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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
Q2 		$101K Sell
14,411
-939
-6% -$6.3K ﹤0.01% 1236
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Atomi Financial Group's ASAN Position: Q2 2026 in Review

Atomi Financial Group reduced its Asana (ASAN) stake by 6.1% in Q2 2026, selling an estimated $6.3K and leaving 14,411 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Atomi Financial Group first reported a position in ASAN in Q4 2023 and has held it in 11 quarters since. The position peaked at $440K in Q4 2024. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Atomi Financial Group held 14,411 shares of Asana worth $101K as of Q2 2026.
  • Atomi Financial Group sold 939 Asana shares in Q2 2026, an estimated $6.3K.
  • Asana made up ﹤0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1236 holding.
  • Atomi Financial Group first reported a position in Asana in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Asana position peaked at $440K in Q4 2024.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.