NEEDHAM INVESTMENT MANAGEMENT LLC

Position in ASPN — Aspen Aerogels Inc

CIK 1167212 NEW YORK, NY

Back to ASPN Full portfolio

Position in ASPN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$20,673,472

+$5,219,262 QoQ

Shares Held

3,260,800

-27.8% QoQ

Ownership

3.93%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

of 179 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ASPN Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

NEEDHAM INVESTMENT MANAGEMENT LLC holds $132,674,392 across 6 Specialty Chemicals names. ASPN ranks #2 (15.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODC	Oil-Dri Corp of America	686,000	$70,116,060
2	ASPN	Aspen Aerogels Inc This page	3,260,800	$20,673,472
3	SOLS	Solstice Advanced Materials Inc.	187,500	$16,612,500
4	ECVT	Ecovyst Inc.	1,020,000	$12,699,000
5	NTIC	Northern Technologies International Corp	800,000	$6,848,000
6	CMT	Core Molding Technologies Inc	242,600	$5,725,360

All Filings in ASPN

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27 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,673,472	3,260,800	—	Shares	Sole	2026-08-13
2026-06-30	$20,673,472	3,260,800	-27.8%	Shares	Defined	2026-08-14
2026-03-31	$15,454,210	4,518,775	+3.8%	Shares	Defined	2026-05-15
2025-12-31	$12,315,310	4,351,700	+26.5%	Shares	Defined	2026-02-17
2025-09-30	$23,940,312	3,439,700	+14.1%	Shares	Defined	2025-11-14
2025-06-30	$17,844,064	3,014,200	+10.1%	Shares	Defined	2025-08-14
2025-03-31	$17,490,708	2,737,200	+14.5%	Shares	Defined	2025-05-15
2024-12-31	$28,389,636	2,389,700	+5.2%	Shares	Defined	2025-02-14
2024-09-30	$62,917,218	2,272,200	-1.2%	Shares	Sole	2024-11-14
2024-06-30	$54,848,536	2,299,729	-23.4%	Shares	Defined	2024-08-14
2024-03-31	$52,838,720	3,002,200	+1.2%	Shares	Defined	2024-05-15
2023-12-31	$46,825,572	2,967,400	+17.4%	Shares	Sole	2024-02-14
2023-09-30	$21,743,380	2,528,300	+11.5%	Shares	Defined	2023-11-14
2023-06-30	$17,896,887	2,268,300	+7.6%	Shares	Defined	2023-08-14
2023-03-31	$15,701,247	2,107,550	+37.5%	Shares	Defined	2023-05-15
2022-12-31	$18,072,112	1,532,834	+55.9%	Shares	Defined	2023-02-14
2022-09-30	$9,064,182	983,100	+43.6%	Shares	Defined	2022-11-14
2022-06-30	$6,762,860	684,500	+3.5%	Shares	Defined	2022-08-12
2022-03-31	$22,808,520	661,500	-4.7%	Shares	Defined	2022-05-16
2021-12-31	$34,554,260	694,000	-27.7%	Shares	Defined	2022-02-14
2021-09-30	$44,192,605	960,500	-14.3%	Shares	Sole	2021-11-15
2021-06-30	$33,525,360	1,120,500	+1.6%	Shares	Defined	2021-08-16
2021-03-31	$22,435,020	1,103,000	+18.4%	Shares	Defined	2021-05-17
2020-12-31	$15,545,065	931,400	-30.1%	Shares	Defined	2021-02-16
2020-09-30	$14,584,370	1,331,906	+9.9%	Shares	Defined	2021-02-25
2020-06-30	$7,971,012	1,211,400	+7.2%	Shares	Defined	2021-02-25
2020-03-31	$6,938,200	1,130,000	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.