CHANNEL WEALTH LLC

Position in ASAN — Asana, Inc.

CIK 1975550 SANTA BARBARA, CA

Position in ASAN

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$100,338

+$8,601 QoQ

Shares Held

14,334

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#158

of 258 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CHANNEL WEALTH LLC holds $6,296,752 across 4 Software - Application names. ASAN ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	12,711	$3,317,571
2	APPF	Appfolio Inc	16,486	$2,643,530
3	UBER	Uber Technologies, Inc	3,261	$235,313
4	ASAN	Asana, Inc. This page	14,334	$100,338

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,338	14,334	0.0%	Shares	Sole	2026-08-04
2026-03-31	$91,737	14,334	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.