Aspen AerogelsASPN
13F holders, Q1 2026 (March 31)166holders −17
29new positions
47sold out
6famous investors
$3.42avg. 13F price*
At the end of Q1 2026, 166 institutions reported holding Aspen Aerogels Inc. (ASPN) in their 13F filings, down 17 from Q4 2025. 29 opened new positions and 47 sold out. The largest holders were Kim, LLC ($42.0M), Oaktop Capital Management Ii, L.P. ($17.7M) and BlackRock, Inc. ($16.2M). 6 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Aspen Aerogels Inc.
- CUSIP
- 04523Y105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $10.2M |
| Exits | 47 | $9.7M |
All 13F filers, Q4 2025 → Q1 2026: 9,185,117 shares bought and 9,810,490 shares sold, net −625,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Kim, LLC | 14.11% | No change | 12,280,426 | $42.0M |
| Oaktop Capital Management Ii, L.P. | 1.32% | Add +17.6% | 5,168,674 | $17.7M |
| BlackRock, Inc. | 0.00% | Reduce -3.8% | 4,743,076 | $16.2M |
| Needham Investment Management LLC | 0.79% | Add +3.8% | 4,518,775 | $15.5M |
| Vanguard Capital Management LLC | 0.00% | — | 3,436,156 | $11.8M |
| George Kaiser Family Foundation | 1.23% | No change | 3,167,322 | $10.8M |
| State Street Corp. | 0.00% | Reduce -7.2% | 2,320,727 | $7.9M |
| Invesco Ltd. | 0.00% | Reduce -44.4% | 2,298,183 | $7.9M |
| Gagnon Securities LLC | 1.47% | Add +64.3% | 1,861,851 | $6.4M |
| Rice Hall James & Associates, LLC | 0.30% | Add +9.2% | 1,552,628 | $5.3M |
| Geode Capital Management, LLC | 0.00% | Reduce -3.8% | 1,540,771 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Add +9.3% | 1,506,379 | $5.2M |
| Millennium Management | 0.00% | Add +61.3% | 1,404,675 | $4.8M |
| Marshall Wace, LLP | 0.00% | Add +127.9% | 1,263,102 | $4.3M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -37.3% | 1,256,480 | $4.3M |
| American Century Companies Inc. | 0.00% | Add +7.8% | 1,247,783 | $4.3M |
| Jacobs Levy Equity Management, Inc. | 0.02% | Add +769.9% | 1,218,779 | $4.2M |
| Telemark Asset Management, LLC | 0.32% | No change | 1,000,000 | $3.4M |
| Royce & Associates LP | 0.03% | New | 986,513 | $3.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.5% | 899,513 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -34.9% | 965,492 | $3.1M |
| HRT Financial LP | 0.01% | New | 870,435 | $3.0M |
| D. E. Shaw & Co. | 0.00% | Add +3490.3% | 833,572 | $2.9M |
| Vanguard Portfolio Management LLC | 0.00% | — | 716,732 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Add +1.0% | 697,932 | $2.4M |
| Samjo Management, LLC | 0.95% | Reduce -19.1% | 645,625 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -32.9% | 581,187 | $2.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.0% | 556,725 | $1.9M |
| AQR Capital Management | 0.00% | Add +42.2% | 526,119 | $1.8M |
| Northern Trust Corp. | 0.00% | Reduce -2.9% | 523,422 | $1.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 454,402 | $1.6M |
| Federated Hermes, Inc. | 0.00% | Reduce -20.3% | 450,036 | $1.5M |
| Palogic Value Management, L.P. | 0.69% | Reduce -14.3% | 450,000 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -41.7% | 441,436 | $1.5M |
| Deutsche Bank AG | 0.00% | Add +61.2% | 359,535 | $1.2M |
| Algert Global LLC | 0.02% | Add +484.6% | 326,410 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +43.5% | 274,317 | $938K |
| Point72 Asset Management | 0.00% | New | 256,614 | $878K |
| Bank of America Corp. | 0.00% | Reduce -68.0% | 241,020 | $824K |
| Citigroup Inc. | 0.00% | Reduce -2.1% | 233,665 | $799K |
| XTX Topco Ltd | 0.01% | Reduce -0.3% | 201,367 | $689K |
| UBS Group AG | 0.00% | Reduce -40.0% | 189,229 | $647K |
| Morgan Stanley | 0.00% | Reduce -45.8% | 188,306 | $644K |
| Jane Street Group, LLC | 0.00% | Reduce -35.9% | 187,860 | $642K |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.7% | 185,673 | $635K |
| First Trust Advisors LP | 0.00% | Reduce -7.8% | 181,234 | $620K |
| Ironwood Investment Management LLC | 0.24% | Add +30.7% | 166,646 | $570K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | No change | 157,400 | $538K |
| Tudor Investment Corporation | 0.00% | Add +90.8% | 151,093 | $517K |
| Inspire Investing, LLC | 0.03% | Reduce -9.5% | 151,004 | $516K |
| Balyasny Asset Management L.P. | 0.00% | New | 149,373 | $511K |
| Engineers Gate Manager LP | 0.01% | Add +24.3% | 148,159 | $507K |
| EntryPoint Capital, LLC | 0.15% | Add +33.2% | 146,673 | $502K |
| Man Group plc | 0.00% | New | 143,322 | $490K |
| Lazard Asset Management LLC | 0.00% | New | 141,745 | $485K |
| Nuveen, LLC | 0.00% | Add +0.6% | 134,667 | $461K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Reduce -3.0% | 127,480 | $436K |
| Firsthand Capital Management, Inc. | 0.91% | No change | 125,000 | $428K |
| Alps Advisors Inc. | 0.00% | Add +6.9% | 124,353 | $425K |
| Dynamic Technology Lab Private Ltd | 0.07% | Add +17.8% | 121,694 | $416K |
| Sargent Investment Group, LLC | 0.05% | Reduce -17.8% | 116,457 | $398K |
| Russell Investments Group, Ltd. | 0.00% | Add +19.6% | 114,386 | $391K |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.2% | 107,300 | $367K |
| HSBC Holdings PLC | 0.00% | Add +350.1% | 104,982 | $359K |
| State of Wisconsin Investment Board | 0.00% | Reduce -14.6% | 102,676 | $351K |
| RBF Capital, LLC | 0.02% | No change | 100,000 | $342K |
| Numerai GP LLC | 0.03% | Reduce -61.9% | 95,900 | $328K |
| Rhumbline Advisers | 0.00% | Reduce -6.0% | 83,999 | $287K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -1.0% | 76,284 | $261K |
| Bridgeway Capital Management, LLC | 0.01% | New | 75,000 | $257K |
| WJ Financial Advisors LLC | 0.18% | Reduce -1.3% | 63,945 | $219K |
| Franklin Resources Inc. | 0.00% | New | 63,037 | $216K |
| Public Employees Retirement System of Ohio | 0.00% | New | 62,700 | $214K |
| Squarepoint Ops LLC | 0.00% | New | 59,752 | $204K |
| Alliancebernstein L.P. | 0.00% | No change | 64,090 | $181K |
| Graham Capital Management, L.P. | 0.01% | Reduce -67.0% | 52,427 | $179K |
| Odyssean, LLC | 0.05% | No change | 41,759 | $143K |
| nVerses Capital, LLC | 0.13% | New | 40,546 | $139K |
| LPL Financial LLC | 0.00% | Reduce -29.5% | 38,849 | $133K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.4% | 31,547 | $108K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.2% | 30,050 | $103K |
| Wells Fargo & Company | 0.00% | Reduce -65.2% | 28,583 | $98K |
| Vanguard Global Advisers, LLC | 0.00% | — | 28,581 | $98K |
| Panagora Asset Management Inc. | 0.00% | New | 27,903 | $95K |
| Axq Capital, LP | 0.01% | New | 26,624 | $91K |
| Cwm, LLC | 0.00% | Add +1296.0% | 24,626 | $84K |
| Canada Pension Plan Investment Board | 0.00% | Add +100.0% | 23,800 | $81K |
| IMC-Chicago, LLC | 0.00% | Reduce -78.2% | 22,470 | $77K |
| Osaic Holdings, Inc. | 0.00% | Add +81.6% | 19,609 | $67K |
| Intech Investment Management LLC | 0.00% | Reduce -26.8% | 18,580 | $64K |
| Barclays PLC | 0.00% | Reduce -83.2% | 18,447 | $63K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -13.5% | 18,298 | $63K |
| Choreo, LLC | 0.00% | Add +2.5% | 17,250 | $59K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 16,663 | $57K |
| New York State Common Retirement Fund | 0.00% | No change | 16,231 | $56K |
| Legato Capital Management LLC | 0.00% | No change | 15,562 | $53K |
| Bank of Montreal | 0.00% | New | 15,403 | $53K |
| MetLife Investment Management, LLC | 0.00% | Reduce -44.3% | 15,118 | $52K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 14,618 | $50K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 11,026 | $41K |
"% of holder's portfolio" is ASPN's weight in each manager's 13F, not the share of Aspen Aerogels Inc. the manager owns.