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Summit Securities Group’s Asana ASAN Stock Holding History

Summit Securities 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 		$52.6K Buy
+8,223
New +$72.4K 0.01% 387
2025
Q1 		– Sell
-1,173
Closed -$23.8K – 789
2024
Q4 		$23.8K Buy
+1,173
New +$18.6K ﹤0.01% 357

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

Summit Securities Group's ASAN Position: Q1 2026 in Review

Summit Securities Group opened a new position in Asana (ASAN) in Q1 2026: 8,223 shares worth $52.6K. The stake represents 0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in ASAN as recently as Q4 2024.

Summit Securities Group first reported a position in ASAN in Q4 2024 and has held it in 2 quarters since. 250 funds tracked by Wall St. Rank hold ASAN as of Q1 2026.

  • Summit Securities Group held 8,223 shares of Asana worth $52.6K as of Q1 2026.
  • Asana was a new Summit Securities Group position in Q1 2026.
  • Asana made up 0.01% of Summit Securities Group's portfolio in Q1 2026, its #387 holding.
  • Summit Securities Group first reported a position in Asana in Q4 2024 and has held it in 2 quarters since.
  • 250 funds tracked by Wall St. Rank held Asana as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.