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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 2025

Institutional positions in Aspen Aerogels Inc as of Dec 31, 2025. 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
183
−16 vs. Q3 2025
Shares held
70.1M
−1.02M (−1.4%) vs. Q3 2025
Total value
$199.0M
−$296.1M (−59.8%) vs. Q3 2025
New holders
42
46 more added
Sold out
58
64 more reduced

5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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 2025: 183 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 2025: $199.0M
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 2025

Shares, value and share of portfolio for each institution holding Aspen Aerogels Inc; share changes are against Q3 2025.

Institutions holding ASPN in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Kim, LLC12,280,426$34.8M3.98%00.0%Unchanged
BlackRock, Inc.4,929,239$13.9M0.00%−48,319−1.0%Reduced
Vanguard Group Inc4,685,950$13.3M0.00%+175,580+3.9%Added
Oaktop Capital Management II, L.P.4,394,525$12.4M1.05%00.0%Unchanged
Needham Investment Management LLC4,351,700$12.3M0.78%+912,000+26.5%Added
Invesco Ltd.4,129,934$11.7M0.00%+2,907,558+237.9%Added
George Kaiser Family Foundation3,167,322$8.96M1.20%00.0%Unchanged
State Street Corp2,501,469$7.08M0.00%+556,833+28.6%Added
Dimensional Fund Advisors LP2,003,963$5.67M0.00%−248,050−11.0%Reduced
Geode Capital Management, LLC1,602,049$4.53M0.00%+17,178+1.1%Added
JPMorgan Chase & Co1,483,745$4.20M0.00%+133,996+9.9%Added
Rice Hall James & Associates, LLC1,421,605$4.02M0.22%+13,879+1.0%Added
Ameriprise Financial Inc1,378,284$3.90M0.00%+1,378,284New
Goldman Sachs Group Inc1,294,928$3.66M0.00%−124,876−8.8%Reduced
American Century Companies Inc1,157,978$3.28M0.00%+686,666+145.7%Added
Gagnon Securities LLC1,133,248$3.21M0.65%−621,585−35.4%Reduced
Telemark Asset Management, LLC1,000,000$2.83M0.28%−792,424−44.2%Reduced
Millennium Management LLC870,951$2.46M0.00%−576,566−39.8%Reduced
Citadel Advisors LLC866,218$2.45M0.00%−248,372−22.3%Reduced
Samjo Management, LLC798,525$2.26M0.87%+457,700+134.3%Added
Two Sigma Investments, LP757,419$2.14M0.00%−54,109−6.7%Reduced
Bank of America Corp752,430$2.13M0.00%−62,419−7.7%Reduced
BNP Paribas Arbitrage, SA691,270$1.96M0.00%−878−0.1%Reduced
First Eagle Investment Management, LLC622,487$1.76M0.00%+105,164+20.3%Added
Federated Hermes, Inc.564,486$1.60M0.00%+274,555+94.7%Added
Marshall Wace, LLP554,180$1.57M0.00%+241,990+77.5%Added
Jump Financial, LLC551,071$1.56M0.02%+12,771+2.4%Added
Charles Schwab Investment Management Inc540,323$1.53M0.00%−32,265−5.6%Reduced
Northern Trust Corp539,168$1.53M0.00%−74,430−12.1%Reduced
Palogic Value Management, L.P.525,000$1.49M0.64%+325,000+162.5%Added
FirstWave Capital Management LLC372,001$1.05M0.63%+372,001New
AQR Capital Management LLC369,949$1.05M0.00%+192,144+108.1%Added
Morgan Stanley347,648$983.8K0.00%−346,840−49.9%Reduced
Los Angeles Capital Management LLC118,664$893.5K0.00%−20,549−14.8%Reduced
UBS Group AG315,348$892.4K0.00%−81,461−20.5%Reduced
Jane Street Group, LLC293,150$829.6K0.00%+132,025+81.9%Added
SG Americas Securities, LLC263,354$745.0K0.00%+182,931+227.5%Added
Numerai GP LLC251,888$712.8K0.09%+233,608+1,277.9%Added
Citigroup Inc238,631$675.3K0.00%+28,086+13.3%Added
Deutsche Bank AG223,093$631.4K0.00%+2,880+1.3%Added
XTX Topco Ltd202,030$571.7K0.02%+179,231+786.1%Added
Bank of New York Mellon Corp196,903$557.2K0.00%−18,045−8.4%Reduced
First Trust Advisors LP196,566$556.3K0.00%+598+0.3%Added
Susquehanna International Group, LLP191,204$541.1K0.00%+22,357+13.2%Added
CWM Advisors, LLC166,874$472.3K0.04%+100,759+152.4%Added
Graham Capital Management, L.P.158,839$449.5K0.02%+52,959+50.0%Added
Healthcare of Ontario Pension Plan Trust Fund157,400$445.4K0.00%+157,400New
Sargent Investment Group, LLC141,607$400.7K0.05%−47,620−25.2%Reduced
Jacobs Levy Equity Management, Inc140,113$396.5K0.00%+140,113New
Swiss National Bank135,200$382.6K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.131,468$379.9K0.00%+61,291+87.3%Added
Nuveen, LLC133,867$378.8K0.00%00.0%Unchanged
Ironwood Investment Management LLC127,460$360.7K0.15%−6,902−5.1%Reduced
Firsthand Capital Management, Inc.125,000$353.8K0.66%00.0%Unchanged
State of Wisconsin Investment Board120,238$340.3K0.00%−136,552−53.2%Reduced
Engineers Gate Manager LP119,227$337.4K0.00%+119,227New
Alps Advisors Inc116,372$329.3K0.00%−7,305−5.9%Reduced
EntryPoint Capital, LLC110,142$311.7K0.12%+44,969+69.0%Added
Barclays PLC109,528$310.0K0.00%+10,163+10.2%Added
Two Sigma Advisers, LP104,300$295.2K0.00%−200−0.2%Reduced
Dynamic Technology Lab Private Ltd103,281$292.0K0.07%+103,281New
IMC-Chicago, LLC102,930$291.3K0.01%−267−0.3%Reduced
RBF Capital, LLC100,000$283.0K0.01%+100,000New
Price T Rowe Associates Inc98,299$279.0K0.00%+21,673+28.3%Added
Assenagon Asset Management S.A.97,002$274.5K0.00%+97,002New
Verition Fund Management LLC96,973$274.4K0.00%+31,011+47.0%Added
Russell Investments Group, Ltd.95,651$270.7K0.00%−38,596−28.7%Reduced
UBS Asset Management Americas Inc94,589$267.7K0.00%00.0%Unchanged
Rhumbline Advisers89,318$252.8K0.00%−21,414−19.3%Reduced
Jain Global LLC87,835$248.6K0.00%+87,835New
Wells Fargo & Company82,170$232.5K0.00%+28,401+52.8%Added
Tudor Investment Corp Et Al79,171$224.1K0.00%−407,425−83.7%Reduced
California State Teachers Retirement System78,454$222.0K0.00%+17,784+29.3%Added
Oppenheimer & Co Inc77,021$218.0K0.00%−44,805−36.8%Reduced
Legal & General Group Plc67,130$190.0K0.00%00.0%Unchanged
ExodusPoint Capital Management, LP65,470$185.3K0.00%−50,952−43.8%Reduced
WJ Financial Advisors LLC64,815$183.4K0.16%+64,815New
Alliancebernstein L.P.64,090$181.4K0.00%00.0%Unchanged
Aristides Capital LLC62,400$176.6K0.06%+62,400New
Algert Global LLC55,835$158.0K0.00%−38,820−41.0%Reduced
Connors Investor Services Inc55,167$156.1K0.01%+15,000+37.3%Added
LPL Financial LLC55,076$155.9K0.00%−55,781−50.3%Reduced
Acadian Asset Management LLC43,842$122.0K0.00%+43,842New
Odyssean, LLC41,759$118.2K0.08%+41,759New
AWM Investment Company, Inc.41,092$116.3K0.01%−1,514,385−97.4%Reduced
ARS Investment Partners, LLC40,765$115.4K0.01%−19,242−32.1%Reduced
Caption Management, LLC36,100$102.2K0.00%+6,100+20.3%Added
Quadrature Capital Ltd35,583$100.7K0.00%+25,373+248.5%Added
PharVision Advisers, LLC33,808$95.7K0.05%+33,808New
Mirae Asset Global ETFs Holdings Ltd.30,799$87.2K0.00%−360−1.2%Reduced
Janus Henderson Group PLC30,455$86.3K0.00%00.0%Unchanged
Lighthouse Investment Partners, LLC30,000$84.9K0.00%+30,000New
Concurrent Investment Advisors, LLC30,000$84.9K0.00%+30,000New
MetLife Investment Management27,154$76.8K0.00%−3,289−10.8%Reduced
Intech Investment Management LLC25,382$71.8K0.00%−19,582−43.6%Reduced
Journey Strategic Wealth LLC25,157$71.2K0.00%+25,157New
Oxford Asset Management LLP24,083$68.2K0.02%+24,083New
HSBC Holdings PLC23,326$66.0K0.00%+23,326New
D. E. Shaw & Co., Inc.23,217$65.7K0.00%+9,995+75.6%Added
Centiva Capital, LP21,247$60.1K0.00%+21,247New