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Atomi Financial Group’s Asana ASAN Stock Holding History

Atomi Financial Group’s Portfolio ASAN Stock Details ASAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$98.2K Sell
15,350
-689
-4% -$6.07K ﹤0.01% 1191
2025
Q4 		$220K Sell
16,039
-1,782
-10% -$24.5K 0.01% 1102
2025
Q3 		$238K Sell
17,821
-1,497
-8% -$21.2K 0.01% 1024
2025
Q2 		$261K Sell
19,318
-1,720
-8% -$27K 0.01% 889
2025
Q1 		$307K Sell
21,038
-681
-3% -$12.9K 0.01% 763
2024
Q4 		$440K Sell
21,719
-1,638
-7% -$25.9K 0.02% 528
2024
Q3 		$271K Sell
23,357
-1,076
-4% -$14.2K 0.02% 713
2024
Q2 		$342K Sell
24,433
-704
-3% -$10K 0.03% 538
2024
Q1 		$389K Buy
25,137
+7,884
+46% +$141K 0.04% 430
2023
Q4 		$328K Buy
+17,253
New +$335K 0.05% 386

Other funds holding ASAN

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Atomi Financial Group's ASAN Position: Q1 2026 in Review

Atomi Financial Group reduced its Asana (ASAN) stake by 4.3% in Q1 2026, selling an estimated $6.07K and leaving 15,350 shares worth $98.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1191.

Atomi Financial Group first reported a position in ASAN in Q4 2023 and has held it in 10 quarters since. The position peaked at $440K in Q4 2024. 250 funds tracked by Wall St. Rank hold ASAN as of Q1 2026.

  • Atomi Financial Group held 15,350 shares of Asana worth $98.2K as of Q1 2026.
  • Atomi Financial Group sold 689 Asana shares in Q1 2026, an estimated $6.07K.
  • Asana made up ﹤0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1191 holding.
  • Atomi Financial Group first reported a position in Asana in Q4 2023 and has held it in 10 quarters since.
  • Atomi Financial Group's Asana position peaked at $440K in Q4 2024.
  • 250 funds tracked by Wall St. Rank held Asana as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.