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Concurrent Investment Advisors’s Aspen Aerogels ASPN Stock Holding History

Concurrent Investment Advisors’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
Q1 		$103K Buy
30,050
+50
+0.2% +$169 ﹤0.01% 1823
2025
Q4 		$84.9K Buy
+30,000
New +$155K ﹤0.01% 1718
2025
Q3 		– Sell
-17,604
Closed -$104K – 1505
2025
Q2 		$104K Buy
17,604
+511
+3% +$2.94K ﹤0.01% 1327
2025
Q1 		$109K Buy
+17,093
New +$165K ﹤0.01% 1176

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return

Concurrent Investment Advisors's ASPN Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Aspen Aerogels (ASPN) stake by 0.17% in Q1 2026, buying an estimated $169 and bringing the position to 30,050 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1823.

Concurrent Investment Advisors first reported a position in ASPN in Q1 2025 and has held it in 4 quarters since. The position peaked at $109K in Q1 2025. 166 funds tracked by Wall St. Rank hold ASPN as of Q1 2026.

  • Concurrent Investment Advisors held 30,050 shares of Aspen Aerogels worth $103K as of Q1 2026.
  • Concurrent Investment Advisors bought 50 Aspen Aerogels shares in Q1 2026, an estimated $169.
  • Aspen Aerogels made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1823 holding.
  • Concurrent Investment Advisors first reported a position in Aspen Aerogels in Q1 2025 and has held it in 4 quarters since.
  • Concurrent Investment Advisors's Aspen Aerogels position peaked at $109K in Q1 2025.
  • 166 funds tracked by Wall St. Rank held Aspen Aerogels as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.