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
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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
CCM
Capstone Capital Management Hong Kong $224M AUM
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Farther Finance Advisors's ASAN Position: Q2 2026 in Review

Farther Finance Advisors increased its Asana (ASAN) stake by 1,434% in Q2 2026, buying an estimated $204K and bringing the position to 32,436 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #2159.

Farther Finance Advisors first reported a position in ASAN in Q4 2022 and has held it in 15 quarters since. 32 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Farther Finance Advisors held 32,436 shares of Asana worth $227K as of Q2 2026.
  • Farther Finance Advisors bought 30,322 Asana shares in Q2 2026, an estimated $204K.
  • Asana made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2159 holding.
  • Farther Finance Advisors first reported a position in Asana in Q4 2022 and has held it in 15 quarters since.
  • 32 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.