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Aspen Aerogels Inc

ASPN
Exchange
NYSE
Industry
Wholesale-Lumber & Other Construction Materials
SEC CIK
0001145986

In the last 90 days, Aspen Aerogels Inc insiders filed 0 open-market purchases and 1 sale; 179 institutions reported holding it in 13F filings for Q2 2026, worth $464.9M in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Aspen Aerogels Inc as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
164
+27 vs. Q3 2022
Shares held
67.3M
+30.2M (+81.2%) vs. Q3 2022
Total value
$793.4M
+$450.9M (+131.7%) vs. Q3 2022
New holders
44
71 more added
Sold out
17
29 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ASPN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 164 institutions
Q1 2021: 85 institutionsQ2 2021: 115 institutionsQ3 2021: 130 institutionsQ4 2021: 159 institutionsQ1 2022: 145 institutionsQ2 2022: 148 institutionsQ3 2022: 140 institutionsQ4 2022: 164 institutionsQ1 2023: 156 institutionsQ2 2023: 159 institutionsQ3 2023: 159 institutionsQ4 2023: 170 institutionsQ1 2024: 167 institutionsQ2 2024: 222 institutionsQ3 2024: 243 institutionsQ4 2024: 231 institutionsQ1 2025: 221 institutionsQ2 2025: 182 institutionsQ3 2025: 204 institutionsQ4 2025: 183 institutionsQ1 2026: 166 institutionsQ2 2026: 179 institutions
Value heldQ4 2022: $793.4M
Q1 2021: $482.2MQ2 2021: $849.9MQ3 2021: $1.27BQ4 2021: $1.42BQ1 2022: $1.09BQ2 2022: $366.3MQ3 2022: $344.0MQ4 2022: $793.4MQ1 2023: $498.6MQ2 2023: $524.6MQ3 2023: $582.9MQ4 2023: $1.18BQ1 2024: $1.31BQ2 2024: $1.69BQ3 2024: $1.93BQ4 2024: $868.2MQ1 2025: $455.4MQ2 2025: $423.4MQ3 2025: $496.8MQ4 2025: $199.0MQ1 2026: $236.7MQ2 2026: $464.9M
Institutions holding ASPN and their total value by quarter
QuarterHoldersValue
Q2 2026179$464.9M
Q1 2026166$236.7M
Q4 2025183$199.0M
Q3 2025204$496.8M
Q2 2025182$423.4M
Q1 2025221$455.4M
Q4 2024231$868.2M
Q3 2024243$1.93B
Q2 2024222$1.69B
Q1 2024167$1.31B
Q4 2023170$1.18B
Q3 2023159$582.9M
Q2 2023159$524.6M
Q1 2023156$498.6M
Q4 2022164$793.4M
Q3 2022140$344.0M
Q2 2022148$366.3M
Q1 2022145$1.09B
Q4 2021159$1.42B
Q3 2021130$1.27B
Q2 2021115$849.9M
Q1 202185$482.2M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Aspen Aerogels Inc; share changes are against Q3 2022.

Institutions holding ASPN in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Kim, LLC15,780,426$186.1M10.28%+10,526,316+200.3%Added
Oaktop Capital Management II, L.P.3,194,758$37.7M6.74%00.0%Unchanged
George Kaiser Family Foundation3,167,322$37.3M5.55%00.0%Unchanged
Vanguard Group Inc3,161,450$37.3M0.00%+1,300,874+69.9%Added
Encompass Capital Advisors LLC2,974,749$35.1M1.92%+555,477+23.0%Added
BlackRock Inc.2,401,438$28.3M0.00%+482,454+25.1%Added
FMR LLC2,281,639$26.9M0.00%+1,716,501+303.7%Added
Telemark Asset Management, LLC1,970,000$23.2M3.52%−30,000−1.5%Reduced
Driehaus Capital Management LLC1,821,380$21.5M0.32%+766,363+72.6%Added
Needham Investment Management LLC1,532,834$18.1M3.27%+549,734+55.9%Added
AWM Investment Company, Inc.1,300,000$15.3M2.21%+1,300,000New
Hood River Capital Management LLC1,052,013$12.4M0.45%+1,052,013New
Cowen Prime Advisors LLC1,051,925$12.4M5.10%+320,575+43.8%Added
Millennium Management LLC1,038,970$12.2M0.01%+938,293+932.0%Added
AIGH Capital Management LLC1,000,000$11.8M3.90%+1,000,000New
J. Goldman & Co LP974,466$11.5M0.81%+974,466New
Samjo Capital LLC905,000$10.7M11.24%+321,000+55.0%Added
Point72 Asset Management, L.P.826,844$9.75M0.04%+247,105+42.6%Added
State Street Corp809,444$9.54M0.00%+217,003+36.6%Added
Prescott Group Capital Management, L.L.C.789,474$9.31M2.03%+789,474New
Geode Capital Management, LLC772,596$9.11M0.00%+254,218+49.0%Added
Federated Hermes, Inc.750,000$8.84M0.02%+750,000New
Royce & Associates LP741,283$8.74M0.09%+224,000+43.3%Added
Essex Investment Management Co LLC694,629$8.19M1.28%+65,821+10.5%Added
Penn Capital Management Co Inc690,481$8.15M0.83%+690,481New
Yaupon Capital Management LP669,938$7.90M1.42%+669,938New
ExodusPoint Capital Management, LP609,538$7.19M0.11%+469,401+335.0%Added
Redwood Investments, LLC594,423$7.01M0.94%+112,932+23.5%Added
Arosa Capital Management LP586,715$6.92M2.11%+586,715New
Ameriprise Financial Inc580,518$6.84M0.00%+475+0.1%Added
G2 Investment Partners Management LLC571,000$6.73M2.00%+174,833+44.1%Added
Two Sigma Investments, LP514,770$6.07M0.02%+42,169+8.9%Added
Monashee Investment Management LLC505,000$5.95M2.56%+505,000New
Two Sigma Advisers, LP481,800$5.68M0.02%−53,100−9.9%Reduced
Baird Financial Group, Inc.478,669$5.64M0.01%+29,746+6.6%Added
Jetstream Capital LLC430,000$5.07M11.52%+60,000+16.2%Added
Balyasny Asset Management LLC429,901$5.07M0.02%+429,901New
New York State Common Retirement Fund383,696$4.52M0.01%+363,966+1,844.7%Added
Northern Trust Corp382,120$4.51M0.00%+101,618+36.2%Added
Deutsche Bank AG338,451$3.99M0.00%+12,344+3.8%Added
Morgan Stanley330,867$3.90M0.00%−95,056−22.3%Reduced
UBS Asset Management Americas Inc327,048$3.86M0.00%+26,886+9.0%Added
Ardsley Advisory Partners LP308,500$3.64M0.92%+308,500New
Nuveen Asset Management, LLC306,078$3.61M0.00%−153,193−33.4%Reduced
Assenagon Asset Management S.A.303,839$3.58M0.01%−66,733−18.0%Reduced
Ghisallo Capital Management LLC300,000$3.54M0.63%+300,000New
EVR Research LP275,000$3.24M1.01%+275,000New
Zevenbergen Capital Investments LLC263,497$3.11M0.10%+36,635+16.1%Added
Goldman Sachs Group Inc257,550$3.04M0.00%−96,770−27.3%Reduced
Worth Venture Partners, LLC250,250$2.95M1.75%+250,250New
CastleKnight Management LP242,900$2.86M0.83%+242,900New
Citadel Advisors LLC238,067$2.81M0.00%+137,567+136.9%Added
Clear Sky Advisers, LLC233,000$2.75M1.23%+38,000+19.5%Added
D. E. Shaw & Co., Inc.219,276$2.59M0.00%−131,192−37.4%Reduced
Silvercrest Asset Management Group LLC211,176$2.49M0.02%+63,557+43.1%Added
Kennedy Capital Management, Inc.179,197$2.11M0.06%−4,905−2.7%Reduced
Palogic Value Management, L.P.150,000$1.77M0.92%+150,000New
Sargent Investment Group, LLC148,460$1.75M0.54%+24,399+19.7%Added
Trellus Management Company, LLC146,463$1.73M2.99%+40,000+37.6%Added
Bank of New York Mellon Corp143,955$1.70M0.00%+15,100+11.7%Added
Swiss National Bank135,900$1.60M0.00%+58,900+76.5%Added
Redwood Grove Capital, LLC133,210$1.57M0.78%00.0%Unchanged
Dimensional Fund Advisors LP131,296$1.55M0.00%−7,664−5.5%Reduced
Renaissance Technologies LLC122,700$1.45M0.00%−37,500−23.4%Reduced
UBS Group AG115,524$1.36M0.00%+47,559+70.0%Added
Potomac Capital Management, Inc.105,000$1.24M1.72%+105,000New
State of Wisconsin Investment Board102,372$1.21M0.00%+11,420+12.6%Added
Los Angeles Capital Management LLC102,155$1.20M0.01%−1,400−1.4%Reduced
Greenwood Capital Associates LLC101,566$1.20M0.20%+11,799+13.1%Added
Gilder Gagnon Howe & Co LLC100,828$1.19M0.02%−214−0.2%Reduced
Boothbay Fund Management, LLC97,872$1.15M0.04%+11,481+13.3%Added
Charles Schwab Investment Management Inc93,546$1.10M0.00%+14,456+18.3%Added
Bridgewater Advisors Inc.89,000$1.05M0.25%00.0%Unchanged
Alpha Paradigm Partners, LLC85,344$1.01M0.42%+85,344New
Allspring Global Investments Holdings, LLC77,409$912.7K0.00%+10,899+16.4%Added
Manatuck Hill Partners, LLC75,000$884.3K0.42%+75,000New
Caption Management, LLC74,000$872.5K0.15%+74,000New
Susquehanna International Group, LLP65,963$777.7K0.00%+47,393+255.2%Added
Adage Capital Partners GP, L.L.C.64,218$757.1K0.00%+14,218+28.4%Added
California State Teachers Retirement System63,829$752.5K0.00%+23,749+59.3%Added
Credit Suisse AG63,256$745.8K0.00%+43,480+219.9%Added
Cubist Systematic Strategies, LLC60,715$715.8K0.01%−69,441−53.4%Reduced
Legato Capital Management LLC51,449$606.6K0.12%+51,449New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.58,103$586.8K0.00%+24,249+71.6%Added
Diametric Capital, LP49,698$585.9K0.28%+49,698New
Occudo Quantitative Strategies LP47,369$558.5K0.07%+13,187+38.6%Added
JPMorgan Chase & Co43,134$508.0K0.00%+14,997+53.3%Added
Rhumbline Advisers38,433$453.0K0.00%+1,421+3.8%Added
Woodmont Investment Counsel LLC38,019$448.2K0.05%+5,500+16.9%Added
Algert Global LLC37,533$442.5K0.02%−96,830−72.1%Reduced
ARS Investment Partners, LLC37,462$441.7K0.06%−750−2.0%Reduced
Guggenheim Capital LLC36,468$430.0K0.00%−6,229−14.6%Reduced
Firsthand Capital Management, Inc.35,000$412.6K0.48%00.0%Unchanged
Levin Capital Strategies, L.P.35,000$412.6K0.06%+19,000+118.8%Added
Quantbot Technologies LP32,371$381.7K0.03%+32,371New
Advisor Group Holdings, Inc.32,252$380.3K0.00%+31,346+3,459.8%Added
Russell Investments Group, Ltd.29,690$350.0K0.00%+29,690New
Strategic Wealth Partners, Ltd.27,927$329.3K0.06%+27,927New
Prelude Capital Management, LLC27,455$323.7K0.02%+27,455New
Advisory Research Inc23,500$277.1K0.03%+3,303+16.4%Added