Capital Performance Advisors »

Asana shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Asana (ASAN) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors investment in Asana

Tip: Access up to 7 years of quarterly data

All positions including Asana held by Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Asana by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $109k 17k 6.40
2024-09-30 $2.9k 250 11.59

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Capital Performance Advisors

Top funds holding Asana

Vanguard Group
Vanguard Portfolio Management
BlackRock
D. E. Shaw & Co
Arrowstreet Capital, Limited Partnership
Ing Investment Management
Goldman Sachs Group
Vanguard Capital Management
Morgan Stanley
Two Sigma Investments
Point72 Asset Management
Millennium Management
Marshall Wace
State Street Corporation
UBS Group

View all funds holding Asana