Ardsley Advisory Partners’s Aspen Aerogels ASPN Stock Holding History

Ardsley Advisory Partners’s Portfolio ASPN Stock Details ASPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-261,100	Closed	-$3.1M	–	146
2024 Q4	$3.1M	Buy	261,100 +136,100	+109%	+$2.32M	0.49%	70
2024 Q3	$3.46M	Sell	125,000 -270,000	-68%	-$6.76M	0.57%	61
2024 Q2	$9.42M	Sell	395,000 -470,000	-54%	-$11M	1.38%	19
2024 Q1	$15.2M	Sell	865,000 -181,000	-17%	-$2.67M	2.19%	11
2023 Q4	$16.5M	Sell	1,046,000 -499,000	-32%	-$5.15M	2.55%	9
2023 Q3	$13.3M	Buy	1,545,000 +33,322	+2%	+$237K	2.97%	7
2023 Q2	$11.9M	Buy	1,511,678 +765,678	+103%	+$5.33M	2.02%	10
2023 Q1	$5.56M	Buy	746,000 +437,500	+142%	+$4.35M	1.22%	32
2022 Q4	$3.64M	Buy	+308,500	New	+$3.53M	0.75%	33
2022 Q3	–	Sell	-100,500	Closed	-$999K	–	107
2022 Q2	$999K	Buy	+100,500	New	+$2.03M	0.16%	79
2021 Q3	–	Sell	-50,500	Closed	-$1.51M	–	133
2021 Q2	$1.51M	Buy	+50,500	New	+$1.03M	0.18%	77

Other funds holding ASPN

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OCMI

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

TAM

Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ardsley Advisory Partners's ASPN Position: Q1 2025 in Review

Ardsley Advisory Partners sold out of Aspen Aerogels (ASPN) in Q1 2025, closing a stake of 261,100 shares — an estimated $3.1M sold.

Ardsley Advisory Partners first reported a position in ASPN in Q2 2021 and held it in 11 quarters. The position peaked at $16.5M in Q4 2023. 221 funds tracked by Wall St. Rank hold ASPN as of Q1 2025.

Ardsley Advisory Partners reported no remaining Aspen Aerogels position as of Q1 2025 after selling out during the quarter.
Ardsley Advisory Partners sold 261,100 Aspen Aerogels shares in Q1 2025, an estimated $3.1M.
Ardsley Advisory Partners first reported a position in Aspen Aerogels in Q2 2021 and held it in 11 quarters.
Ardsley Advisory Partners's Aspen Aerogels position peaked at $16.5M in Q4 2023.
221 funds tracked by Wall St. Rank held Aspen Aerogels as of Q1 2025.

Based on Ardsley Advisory Partners's 13F filing for Q1 2025, filed 15 May 2025.