CIA
ASPN icon

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
Q2 		$203K Buy
32,050
+2,000
+7% +$9.81K ﹤0.01% 1939
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 $1B AUM 29.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Concurrent Investment Advisors's ASPN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Aspen Aerogels (ASPN) stake by 6.7% in Q2 2026, buying an estimated $9.81K and bringing the position to 32,050 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Concurrent Investment Advisors first reported a position in ASPN in Q1 2025 and has held it in 5 quarters since. 179 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • Concurrent Investment Advisors held 32,050 shares of Aspen Aerogels worth $203K as of Q2 2026.
  • Concurrent Investment Advisors bought 2,000 Aspen Aerogels shares in Q2 2026, an estimated $9.81K.
  • Aspen Aerogels made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1939 holding.
  • Concurrent Investment Advisors first reported a position in Aspen Aerogels in Q1 2025 and has held it in 5 quarters since.
  • 179 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.