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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
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 		$9.53K 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% +$3.35K ﹤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% 4493
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

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

IFP Advisors's ASAN Position: Q1 2026 in Review

IFP Advisors increased its Asana (ASAN) stake by 31% in Q1 2026, buying an estimated $2.02K and bringing the position to 965 shares worth $6.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3405.

IFP Advisors first reported a position in ASAN in Q3 2021 and has held it in 16 quarters since. The position peaked at $76.3K in Q2 2023. 250 funds tracked by Wall St. Rank hold ASAN as of Q1 2026.

  • IFP Advisors held 965 shares of Asana worth $6.18K as of Q1 2026.
  • IFP Advisors bought 230 Asana shares in Q1 2026, an estimated $2.02K.
  • Asana made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3405 holding.
  • IFP Advisors first reported a position in Asana in Q3 2021 and has held it in 16 quarters since.
  • IFP Advisors's Asana position peaked at $76.3K in Q2 2023.
  • 250 funds tracked by Wall St. Rank held Asana as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.