Which hedge funds own ASPN? ASPEN AEROGELS INC, Q2 2026 13F holders
24 tracked hedge funds disclosed a position in ASPN (ASPEN AEROGELS INC) in their Q2 2026 13F filings, worth $87.2m in total. The largest holder by portfolio weight is Oaktop Capital Management II, L.P. at 1.4% of its book. 7 opened a new position this quarter: Fox Run Management, L.L.C., Centiva Capital, LP, Trexquant Investment LP, Prelude Capital Management, LLC. 3 exited: Numerai GP LLC, Engineers Gate Manager LP, Brevan Howard Capital Management LP.
- 24
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 7
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 3
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $5.7m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $874k
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $87.2m
- Combined value Sum of the holders' reported positions in the security.
- 1.9%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Numerai GP LLC | 0.03% | $328k |
| Engineers Gate Manager LP | 0.01% | $507k |
| Brevan Howard Capital Management LP | 0.0% | $39.7k |
Ownership over time
Who discovered ASPN first? Beta
The run: Q4 2018 → Q4 2021, ×23
| Oaktop Capital Management II, L.P. high conviction | Q2 2021 | 1.5% | +6.1 pts |
| Worth Venture Partners, LLC | Q4 2020 | – | +4.1 pts |
| Telemark Asset Management, LLC high conviction | Q4 2020 | 0.5% | +2.3 pts |
| Roubaix Capital, LLC | Q1 2021 | – | +2.1 pts |
| G2 Investment Partners Management LLC | Q1 2021 | – | +0.2 pts |
| Redwood Grove Capital, LLC | Q1 2022 | – | −1.0 pts |
| Prescott Group Capital Management, L.L.C. | Q2 2022 | – | −1.1 pts |
| Encompass Capital Advisors LLC | Q4 2021 | – | −1.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.