Stock ownership · SEC 13F · Q4 2024
ASPEN TECHNOLOGY INC
Institutional ownership of ASPEN TECHNOLOGY INC (CUSIP 29109X106) - who holds it, how concentrated it is, and what moved last quarter.
- $5.4M
- Reported value
- 7
- Institutions
- 100%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, ASPEN TECHNOLOGY INC ranks #552 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 7 institutions report $5.4M as of Q4 2024, with ownership heavily concentrated in a handful of holders.
- 7
- institutions hold it
- $5.4M
- reported 13F value
- 100%
- held by top 5
- #552
- of 775 by value
Based on long positions reported to the SEC as of Q4 2024; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ASPEN TECHNOLOGY INC ranks #552 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 29109X106 · Q4 2024 $5M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID
- VALUE-LIGHT #552/775
- HOLDERS-FOCUS 7 filers
- CONC-DOM 100% top-5
- PHOTO-FINISH WILLIS TOWERS WATSON
- ACTIVITY-MID 7 new
- BOOK-MID 4Q history
Photo-finish peer on reported value: WILLIS TOWERS WATSON PLC LTD
Read with: Ownership concentration guide - ASPEN TECHNOLOGY INC's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ASPEN TECHNOLOGY INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a ASPEN TECHNOLOGY INC position has risen from 2 to 7 over the last 4 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | ABLE Financial Group, LLC | 7,318 | $1.8M | 33.7% |
| 2 | Polar Asset Management Partners Inc. | 5,000 | $1.2M | 23.0% |
| 3 | Universal- Beteiligungs- und Servicegesellschaft mbH | 4,267 | $1.1M | 19.6% |
| 4 | AZZAD ASSET MANAGEMENT INC /ADV | 4,260 | $1.1M | 19.6% |
| 5 | B. Riley Wealth Advisors, Inc. | 880 | $220K | 4.0% |
| 6 | REAP Financial Group, LLC | 7 | $2K | 0.0% |
| 7 | CAROLINAS WEALTH CONSULTING LLC | 6 | $1K | 0.0% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ASPEN TECHNOLOGY INC's reported holders for Q4 2024, by reported value:
Latest Quarter Activity · Q4 2024
New positions (7)
Complete exits (5)
Frequently Asked Questions
How many institutions hold ASPEN TECHNOLOGY INC?▼
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How concentrated is ownership of ASPEN TECHNOLOGY INC?▼
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ASPEN TECHNOLOGY INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($5.4M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (7 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.