Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Asana ASAN Stock Holding History

Cambridge Investment Research Advisors’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
2025
Q1 		– Sell
-12,074
Closed -$245K – 3506
2024
Q4 		$245K Buy
+12,074
New +$191K ﹤0.01% 3008
2022
Q4 		– Sell
-10,066
Closed -$224K – 3110
2022
Q3 		$224K Buy
+10,066
New +$216K ﹤0.01% 2603
2022
Q1 		– Sell
-3,044
Closed -$227K – 3164
2021
Q4 		$227K Buy
+3,044
New +$322K ﹤0.01% 2766
2021
Q2 		– Sell
-8,691
Closed -$248K – 3089
2021
Q1 		$248K Sell
8,691
-6,386
-42% -$220K ﹤0.01% 2430
2020
Q4 		$446K Buy
+15,077
New +$385K ﹤0.01% 1848

Other funds holding ASAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cambridge Investment Research Advisors's ASAN Position: Q1 2025 in Review

Cambridge Investment Research Advisors sold out of Asana (ASAN) in Q1 2025, closing a stake of 12,074 shares — an estimated $245K sold.

Cambridge Investment Research Advisors first reported a position in ASAN in Q4 2020 and held it in 5 quarters. The position peaked at $446K in Q4 2020. 232 funds tracked by Wall St. Rank hold ASAN as of Q1 2025.

  • Cambridge Investment Research Advisors reported no remaining Asana position as of Q1 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 12,074 Asana shares in Q1 2025, an estimated $245K.
  • Cambridge Investment Research Advisors first reported a position in Asana in Q4 2020 and held it in 5 quarters.
  • Cambridge Investment Research Advisors's Asana position peaked at $446K in Q4 2020.
  • 232 funds tracked by Wall St. Rank held Asana as of Q1 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.