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

ASPN ranks #3226 out of 37501 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.

Kim, LLC has added to its ASPN position for two straight quarters, increasing it by $43.1M to reach $77.9M today.

UBS Group AG has trimmed its ASPN position for two straight quarters, cutting it by $469.7K while still holding $422.7K.

ASPN is up 1.7% today, and institutions have been net buyers of $44.0M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

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