Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Aspen Aerogels ASPN Stock Holding History

Kovitz Investment Group Partners’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
2025
Q2 		– Sell
-14,548
Closed -$93K – 1356
2025
Q1 		$93K Sell
14,548
-19,692
-58% -$190K ﹤0.01% 1213
2024
Q4 		$407K Buy
34,240
+24,740
+260% +$422K ﹤0.01% 953
2024
Q3 		$263K Buy
+9,500
New +$238K ﹤0.01% 896

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OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Kovitz Investment Group Partners's ASPN Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of Aspen Aerogels (ASPN) in Q2 2025, closing a stake of 14,548 shares — an estimated $93K sold.

Kovitz Investment Group Partners first reported a position in ASPN in Q3 2024 and held it in 3 quarters. The position peaked at $407K in Q4 2024. 182 funds tracked by Wall St. Rank hold ASPN as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining Aspen Aerogels position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 14,548 Aspen Aerogels shares in Q2 2025, an estimated $93K.
  • Kovitz Investment Group Partners first reported a position in Aspen Aerogels in Q3 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's Aspen Aerogels position peaked at $407K in Q4 2024.
  • 182 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.