Bailard
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Bailard’s Aspen Aerogels ASPN Stock Holding History

Bailard’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
2026
Q3 		– Sell
-29,508
Closed -$187K – 756
2026
Q2 		$187K Buy
+29,508
New +$145K ﹤0.01% 741
2019
Q4 		– Sell
-15,300
Closed -$91K – 543
2019
Q3 		$91K Buy
+15,300
New +$97.3K 0.01% 519

Other funds holding ASPN

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
First PREMIER Bank
First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Essential Partners
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Fortitude Family Office
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Bailard's ASPN Position: Q3 2026 in Review

Bailard sold out of Aspen Aerogels (ASPN) in Q3 2026, closing a stake of 29,508 shares — an estimated $187K sold.

Bailard first reported a position in ASPN in Q3 2019 and held it in 2 quarters. The position peaked at $187K in Q2 2026. 12 funds tracked by Wall St. Rank hold ASPN as of Q3 2026.

  • Bailard reported no remaining Aspen Aerogels position as of Q3 2026 after selling out during the quarter.
  • Bailard sold 29,508 Aspen Aerogels shares in Q3 2026, an estimated $187K.
  • Bailard first reported a position in Aspen Aerogels in Q3 2019 and held it in 2 quarters.
  • Bailard's Aspen Aerogels position peaked at $187K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Aspen Aerogels as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.