ASPEN AEROGELS INC (ASPN) — Institutional Holders, Q2 2026
180 institutional investment managers reported a ASPN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $465.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ASPN in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- AMERICAN CENTURY COMPANIESAdded · +1,262,259 sh+$8.0M
- JACOBS LEVY EQUITY MANAGEMENTAdded · +839,304 sh+$5.3M
- AQR CAPITAL MANAGEMENTAdded · +750,227 sh+$4.8M
- ACADIAN ASSET MANAGEMENTNew · +684,915 sh+$4.3M
- BlackRockAdded · +534,072 sh+$3.4M
Biggest sellers
- NEEDHAM INVESTMENT MANAGEMENTTrimmed · -1,257,975 sh-$8.0M
- HRT FINANCIALSold out · -870,435 sh-$5.5M
- Invesco Ltd.Trimmed · -678,211 sh-$4.3M
- Samjo ManagementSold out · -645,625 sh-$4.1M
- CITADEL ADVISORSTrimmed · -342,456 sh-$2.2M
ASPN 13F holders ranked 1–100 of 180
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | KIM#1 · 12,280,426 sh | 12,280,426 | $77.9M | 7.76% | 0.0% |
| 2 | BlackRock#2 · 5,277,148 sh | 5,277,148 | $33.5M | <0.01% | +11.3% |
| 3 | OAKTOP CAPITAL MANAGEMENT II, L.P.#3 · 5,168,674 sh | 5,168,674 | $32.8M | 1.39% | 0.0% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 3,539,271 sh | 3,539,271 | $22.4M | <0.01% | +3.0% |
| 5 | NEEDHAM INVESTMENT MANAGEMENT#5 · 3,260,800 sh | 3,260,800 | $20.7M | 0.62% | -27.8% |
| 6 | GEORGE KAISER FAMILY FOUNDATION#6 · 3,167,322 sh | 3,167,322 | $20.1M | 1.93% | 0.0% |
| 7 | STATE STREET#7 · 2,559,495 sh | 2,559,495 | $16.2M | <0.01% | +10.3% |
| 8 | AMERICAN CENTURY COMPANIES#8 · 2,510,042 sh | 2,510,042 | $15.9M | <0.01% | +101.2% |
| 9 | JACOBS LEVY EQUITY MANAGEMENT#9 · 2,058,083 sh | 2,058,083 | $13.0M | 0.05% | +68.9% |
| 10 | AMERIPRISE FINANCIAL#10 · 1,821,295 sh | 1,821,295 | $11.5M | <0.01% | +20.9% |
| 11 | GEODE CAPITAL MANAGEMENT#11 · 1,770,425 sh | 1,770,425 | $11.2M | <0.01% | +14.9% |
| 12 | RICE HALL JAMES & ASSOCIATES#12 · 1,635,259 sh | 1,635,259 | $10.4M | 0.50% | +5.3% |
| 13 | Invesco Ltd.#13 · 1,619,972 sh | 1,619,972 | $10.3M | <0.01% | -29.5% |
| 14 | GAGNON SECURITIES#14 · 1,535,812 sh | 1,535,812 | $9.7M | 1.88% | -17.5% |
| 15 | DIMENSIONAL FUND ADVISORS#15 · 1,447,333 sh | 1,447,333 | $9.2M | <0.01% | +15.2% |
| 16 | GOLDMAN SACHS GROUP#16 · 1,372,300 sh | 1,372,300 | $8.7M | <0.01% | +52.6% |
| 17 | ROYCE & ASSOCIATES#17 · 1,323,218 sh | 1,323,218 | $8.4M | 0.07% | +34.1% |
| 18 | AQR CAPITAL MANAGEMENT#18 · 1,276,346 sh | 1,276,346 | $8.1M | <0.01% | +142.6% |
| 19 | MILLENNIUM MANAGEMENT#19 · 1,190,616 sh | 1,190,616 | $7.5M | <0.01% | -15.2% |
| 20 | MARSHALL WACE, LLP#20 · 1,146,707 sh | 1,146,707 | $7.3M | <0.01% | -9.2% |
| 21 | D. E. Shaw#21 · 1,066,501 sh | 1,066,501 | $6.8M | <0.01% | +27.9% |
| 22 | Telemark Asset Management#22 · 1,000,000 sh | 1,000,000 | $6.3M | 0.46% | 0.0% |
| 23 | JPMORGAN CHASE#23 · 1,004,383 sh | 1,004,383 | $6.0M | <0.01% | +4.0% |
| 24 | BNP PARIBAS FINANCIAL MARKETS#24 · 867,199 sh | 867,199 | $5.5M | <0.01% | +24.3% |
| 25 | TWO SIGMA INVESTMENTS#25 · 779,468 sh | 779,468 | $4.9M | <0.01% | +76.6% |
| 26 | VANGUARD PORTFOLIO MANAGEMENT#26 · 698,983 sh | 698,983 | $4.4M | <0.01% | -2.5% |
| 27 | ACADIAN ASSET MANAGEMENT#27 · 684,915 sh | 684,915 | $4.3M | <0.01% | New |
| 28 | FEDERATED HERMES#28 · 596,883 sh | 596,883 | $3.8M | <0.01% | +32.6% |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT#29 · 570,712 sh | 570,712 | $3.6M | <0.01% | +2.5% |
| 30 | TUDOR INVESTMENT ET AL#30 · 567,384 sh | 567,384 | $3.6M | <0.01% | +275.5% |
| 31 | NORTHERN#31 · 565,569 sh | 565,569 | $3.6M | <0.01% | +8.1% |
| 32 | VANGUARD FIDUCIARY#32 · 474,393 sh | 474,393 | $3.0M | <0.01% | +4.4% |
| 33 | PANAGORA ASSET MANAGEMENT#33 · 442,448 sh | 442,448 | $2.8M | <0.01% | +1485.7% |
| 34 | MORGAN STANLEY#34 · 397,075 sh | 397,075 | $2.5M | <0.01% | +110.9% |
| 35 | DEUTSCHE BANK AG\#35 · 372,077 sh | 372,077 | $2.4M | <0.01% | +3.5% |
| 36 | Baird Financial Group#36 · 345,193 sh | 345,193 | $2.2M | <0.01% | New |
| 37 | ALGERT GLOBAL#37 · 302,582 sh | 302,582 | $1.9M | 0.02% | -7.3% |
| 38 | Trexquant Investment#38 · 302,439 sh | 302,439 | $1.9M | 0.01% | New |
| 39 | RENAISSANCE TECHNOLOGIES#39 · 274,392 sh | 274,392 | $1.7M | <0.01% | New |
| 40 | BANK OF AMERICA#40 · 252,746 sh | 252,746 | $1.6M | <0.01% | +4.9% |
| 41 | CITADEL ADVISORS#41 · 238,731 sh | 238,731 | $1.5M | <0.01% | -58.9% |
| 42 | PRUDENTIAL FINANCIAL#42 · 229,935 sh | 229,935 | $1.5M | <0.01% | +2164.3% |
| 43 | XTX Topco Ltd#43 · 227,977 sh | 227,977 | $1.4M | 0.02% | +13.2% |
| 44 | FIRST ADVISORS#44 · 222,352 sh | 222,352 | $1.4M | <0.01% | +22.7% |
| 45 | Bank of New York Mellon#45 · 195,389 sh | 195,389 | $1.2M | <0.01% | +5.2% |
| 46 | Palogic Value Management, L.P.#46 · 185,589 sh | 185,589 | $1.2M | 0.39% | -58.8% |
| 47 | CITIGROUP#47 · 181,651 sh | 181,651 | $1.2M | <0.01% | -22.3% |
| 48 | IRONWOOD INVESTMENT MANAGEMENT#48 · 179,301 sh | 179,301 | $1.1M | 0.39% | +7.6% |
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#49 · 177,419 sh | 177,419 | $1.1M | <0.01% | -35.3% |
| 50 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#50 · 171,150 sh | 171,150 | $1.1M | <0.01% | New |
| 51 | Jump Financial#51 · 168,865 sh | 168,865 | $1.1M | <0.01% | New |
| 52 | HEALTHCARE OF ONTARIO PENSION PLAN FUND#52 · 157,400 sh | 157,400 | $997.9K | <0.01% | 0.0% |
| 53 | Nuveen#53 · 145,324 sh | 145,324 | $921.4K | <0.01% | +7.9% |
| 54 | PRICE T ROWE ASSOCIATES#54 · 130,300 sh | 130,300 | $827.0K | <0.01% | +21.4% |
| 55 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#55 · 128,107 sh | 128,107 | $812.2K | <0.01% | +104.3% |
| 56 | LEUCADIA NATIONAL#56 · 126,303 sh | 126,303 | $800.8K | <0.01% | New |
| 57 | Firsthand Capital Management#57 · 125,000 sh | 125,000 | $792.5K | 1.27% | 0.0% |
| 58 | Russell Investments Group, Ltd.#58 · 120,306 sh | 120,306 | $762.7K | <0.01% | +5.2% |
| 59 | BRIDGEWAY CAPITAL MANAGEMENT#59 · 110,000 sh | 110,000 | $697.4K | 0.01% | +46.7% |
| 60 | Mitsubishi UFJ Asset Management , Ltd.#60 · 107,505 sh | 107,505 | $681.6K | <0.01% | -15.7% |
| 61 | Sargent Investment Group#61 · 106,432 sh | 106,432 | $674.8K | 0.08% | -8.6% |
| 62 | Inspire Investing#62 · 106,330 sh | 106,330 | $674.1K | — | -29.6% |
| 63 | IEQ CAPITAL#63 · 103,313 sh | 103,313 | $655.0K | <0.01% | New |
| 64 | RBF Capital#64 · 100,000 sh | 100,000 | $634.0K | 0.03% | 0.0% |
| 65 | Man Group plc#65 · 90,259 sh | 90,259 | $572.2K | <0.01% | -37.0% |
| 66 | RHUMBLINE ADVISERS#66 · 83,335 sh | 83,335 | $528.3K | <0.01% | -0.8% |
| 67 | LPL Financial#67 · 69,365 sh | 69,365 | $439.8K | <0.01% | +78.6% |
| 68 | FMR#68 · 68,476 sh | 68,476 | $434.1K | 0.00% | +1428.8% |
| 69 | EntryPoint Capital#69 · 67,794 sh | 67,794 | $429.8K | 0.10% | -53.8% |
| 70 | UBS Group AG#70 · 66,671 sh | 66,671 | $422.7K | <0.01% | -64.8% |
| 71 | OPPENHEIMER#71 · 64,430 sh | 64,430 | $408.5K | — | -15.5% |
| 72 | WINTON GROUP Ltd#72 · 61,200 sh | 61,200 | $388.0K | 0.01% | New |
| 73 | WELLS FARGO & COMPANY#73 · 59,370 sh | 59,370 | $376.4K | <0.01% | +107.7% |
| 74 | Centiva Capital#74 · 56,459 sh | 56,459 | $357.9K | <0.01% | New |
| 75 | FRANKLIN RESOURCES#75 · 47,907 sh | 47,907 | $303.7K | <0.01% | -24.0% |
| 76 | Graham Capital Management, L.P.#76 · 46,267 sh | 46,267 | $293.3K | <0.01% | -11.7% |
| 77 | SRS Capital Advisors#77 · 46,153 sh | 46,153 | $292.6K | <0.01% | New |
| 78 | Quantbot Technologies#78 · 45,432 sh | 45,432 | $288.0K | 0.01% | +904.5% |
| 79 | BALYASNY ASSET MANAGEMENT L.P.#79 · 43,717 sh | 43,717 | $277.2K | <0.01% | -70.7% |
| 80 | Mariner#80 · 42,652 sh | 42,652 | $270.4K | <0.01% | New |
| 81 | Odyssean#81 · 41,759 sh | 41,759 | $264.8K | 0.04% | 0.0% |
| 82 | MetLife Investment Management#82 · 40,269 sh | 40,269 | $255.3K | <0.01% | +166.4% |
| 83 | ALLIANCEBERNSTEIN L.P.#83 · 74,130 sh | 74,130 | $253.5K | <0.01% | +15.7% |
| 84 | MERCER GLOBAL ADVISORS#84 · 38,679 sh | 38,679 | $245.2K | <0.01% | New |
| 85 | State of Wyoming#85 · 38,000 sh | 38,000 | $240.9K | 0.02% | New |
| 86 | FOX RUN MANAGEMENT, L.L.C.#86 · 37,919 sh | 37,919 | $240.4K | 0.04% | New |
| 87 | Y-Intercept (Hong Kong) Ltd#87 · 36,820 sh | 36,820 | $233.4K | — | New |
| 88 | Dynamic Technology Lab Private Ltd#88 · 35,103 sh | 35,103 | $223.0K | 0.05% | -71.2% |
| 89 | SG Americas Securities#89 · 34,349 sh | 34,349 | $218.0K | <0.01% | New |
| 90 | STATE OF WISCONSIN INVESTMENT BOARD#90 · 33,247 sh | 33,247 | $210.8K | <0.01% | -67.6% |
| 91 | Diversified#91 · 33,047 sh | 33,047 | $209.5K | <0.01% | New |
| 92 | Concurrent Investment Advisors#92 · 32,050 sh | 32,050 | $203.2K | — | +6.7% |
| 93 | Creative Planning#93 · 31,432 sh | 31,432 | $199.3K | <0.01% | New |
| 94 | MIRAE ASSET GLOBAL ETFS Ltd.#94 · 31,271 sh | 31,271 | $198.3K | <0.01% | -0.9% |
| 95 | BAILARD#95 · 29,508 sh | 29,508 | $187.1K | — | New |
| 96 | Vanguard Global Advisers#96 · 28,581 sh | 28,581 | $181.2K | <0.01% | 0.0% |
| 97 | Cerity Partners#97 · 28,365 sh | 28,365 | $179.8K | <0.01% | +179.4% |
| 98 | Equitable#98 · 27,660 sh | 27,660 | $175.4K | <0.01% | New |
| 99 | Headlands Technologies#99 · 27,413 sh | 27,413 | $173.8K | 0.02% | New |
| 100 | nVerses Capital#100 · 25,234 sh | 25,234 | $160.0K | 0.25% | -37.8% |
Funds that sold out of ASPN in Q2 2026 (22)
Held ASPN at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q1 2026 |
|---|---|---|
| HRT FINANCIAL870,435 sh | 870,435 | $3.0M |
| Samjo Management645,625 sh | 645,625 | $2.2M |
| JANE STREET GROUP187,860 sh | 187,860 | $642.5K |
| Engineers Gate Manager148,159 sh | 148,159 | $506.7K |
| LAZARD ASSET MANAGEMENT141,745 sh | 141,745 | $484.8K |
| ALPS ADVISORS124,353 sh | 124,353 | $425.3K |
| Numerai GP95,900 sh | 95,900 | $328.0K |
| AXQ CAPITAL26,624 sh | 26,624 | $91.1K |
| IMC-Chicago22,470 sh | 22,470 | $76.8K |
| CHOREO17,250 sh | 17,250 | $59.0K |
| Brevan Howard Capital Management11,619 sh | 11,619 | $39.7K |
| Aptus Capital Advisors10,537 sh | 10,537 | $36.0K |
| Clarus Group10,504 sh | 10,504 | $35.9K |
| Spears Abacus Advisors10,000 sh | 10,000 | $34.2K |
| MAI Capital Management4,843 sh | 4,843 | $16.6K |
| Banque Cantonale Vaudoise4,154 sh | 4,154 | $14.0K |
| Gunpowder Capital Management, dba Oliver Wealth Management3,863 sh | 3,863 | $13.2K |
| Rachor Investment Advisory Services1,177 sh | 1,177 | $4.0K |
| NATIONAL BANK OF CANADA1,000 sh | 1,000 | $3.4K |
| Wealth Preservation Advisors127 sh | 127 | $434.00 |
| Parkside Financial Bank80 sh | 80 | $274.00 |
| Quaker Wealth Management33 sh | 33 | $113.00 |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.