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Aspen Aerogels, Inc.

ASPN Industrials
$5.79 +$0.32 (5.85%)
Market Cap: $479.86 M
Gurus Holding
4
Popularity Rank
#2461
% of Shares Held
2.32%
Net Activity (Q1 2026)
+$3.27 M

Guru Ownership Trend

Guru Analysis for Aspen Aerogels, Inc. (ASPN)

Aspen Aerogels, Inc. (ASPN), a key player in the Industrials sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $11.12 M.

Top institutional holders include Chuck Royce and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $3.27 M net inflow during the quarter.

Recent activity highlights Chuck Royce who opened a new position.

Key Holders

Top 5 by Value

$3.37 M
$1.8 M
$877,620
$516,738

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$5.03 M
Total Buy Value
New Buys 2
Additions 2
-$1.76 M
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for Aspen Aerogels, Inc. (ASPN)

Major holders include Chuck Royce ($3.37 M), Cliff Asness ($1.8 M), Steven Cohen ($877,620). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.92 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.27 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited ASPN. The total reported sell value was $1.76 M.

Yes, 2 managers opened new positions in ASPN, and 2 increased their existing holdings. The total reported buy value was $5.03 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% New Buy 986,513 $3.37 M Q1 2026
0.00% Add 42.2% 526,119 $1.8 M Q1 2026
0.00% New Buy 256,614 $877,620 Q1 2026
0.00% Add 90.8% 151,093 $516,738 Q1 2026
Date
Insider Name
Transaction
Value
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Position / Chg
SEC Form