Institutional Ownership Asana, Inc. (ASAN)
This table provides information about the institutional ownership of Asana, Inc. (ASAN). We have compiled data on the 282 institutions that hold shares in the stock, with a total of 68.2 Million shares, which have been reported (via 13F filing form) to have a value of $983 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
100
shares
|
$1,441
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
95
shares
|
$1,368
0.0% of portfolio
|
Q1 2025
Added 11.76%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
88
shares
|
$1,268
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
86
shares
|
$1,239
0.0% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
78
shares
|
$1,123
0.0% of portfolio
|
Q1 2025
Added 81.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
75
shares
|
$1,080
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
71
shares
|
$1,023
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
63
shares
|
$907
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
50
shares
|
$720
0.0% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Apr 14, 2025 Q1 2025 |
42
shares
|
$605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
25
shares
|
$360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
25
shares
|
$360
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
25
shares
|
$360
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
23
shares
|
$331
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
23
shares
|
$331
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
22
shares
|
$317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
21
shares
|
$302
0.0% of portfolio
|
Q1 2022
Added 252.38%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
18
shares
|
$259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
13
shares
|
$187
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
13
shares
|
$187
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
10
shares
|
$144
0.0% of portfolio
|
Q1 2025
Reduced 94.25%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
5
shares
|
$72
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3
shares
|
$43
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$14
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|