FFA
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Farther Finance Advisors’s Asana ASAN Stock Holding History

Farther Finance Advisors’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
Q3 		$237K Sell
28,073
-4,363
-13% -$37.8K ﹤0.01% 2160
2026
Q2 		$227K Buy
32,436
+30,322
+1,434% +$204K ﹤0.01% 2159
2026
Q1 		$13.4K Sell
2,114
-842
-28% -$7.41K ﹤0.01% 3926
2025
Q4 		$40.5K Buy
2,956
+403
+16% +$5.54K ﹤0.01% 2954
2025
Q3 		$34.1K Buy
2,553
+1,391
+120% +$19.7K ﹤0.01% 2686
2025
Q2 		$15.7K Buy
1,162
+630
+118% +$9.87K ﹤0.01% 2825
2025
Q1 		$8.14K Buy
532
+477
+867% +$9.05K ﹤0.01% 2838
2024
Q4 		$1.11K Buy
55
+5
+10% +$79 ﹤0.01% 3214
2024
Q3 		$580 Sell
50
-40
-44% -$528 ﹤0.01% 3395
2024
Q2 		$1.26K Buy
90
+55
+157% +$784 ﹤0.01% 2982
2024
Q1 		$539 Buy
35
+12
+52% +$215 ﹤0.01% 3003
2023
Q4 		$437 Buy
23
+13
+130% +$253 ﹤0.01% 3012
2023
Q3 		$183 Hold
10
– – ﹤0.01% 2475
2023
Q2 		$220 Hold
10
– – ﹤0.01% 2347
2023
Q1 		$211 Sell
10
-10
-50% -$166 ﹤0.01% 2189
2022
Q4 		$275 Buy
+20
New +$363 ﹤0.01% 1961

Other funds holding ASAN

PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Farther Finance Advisors's ASAN Position: Q3 2026 in Review

Farther Finance Advisors reduced its Asana (ASAN) stake by 13% in Q3 2026, selling an estimated $37.8K and leaving 28,073 shares worth $237K. The position accounts for ﹤0.01% of the portfolio, ranked #2160.

Farther Finance Advisors first reported a position in ASAN in Q4 2022 and has held it in 16 quarters since. 7 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

  • Farther Finance Advisors held 28,073 shares of Asana worth $237K as of Q3 2026.
  • Farther Finance Advisors sold 4,363 Asana shares in Q3 2026, an estimated $37.8K.
  • Asana made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2160 holding.
  • Farther Finance Advisors first reported a position in Asana in Q4 2022 and has held it in 16 quarters since.
  • 7 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.