Asana, Inc. $ASAN Shares Bought by Fulcrum Asset Management LLP

Posted by Brian Himes on Nov 13th, 2026

Fulcrum Asset Management LLP raised its position in Asana, Inc. (NYSE:ASAN – Free Report) by 38,814.3% during the 3rd quarter, Holdings Channel reports. The firm owned 81,720 shares of the company’s stock after acquiring an additional 81,510 shares during the quarter. Fulcrum Asset Management LLP’s holdings in Asana were worth $673,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in ASAN. Brighton Jones LLC raised its stake in shares of Asana by 135.7% during the 3rd quarter. Brighton Jones LLC now owns 86,116 shares of the company’s stock worth $726,000 after buying an additional 49,575 shares during the last quarter. 180 Wealth Advisors LLC grew its stake in Asana by 36.5% in the 3rd quarter. 180 Wealth Advisors LLC now owns 37,724 shares of the company’s stock valued at $318,000 after acquiring an additional 10,087 shares during the last quarter. Inscription Capital LLC grew its stake in Asana by 5.0% in the 3rd quarter. Inscription Capital LLC now owns 21,084 shares of the company’s stock valued at $178,000 after acquiring an additional 1,002 shares during the last quarter. Vise Technologies Inc. grew its stake in Asana by 67.8% in the 3rd quarter. Vise Technologies Inc. now owns 31,469 shares of the company’s stock valued at $265,000 after acquiring an additional 12,714 shares during the last quarter. Finally, Pinnacle Wealth Planning Services Inc. increased its holdings in Asana by 131.6% during the 3rd quarter. Pinnacle Wealth Planning Services Inc. now owns 3,126 shares of the company’s stock valued at $26,000 after acquiring an additional 1,776 shares in the last quarter. Hedge funds and other institutional investors own 26.21% of the company’s stock.

Asana Stock Down 1.2%

NYSE ASAN opened at $9.69 on Friday. Asana, Inc. has a fifty-two week low of $5.38 and a fifty-two week high of $15.28. The stock has a market cap of $2.22 billion, a price-to-earnings ratio of -14.69 and a beta of 0.99. The business has a fifty day moving average of $9.94 and a 200-day moving average of $8.12.

Asana (NYSE:ASAN – Get Free Report) last issued its quarterly earnings data on Thursday, September 3rd. The company reported $0.10 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.09 by $0.01. The business had revenue of $216.43 million for the quarter, compared to the consensus estimate of $214.15 million. Asana had a negative return on equity of 80.33% and a negative net margin of 18.62%. The business’s revenue was up 9.9% on a year-over-year basis. During the same period in the prior year, the business earned $0.06 earnings per share. Asana has set its FY 2027 guidance at 0.370-0.370 EPS and its Q3 2027 guidance at 0.080-0.080 EPS. As a group, analysts anticipate that Asana, Inc. will post -0.53 EPS for the current year.

Analysts Set New Price Targets

Several research firms have weighed in on ASAN. DA Davidson raised their target price on shares of Asana from $8.00 to $9.00 and gave the company a “neutral” rating in a report on Friday, September 4th. Citizens Jmp reaffirmed a “market outperform” rating and issued a $15.00 price target on shares of Asana in a report on Friday, September 4th. UBS Group reiterated a “neutral” rating on shares of Asana in a research report on Friday, October 16th. Weiss Ratings reiterated a “sell (e+)” rating on shares of Asana in a research report on Tuesday, November 3rd. Finally, Barclays cut shares of Asana to an “outperform” rating in a research note on Monday, August 24th. Four equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $9.95.

Check Out Our Latest Stock Report on ASAN

Insider Buying and Selling

In related news, CFO Aziz Megji sold 3,224 shares of the business’s stock in a transaction dated Wednesday, September 23rd. The shares were sold at an average price of $9.26, for a total value of $29,854.24. Following the completion of the transaction, the chief financial officer owned 726,721 shares of the company’s stock, valued at approximately $6,729,436.46. The trade was a 0.44% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Daniel Rogers sold 19,676 shares of the company’s stock in a transaction dated Thursday, October 22nd. The shares were sold at an average price of $11.52, for a total transaction of $226,667.52. Following the completion of the transaction, the chief executive officer owned 1,437,022 shares in the company, valued at approximately $16,554,493.44. This trade represents a 1.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 551,360 shares of company stock worth $5,239,118. 87.54% of the stock is owned by corporate insiders.

Asana Profile

(Free Report)

Asana, Inc. develops cloud-based work management software that helps organizations coordinate projects, tasks and team workflows. Its platform provides tools for assigning work, setting deadlines, tracking progress and sharing updates across teams. Organizations can use Asana to manage projects and recurring processes, align work with broader goals, and connect workflows with other business applications. The company also offers features designed to help teams automate work and use artificial intelligence within their workflows.

Asana, Inc. $ASAN Shares Bought by Fulcrum Asset Management LLP

Asana Stock Down 1.2%

Analysts Set New Price Targets

Insider Buying and Selling

Asana Profile

Further Reading

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