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	-200,000	Closed	-$2.38M	–	145
2024 Q4	$2.38M	Sell	200,000 -200,000	-50%	-$3.41M	0.38%	84
2024 Q3	$11.1M	Hold	400,000	–	–	1.82%	12
2024 Q2	$9.54M	Buy	+400,000	New	+$9.39M	1.4%	18
2024 Q1	–	Sell	-400,000	Closed	-$6.31M	–	132
2023 Q4	$6.31M	Sell	400,000 -450,000	-53%	-$4.65M	0.97%	28
2023 Q3	$7.31M	Sell	850,000 -501,000	-37%	-$3.56M	1.63%	17
2023 Q2	$10.7M	Buy	+1,351,000	New	+$9.4M	1.8%	12
2023 Q1	–	Sell	-103,000	Closed	-$1.21M	–	107
2022 Q4	$1.21M	Buy	+103,000	New	+$1.18M	0.25%	65

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.