JY
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Jeff Yass’s Aspen Aerogels ASPN Stock Holding History

Jeff Yass’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 		$1.12M Sell
177,419
-96,898
-35% -$475K ﹤0.01% 7895
2026
Q1 		$938K Buy
274,317
+83,113
+43% +$280K ﹤0.01% 8033
2025
Q4 		$541K Buy
191,204
+22,357
+13% +$115K ﹤0.01% 8592
2025
Q3 		$1.18M Sell
168,847
-110,140
-39% -$777K ﹤0.01% 6968
2025
Q2 		$1.65M Buy
278,987
+66,083
+31% +$380K ﹤0.01% 6205
2025
Q1 		$1.36M Buy
212,904
+45,695
+27% +$441K ﹤0.01% 6468
2024
Q4 		$1.99M Sell
167,209
-343,922
-67% -$5.86M ﹤0.01% 5333
2024
Q3 		$14.2M Buy
511,131
+362,130
+243% +$9.06M ﹤0.01% 2175
2024
Q2 		$3.55M Sell
149,001
-55,789
-27% -$1.31M ﹤0.01% 4006
2024
Q1 		$3.6M Sell
204,790
-7,984
-4% -$118K ﹤0.01% 4171
2023
Q4 		$3.36M Buy
212,774
+129,717
+156% +$1.34M ﹤0.01% 4384
2023
Q3 		$714K Sell
83,057
-46,834
-36% -$333K ﹤0.01% 7398
2023
Q2 		$1.02M Sell
129,891
-27,285
-17% -$190K ﹤0.01% 6618
2023
Q1 		$1.17M Buy
157,176
+91,213
+138% +$907K ﹤0.01% 6401
2022
Q4 		$778K Buy
65,963
+47,393
+255% +$542K ﹤0.01% 6734
2022
Q3 		$171K Sell
18,570
-24,476
-57% -$296K ﹤0.01% 11064
2022
Q2 		$425K Sell
43,046
-56,429
-57% -$1.14M ﹤0.01% 8665
2022
Q1 		$3.43M Buy
99,475
+22,378
+29% +$726K ﹤0.01% 4371
2021
Q4 		$3.84M Buy
77,097
+3,424
+5% +$180K ﹤0.01% 4206
2021
Q3 		$3.39M Sell
73,673
-18,548
-20% -$735K ﹤0.01% 4694
2021
Q2 		$2.76M Sell
92,221
-33,422
-27% -$682K ﹤0.01% 5209
2021
Q1 		$2.56M Buy
125,643
+87,629
+231% +$1.85M ﹤0.01% 5327
2020
Q4 		$634K Buy
+38,014
New +$500K ﹤0.01% 7762
2020
Q2 		– Sell
-115,484
Closed -$709K – 10086
2020
Q1 		$709K Buy
115,484
+102,024
+758% +$828K ﹤0.01% 6161
2019
Q4 		$104K Buy
+13,460
New +$93K ﹤0.01% 9125

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 $3.37T AUM 44.26% 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

Jeff Yass's ASPN Position: Q2 2026 in Review

Jeff Yass reduced its Aspen Aerogels (ASPN) stake by 35% in Q2 2026, selling an estimated $475K and leaving 177,419 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #7895.

Jeff Yass first reported a position in ASPN in Q4 2019 and has held it in 25 quarters since. The position peaked at $14.2M in Q3 2024. 179 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • Jeff Yass held 177,419 shares of Aspen Aerogels worth $1.12M as of Q2 2026.
  • Jeff Yass sold 96,898 Aspen Aerogels shares in Q2 2026, an estimated $475K.
  • Aspen Aerogels made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7895 holding.
  • Jeff Yass first reported a position in Aspen Aerogels in Q4 2019 and has held it in 25 quarters since.
  • Jeff Yass's Aspen Aerogels position peaked at $14.2M in Q3 2024.
  • 179 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.