IFP Advisors
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IFP Advisors’s Asana ASAN Stock Holding History

IFP 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 		$2.54K Sell
301
-45
-13% -$390 ﹤0.01% 4118
2026
Q2 		$2.42K Sell
346
-619
-64% -$4.16K ﹤0.01% 4152
2026
Q1 		$6.18K Buy
965
+230
+31% +$2.02K ﹤0.01% 3405
2025
Q4 		$10.1K Buy
735
+539
+275% +$7.41K ﹤0.01% 3059
2025
Q3 		$2.62K Sell
196
-173
-47% -$2.44K ﹤0.01% 3583
2025
Q2 		$4.98K Sell
369
-285
-44% -$4.47K ﹤0.01% 3393
2025
Q1 		$9.5K Buy
654
+500
+325% +$9.48K ﹤0.01% 2594
2024
Q4 		$3.12K Sell
154
-192
-55% -$3.04K ﹤0.01% 2954
2024
Q3 		$4.01K Sell
346
-500
-59% -$6.59K ﹤0.01% 2735
2024
Q2 		$11.8K Sell
846
-350
-29% -$4.99K ﹤0.01% 2285
2024
Q1 		$18.5K Sell
1,196
-236
-16% -$4.22K ﹤0.01% 1999
2023
Q4 		$27.2K Buy
1,432
+172
+14% +$3.34K ﹤0.01% 1796
2023
Q3 		$23.1K Sell
1,260
-2,203
-64% -$46.1K ﹤0.01% 1867
2023
Q2 		$76.3K Buy
+3,463
New +$69.4K ﹤0.01% 1438
2022
Q4 		– Sell
-26
Closed -$1K – 4599
2022
Q3 		$1K Hold
26
– – ﹤0.01% 4492
2022
Q2 		$1K Hold
26
– – ﹤0.01% 4272
2022
Q1 		$1K Buy
+26
New +$1.35K ﹤0.01% 4272
2021
Q4 		– Sell
-429
Closed -$46K – 3380
2021
Q3 		$46K Buy
+429
New +$35.6K ﹤0.01% 1610

Other funds holding ASAN

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

IFP Advisors's ASAN Position: Q3 2026 in Review

IFP Advisors reduced its Asana (ASAN) stake by 13% in Q3 2026, selling an estimated $390 and leaving 301 shares worth $2.54K. The position accounts for ﹤0.01% of the portfolio, ranked #4118.

IFP Advisors first reported a position in ASAN in Q3 2021 and has held it in 18 quarters since. The position peaked at $76.3K in Q2 2023. 126 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

  • IFP Advisors held 301 shares of Asana worth $2.54K as of Q3 2026.
  • IFP Advisors sold 45 Asana shares in Q3 2026, an estimated $390.
  • Asana made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4118 holding.
  • IFP Advisors first reported a position in Asana in Q3 2021 and has held it in 18 quarters since.
  • IFP Advisors's Asana position peaked at $76.3K in Q2 2023.
  • 126 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.