JY
ASPN icon

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 		$911K Buy
143,700
+13,500
+10% +$66.2K ﹤0.01% 8424
2026
Q1 		$445K Sell
130,200
-464,300
-78% -$1.57M ﹤0.01% 9969
2025
Q4 		$1.68M Sell
594,500
-209,800
-26% -$1.08M ﹤0.01% 6004
2025
Q3 		$5.6M Buy
804,300
+668,600
+493% +$4.71M ﹤0.01% 3892
2025
Q2 		$803K Sell
135,700
-148,200
-52% -$853K ﹤0.01% 8000
2025
Q1 		$1.81M Sell
283,900
-330,400
-54% -$3.19M ﹤0.01% 5747
2024
Q4 		$7.3M Sell
614,300
-187,600
-23% -$3.2M ﹤0.01% 3052
2024
Q3 		$22.2M Sell
801,900
-151,800
-16% -$3.8M ﹤0.01% 1731
2024
Q2 		$22.7M Buy
953,700
+265,600
+39% +$6.23M ﹤0.01% 1598
2024
Q1 		$12.1M Buy
688,100
+554,800
+416% +$8.18M ﹤0.01% 2360
2023
Q4 		$2.1M Buy
133,300
+92,800
+229% +$958K ﹤0.01% 5236
2023
Q3 		$348K Buy
40,500
+12,800
+46% +$90.9K ﹤0.01% 9035
2023
Q2 		$219K Sell
27,700
-3,000
-10% -$20.9K ﹤0.01% 10113
2023
Q1 		$229K Sell
30,700
-23,400
-43% -$233K ﹤0.01% 10303
2022
Q4 		$638K Buy
54,100
+28,600
+112% +$327K ﹤0.01% 7241
2022
Q3 		$235K Buy
25,500
+3,400
+15% +$41.2K ﹤0.01% 10430
2022
Q2 		$218K Sell
22,100
-82,600
-79% -$1.67M ﹤0.01% 10425
2022
Q1 		$3.61M Sell
104,700
-284,400
-73% -$9.23M ﹤0.01% 4274
2021
Q4 		$19.4M Sell
389,100
-43,600
-10% -$2.3M ﹤0.01% 1887
2021
Q3 		$19.9M Buy
432,700
+378,100
+692% +$15M ﹤0.01% 1969
2021
Q2 		$1.63M Buy
+54,600
New +$1.11M ﹤0.01% 6410

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.