Root Financial Partners
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Root Financial Partners’s Asana ASAN Stock Holding History

Root Financial Partners’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 		$5.86K Buy
+695
New +$6.02K ﹤0.01% 2163
2026
Q2 		– Sell
-2,281
Closed -$14.6K – 602
2026
Q1 		$14.6K Buy
+2,281
New +$20.1K ﹤0.01% 1499

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Root Financial Partners's ASAN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Asana (ASAN) in Q3 2026: 695 shares worth $5.86K. The stake represents ﹤0.01% of the portfolio and ranks #2163 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ASAN as recently as Q1 2026.

Root Financial Partners first reported a position in ASAN in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.6K in Q1 2026. 184 funds tracked by Wall St. Rank hold ASAN as of Q3 2026.

  • Root Financial Partners held 695 shares of Asana worth $5.86K as of Q3 2026.
  • Asana was a new Root Financial Partners position in Q3 2026.
  • Asana made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2163 holding.
  • Root Financial Partners first reported a position in Asana in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Asana position peaked at $14.6K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Asana as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.