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John Overdeck’s Aspen Aerogels ASPN Stock Holding History

John Overdeck’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 		$4.94M Buy
779,468
+338,032
+77% +$1.66M ﹤0.01% 2163
2026
Q1 		$1.51M Sell
441,436
-315,983
-42% -$1.07M ﹤0.01% 2974
2025
Q4 		$2.14M Sell
757,419
-54,109
-7% -$279K ﹤0.01% 2388
2025
Q3 		$5.65M Buy
811,528
+40,221
+5% +$284K 0.01% 1354
2025
Q2 		$4.57M Sell
771,307
-130,177
-14% -$749K 0.01% 1275
2025
Q1 		$5.76M Buy
901,484
+308,719
+52% +$2.98M 0.01% 1046
2024
Q4 		$7.04M Buy
592,765
+512,439
+638% +$8.74M 0.02% 917
2024
Q3 		$2.22M Sell
80,326
-325,423
-80% -$8.14M ﹤0.01% 1611
2024
Q2 		$9.68M Buy
+405,749
New +$9.52M 0.02% 726
2023
Q2 		– Sell
-310,291
Closed -$2.31M – 2997
2023
Q1 		$2.31M Sell
310,291
-204,479
-40% -$2.03M 0.01% 1292
2022
Q4 		$6.07M Buy
514,770
+42,169
+9% +$482K 0.02% 770
2022
Q3 		$4.36M Sell
472,601
-80,946
-15% -$980K 0.01% 807
2022
Q2 		$5.47M Buy
553,547
+392,008
+243% +$7.91M 0.02% 732
2022
Q1 		$5.57M Buy
+161,539
New +$5.24M 0.02% 874

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

John Overdeck's ASPN Position: Q2 2026 in Review

John Overdeck increased its Aspen Aerogels (ASPN) stake by 77% in Q2 2026, buying an estimated $1.66M and bringing the position to 779,468 shares worth $4.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

John Overdeck first reported a position in ASPN in Q1 2022 and has held it in 14 quarters since. The position peaked at $9.68M in Q2 2024. 179 funds tracked by Wall St. Rank hold ASPN as of Q2 2026.

  • John Overdeck held 779,468 shares of Aspen Aerogels worth $4.94M as of Q2 2026.
  • John Overdeck bought 338,032 Aspen Aerogels shares in Q2 2026, an estimated $1.66M.
  • Aspen Aerogels made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2163 holding.
  • John Overdeck first reported a position in Aspen Aerogels in Q1 2022 and has held it in 14 quarters since.
  • John Overdeck's Aspen Aerogels position peaked at $9.68M in Q2 2024.
  • 179 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.