Envestnet Asset Management’s Asana ASAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$112K Buy
+16,007
New +$107K ﹤0.01% 4739
2021
Q4
Sell
-9,809
Closed -$1.02M 3871
2021
Q3
$1.02M Sell
9,809
-1,604
-14% -$133K ﹤0.01% 2533
2021
Q2
$708K Buy
+11,413
New +$440K ﹤0.01% 2754

Other funds holding ASAN

Envestnet Asset Management's ASAN Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Asana (ASAN) in Q2 2026: 16,007 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #4739 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in ASAN as recently as Q3 2021.

Envestnet Asset Management first reported a position in ASAN in Q2 2021 and has held it in 3 quarters since. The position peaked at $1.02M in Q3 2021. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Envestnet Asset Management held 16,007 shares of Asana worth $112K as of Q2 2026.
  • Asana was a new Envestnet Asset Management position in Q2 2026.
  • Asana made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4739 holding.
  • Envestnet Asset Management first reported a position in Asana in Q2 2021 and has held it in 3 quarters since.
  • Envestnet Asset Management's Asana position peaked at $1.02M in Q3 2021.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.