Jones Financial Companies
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Jones Financial Companies’s Asana ASAN Stock Holding History

Jones Financial Companies’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 		$28.5K Buy
4,096
+850
+26% +$5.71K ﹤0.01% 3353
2026
Q1 		$20K Buy
3,246
+974
+43% +$8.57K ﹤0.01% 3293
2025
Q4 		$31.1K Sell
2,272
-191
-8% -$2.63K ﹤0.01% 2745
2025
Q3 		$34.2K Buy
2,463
+1,427
+138% +$20.2K ﹤0.01% 2536
2025
Q2 		$13.8K Buy
1,036
+986
+1,972% +$15.5K ﹤0.01% 2750
2025
Q1 		$744 Buy
+50
New +$948 ﹤0.01% 3460
2024
Q3 		– Sell
-74
Closed -$1.03K – 3021
2024
Q2 		$1.03K Buy
+74
New +$1.05K ﹤0.01% 2277

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 $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Jones Financial Companies's ASAN Position: Q2 2026 in Review

Jones Financial Companies increased its Asana (ASAN) stake by 26% in Q2 2026, buying an estimated $5.71K and bringing the position to 4,096 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3353.

Jones Financial Companies first reported a position in ASAN in Q2 2024 and has held it in 7 quarters since. The position peaked at $34.2K in Q3 2025. 262 funds tracked by Wall St. Rank hold ASAN as of Q2 2026.

  • Jones Financial Companies held 4,096 shares of Asana worth $28.5K as of Q2 2026.
  • Jones Financial Companies bought 850 Asana shares in Q2 2026, an estimated $5.71K.
  • Asana made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3353 holding.
  • Jones Financial Companies first reported a position in Asana in Q2 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Asana position peaked at $34.2K in Q3 2025.
  • 262 funds tracked by Wall St. Rank held Asana as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.