CATALYST PRIVATE WEALTH, LLC

Position in ASAN — Asana, Inc.

CIK 1831193 SAN MATEO, CA

Position in ASAN

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$96,551

-$91,941 QoQ

Shares Held

13,793

-53.2% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#165

of 261 holders

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CATALYST PRIVATE WEALTH, LLC holds $9,837,348 across 6 Software - Application names. ASAN ranks #6 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TEAM	Atlassian Corp	106,088	$8,252,585
2	UBER	Uber Technologies, Inc	6,647	$479,647
3	CRM	Salesforce, Inc.	2,511	$393,373
4	LYFT	Lyft, Inc.	23,190	$338,805
5	SNOW	Snowflake Inc.	1,086	$276,387
6	ASAN	Asana, Inc. This page	13,793	$96,551

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$96,551	13,793	-53.2%	Shares	Sole	2026-07-21
2026-03-31	$188,492	29,452	-23.2%	Shares	Sole	2026-04-13
2025-12-31	$525,970	38,364	-4.0%	Shares	Sole	2026-01-14
2025-09-30	$534,132	39,980	-7.0%	Shares	Sole	2025-10-07
2025-06-30	$580,284	42,984	+3.1%	Shares	Sole	2025-07-09
2025-03-31	$607,554	41,699	-10.2%	Shares	Sole	2025-04-08
2024-12-31	$941,217	46,434	-10.8%	Shares	Sole	2025-01-13
2024-09-30	$603,016	52,029	-3.0%	Shares	Sole	2024-10-30
2024-06-30	$750,269	53,629	-15.7%	Shares	Sole	2024-07-24
2024-03-31	$985,256	63,606	-10.4%	Shares	Sole	2024-04-11
2023-12-31	$1,349,824	71,006	-14.2%	Shares	Sole	2024-01-08
2023-09-30	$1,515,958	82,794	-16.9%	Shares	Sole	2023-10-24
2023-06-30	$2,194,941	99,589	+813.3%	Shares	Sole	2023-07-18
2022-12-31	$150,148	10,904	-0.4%	Shares	Sole	2023-01-23
2022-09-30	$243,351	10,947	-8.4%	Shares	Sole	2022-10-12
2022-06-30	$210,028	11,947	0.0%	Shares	Sole	2022-07-22
2022-03-31	$477,521	11,947	0.0%	Shares	Sole	2022-04-18
2021-12-31	$890,648	11,947	+173.4%	Shares	Sole	2022-01-18
2021-09-30	$453,676	4,369	+1951.2%	Shares	Sole	2021-10-22
2020-09-30	$6,134	213	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.