Y-Intercept (HK)’s Aspen Aerogels ASPN Stock Holding History

Y-Intercept (HK)’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 Q3	$1.51M	Buy	275,553 +238,733	+648%	+$1.25M	0.03%	769
2026 Q2	$233K	Buy	+36,820	New	+$181K	﹤0.01%	1528
2025 Q3	–	Sell	-81,684	Closed	-$484K	–	1558
2025 Q2	$484K	Buy	+81,684	New	+$470K	0.01%	1213
2024 Q4	–	Sell	-15,175	Closed	-$420K	–	1168
2024 Q3	$420K	Buy	+15,175	New	+$380K	0.03%	858
2023 Q3	–	Sell	-18,906	Closed	-$149K	–	1046
2023 Q2	$149K	Buy	+18,906	New	+$132K	0.02%	987

Other funds holding ASPN

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Y-Intercept (HK)'s ASPN Position: Q3 2026 in Review

Y-Intercept (HK) increased its Aspen Aerogels (ASPN) stake by 648% in Q3 2026, buying an estimated $1.25M and bringing the position to 275,553 shares worth $1.51M. The position accounts for 0.03% of the portfolio, ranked #769.

Y-Intercept (HK) first reported a position in ASPN in Q2 2023 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold ASPN as of Q3 2026.

Y-Intercept (HK) held 275,553 shares of Aspen Aerogels worth $1.51M as of Q3 2026.
Y-Intercept (HK) bought 238,733 Aspen Aerogels shares in Q3 2026, an estimated $1.25M.
Aspen Aerogels made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #769 holding.
Y-Intercept (HK) first reported a position in Aspen Aerogels in Q2 2023 and has held it in 5 quarters since.
13 funds tracked by Wall St. Rank held Aspen Aerogels as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.