Security Snapshot

ASPEN AEROGELS INC - Common Stock, par value $0.00001 per share (ASPN) Institutional Ownership

CUSIP: 04523Y105

13F Institutional Holders and Ownership History from Q2 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

176

Shares (Excl. Options)

73,152,772

Price

$6.34

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+3,772,038
Value change
+$30,681,172
Number of holders
176
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
83,610,256
SEC-reported price per share
$6.34
Insider filing price
$6.34
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • ASPN - ASPEN AEROGELS INC - Common Stock, par value $0.00001 per share is tracked under CUSIP 04523Y105.
  • 176 institutions reported positions in Q2 2026.
  • 3 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 166 to 176 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $236,737,809 to $463,167,431.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 176 institutions filings for Q2 2026.

Open SEC evidence

Security key

04523Y105

Latest holder period

Q2 2026

13F holders

176

13D/G owners

3

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
3
Security
ASPN
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
OAKTOP CAPITAL MANAGEMENT II, L.P. 5.4% $23,994,106 4,394,525 Oaktop Capital Management II, L.P. 31 Mar 2025
NEEDHAM INVESTMENT MANAGEMENT LLC 3.9% -28% $20,673,472 -$6,916,306 3,260,800 -25% Needham Investment Management L.L.C. 30 Jun 2026
FMR LLC 1.5% $6,694,361 1,226,073 FMR LLC 31 Dec 2024

As of 30 Jun 2026, 176 institutional investors reported holding 73,152,772 shares of ASPEN AEROGELS INC - Common Stock, par value $0.00001 per share (ASPN). This represents 87% of the company’s total 83,610,256 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
73%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
KIM, LLC 15% 12,280,426 0% 11% $77,857,901
BlackRock, Inc. 6.3% 5,277,148 +11% 0% $33,457,120
OAKTOP CAPITAL MANAGEMENT II, L.P. 6.2% 5,168,674 0% 1.4% $32,769,393
VANGUARD CAPITAL MANAGEMENT LLC 4.2% 3,539,271 +3% 0% $22,438,978
NEEDHAM INVESTMENT MANAGEMENT LLC 3.9% 3,260,800 -28% 0.62% $20,673,472
George Kaiser Family Foundation 3.8% 3,167,322 0% 1.9% $20,080,821
STATE STREET CORP 3.1% 2,559,495 +10% 0% $16,227,198
AMERICAN CENTURY COMPANIES INC 3% 2,510,042 +101% 0.01% $15,913,666
JACOBS LEVY EQUITY MANAGEMENT, INC 2.5% 2,058,083 +69% 0.05% $13,048,246
AMERIPRISE FINANCIAL INC 2.2% 1,821,295 +21% 0% $11,547,010
GEODE CAPITAL MANAGEMENT, LLC 2.1% 1,770,425 +15% 0% $11,227,752
RICE HALL JAMES & ASSOCIATES, LLC 2% 1,635,259 +5.3% 0.5% $10,367,542
Invesco Ltd. 1.9% 1,619,972 -30% 0% $10,270,622
GAGNON SECURITIES LLC 1.8% 1,535,812 -18% 1.9% $9,737,048
DIMENSIONAL FUND ADVISORS LP 1.7% 1,447,333 +15% 0% $9,174,123
GOLDMAN SACHS GROUP INC 1.6% 1,372,300 +53% 0% $8,700,382
ROYCE & ASSOCIATES LP 1.6% 1,323,218 +34% 0.07% $8,389,202
AQR CAPITAL MANAGEMENT LLC 1.5% 1,276,346 +143% 0% $8,092,034
MILLENNIUM MANAGEMENT LLC 1.4% 1,190,616 -15% 0.01% $7,548,505
MARSHALL WACE, LLP 1.4% 1,146,707 -9.2% 0.01% $7,270,122
D. E. Shaw & Co., Inc. 1.3% 1,066,501 +28% 0% $6,761,616
JPMORGAN CHASE & CO 1.2% 1,004,383 +4% 0% $6,006,210
Telemark Asset Management, LLC 1.2% 1,000,000 0% 0.46% $6,340,000
BNP PARIBAS FINANCIAL MARKETS 1% 867,199 0% 0% $5,498,042
TWO SIGMA INVESTMENTS, LP 0.93% 779,468 +77% 0% $4,941,827

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
49
Latest
Q2 2026
Rows shown
1-25 of 49
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 73,152,772 $463,167,431 +$30,681,172 $6.34 176
2026 Q1 69,302,580 $236,737,809 -$133,707 $3.42 166
2025 Q4 69,991,662 $198,086,464 -$23,908,924 $2.83 183
2025 Q3 71,366,623 $496,791,936 -$108,467 $6.96 202
2025 Q2 71,504,120 $423,792,194 -$835,712 $5.92 181
2025 Q1 71,206,827 $455,066,397 -$45,808,861 $6.39 217
2024 Q4 73,001,355 $867,778,873 -$105,657,383 $11.88 228
2024 Q3 69,401,034 $1,921,862,940 -$22,829,124 $27.69 238
2024 Q2 70,532,807 $1,682,097,439 -$78,212,843 $23.85 216
2024 Q1 74,247,101 $1,306,720,369 -$2,830,981 $17.60 162
2023 Q4 74,870,231 $1,181,354,395 +$136,924,909 $15.78 166
2023 Q3 67,761,200 $582,778,595 +$28,805,579 $8.60 157
2023 Q2 66,512,915 $524,617,340 -$10,871,982 $7.89 158
2023 Q1 67,189,026 $498,597,203 -$26,918,463 $7.45 155
2022 Q4 67,314,459 $793,543,467 +$354,475,790 $11.79 160
2022 Q3 37,314,044 $344,117,328 +$407,623 $9.22 129
2022 Q2 37,073,093 $366,274,596 -$154,400,198 $9.88 140
2022 Q1 31,696,973 $1,092,653,529 +$98,738,568 $34.48 139
2021 Q4 28,529,908 $1,420,617,488 +$23,952,968 $49.79 156
2021 Q3 27,563,849 $1,268,080,803 -$1,101,618 $46.01 127
2021 Q2 28,413,761 $849,796,727 +$128,951,542 $29.92 113
2021 Q1 23,708,215 $482,202,043 +$36,805,215 $20.34 83
2020 Q4 21,889,127 $365,972,946 +$23,787,605 $16.69 75
2020 Q3 19,785,359 $216,652,920 +$7,771,398 $10.95 70
2020 Q2 19,371,151 $127,452,961 +$4,920,549 $6.58 66
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