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TFC Financial Management’s Asana ASAN Stock Holding History

TFC Financial Management’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 		– Sell
-1
Closed -$14 – 1001
2025
Q4 		$14 Hold
1
– – ﹤0.01% 960
2025
Q3 		$14 Hold
1
– – ﹤0.01% 992
2025
Q2 		$14 Hold
1
– – ﹤0.01% 970
2025
Q1 		$15 Hold
1
– – ﹤0.01% 947
2024
Q4 		$21 Hold
1
– – ﹤0.01% 952
2024
Q3 		$12 Buy
+1
New +$13 ﹤0.01% 992

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

TFC Financial Management's ASAN Position: Q1 2026 in Review

TFC Financial Management sold out of Asana (ASAN) in Q1 2026, closing a stake of 1 share — an estimated $14 sold.

TFC Financial Management first reported a position in ASAN in Q3 2024 and held it in 6 quarters. The position peaked at $21 in Q4 2024. 250 funds tracked by Wall St. Rank hold ASAN as of Q1 2026.

  • TFC Financial Management reported no remaining Asana position as of Q1 2026 after selling out during the quarter.
  • TFC Financial Management sold 1 Asana share in Q1 2026, an estimated $14.
  • TFC Financial Management first reported a position in Asana in Q3 2024 and held it in 6 quarters.
  • TFC Financial Management's Asana position peaked at $21 in Q4 2024.
  • 250 funds tracked by Wall St. Rank held Asana as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.