Aspen Ownership | Who Owns Aspen?

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Aspen Ownership Summary

Aspen is owned by 46.07% institutional investors, 57.68% insiders. Kayne anderson rudnick investment management is the largest institutional shareholder, holding 6.44% of AZPN shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 1.35% of its assets in Aspen shares.

AZPN Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Aspen	46.07%	57.68%	-3.75%
Sector	Technology Stocks	54.54%	11.27%	34.19%
Idea	SaaS Stocks List	68.23%	6.57%	25.19%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Kayne anderson rudnick investment management	4.09M	6.44%	$812.46M
Blackrock	3.94M	6.21%	$783.31M
Vanguard group	2.72M	4.29%	$540.85M
State street	1.02M	1.60%	$202.02M
Nordea investment management ab	942.58K	1.48%	$187.48M
Neuberger berman group	872.91K	1.37%	$173.39M
First manhattan co. llc.	871.16K	1.37%	$173.04M
Geode capital management	570.00K	0.90%	$113.25M
Sumitomo mitsui trust	553.86K	0.87%	$110.01M
Wells fargo & company/mn	552.50K	0.87%	$109.74M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Two creeks capital management, lp	415.13K	5.13%	$82.46M
Rivermont capital management lp	46.29K	3.94%	$9.19M
Jackson square partners	226.31K	2.74%	$44.95M
Otter creek advisors	15.61K	2.01%	$3.10M
Kayne anderson rudnick investment management	4.09M	1.98%	$812.46M
Arlington partners	16.05K	1.58%	$3.19M
Valley forge capital management, lp	295.49K	1.52%	$58.69M
Clean energy transition llp	105.20K	1.13%	$20.90M
Independent franchise partners llp	499.16K	0.91%	$99.15M
Aristotle capital boston	127.38K	0.85%	$25.30M

Top Buyers

Holder	Shares	% Assets	Change
Lazard asset management	527.00K	0.13%	527.00K
First manhattan co. llc.	871.16K	0.55%	301.84K
Norges bank	198.74K	0.01%	198.74K
Ubs asset management americas	299.97K	0.02%	188.76K
Sumitomo mitsui trust	553.86K	0.08%	153.90K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	3.94M	0.02%	-435.66K
Pertento partners llp	-	-	-222.93K
Two creeks capital management, lp	415.13K	5.13%	-208.40K
Jackson square partners	226.31K	2.74%	-92.78K
Apg asset management	-	-	-65.82K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	198.74K	0.01%	198.74K	$39.48M
Moore capital management, lp	50.00K	0.17%	50.00K	$9.93M
Corebridge financial	35.24K	0.04%	35.24K	$7.00M
Marshall wace, llp	20.09K	0.01%	20.09K	$3.99M
Fjarde ap-fonden (the fourth swedish national pensionfund)	16.35K	0.04%	16.35K	$3.25M

Sold Out

Holder	Change
Cva family office	-2.00
Riggs asset managment	-3.00
Opal wealth advisors	-4.00
Concourse financial group securities	-4.00
Triad wealth partners	-8.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	415	4.53%	29,137,371	-0.29%	46	2.16%	223	8.78%	137	3.79%
Jun 30, 2024	392	-0.25%	29,215,106	3.18%	46	2.33%	201	6.91%	131	-5.76%
Mar 31, 2024	393	5.93%	28,315,892	-2.41%	44	2.14%	188	6.82%	139	-2.11%
Dec 31, 2023	371	1.09%	29,014,772	2.19%	45	2.36%	176	-5.88%	142	12.70%
Sep 30, 2023	367	2.80%	28,392,220	-1.24%	43	2.23%	187	10.00%	126	-8.03%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	853.01K	1.35%	1.65K
Vanguard Total Stock Mkt Idx Inv	802.80K	1.27%	-3.47K
Nordea 1 - Global Climate & Envir BI EUR	650.61K	1.03%	-14.78K
Vanguard Small Cap Index	634.60K	1.00%	1.25K
Neuberger Berman Genesis Inv	537.37K	0.85%	-2.66K
Lazard Global Robotics & Automation	518.82K	0.82%	28.94K
BlackRock Mid-Cap Growth Equity Instl	498.02K	0.79%	-3.96K
Vanguard Information Technology ETF	432.83K	0.68%	1.96K
Virtus KAR Mid-Cap Core I	431.56K	0.68%	18.02K
Vanguard Institutional Extnd Mkt Idx Tr	395.08K	0.62%	-2.82K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 28, 2024	Whelan, Jr. Robert M.	-	Sell	$47.20K
Aug 28, 2024	Whelan, Jr. Robert M.	-	Sell	$171.91K
May 21, 2024	Whelan, Jr. Robert M.	-	Sell	$512.47K
Jun 12, 2023	Whelan, Jr. Robert M.	-	Sell	$512.44K
Feb 28, 2023	Chawla Manish	Chief Revenue Officer	Sell	$277.53K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	2
2024 Q2	-	1
2024 Q1	-	-
2023 Q4	-	-

AZPN Ownership FAQ

Who owns the most shares of Aspen?

Aspen’s largest shareholders are Kayne anderson rudnick investment management (4.09M shares, 6.44%), Blackrock (3.94M shares, 6.21%), and Vanguard group (2.72M shares, 4.29%). Together, they hold 16.94% of Aspen’s total shares outstanding.

Does Blackrock own Aspen?

Yes, BlackRock owns 6.21% of Aspen, totaling 3.94M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 783.31M$. In the last quarter, BlackRock decreased its holdings by -436K shares, a -9.95% change.

Who is Aspen’s biggest shareholder by percentage of total assets invested?

Two creeks capital management, lp is Aspen’s biggest shareholder by percentage of total assets invested, with 5.13% of its assets in 415.13K Aspen shares, valued at 82.46M$.

Who is the top mutual fund holder of Aspen shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Aspen shares, with 1.35% of its total shares outstanding invested in 853.01K Aspen shares.

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