Creative Planning
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Creative Planning’s Asana ASAN Stock Holding History

Creative Planning’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 		$867K Buy
135,407
+106,594
+370% +$938K ﹤0.01% 2575
2025
Q4 		$395K Buy
28,813
+18,236
+172% +$251K ﹤0.01% 3040
2025
Q3 		$141K Buy
+10,577
New +$149K ﹤0.01% 3595
2025
Q2 		– Sell
-10,273
Closed -$150K – 3683
2025
Q1 		$150K Buy
10,273
+10,157
+8,756% +$193K ﹤0.01% 3157
2024
Q4 		$2.35K Buy
+116
New +$1.84K ﹤0.01% 3453
2023
Q2 		– Sell
-34
Closed -$719 – 2657
2023
Q1 		$719 Buy
+34
New +$563 ﹤0.01% 2558
2021
Q2 		– Sell
-10,041
Closed -$287K – 2099
2021
Q1 		$287K Buy
10,041
+2,125
+27% +$73.4K ﹤0.01% 1819
2020
Q4 		$234K Buy
+7,916
New +$202K ﹤0.01% 1777

Other funds holding ASAN

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Creative Planning's ASAN Position: Q1 2026 in Review

Creative Planning increased its Asana (ASAN) stake by 370% in Q1 2026, buying an estimated $938K and bringing the position to 135,407 shares worth $867K. The position accounts for ﹤0.01% of the portfolio, ranked #2575.

Creative Planning first reported a position in ASAN in Q4 2020 and has held it in 8 quarters since. 250 funds tracked by Wall St. Rank hold ASAN as of Q1 2026.

  • Creative Planning held 135,407 shares of Asana worth $867K as of Q1 2026.
  • Creative Planning bought 106,594 Asana shares in Q1 2026, an estimated $938K.
  • Asana made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2575 holding.
  • Creative Planning first reported a position in Asana in Q4 2020 and has held it in 8 quarters since.
  • 250 funds tracked by Wall St. Rank held Asana as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.