Aspen Aerogels Inc: which funds bought and sold

Institutions that bought and sold Aspen Aerogels shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 99 institutions that filed 13F reports for both quarters added to or opened positions in Aspen Aerogels, and 66 cut or closed them. Together they added a net 4.1M shares, +6.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 5.0M shares (+46.6%); index fund managers were net buyers of 1.2M shares (+8.1%). 38 opened a new position and 21 sold out entirely.

Bought, Q2 2026 99 institutions, 38 of them new holders Sold, Q2 2026 66 institutions, 21 of them sold out

Net change, all compared +4.1M shares (+6.0%)

Net change, active managers +5.0M shares (+46.6%), 22 bought, 13 sold

Buyers versus sellers

institutions compared, 199

99 bought 34 66 sold

Active managers and hedge funds 22 bought · 13 sold · +5.0M

Index fund managers 7 bought · 2 sold · +1.2M

Other institutions 70 bought · 51 sold · −2.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+1.3M +101.2%	2.5M	$15.9M
Jacobs Levy Equity Management, Inc Active manager	+839K +68.9%	2.1M	$13M
AQR Capital Management LLC Hedge fund	+750K +142.6%	1.3M	$8.1M
Acadian Asset Management LLC Active manager	+685K New position	685K	$4.3M
Blackrock, Inc. Index funds	+534K +11.3%	5.3M	$33.5M
Goldman Sachs Group Inc	+473K +52.6%	1.4M	$8.7M
Tudor Investment Corp Et Al Hedge fund	+416K +275.5%	567K	$3.6M
Panagora Asset Management Inc Active manager	+415K +1485.7%	442K	$2.8M
Baird Financial Group, Inc.	+345K New position	345K	$2.2M
Two Sigma Investments, LP Hedge fund	+338K +76.6%	779K	$4.9M
Royce & Associates LP Active manager	+337K +34.1%	1.3M	$8.4M
Ameriprise Financial Inc	+315K +20.9%	1.8M	$11.5M
Trexquant Investment LP Hedge fund	+302K New position	302K	$1.9M
Renaissance Technologies LLC Hedge fund	+274K New position	274K	$1.7M
State Street Corp Index funds	+239K +10.3%	2.6M	$16.2M
D. E. Shaw & Co., Inc. Hedge fund	+233K +27.9%	1.1M	$6.8M
Geode Capital Management, LLC Index funds	+230K +14.9%	1.8M	$11.2M
Prudential Financial Inc	+220K +2164.3%	230K	$1.5M
Morgan Stanley	+209K +110.9%	397K	$2.5M
Dimensional Fund Advisors LP	+191K +15.2%	1.4M	$9.2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+1.3M +101.2%	2.5M	$15.9M
Jacobs Levy Equity Management, Inc Active manager	+839K +68.9%	2.1M	$13M
AQR Capital Management LLC Hedge fund	+750K +142.6%	1.3M	$8.1M
Acadian Asset Management LLC Active manager	+685K New position	685K	$4.3M
Tudor Investment Corp Et Al Hedge fund	+416K +275.5%	567K	$3.6M
Panagora Asset Management Inc Active manager	+415K +1485.7%	442K	$2.8M
Two Sigma Investments, LP Hedge fund	+338K +76.6%	779K	$4.9M
Royce & Associates LP Active manager	+337K +34.1%	1.3M	$8.4M
Trexquant Investment LP Hedge fund	+302K New position	302K	$1.9M
Renaissance Technologies LLC Hedge fund	+274K New position	274K	$1.7M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Needham Investment Management LLC	−1.3M −27.8%	3.3M	$20.7M
HRT Financial LP	−870K Sold out	0	—
Invesco Ltd.	−678K −29.5%	1.6M	$10.3M
Samjo Management, LLC	−646K Sold out	0	—
Citadel Advisors LLC Hedge fund	−342K −58.9%	239K	$1.5M
Gagnon Securities LLC	−326K −17.5%	1.5M	$9.7M
Palogic Value Management, L.P.	−264K −58.8%	186K	$1.2M
Point72 Asset Management, L.P. Hedge fund	−248K −96.5%	9,006	$57,098
Millennium Management LLC Hedge fund	−214K −15.2%	1.2M	$7.5M
Jane Street Group, LLC	−188K Sold out	0	—
Engineers Gate Manager LP Hedge fund	−148K Sold out	0	—
Lazard Asset Management LLC Active manager	−142K Sold out	0	—
Alps Advisors Inc	−124K Sold out	0	—
UBS Group AG	−123K −64.8%	67K	$422,694
Marshall Wace, LLP Hedge fund	−116K −9.2%	1.1M	$7.3M
Balyasny Asset Management L.P. Hedge fund	−106K −70.7%	44K	$277,166
Susquehanna International Group, LLP	−97K −35.3%	177K	$1.1M
Numerai Gp LLC	−96K Sold out	0	—
HSBC Holdings PLC	−91K −86.8%	14K	$86,399
Dynamic Technology Lab Private Ltd	−87K −71.2%	35K	$223,000

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Citadel Advisors LLC Hedge fund	−342K −58.9%	239K	$1.5M
Point72 Asset Management, L.P. Hedge fund	−248K −96.5%	9,006	$57,098
Millennium Management LLC Hedge fund	−214K −15.2%	1.2M	$7.5M
Engineers Gate Manager LP Hedge fund	−148K Sold out	0	—
Lazard Asset Management LLC Active manager	−142K Sold out	0	—
Marshall Wace, LLP Hedge fund	−116K −9.2%	1.1M	$7.3M
Balyasny Asset Management L.P. Hedge fund	−106K −70.7%	44K	$277,166
Man Group PLC Hedge fund	−53K −37.0%	90K	$572,242
Squarepoint Ops LLC Hedge fund	−43K −72.5%	16K	$104,356
Algert Global LLC Hedge fund	−24K −7.3%	303K	$1.9M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Acadian Asset Management LLCActive manager	685K	$4.3M
Baird Financial Group, Inc.	345K	$2.2M
Trexquant Investment LPHedge fund	302K	$1.9M
Renaissance Technologies LLCHedge fund	274K	$1.7M
Arrowstreet Capital, Limited PartnershipHedge fund	171K	$1.1M
Jump Financial, LLC	169K	$1.1M
Jefferies Financial Group Inc.	126K	$800,761
Ieq Capital, LLC	103K	$655,005
Winton Group LtdHedge fund	61K	$388,008
Centiva Capital, LPHedge fund	56K	$357,950

Sold out

largest by value

Institution	Shares	Value March 31, 2026
HRT Financial LP	870K	$3M
Samjo Management, LLC	646K	$2.2M
Jane Street Group, LLC	188K	$642,482
Engineers Gate Manager LPHedge fund	148K	$506,704
Lazard Asset Management LLCActive manager	142K	$484,768
Alps Advisors Inc	124K	$425,287
Numerai Gp LLC	96K	$327,978
Axq Capital, LP	27K	$91,054
Imc-Chicago, LLC	22K	$76,847
Choreo, LLC	17K	$58,995

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 179
Ten largest holders: 56.7%
Index fund managers: 21.2%
Active managers and hedge funds: 21.5%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	22	13	7	3	+5.0M	+46.6%
Index fund managers	7	2	0	0	+1.2M	+8.1%
Other institutions	70	51	31	18	−2.0M	−4.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Aspen Aerogels.

Only managers that filed a holdings report for both quarters are compared (199 here). 4 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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