ASPN — ASPEN AEROGELS INC COM

Ownership history in EverSource Wealth Advisors, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in ASPEN AEROGELS INC COM (ASPN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 641 — 0% 0.00% $4K $6.96
2025 Q2 ADDED 641 +518 +421.1% 0.00% $4K $5.92
2025 Q1 ADDED 123 +108 +720.0% 0.00% $786 $6.39
2024 Q4 INITIATED 15 — — 0.00% $178 $11.88
% of Fund (quarterly)    ASPN price (monthly, adj. close)

Other funds also holding ASPN

As of 2025 Q4 — sorted by position size

KIM, LLC 3Y 2.81% GEORGE KAISER FAMILY FOUNDATION 3Y 7Y 1.2% OAKTOP CAPITAL MANAGEMENT II, L.P. 3Y 7Y 1.05% Samjo Management, LLC 0.94% NEEDHAM INVESTMENT MANAGEMENT LLC 3Y 7Y 0.78% Firsthand Capital Management, Inc. 3Y 7Y 0.66% GAGNON SECURITIES LLC 3Y 7Y 0.65% Palogic Value Management, L.P. 3Y 0.62% Telemark Asset Management, LLC 3Y 7Y 0.28% RICE HALL JAMES & ASSOCIATES, LLC 3Y 7Y 0.22%
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