Follow-The-Filings

Security

ASPN

Aspen Aerogels Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

9 owners 2 new max 0.0% (Vanguard Group Inc.)

grid → activity →
owners 9
max % 0.0%
tracked value $33M
qoq N 2 A 5 R 1

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 4,685,950 $13M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 1,404,675 $5M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 1,263,102 $4M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add 0.00 pp 833,572 $3M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 757,419 $2M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 581,187 $2M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 526,119 $2M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 256,614 $878 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% New 0.0% 149,373 $511 hist

9 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $238.72M $452.7M $271.1M
Gross profit $56.92M $182.9M $46M
Gross margin * 23.8% 40.4% 17.0%
Net income -$45.81M $13.38M -$389.55M
Net margin * -19.2% 3.0% -143.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $266.33M $409.45M $242.05M
Total non-current assets * $436.72M $485.7M $164.63M
Total assets $703.05M $895.14M $406.68M
Total current liabilities $78.1M $110.11M $62.02M
Total non-current liabilities * $136.9M $170.33M $109.14M
Total equity $488.06M $614.7M $235.52M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$42.61M $45.55M $32.87M
Cash from investing -$175.46M -$86.26M -$37.45M
Cash from financing $75.48M $122.02M -$58.13M
Net change in cash -$142.59M $81.3M -$62.71M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders