Aspen Ownership | Who Owns Aspen?
Aspen Ownership Summary
Aspen is owned by 43.76% institutional investors, 58.06% insiders. Blackrock is the largest institutional shareholder, holding 6.21% of AZPN shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 1.36% of its assets in Aspen shares.
AZPN Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Aspen | 43.76% | 58.06% | -1.83% |
| Sector | Technology Stocks | 44.27% | 11.93% | 43.80% |
| Idea | SaaS Stocks List | 57.10% | 6.98% | 35.92% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 3.94M | 6.21% | $783.31M |
| Kayne anderson rudnick investment management | 3.77M | 5.96% | $941.69M |
| Blackrock funding, inc. /de | 3.66M | 5.79% | $913.85M |
| Vanguard group | 2.83M | 4.48% | $706.75M |
| Ubs group | 1.23M | 1.95% | $308.28M |
| State street | 1.02M | 1.61% | $254.09M |
| Nordea investment management ab | 882.19K | 1.39% | $220.36M |
| Franklin resources | 690.94K | 1.09% | $172.48M |
| First manhattan co. llc. | 674.01K | 1.07% | $170.45M |
| Assenagon asset management | 634.21K | 1.00% | $158.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nekton capital | 31.60K | 20.74% | $7.89M |
| Harvest management | 119.10K | 14.35% | $29.73M |
| Twin securities | 42.13K | 6.16% | $10.52M |
| Slotnik capital | 40.92K | 4.62% | $10.22M |
| Tig advisors | 194.79K | 3.41% | $48.63M |
| Two creeks capital management, lp | 181.90K | 2.77% | $45.41M |
| Governors lane lp | 135.10K | 2.63% | $33.73M |
| Kayne anderson rudnick investment management | 3.77M | 2.19% | $941.69M |
| Jackson square partners | 78.80K | 2.05% | $19.67M |
| Arlington partners | 19.32K | 1.87% | $4.82M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 1.23M | 0.06% | 1.16M |
| Franklin resources | 690.94K | 0.05% | 661.82K |
| Assenagon asset management | 634.21K | 0.26% | 632.54K |
| Deutsche bank ag\ | 509.41K | 0.05% | 396.61K |
| Norges bank | 283.67K | 0.01% | 283.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Neuberger berman group | 112.98K | 0.02% | -766.32K |
| Lazard asset management | 10.00 | - | -565.77K |
| Sumitomo mitsui trust | 57.97K | 0.01% | -524.72K |
| Blackrock | 3.94M | 0.02% | -435.66K |
| Kayne anderson rudnick investment management | 3.77M | 2.19% | -386.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 283.67K | 0.01% | 283.67K | $70.81M |
| Raymond james financial | 267.12K | 0.02% | 267.12K | $66.68M |
| Nomura | 199.40K | 0.07% | 199.40K | $49.78M |
| Tig advisors | 194.79K | 3.41% | 194.79K | $48.63M |
| Governors lane lp | 135.10K | 2.63% | 135.10K | $33.73M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -2.00 |
| Cva family office | -2.00 |
| Fairman group | -3.00 |
| Riggs asset managment | -3.00 |
| Opal wealth advisors | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 446 | 5.94% | 27,684,399 | -5.14% | 43 | 2.06% | 205 | -9.29% | 169 | 20.71% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 861.73K | 1.36% | -140.00 |
| Vanguard Total Stock Mkt Idx Inv | 799.29K | 1.26% | 1.53K |
| Vanguard Small Cap Index | 645.41K | 1.02% | 1.15K |
| Nordea 1 - Global Climate & Envir BI EUR | 612.48K | 0.97% | -19.39K |
| 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 | 449.90K | 0.71% | 6.89K |
| Virtus KAR Mid-Cap Core I | 444.74K | 0.70% | 13.18K |
| Vanguard Institutional Extnd Mkt Idx Tr | 402.21K | 0.64% | 913.00 |
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 |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 1 |
| 2024 Q1 | - | - |
AZPN Ownership FAQ
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