Cerity Partners
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Cerity Partners’s Asana ASAN Stock Holding History

Cerity Partners’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 		$1.53M Buy
218,969
+165,362
+308% +$1.11M ﹤0.01% 1740
2026
Q1 		$343K Buy
+53,607
New +$472K ﹤0.01% 2513
2025
Q2 		– Sell
-15,421
Closed -$225K – 2635
2025
Q1 		$225K Buy
+15,421
New +$292K ﹤0.01% 2160

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 $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Cerity Partners's ASAN Position: Q2 2026 in Review

Cerity Partners increased its Asana (ASAN) stake by 308% in Q2 2026, buying an estimated $1.11M and bringing the position to 218,969 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Cerity Partners first reported a position in ASAN in Q1 2025 and has held it in 3 quarters since. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Cerity Partners held 218,969 shares of Asana worth $1.53M as of Q2 2026.
  • Cerity Partners bought 165,362 Asana shares in Q2 2026, an estimated $1.11M.
  • Asana made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1740 holding.
  • Cerity Partners first reported a position in Asana in Q1 2025 and has held it in 3 quarters since.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.