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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
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 		$9.53K 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

IFP Advisors's ASAN Position: Q2 2026 in Review

IFP Advisors reduced its Asana (ASAN) stake by 64% in Q2 2026, selling an estimated $4.16K and leaving 346 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #4152.

IFP Advisors first reported a position in ASAN in Q3 2021 and has held it in 17 quarters since. The position peaked at $76.3K in Q2 2023. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • IFP Advisors held 346 shares of Asana worth $2.42K as of Q2 2026.
  • IFP Advisors sold 619 Asana shares in Q2 2026, an estimated $4.16K.
  • Asana made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4152 holding.
  • IFP Advisors first reported a position in Asana in Q3 2021 and has held it in 17 quarters since.
  • IFP Advisors's Asana position peaked at $76.3K in Q2 2023.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.