Jun 30, 2024 |
| DAVENPORT & CO LLC | 0.00% | 0.00% | 1,047 | 1,047 | 100.00% | 207,966 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.00% | 0.00% | 560 | 560 | 100.00% | 110,000 | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | 0.00% | 0.00% | 492 | 492 | 100.00% | 97,726 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.07% | 454 | 454 | 100.00% | 90,178 | Jun 30, 2024 |
| V-SQUARE QUANTITATIVE MANAGEMENT LLC | 0.00% | 0.01% | 315 | 315 | 100.00% | 62,568 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.08% | 286 | 286 | 100.00% | 56,808 | Jun 30, 2024 |
| STRENGTHENING FAMILIES & COMMUNITIES, LLC | 0.00% | 0.01% | 210 | 210 | 100.00% | 42,000 | Jun 30, 2024 |
| WHITTIER TRUST CO OF NEVADA INC | 0.00% | 0.00% | 187 | 187 | 100.00% | 37,142 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 110 | 110 | 100.00% | 21,768 | Jun 30, 2024 |
| ACCENT CAPITAL MANAGEMENT, LLC | 0.00% | 0.01% | 85 | 85 | 100.00% | 16,884 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.00% | - | 70 | 70 | 100.00% | 13,904 | Jun 30, 2024 |
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 0.00% | 0.01% | 65 | 65 | 100.00% | 12,665 | Jun 30, 2024 |
| TUCKER ASSET MANAGEMENT LLC | 0.00% | 0.00% | 34 | 34 | 100.00% | 6,753 | Jun 30, 2024 |
| ESL TRUST SERVICES, LLC | - | 0.00% | 24 | 24 | 100.00% | 4,767 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | - | 0.00% | 9 | 9 | 100.00% | 1,787 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 8 | 8 | 100.00% | 1,589 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 4 | 4 | 100.00% | 795 | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | 0.00% | 3 | 3 | 100.00% | 596 | Jun 30, 2024 |
| CVA FAMILY OFFICE, LLC | - | 0.00% | 2 | 2 | 100.00% | 397 | Jun 30, 2024 |
| ABICH FINANCIAL WEALTH MANAGEMENT LLC | - | 0.00% | 2 | 2 | 100.00% | 397 | Jun 30, 2024 |
Aspen's largest new institutional shareholder by number of shares is NORGES BANK, purchased 198.74K shares, valued at $39.48M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -37,008 | -100.00% | - | Jun 30, 2024 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
| ILMARINEN MUTUAL PENSION INSURANCE CO | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
| SNIDER FINANCIAL GROUP | - | - | - | -13,029 | -100.00% | - | Jun 30, 2024 |
| ARGENT CAPITAL MANAGEMENT LLC | - | - | - | -12,051 | -100.00% | - | Jun 30, 2024 |
| F/M INVESTMENTS LLC | - | - | - | -6,065 | -100.00% | - | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | - | -4,274 | -100.00% | - | Jun 30, 2024 |
| CENTERBOOK PARTNERS LP | - | - | - | -4,186 | -100.00% | - | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | - | - | - | -4,108 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -3,670 | -100.00% | - | Jun 30, 2024 |
| PINEBRIDGE INVESTMENTS, L.P. | - | - | - | -2,880 | -100.00% | - | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | - | - | - | -2,340 | -100.00% | - | Jun 30, 2024 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | - | - | - | -2,227 | -100.00% | - | Jun 30, 2024 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | - | - | - | -2,086 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (USA) CORP | - | - | - | -1,858 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -1,816 | -100.00% | - | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | - | - | - | -1,793 | -100.00% | - | Jun 30, 2024 |
| CURATED WEALTH PARTNERS LLC | - | - | - | -1,385 | -100.00% | - | Jun 30, 2024 |
| CERITY PARTNERS LLC | - | - | - | -1,321 | -100.00% | - | Jun 30, 2024 |
| CASTLEVIEW PARTNERS, LLC | - | - | - | -1,303 | -100.00% | - | Jun 30, 2024 |
| HARTLINE INVESTMENT CORP/ | - | - | - | -1,229 | -100.00% | - | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | - | - | - | -1,154 | -100.00% | - | Jun 30, 2024 |
| BROWN ADVISORY INC | - | - | - | -1,142 | -100.00% | - | Jun 30, 2024 |
| ETHIC INC. | - | - | - | -1,126 | -100.00% | - | Jun 30, 2024 |
| SIMPLEX TRADING, LLC | - | - | - | -1,105 | -100.00% | - | Jun 30, 2024 |
| ASB CONSULTORES, LLC | - | - | - | -1,102 | -100.00% | - | Jun 30, 2024 |
| PALOMA PARTNERS MANAGEMENT CO | - | - | - | -1,028 | -100.00% | - | Jun 30, 2024 |
| BLACK SWIFT GROUP, LLC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| QUANTUM PRIVATE WEALTH, LLC | - | - | - | -984 | -100.00% | - | Jun 30, 2024 |
| SHEPHERD FINANCIAL PARTNERS LLC | - | - | - | -970 | -100.00% | - | Jun 30, 2024 |
| QUANTINNO CAPITAL MANAGEMENT LP | - | - | - | -968 | -100.00% | - | Jun 30, 2024 |
| PROFUND ADVISORS LLC | - | - | - | -958 | -100.00% | - | Jun 30, 2024 |
| SNOWDEN CAPITAL ADVISORS LLC | - | - | - | -949 | -100.00% | - | Jun 30, 2024 |
| WALLEYE TRADING LLC | - | - | - | -800 | -100.00% | - | Jun 30, 2024 |
| UNISUPER MANAGEMENT PTY LTD | - | - | - | -400 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -247 | -100.00% | - | Jun 30, 2024 |
| SOUTHSTATE CORP | - | - | - | -117 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST ADVISORS | - | - | - | -85 | -100.00% | - | Jun 30, 2024 |
| COLONIAL TRUST CO / SC | - | - | - | -69 | -100.00% | - | Jun 30, 2024 |
| BRUCE G. ALLEN INVESTMENTS, LLC | - | - | - | -28 | -100.00% | - | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | - | - | - | -9 | -100.00% | - | Jun 30, 2024 |
| CULLEN/FROST BANKERS, INC. | - | - | - | -8 | -100.00% | - | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
Aspen's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -37.01K shares, valued at -, as of undefined.
Aspen Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| ALGER FUNDS II | 2.26% | 511,906 | - | - | Jan 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.64% | 230,139 | - | - | Mar 31, 2024 |
| SIT MID CAP GROWTH FUND INC | 0.37% | 19,900 | - | - | Mar 28, 2024 |
| VIRTUS EQUITY TRUST | 0.31% | 2,598,942 | - | - | Mar 28, 2024 |
| Alger ETF Trust | 0.26% | 1,818 | - | - | Dec 31, 2023 |
| ALGER FUNDS II | 0.24% | 53,799 | - | - | Jan 31, 2024 |
| FIDELITY TREND FUND | 0.22% | 138,400 | - | - | Mar 31, 2024 |
| LORD ABBETT MID CAP STOCK FUND INC | 0.22% | 59,390 | -5,665 | -8.71% | Mar 31, 2024 |
| ALLIED ASSET ADVISORS FUNDS | 0.21% | 2,415 | - | - | Feb 29, 2024 |
| BBR ALO Fund, LLC | 0.21% | 22,132 | - | - | Dec 31, 2023 |
| BBR ALO Fund, LLC | 0.19% | 20,204 | - | - | Dec 31, 2023 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.17% | 1,195,300 | - | - | Mar 31, 2024 |
| FIDELITY MAGELLAN FUND | 0.17% | 1,331,535 | - | - | Mar 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.16% | 1,595,985 | - | - | Feb 29, 2024 |
| SIT MID CAP GROWTH FUND INC | 0.15% | 8,358 | - | - | Mar 28, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.15% | 574,044 | - | - | Mar 28, 2024 |
| VIRTUS EQUITY TRUST | 0.14% | 1,196,368 | 33,202 | 2.85% | Mar 28, 2024 |
| BlackRock Science & Technology Trust II | 0.14% | 75,978 | - | - | Mar 31, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.14% | 47,235 | - | - | Mar 31, 2024 |
| BlackRock Science & Technology Trust II | 0.11% | 60,611 | - | - | Mar 31, 2024 |
| BlackRock Innovation & Growth Trust | 0.10% | 103,144 | -61,616 | -37.40% | Mar 31, 2024 |
| Gabelli 787 Fund, Inc. | 0.09% | 8,000 | - | - | Jan 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.09% | 62,432 | -981 | -1.55% | Apr 30, 2022 |
| COLUMBIA ACORN TRUST | 0.09% | 279,600 | - | - | Mar 31, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.07% | 511,026 | -15,000 | -2.85% | Mar 31, 2024 |
| Monteagle Funds | 0.07% | 2,900 | - | - | Feb 29, 2024 |
| BlackRock Science & Technology Trust | 0.06% | 32,593 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.06% | 199,540 | - | - | Mar 31, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.06% | 228,615 | 1,392 | 0.61% | Mar 28, 2024 |
| BlackRock Science & Technology Trust | 0.06% | 29,954 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 0.06% | 20,461 | -1,026 | -4.77% | Mar 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.06% | 559,990 | -7,454 | -1.31% | Feb 29, 2024 |
| T. Rowe Price Tax-Efficient Funds, Inc. | 0.05% | 5,100 | - | - | Feb 29, 2024 |
| Federated Hermes Index Trust | 0.05% | 11,594 | - | - | Jan 31, 2024 |
| BOSTON TRUST WALDEN FUNDS | 0.05% | 132,125 | - | - | Mar 28, 2024 |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.05% | 17,038 | - | - | Mar 31, 2024 |
| Transparent Value Trust | 0.04% | 664 | - | - | Dec 31, 2023 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.04% | 17,331 | -1,431 | -7.63% | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 20,248 | - | - | Mar 31, 2024 |
| AMCAP FUND | 0.04% | 323,232 | - | - | Feb 29, 2024 |
| REYNOLDS FUNDS INC | 0.04% | 400 | 150 | 60.00% | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.03% | 164,339 | - | - | Jan 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.03% | 12,575 | - | - | Mar 28, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.03% | 288,100 | - | - | Jan 31, 2024 |
| Gabelli ETFs Trust | 0.03% | 360 | -40 | -10.00% | Dec 29, 2023 |
| REYNOLDS FUNDS INC | 0.03% | 300 | - | - | Mar 31, 2024 |
| Gabelli 787 Fund, Inc. | 0.03% | 2,200 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.03% | 98,143 | - | - | Jan 31, 2024 |
| LORD ABBETT RESEARCH FUND INC | 0.02% | 23,713 | - | - | Feb 29, 2024 |
| ALGER PORTFOLIOS | 0.02% | 8,994 | - | - | Dec 31, 2023 |
| VANGUARD EXPLORER FUND | 0.02% | 252,919 | - | - | Jan 31, 2024 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.02% | 1,412 | - | - | Sep 30, 2022 |
| ROYCE VALUE TRUST, INC. | 0.02% | 15,800 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.02% | 76,983 | - | - | Dec 29, 2023 |
| BUFFALO FUNDS | 0.02% | 127,874 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.02% | 86,918 | -1,208 | -1.37% | Jan 31, 2024 |
| Managed Portfolio Series | 0.02% | 395,280 | - | - | Jan 31, 2024 |
| FIRST INVESTORS EQUITY FUNDS | 0.02% | 94,900 | 94,900 | - | Sep 30, 2019 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.02% | 27,614 | - | - | Mar 28, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.02% | 3,274 | - | - | Mar 28, 2024 |
| ALGER INSTITUTIONAL FUNDS | 0.02% | 4,436 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.02% | 5,302 | - | - | Mar 31, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.02% | 837,836 | - | - | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.02% | 49,268 | -1,399 | -2.76% | Mar 31, 2024 |
| Advantage Advisers Xanthus Fund, L.L.C. | 0.02% | 46,978 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.02% | 34,861 | - | - | Mar 31, 2024 |
| T. Rowe Price Quantitative Management Funds, Inc. | 0.01% | 48,076 | - | - | Mar 31, 2024 |
| TOCQUEVILLE TRUST | 0.01% | 2,000 | - | - | Jan 31, 2024 |
| FIDELITY DESTINY PORTFOLIOS | 0.01% | 31,527 | - | - | Mar 31, 2024 |
| SIT MUTUAL FUNDS INC | 0.01% | 5,281 | - | - | Mar 28, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.01% | 60,203 | - | - | Feb 29, 2024 |
| FIDELITY FINANCIAL TRUST | 0.01% | 245,500 | - | - | Feb 29, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.01% | 57,061 | -2,789 | -4.66% | Feb 29, 2024 |
| Federated Hermes Index Trust | 0.01% | 2,577 | -185 | -6.70% | Jan 31, 2024 |
| AQUILA FUNDS TRUST | 0.01% | 10,000 | - | - | Mar 28, 2024 |
| ALGER FUNDS | 0.01% | 10,170 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 5 | 0.01% | 5,429 | - | - | Jan 31, 2024 |
| LEGG MASON PARTNERS VARIABLE EQUITY TRUST | 0.01% | 40,388 | 2,400 | 6.32% | Dec 29, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.01% | 2,300 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 909,099 | - | - | Jan 31, 2024 |
| Advisers Investment Trust | 0.01% | 280,005 | 75,854 | 37.16% | Mar 28, 2024 |
| Calvert Responsible Index Series, Inc. | 0.01% | 14,027 | - | - | Mar 31, 2024 |
| AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) | 0.01% | 171,732 | - | - | Jan 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.01% | 239 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,773 | - | - | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.01% | 6,158 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.01% | 486,100 | - | - | Feb 29, 2024 |
| LEGG MASON PARTNERS INVESTMENT TRUST | 0.01% | 380,306 | -3,492 | -0.91% | Jan 31, 2024 |
| SYNTAX ETF TRUST | 0.01% | 224 | - | - | Mar 31, 2024 |
| FIDELITY DEVONSHIRE TRUST | 0.01% | 72,252 | - | - | Jan 31, 2024 |
| BUFFALO FUNDS | 0.01% | 45,550 | - | - | Mar 31, 2024 |
| AB PORTFOLIOS | 0.01% | 133,810 | - | - | Feb 29, 2024 |
| Engine No. 1 ETF Trust | 0.01% | 399 | -20 | -4.77% | Jan 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.01% | 10,977 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 17,849 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.01% | 207 | -5 | -2.36% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.01% | 19,941 | - | - | Jan 31, 2024 |
| TrimTabs ETF Trust | 0.01% | 4,192 | - | - | Jan 31, 2024 |
| TOCQUEVILLE TRUST | 0.01% | 840 | - | - | Jan 31, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 74,443 | -888 | -1.18% | Jan 31, 2024 |
Aspen's largest mutual fund holder by % of total assets is "ALGER FUNDS II", owning 511.91K shares, compromising 2.26% of its total assets.
Aspen Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 386 | -1.78% |
| 31 Mar, 24 | 393 | 5.93% |
| 31 Dec, 23 | 371 | 1.09% |
| 30 Sep, 23 | 367 | 2.80% |
| 30 Jun, 23 | 357 | -6.05% |
| 31 Mar, 23 | 380 | -1.81% |
| 31 Dec, 22 | 387 | 13.49% |
| 30 Sep, 22 | 341 | 9.29% |
| 30 Jun, 22 | 312 | 31100.00% |
| 31 Mar, 22 | 1 | - |
| 30 Sep, 21 | 1 | - |
As of 30 Jun 24, 386 institutions are holding Aspen's shares, representing a decrease of -1.78% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 29,157,166 | 2.97% |
| 31 Mar, 24 | 28,315,892 | -2.41% |
| 31 Dec, 23 | 29,014,772 | 2.19% |
| 30 Sep, 23 | 28,392,220 | -1.24% |
| 30 Jun, 23 | 28,749,578 | -4.68% |
| 31 Mar, 23 | 30,162,621 | 3.27% |
| 31 Dec, 22 | 29,207,611 | 1.20% |
| 30 Sep, 22 | 28,862,198 | 21.11% |
| 30 Jun, 22 | 23,831,765 | 48636155.10% |
| 31 Mar, 22 | 49 | - |
| 30 Sep, 21 | 5 | - |
Aspen (AZPN) has 29.16M shares outstanding as of 30 Jun 24, up 2.97% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 45.91% | 2.32% |
| 31 Mar, 24 | 44.45% | 2.14% |
| 31 Dec, 23 | 45.55% | 2.36% |
| 30 Sep, 23 | 43.94% | 2.23% |
| 30 Jun, 23 | 44.37% | 2.05% |
| 31 Mar, 23 | 46.55% | 2.28% |
| 31 Dec, 22 | 45.20% | 2.25% |
| 30 Sep, 22 | 44.78% | 1.32% |
| 30 Jun, 22 | 58.22% | 486362551000.00% |
| 31 Mar, 22 | 0.00% | - |
| 30 Sep, 21 | - | - |
As of 30 Jun 24, Aspen is held by 45.91% institutional shareholders, representing a 2.32% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 199 | 5.85% |
| 31 Mar, 24 | 188 | 6.82% |
| 31 Dec, 23 | 176 | -5.88% |
| 30 Sep, 23 | 187 | 10.00% |
| 30 Jun, 23 | 170 | -13.27% |
| 31 Mar, 23 | 196 | -13.27% |
| 31 Dec, 22 | 226 | 14.14% |
| 30 Sep, 22 | 198 | -35.50% |
| 30 Jun, 22 | 307 | 30600.00% |
| 31 Mar, 22 | 1 | - |
| 30 Sep, 21 | 1 | - |
199 institutional shareholders have increased their position in AZPN stock as of 30 Jun 24 compared to 188 in the previous quarter (a 5.85% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 129 | -7.19% |
| 31 Mar, 24 | 139 | -2.11% |
| 31 Dec, 23 | 142 | 12.70% |
| 30 Sep, 23 | 126 | -8.03% |
| 30 Jun, 23 | 137 | 2.24% |
| 31 Mar, 23 | 134 | 11.67% |
| 31 Dec, 22 | 120 | 22.45% |
| 30 Sep, 22 | 98 | - |
| 30 Jun, 22 | - | - |
| 31 Mar, 22 | - | - |
| 30 Sep, 21 | - | - |
129 institutional shareholders have reduced their position in AZPN stock as of 30 Jun 24 compared to 139 in the previous quarter (a -7.19% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 386 | -1.78% | 29,157,166 | 2.97% | 45.91% | 2.32% | 199 | 5.85% | 129 | -7.19% |
| 31 Mar, 24 | 393 | 5.93% | 28,315,892 | -2.41% | 44.45% | 2.14% | 188 | 6.82% | 139 | -2.11% |
| 31 Dec, 23 | 371 | 1.09% | 29,014,772 | 2.19% | 45.55% | 2.36% | 176 | -5.88% | 142 | 12.70% |
| 30 Sep, 23 | 367 | 2.80% | 28,392,220 | -1.24% | 43.94% | 2.23% | 187 | 10.00% | 126 | -8.03% |
| 30 Jun, 23 | 357 | -6.05% | 28,749,578 | -4.68% | 44.37% | 2.05% | 170 | -13.27% | 137 | 2.24% |
| 31 Mar, 23 | 380 | -1.81% | 30,162,621 | 3.27% | 46.55% | 2.28% | 196 | -13.27% | 134 | 11.67% |
| 31 Dec, 22 | 387 | 13.49% | 29,207,611 | 1.20% | 45.20% | 2.25% | 226 | 14.14% | 120 | 22.45% |
| 30 Sep, 22 | 341 | 9.29% | 28,862,198 | 21.11% | 44.78% | 1.32% | 198 | -35.50% | 98 | - |
| 30 Jun, 22 | 312 | 31100.00% | 23,831,765 | 48636155.10% | 58.22% | 486362551000.00% | 307 | 30600.00% | - | - |
| 31 Mar, 22 | 1 | - | 49 | - | 0.00% | - | 1 | - | - | - |
| 30 Sep, 21 | 1 | - | 5 | - | - | - | 1 | - | - | - |
Aspen Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Aspen's stock was made by Stagno Christopher on Jul 02 2024, selling 86 shares at $197.89 per share (valued at $17.02K).
Aspen Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 7 | - | - |
| Q2 2024 | 4 | 8 | 50.00% |
| Q1 2024 | - | 3 | - |
| Q4 2023 | 1 | 7 | 14.29% |
| Q3 2023 | 31 | 5 | 620.00% |
| Q2 2023 | 5 | 11 | 45.45% |
| Q1 2023 | 6 | 7 | 85.71% |
| Q4 2022 | 6 | 26 | 23.08% |
| Q3 2022 | 16 | 20 | 80.00% |
| Q2 2022 | 43 | 52 | 82.69% |
| Q1 2022 | - | 4 | - |
| Q4 2021 | 10 | 12 | 83.33% |
| Q3 2021 | 19 | 15 | 126.67% |
| Q2 2021 | 8 | 25 | 32.00% |
| Q1 2021 | 3 | 7 | 42.86% |
| Q4 2020 | 17 | 7 | 242.86% |
| Q3 2020 | 2 | 6 | 33.33% |
| Q2 2020 | 3 | 10 | 30.00% |
| Q1 2020 | 2 | 15 | 13.33% |
| Q4 2019 | - | 4 | - |
7 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Aspen's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | - | 1 | - |
| Q1 2024 | - | - | - |
| Q4 2023 | - | - | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | 1 | - |
| Q1 2023 | - | 1 | - |
| Q4 2022 | - | 15 | - |
| Q3 2022 | - | 10 | - |
| Q2 2022 | - | 1 | - |
| Q1 2022 | - | - | - |
| Q4 2021 | - | 2 | - |
| Q3 2021 | - | 8 | - |
| Q2 2021 | - | 13 | - |
| Q1 2021 | - | 2 | - |
| Q4 2020 | - | 1 | - |
| Q3 2020 | - | 1 | - |
| Q2 2020 | - | 3 | - |
| Q1 2020 | - | 1 | - |
| Q4 2019 | - | 1 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Aspen's stocks.
Aspen Peer Ownership
| Ticker | Company |
|---|---|
| SSNC | SS&C Technologies Holdings, Inc. |
| CVLT | Commvault Systems, Inc. |
| PTC | PTC Inc. |
| PAYC | Paycom Software, Inc. |
| CDAY | Dayforce Inc |
| TYL | Tyler Technologies, Inc. |
| CDNS | Cadence Design Systems, Inc. |
| BSY | Bentley Systems, Incorporated |
| MANH | Manhattan Associates, Inc. |
| PYCR | Paycor HCM, Inc. |
| ENV | Envestnet, Inc. |
| AGYS | Agilysys, Inc. |
| DV | DoubleVerify Holdings, Inc. |
| BLKB | Blackbaud, Inc. |
| ROP | Roper Technologies, Inc. |
| ANSS | ANSYS, Inc. |
| BL | BlackLine, Inc. |
| SAP | SAP SE |
AZPN Ownership FAQ
Who Owns Aspen?
Aspen is owned by institutional shareholders (45.91%), insiders (58.00%), and public (-3.91%). The largest institutional shareholder of Aspen is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (6.44% of total shares) and the top mutual fund owner is ALGER FUNDS II (2.26% of total shares).
Who are the major institutional shareholders of Aspen?
Aspen's major institutional shareholders are KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, and NORDEA INVESTMENT MANAGEMENT AB. The top five shareholders own together 20.02% of the company's share outstanding.
How many Aspen shareholders are there?
As of Jun 2024, there are 386 institutional shareholders of Aspen.
What percentage of Aspen is owned by KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC?
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC owns 4.09M shares of Aspen, representing 6.44% of the company's total shares outstanding, valued at $812.46M (as of Jun 2024).
What percentage of Aspen is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 3.94M shares of Aspen (AZPN), compromising 6.21% of the company, valued at $783.31M.
What percentage of Aspen is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of Aspen. The company owns 2.72M of the company's shares outstanding (worth $540.85M).