ASPN at a glance
ASPEN AEROGELS INC (ASPN, SEC CIK 1145986) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ASPEN AEROGELS INC (ASPN) reported revenue of $271.1 million (down 40.1% from FY2024) and a net loss of $389.6 million. Diluted EPS was -$4.73.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding ASPEN AEROGELS INC (ASPN) shares worth $166.4 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Wood River Capital, LLC on September 23, 2026 of 12,280,426 shares at $4.73 per share.
- In the last 90 days, ASPN insiders reported 0 open-market purchases ($0) and 1 open-market sale ($58.1M) on Form 4, a net sale of $58.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $271.1M
- −40.1% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$58.1M
- 13F holders
- 28 funds
- $166.4M · +1 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Risk Factors section not provided; submitted text covers Items 2–6 only
- No new, updated, regulatory, operational, competitive, market, or financial risks disclosed
- No equity repurchases during quarter ended June 30, 2026
- No defaults upon senior securities reported
- No Rule 10b5-1 or non-Rule 10b5-1 trading arrangements adopted, modified, or terminated
AI summary of the ASPN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Aspen Aerogels posted an investor presentation on September 15, 2026, for use in investor and analyst discussions
- Presentation contents represent management’s investor messaging and outlook; investors should review Exhibit 99.1 for substantive details
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026 announced August 6, 2026
- Business developments discussed alongside quarterly financial results
Item 7.01: Regulation FD Disclosure
- Financial Outlook and company background incorporated by reference from the press release
- Forward-looking statements remain subject to identified risks and uncertainties in the incorporated disclaimer
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Grant Thoele appointed principal accounting officer, consolidating CFO, treasurer and principal financial officer responsibilities
- Santhosh P. Daniel relinquished principal accounting officer duties
Item 7.01: Regulation FD Disclosure
- Staged restart initiated at East Providence, Rhode Island manufacturing facility
- Production ramp-up remains contingent on restoring the facility to full capabilities
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders elected Steven R. Mitchell and Donald R. Young as Class III directors through the 2029 annual meeting
- KPMG LLP appointment ratified for fiscal 2026, with 69,845,522 votes for and 571,148 against
AI summaries of ASPN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ASPN
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| DEEGAN GLENN E. | F | Sep 30, 2026 | 1,143 | $5.48 |
| Wood River Capital, LLC | Sell | Sep 23, 2026 | 12,280,426 | $4.73 |
| NOGLOWS WILLIAM P | M | Jun 23, 2026 | 14,799 | $4.75 |
| NOGLOWS WILLIAM P | M | Jun 23, 2026 | 14,799 | - |
| NOGLOWS WILLIAM P | A | May 13, 2026 | 8,706 | - |
| Mitchell Steven R | A | May 13, 2026 | 10,370 | - |
| SWEETNAM JAMES E | A | May 13, 2026 | 10,370 | - |
| Robinson Cari | A | May 13, 2026 | 8,706 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $452.7M | $271.1M |
| Gross Profit | - | $182.9M | $46.0M |
| Operating Income | - | $54.5M | -$378.2M |
| Net Income | - | $13.4M | -$389.6M |
| Gross Margin | - | 40.4% | 17.0% |
| Op. Margin | - | 12.0% | -139.5% |
| Net Margin | - | 3.0% | -143.7% |
| Balance Sheet | |||
| Total Assets | $703.0M | $895.1M | $406.7M |
| Equity | - | $614.7M | $235.5M |
| ROE | - | 2.2% | -165.4% |
| Per Share | |||
| EPS | - | $0.17 | $-4.73 |
| Cash Flow | |||
| Operating CF | - | $45.5M | $32.9M |
| CapEx | $175.5M | $86.3M | $37.4M |
Source: XBRL data in ASPEN AEROGELS INC (ASPN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ASPN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $166.4M |
| Q1 2026 | 27 | $80.2M |
| Q4 2025 | 24 | $79.2M |
| Q3 2025 | 25 | $180.6M |
| Q2 2025 | 26 | $143.6M |
| Q1 2025 | 23 | $121.6M |
| Q4 2024 | 16 | $183.6M |
| Q3 2024 | 16 | $149.8M |
- AQR Capital Management+750.2K (+143%)
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- Two Sigma Investments+338.0K (+77%)
- Ameriprise Financial+314.9K (+21%)
- Invesco Ltd−678.2K (-30%)
- Citadel Advisors LLC−342.5K (-59%)
- Millennium Management−214.1K (-15%)
- Citigroup−52.0K (-22%)
- Vanguard Portfolio Management LLC−17.7K (-2%)
- Renaissance Technologies LLC+274.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 185 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ASPN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 24, 2026 | - | - | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jun 26, 2026 | - | - | - |
| 8-K | May 18, 2026 | - | Analysis | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 7, 2026 | - | Analysis | |
| 8-K | Apr 21, 2026 | - | Analysis | - |
| 10-K | Mar 13, 2026 | Dec 31, 2025 | - | |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 10, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
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ASPN SEC filings: frequently asked questions
Are ASPN insiders buying or selling?
In the last 90 days, ASPEN AEROGELS INC (ASPN) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $58.1 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ASPN stock?
As of June 30, 2026, the largest ASPEN AEROGELS INC (ASPN) holders among the 13F filers tracked by SignalX were BlackRock ($33.5 million), Vanguard Capital Management LLC ($22.4 million), State Street Corp ($16.2 million), Ameriprise Financial ($11.5 million), Invesco Ltd ($10.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ASPN's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ASPEN AEROGELS INC (ASPN) reported revenue of $271.1 million (down 40.1% from FY2024) and a net loss of $389.6 million. Diluted EPS was -$4.73. The figures come from the XBRL data in the 10-K.
What did ASPN report in its latest 8-K?
ASPEN AEROGELS INC (ASPN) filed an 8-K on September 15, 2026 reporting Item 7.01 (Regulation FD Disclosure). Aspen Aerogels posted an investor presentation on September 15, 2026, for use in investor and analyst discussions.
What are the latest ASPN SEC filings?
ASPEN AEROGELS INC (ASPN) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on October 1, 2026.
What is ASPN's SEC CIK number?
ASPEN AEROGELS INC (ASPN)'s SEC Central Index Key (CIK) is 1145986. EDGAR lists every ASPN filing under that number.
Ask anything about ASPN
The research agent reads ASPN's filings, financials, insider trades and 13F holders, then answers with sources.