Aspen Technology Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:YV0 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
28 Aug 24	Sell€196,887	Robert Whelan	Individual		1,000	€197.26

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of YV0?
Owner Type	Number of Shares	Ownership Percentage
State or Government	24,612	0.0371%
Individual Insiders	173,565	0.262%
Institutions	29,761,721	44.9%
Public Companies	36,307,514	54.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 88.21% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
55.4%	Emerson Electric Co.	36,307,514	€9.3b	0%	no data
6.35%	Kayne Anderson Rudnick Investment Management, LLC	4,158,691	€1.1b	1.67%	2.26%
6.13%	BlackRock, Inc.	4,018,899	€1.0b	1.91%	0.02%
4.27%	The Vanguard Group, Inc.	2,794,712	€713.1m	2.64%	0.01%
1.52%	State Street Global Advisors, Inc.	997,253	€254.5m	-1.95%	0.01%
1.36%	First Manhattan Co. LLC	893,897	€228.1m	2.61%	0.67%
1.35%	Nordea Investment Management, AB	882,192	€225.1m	-3.81%	0.15%
1.34%	Neuberger Berman Investment Advisers LLC	879,301	€224.4m	0.73%	0.17%
0.97%	Assenagon Asset Management S.A.	634,210	€161.8m	38,000%	0.25%
0.93%	Dimensional Fund Advisors LP	611,364	€156.0m	16.5%	0.02%
0.86%	Lazard Asset Management LLC	565,783	€144.4m	7.36%	0.13%
0.86%	Geode Capital Management, LLC	565,446	€144.3m	-0.8%	0.01%
0.85%	Independent Franchise Partners, LLP	555,558	€141.8m	11.3%	0.95%
0.83%	Wells Fargo & Company, Securities and Brokerage Investments	542,455	€138.4m	-1.03%	0.04%
0.71%	Baron Capital Group, Inc.	468,011	€119.4m	-9.9%	0.28%
0.7%	ClearBridge Investments, LLC	456,137	€116.4m	-2.18%	0.08%
0.5%	Wellington Management Group LLP	330,501	€84.3m	-37.3%	0.01%
0.5%	UBS Asset Management AG	324,602	€82.8m	-4.32%	0.01%
0.45%	Valley Forge Capital Management, LP	295,485	€75.4m	0%	1.71%
0.43%	Raymond James Financial Inc., Asset Management Arm	281,961	€71.9m	5.91%	0.04%
0.41%	Capital Research and Management Company	269,467	€68.8m	0%	no data
0.38%	Stephens Investment Management Group, LLC	248,287	€63.4m	-1.18%	0.83%
0.37%	AXA Investment Managers S.A.	245,289	€62.6m	14.9%	0.12%
0.36%	Fiera Capital Corporation	236,406	€60.3m	-30.5%	0.14%
0.35%	Janus Henderson Group plc	231,576	€59.1m	0.08%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/31 16:06
End of Day Share Price	2025/01/31 00:00
Earnings	2024/09/30
Annual Earnings	2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Aspen Technology, Inc. is covered by 12 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Robert Oliver	Baird
Nay Soe Naing	Berenberg
Andrew Obin	BofA Global Research