Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$26.8K Buy
3,835
+3,064
+397% +$20.6K 0.01% 797
2026
Q1
$4.93K Buy
771
+162
+27% +$1.43K ﹤0.01% 1579
2025
Q4
$8.35K Buy
609
+389
+177% +$5.35K ﹤0.01% 1228
2025
Q3
$2.94K Sell
220
-2,590
-92% -$36.6K ﹤0.01% 1645
2025
Q2
$37.9K Buy
+2,810
New +$44K 0.02% 528

Other funds holding ASAN

Essential Partners's ASAN Position: Q2 2026 in Review

Essential Partners increased its Asana (ASAN) stake by 397% in Q2 2026, buying an estimated $20.6K and bringing the position to 3,835 shares worth $26.8K. The position accounts for 0.01% of the portfolio, ranked #797.

Essential Partners first reported a position in ASAN in Q2 2025 and has held it in 5 quarters since. The position peaked at $37.9K in Q2 2025. 261 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Essential Partners held 3,835 shares of Asana worth $26.8K as of Q2 2026.
  • Essential Partners bought 3,064 Asana shares in Q2 2026, an estimated $20.6K.
  • Asana made up 0.01% of Essential Partners's portfolio in Q2 2026, its #797 holding.
  • Essential Partners first reported a position in Asana in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Asana position peaked at $37.9K in Q2 2025.
  • 261 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.