Larson Financial Group’s Asana ASAN Stock Holding History

Larson Financial Group’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	$6.82K	Buy	1,065 +259	+32%	+$2.28K	﹤0.01%	2448
2025 Q4	$11.1K	Sell	806 -28	-3%	-$385	﹤0.01%	2064
2025 Q3	$11.1K	Sell	834 -46	-5%	-$650	﹤0.01%	1962
2025 Q2	$11.9K	Buy	880 +780	+780%	+$12.2K	﹤0.01%	1725
2025 Q1	$1.46K	Buy	+100	New	+$1.9K	﹤0.01%	2274
2024 Q4	–	Sell	-81	Closed	-$939	–	2773
2024 Q3	$939	Buy	+81	New	+$1.07K	﹤0.01%	2006
2024 Q1	–	Sell	-180	Closed	-$3.42K	–	1794
2023 Q4	$3.42K	Sell	180 -198	-52%	-$3.85K	﹤0.01%	1268
2023 Q3	$6.92K	Buy	378 +30	+9%	+$627	﹤0.01%	1095
2023 Q2	$7.67K	Hold	348	–	–	﹤0.01%	1008
2023 Q1	$7.35K	Hold	348	–	–	﹤0.01%	1000
2022 Q4	$4.79K	Hold	348	–	–	﹤0.01%	1040
2022 Q3	$8K	Buy	348 +315	+955%	+$6.76K	﹤0.01%	832
2022 Q2	$1K	Sell	33 -750	-96%	-$18.9K	﹤0.01%	1084
2022 Q1	$31K	Hold	783	–	–	0.01%	447
2021 Q4	$58K	Hold	783	–	–	0.01%	357
2021 Q3	$81K	Buy	+783	New	+$65K	0.02%	231
2020 Q4	–	Sell	-350	Closed	-$10K	–	751
2020 Q3	$10K	Buy	+350	New	+$10.1K	﹤0.01%	432

Other funds holding ASAN

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Larson Financial Group's ASAN Position: Q1 2026 in Review

Larson Financial Group increased its Asana (ASAN) stake by 32% in Q1 2026, buying an estimated $2.28K and bringing the position to 1,065 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #2448.

Larson Financial Group first reported a position in ASAN in Q3 2020 and has held it in 17 quarters since. The position peaked at $81K in Q3 2021. 250 funds tracked by Wall St. Rank hold ASAN as of Q1 2026.

Larson Financial Group held 1,065 shares of Asana worth $6.82K as of Q1 2026.
Larson Financial Group bought 259 Asana shares in Q1 2026, an estimated $2.28K.
Asana made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2448 holding.
Larson Financial Group first reported a position in Asana in Q3 2020 and has held it in 17 quarters since.
Larson Financial Group's Asana position peaked at $81K in Q3 2021.
250 funds tracked by Wall St. Rank held Asana as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.