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Summit Trail Advisors’s Asana ASAN Stock Holding History

Summit Trail 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
Q1 		$122K Buy
+19,127
New +$168K ﹤0.01% 1406

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 Trail Advisors's ASAN Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in Asana (ASAN) in Q1 2026: 19,127 shares worth $122K. The stake represents ﹤0.01% of the portfolio and ranks #1406 among its holdings.

250 funds tracked by Wall St. Rank hold ASAN as of Q1 2026.

  • Summit Trail Advisors held 19,127 shares of Asana worth $122K as of Q1 2026.
  • Asana was a new Summit Trail Advisors position in Q1 2026.
  • Asana made up ﹤0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1406 holding.
  • 250 funds tracked by Wall St. Rank held Asana as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.