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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
Acadian Asset Management LLC43,842$122.0K0.00%+43,842New
LPL Financial LLC55,076$155.9K0.00%−55,781−50.3%Reduced
Connors Investor Services Inc55,167$156.1K0.01%+15,000+37.3%Added
Algert Global LLC55,835$158.0K0.00%−38,820−41.0%Reduced
Aristides Capital LLC62,400$176.6K0.06%+62,400New
Alliancebernstein L.P.64,090$181.4K0.00%00.0%Unchanged
WJ Financial Advisors LLC64,815$183.4K0.16%+64,815New
ExodusPoint Capital Management, LP65,470$185.3K0.00%−50,952−43.8%Reduced
Legal & General Group Plc67,130$190.0K0.00%00.0%Unchanged
Oppenheimer & Co Inc77,021$218.0K0.00%−44,805−36.8%Reduced
California State Teachers Retirement System78,454$222.0K0.00%+17,784+29.3%Added
Tudor Investment Corp Et Al79,171$224.1K0.00%−407,425−83.7%Reduced
Wells Fargo & Company82,170$232.5K0.00%+28,401+52.8%Added
Jain Global LLC87,835$248.6K0.00%+87,835New
Rhumbline Advisers89,318$252.8K0.00%−21,414−19.3%Reduced
UBS Asset Management Americas Inc94,589$267.7K0.00%00.0%Unchanged
Russell Investments Group, Ltd.95,651$270.7K0.00%−38,596−28.7%Reduced
Verition Fund Management LLC96,973$274.4K0.00%+31,011+47.0%Added
Assenagon Asset Management S.A.97,002$274.5K0.00%+97,002New
Price T Rowe Associates Inc98,299$279.0K0.00%+21,673+28.3%Added
RBF Capital, LLC100,000$283.0K0.01%+100,000New
IMC-Chicago, LLC102,930$291.3K0.01%−267−0.3%Reduced
Dynamic Technology Lab Private Ltd103,281$292.0K0.07%+103,281New
Two Sigma Advisers, LP104,300$295.2K0.00%−200−0.2%Reduced
Barclays PLC109,528$310.0K0.00%+10,163+10.2%Added
EntryPoint Capital, LLC110,142$311.7K0.12%+44,969+69.0%Added
Alps Advisors Inc116,372$329.3K0.00%−7,305−5.9%Reduced
Engineers Gate Manager LP119,227$337.4K0.00%+119,227New
State of Wisconsin Investment Board120,238$340.3K0.00%−136,552−53.2%Reduced
Firsthand Capital Management, Inc.125,000$353.8K0.66%00.0%Unchanged
Ironwood Investment Management LLC127,460$360.7K0.15%−6,902−5.1%Reduced
Nuveen, LLC133,867$378.8K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.131,468$379.9K0.00%+61,291+87.3%Added
Swiss National Bank135,200$382.6K0.00%00.0%Unchanged
Jacobs Levy Equity Management, Inc140,113$396.5K0.00%+140,113New
Sargent Investment Group, LLC141,607$400.7K0.05%−47,620−25.2%Reduced
Healthcare of Ontario Pension Plan Trust Fund157,400$445.4K0.00%+157,400New
Graham Capital Management, L.P.158,839$449.5K0.02%+52,959+50.0%Added
CWM Advisors, LLC166,874$472.3K0.04%+100,759+152.4%Added
Susquehanna International Group, LLP191,204$541.1K0.00%+22,357+13.2%Added
First Trust Advisors LP196,566$556.3K0.00%+598+0.3%Added
Bank of New York Mellon Corp196,903$557.2K0.00%−18,045−8.4%Reduced
XTX Topco Ltd202,030$571.7K0.02%+179,231+786.1%Added
Deutsche Bank AG223,093$631.4K0.00%+2,880+1.3%Added
Citigroup Inc238,631$675.3K0.00%+28,086+13.3%Added
Numerai GP LLC251,888$712.8K0.09%+233,608+1,277.9%Added
SG Americas Securities, LLC263,354$745.0K0.00%+182,931+227.5%Added
Jane Street Group, LLC293,150$829.6K0.00%+132,025+81.9%Added
UBS Group AG315,348$892.4K0.00%−81,461−20.5%Reduced
Los Angeles Capital Management LLC118,664$893.5K0.00%−20,549−14.8%Reduced
Morgan Stanley347,648$983.8K0.00%−346,840−49.9%Reduced
AQR Capital Management LLC369,949$1.05M0.00%+192,144+108.1%Added
FirstWave Capital Management LLC372,001$1.05M0.63%+372,001New
Palogic Value Management, L.P.525,000$1.49M0.64%+325,000+162.5%Added
Northern Trust Corp539,168$1.53M0.00%−74,430−12.1%Reduced
Charles Schwab Investment Management Inc540,323$1.53M0.00%−32,265−5.6%Reduced
Jump Financial, LLC551,071$1.56M0.02%+12,771+2.4%Added
Marshall Wace, LLP554,180$1.57M0.00%+241,990+77.5%Added
Federated Hermes, Inc.564,486$1.60M0.00%+274,555+94.7%Added
First Eagle Investment Management, LLC622,487$1.76M0.00%+105,164+20.3%Added
BNP Paribas Arbitrage, SA691,270$1.96M0.00%−878−0.1%Reduced
Bank of America Corp752,430$2.13M0.00%−62,419−7.7%Reduced
Two Sigma Investments, LP757,419$2.14M0.00%−54,109−6.7%Reduced
Samjo Management, LLC798,525$2.26M0.87%+457,700+134.3%Added
Citadel Advisors LLC866,218$2.45M0.00%−248,372−22.3%Reduced
Millennium Management LLC870,951$2.46M0.00%−576,566−39.8%Reduced
Telemark Asset Management, LLC1,000,000$2.83M0.28%−792,424−44.2%Reduced
Gagnon Securities LLC1,133,248$3.21M0.65%−621,585−35.4%Reduced
American Century Companies Inc1,157,978$3.28M0.00%+686,666+145.7%Added
Goldman Sachs Group Inc1,294,928$3.66M0.00%−124,876−8.8%Reduced
Ameriprise Financial Inc1,378,284$3.90M0.00%+1,378,284New
Rice Hall James & Associates, LLC1,421,605$4.02M0.22%+13,879+1.0%Added
JPMorgan Chase & Co1,483,745$4.20M0.00%+133,996+9.9%Added
Geode Capital Management, LLC1,602,049$4.53M0.00%+17,178+1.1%Added
Dimensional Fund Advisors LP2,003,963$5.67M0.00%−248,050−11.0%Reduced
State Street Corp2,501,469$7.08M0.00%+556,833+28.6%Added
George Kaiser Family Foundation3,167,322$8.96M1.20%00.0%Unchanged
Invesco Ltd.4,129,934$11.7M0.00%+2,907,558+237.9%Added
Needham Investment Management LLC4,351,700$12.3M0.78%+912,000+26.5%Added
Oaktop Capital Management II, L.P.4,394,525$12.4M1.05%00.0%Unchanged
Vanguard Group Inc4,685,950$13.3M0.00%+175,580+3.9%Added
BlackRock, Inc.4,929,239$13.9M0.00%−48,319−1.0%Reduced
Kim, LLC12,280,426$34.8M3.98%00.0%Unchanged
Penn Capital Management Co Inc0$00.00%−1,036,995−100.0%Sold out
Peregrine Investment Management Inc0$00.00%−600,000−100.0%Sold out
Gagnon Advisors, LLC0$00.00%−565,570−100.0%Sold out
Essex Investment Management Co LLC0$00.00%−390,033−100.0%Sold out
Trexquant Investment LP0$00.00%−260,157−100.0%Sold out
Renaissance Technologies LLC0$00.00%−246,900−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−184,300−100.0%Sold out
HRT Financial LP0$00.00%−167,423−100.0%Sold out
CastleKnight Management LP0$00.00%−162,599−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−126,275−100.0%Sold out
Squarepoint Ops LLC0$00.00%−90,850−100.0%Sold out
Atom Investors LP0$00.00%−82,648−100.0%Sold out
Man Group plc0$00.00%−80,197−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−71,595−100.0%Sold out
Harbour Capital Advisors, LLC0$00.00%−58,675−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−55,400−100.0%Sold out
Capital Fund Management S.A.0$00.00%−49,750−100.0%Sold out