Skylands Capital’s Aspen Aerogels ASPN Stock Holding History

Skylands Capital’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 Q3	–	Sell	-54,800	Closed	-$324K	–	153
2025 Q2	$324K	Hold	54,800	–	–	0.05%	129
2025 Q1	$350K	Buy	+54,800	New	+$528K	0.05%	126

Other funds holding ASPN

KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

OCMI

Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return

NIM

Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return

GKFF

George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

TAM

Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

Skylands Capital's ASPN Position: Q3 2025 in Review

Skylands Capital sold out of Aspen Aerogels (ASPN) in Q3 2025, closing a stake of 54,800 shares — an estimated $324K sold.

Skylands Capital first reported a position in ASPN in Q1 2025 and held it in 2 quarters. The position peaked at $350K in Q1 2025. 204 funds tracked by Wall St. Rank hold ASPN as of Q3 2025.

Skylands Capital reported no remaining Aspen Aerogels position as of Q3 2025 after selling out during the quarter.
Skylands Capital sold 54,800 Aspen Aerogels shares in Q3 2025, an estimated $324K.
Skylands Capital first reported a position in Aspen Aerogels in Q1 2025 and held it in 2 quarters.
Skylands Capital's Aspen Aerogels position peaked at $350K in Q1 2025.
204 funds tracked by Wall St. Rank held Aspen Aerogels as of Q3 2025.

Based on Skylands Capital's 13F filing for Q3 2025, filed 6 Nov 2025.