Advisory Services Network, LLC

Position in ASAN — Asana, Inc.

CIK 1573876 Atlanta, GA

Position in ASAN

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$721,733

+$709,870 QoQ

Shares Held

112,771

+12599.4% QoQ

Ownership

0.049%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Advisory Services Network, LLC holds $80,758,633 across 121 Software - Application names. ASAN ranks #22 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	96,692	$10,109,140
2	SHOP	Shopify Inc.	70,827	$8,401,491
3	INTU	Intuit Inc.	16,321	$7,056,867
4	CRM	Salesforce, Inc.	36,368	$6,788,809
5	UBER	Uber Technologies, Inc	86,718	$6,237,617
6	ADBE	Adobe Inc.	18,886	$4,590,804
7	IDCC	InterDigital, Inc.	14,008	$4,230,416
8	MSTR	Strategy Inc	30,487	$3,804,774

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$721,733	112,771	+12599.4%	Shares	Sole	2026-05-15
2025-09-30	$11,863	888	-83.9%	Shares	Sole	2025-11-18
2023-12-31	$105,125	5,530	-89.5%	Shares	Sole	2024-02-09
2023-09-30	$966,529	52,787	+13.8%	Shares	Sole	2023-11-14
2023-03-31	$980,537	46,405	+27.3%	Shares	Sole	2023-05-17
2022-12-31	$502,109	36,464	+0.7%	Shares	Sole	2023-02-13
2022-09-30	$804,859	36,206	+61.2%	Shares	Sole	2022-11-14
2022-06-30	$394,811	22,458	-4.1%	Shares	Sole	2022-08-02
2022-03-31	$936,417	23,428	+164.5%	Shares	Sole	2022-05-23
2021-12-31	$660,214	8,856	+29.0%	Shares	Sole	2022-02-14
2021-09-30	$712,757	6,864	+132.1%	Shares	Sole	2021-11-05
2021-06-30	$183,422	2,957	-23.9%	Shares	Sole	2021-08-12
2020-12-31	$114,772	3,884	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.