Brighton Jones LLC
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Brighton Jones LLC’s Asana ASAN Stock Holding History

Brighton Jones LLC’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
Q3 		$726K Buy
86,116
+49,575
+136% +$430K 0.01% 643
2026
Q2 		$256K Buy
36,541
+15,989
+78% +$107K ﹤0.01% 1134
2026
Q1 		$132K Buy
+20,552
New +$181K ﹤0.01% 1115
2022
Q2 		– Sell
-6,361
Closed -$254K – 478
2022
Q1 		$254K Buy
6,361
+1,986
+45% +$103K 0.01% 414
2021
Q4 		$326K Sell
4,375
-208
-5% -$22K 0.02% 350
2021
Q3 		$476K Sell
4,583
-7,671
-63% -$637K 0.02% 280
2021
Q2 		$760K Buy
+12,254
New +$473K 0.04% 194

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Wealth Enhancement Advisory Services
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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Paragon Capital Management (Colorado)
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
Fulcrum Asset Management
Fulcrum Asset Management London, United Kingdom $2.14B AUM 54.66% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
Harbour Capital Advisors
Harbour Capital Advisors Tysons Corner, Virginia $548M AUM 37.76% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return

Brighton Jones LLC's ASAN Position: Q3 2026 in Review

Brighton Jones LLC increased its Asana (ASAN) stake by 136% in Q3 2026, buying an estimated $430K and bringing the position to 86,116 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #643.

Brighton Jones LLC first reported a position in ASAN in Q2 2021 and has held it in 7 quarters since. The position peaked at $760K in Q2 2021. 77 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

  • Brighton Jones LLC held 86,116 shares of Asana worth $726K as of Q3 2026.
  • Brighton Jones LLC bought 49,575 Asana shares in Q3 2026, an estimated $430K.
  • Asana made up 0.01% of Brighton Jones LLC's portfolio in Q3 2026, its #643 holding.
  • Brighton Jones LLC first reported a position in Asana in Q2 2021 and has held it in 7 quarters since.
  • Brighton Jones LLC's Asana position peaked at $760K in Q2 2021.
  • 77 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on Brighton Jones LLC's 13F filing for Q3 2026, filed 3 Nov 2026.