ASPEN AEROGELS INC

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ASPN·04523Y105·US·Common Stock·Industrials - Building Products & Equipment-13D/G

ASPN (ASPEN AEROGELS INC) is held by 94 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($33.5M), VANGUARD CAPITAL MANAGEMENT LLC ($22.4M), STATE STREET CORP ($16.2M). Net institutional sentiment: Mixed.

94

Holders

(10 Elite)

$265.8M

Total Value

63% (98)

Consensus

62 buying - 36 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)72

Insider (Form 4)48

Activist (13D/13G)64

Congressional (STOCK Act)82

Holder Quality

89

★★★★★

Elite

53

★★★★

Strong

17

★★★

Solid

55

★★

Below

22

★

Weak

Held by 94 funds

10 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders Nov 14, 2025 · Activists Aug 13, 2026 · Congress none

ActivistNINeedham Investment Management L.L.C.3.9%Aug 13, 2026

ActivistThe Vanguard Group0.0%Mar 26, 2026

ActivistNINEEDHAM INVESTMENT MANAGEMENT L.L.C.5.3%Feb 13, 2026

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Top Holders

Top Holders (94)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	5.3M(+11.3%)	$33.5M	0.0%	-54.58%	32
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	3.5M(+3.0%)	$22.4M	0.0%	+51.43%	29
STATE STREET CORP	Increased	2.6M(+10.3%)	$16.2M	0.0%	-51.65%	31
AMERICAN CENTURY COMPANIES INC	Increased	2.5M(+101.2%)	$15.9M	0.0%	-4.54%	45
JACOBS LEVY EQUITY MANAGEMENT, INC	Increased	2.1M(+68.9%)	$13M	0.0%	+14.40%	41
AMERIPRISE FINANCIAL INC	Increased	1.8M(+20.9%)	$11.5M	0.0%	+45.64%	33
GEODE CAPITAL MANAGEMENT, LLC	Increased	1.8M(+14.9%)	$11.2M	0.0%	-54.67%	32
Invesco Ltd.	Decreased	1.6M(-29.5%)	$10.3M	0.0%	+26.87%	0
DIMENSIONAL FUND ADVISORS LP	Increased	1.4M(+15.2%)	$9.2M	0.0%	-62.25%	32
GOLDMAN SACHS GROUP INC	Increased	1.4M(+52.6%)	$8.7M	0.0%	-29.79%	39
ROYCE & ASSOCIATES LP	Increased	1.3M(+34.1%)	$8.4M	0.1%	+26.48%	35
AQR CAPITAL MANAGEMENT LLC	Increased	1.3M(+142.6%)	$8.1M	0.0%	-5.22%	44
MILLENNIUM MANAGEMENT LLC	Decreased	1.2M(-15.2%)	$7.5M	0.0%	-32.35%	0
MWMARSHALL WACE, LLP	Decreased	1.1M(-9.2%)	$7.3M	0.0%	+20.84%	0
DED. E. Shaw & Co., Inc.	Increased	1.1M(+27.9%)	$6.8M	0.0%	+28.73%	34
JPMORGAN CHASE & CO	Increased	1M(+4.0%)	$6M	0.0%	-24.50%	28
BNP PARIBAS FINANCIAL MARKETS	Increased	867,199(+24.3%)	$5.5M	0.0%	-32.60%	33
TWO SIGMA INVESTMENTS, LP	Increased	779,468(+76.6%)	$4.9M	0.0%	-42.22%	41
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	698,983(-2.5%)	$4.4M	0.0%	+55.39%	0
FEDERATED HERMES, INC.	Increased	596,883(+32.6%)	$3.8M	0.0%	+5.52%	34

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ASPNASPEN AEROGELS INC

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer