Aspen Aerogels Inc (ASPN) — Smart Money Tracker (13F, Q2 2026)

ASPN ranks #3231 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

ASPN is a top-conviction position for Kim, LLC — at 7.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

Wealth Enhancement Advisory Services, LLC has added to its ASPN position for two straight quarters, increasing it by $185.1K to reach $225.8K today.

Essential Partners LLC has trimmed its ASPN position for two straight quarters, cutting it by $16.5K while still holding $6.5K.

ASPN is down 3.9% today, but institutions show net buying of $44.0M this quarter — a divergence between today's price move and the underlying institutional flow.

ASPN reported a net loss of $126.2M over the trailing twelve months.

• Not yet profitable — net loss of $126.2M over the trailing twelve months
• Revenue declined 49.1% year over year
• Net income improved year over year, from -$311.9M to -$126.2M
• Generated $32.9M in positive operating cash flow
• Current ratio of 3.90x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.73x equity — within a conventional range