ASAN

ASAN

ASAN

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2026 Q1 May 29, 2026 Prosper Stars & Stripes -5.6% -5.6% AEHR, ASAN, BLFS, ITRI, LASR, MOD, VIA, VPG AI, defense, energy, geopolitics, Long/Short, Manufacturing, small cap
2026 Q1 May 17, 2026 Rodrigo Benedetti - - AMD, ASAN, CRM, CSU.TO, INTC, MA, MNDY, MSFT, PATH, SAP, V AI, defense, Europe, oil, semiconductors, software, valuation
2026 Q1 Apr 30, 2026 Wasatch Long/Short Alpha Fund 4.2% 4.2% ASAN, CWST, ENSG, LITE, PCOR, RBC AI, defense, Long/Short, mid cap, Quality, small cap, software LITE
CWST
PCOR
ASAN
ENSG
RBC

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
May 4, 2026 Fund Letters Wasatch Long/Short Alpha Fund Asana, Inc. Software - Application Application Software Bear New York Stock Exchange AI disruption, cloud, Competitive Threat, Project Management, Short Position, Software, Work management
Oct 15, 2025 Value Investors Club Laksa Asana Inc. Information Technology Application Software / Work Management & Collaboration Bear NYSE Agentic AI, AI disruption, Competitive pressure, margin compression, SaaS short, Work management
Aug 13, 2025 Seeking Alpha Value Detection Asana Other - Bull NYSE —

BSD Shareholders of ASAN

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
No investor data available.

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