Firsthand Capital Management’s Aspen Aerogels ASPN Stock Holding History

Firsthand Capital Management’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	$428K	Hold	125,000	–	–	0.91%	23
2025 Q4	$354K	Hold	125,000	–	–	0.66%	23
2025 Q3	$870K	Hold	125,000	–	–	1.46%	19
2025 Q2	$740K	Hold	125,000	–	–	1.33%	22
2025 Q1	$799K	Buy	125,000 +20,000	+19%	+$193K	1.94%	16
2024 Q4	$1.25M	Hold	105,000	–	–	2.6%	12
2024 Q3	$2.91M	Buy	105,000 +100,000	+2,000%	+$2.5M	5.74%	6
2024 Q2	$3.37M	Sell	5,000 -30,000	-86%	-$704K	6.56%	5
2024 Q1	$616K	Hold	35,000	–	–	1%	27
2023 Q4	$310K	Hold	35,000	–	–	0.43%	31
2023 Q3	$301K	Hold	35,000	–	–	0.43%	33
2023 Q2	$276K	Hold	35,000	–	–	0.33%	33
2023 Q1	$261K	Hold	35,000	–	–	0.28%	35
2022 Q4	$413K	Hold	35,000	–	–	0.48%	28
2022 Q3	$323K	Hold	35,000	–	–	0.29%	32
2022 Q2	$346K	Hold	35,000	–	–	0.3%	34
2022 Q1	$1.21M	Hold	35,000	–	–	0.63%	24
2021 Q4	$1.74M	Hold	35,000	–	–	0.66%	28
2021 Q3	$1.61M	Hold	35,000	–	–	0.48%	30
2021 Q2	$1.05M	Hold	35,000	–	–	0.26%	32
2021 Q1	$712K	Hold	35,000	–	–	0.2%	38
2020 Q4	$584K	Hold	35,000	–	–	0.16%	41
2020 Q3	$383K	Hold	35,000	–	–	0.15%	38
2020 Q2	$230K	Hold	35,000	–	–	0.11%	40
2020 Q1	$215K	Hold	35,000	–	–	0.17%	39
2019 Q4	$272K	Hold	35,000	–	–	0.11%	43
2019 Q3	$207K	Hold	35,000	–	–	0.08%	47
2019 Q2	$250K	Hold	35,000	–	–	0.1%	40
2019 Q1	$89K	Hold	35,000	–	–	0.03%	44
2018 Q4	$75K	Hold	35,000	–	–	0.05%	46
2018 Q3	$160K	Hold	35,000	–	–	0.08%	46
2018 Q2	$172K	Hold	35,000	–	–	0.08%	44
2018 Q1	$149K	Hold	35,000	–	–	0.08%	47
2017 Q4	$171K	Hold	35,000	–	–	0.13%	39
2017 Q3	$152K	Hold	35,000	–	–	0.14%	42
2017 Q2	$156K	Hold	35,000	–	–	0.16%	41
2017 Q1	$145K	Hold	35,000	–	–	0.16%	37
2016 Q4	$140K	Hold	35,000	–	–	0.15%	39
2016 Q3	$209K	Hold	35,000	–	–	0.19%	41
2016 Q2	$174K	Buy	35,000 +5,000	+17%	+$21.9K	0.19%	45
2016 Q1	$135K	Hold	30,000	–	–	0.12%	49
2015 Q4	$182K	Hold	30,000	–	–	0.14%	48
2015 Q3	$225K	Hold	30,000	–	–	0.18%	46
2015 Q2	$199K	Buy	30,000 +5,000	+20%	+$34.2K	0.13%	49
2015 Q1	$182K	Buy	+25,000	New	+$189K	0.11%	51

Other funds holding ASPN

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 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Firsthand Capital Management's ASPN Position: Q1 2026 in Review

Firsthand Capital Management held its Aspen Aerogels (ASPN) position steady in Q1 2026 at 125,000 shares worth $428K. The position accounts for 0.91% of the portfolio, ranked #23.

Firsthand Capital Management first reported a position in ASPN in Q1 2015 and has held it in 45 quarters since. The position peaked at $3.37M in Q2 2024. 166 funds tracked by Wall St. Rank hold ASPN as of Q1 2026.

Firsthand Capital Management held 125,000 shares of Aspen Aerogels worth $428K as of Q1 2026.
Firsthand Capital Management left its Aspen Aerogels share count unchanged in Q1 2026.
Aspen Aerogels made up 0.91% of Firsthand Capital Management's portfolio in Q1 2026, its #23 holding.
Firsthand Capital Management first reported a position in Aspen Aerogels in Q1 2015 and has held it in 45 quarters since.
Firsthand Capital Management's Aspen Aerogels position peaked at $3.37M in Q2 2024.
166 funds tracked by Wall St. Rank held Aspen Aerogels as of Q1 2026.

Based on Firsthand Capital Management's 13F filing for Q1 2026, filed 14 May 2026.