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 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Cerity Partners's ASAN Position: Q1 2026 in Review

Cerity Partners opened a new position in Asana (ASAN) in Q1 2026: 53,607 shares worth $343K. The stake represents ﹤0.01% of the portfolio and ranks #2513 among its holdings. This is a return to the name: Cerity Partners previously reported a position in ASAN as recently as Q1 2025.

Cerity Partners first reported a position in ASAN in Q1 2025 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold ASAN as of Q1 2026.

Cerity Partners held 53,607 shares of Asana worth $343K as of Q1 2026.
Asana was a new Cerity Partners position in Q1 2026.
Asana made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2513 holding.
Cerity Partners first reported a position in Asana in Q1 2025 and has held it in 2 quarters since.
250 funds tracked by Wall St. Rank held Asana as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.