Institutional Ownership Asana, Inc. (ASAN)
This table provides information about the institutional ownership of Asana, Inc. (ASAN). We have compiled data on the 241 institutions that hold shares in the stock, with a total of 57.7 Million shares, which have been reported (via 13F filing form) to have a value of $850 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
2,824
shares
|
$41,569
0.0% of portfolio
|
Q1 2024
Reduced 75.56%
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
2,100
shares
|
$30,912
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
2,050
shares
|
$30,176
0.0% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
2,041
shares
|
$30,043
0.0% of portfolio
|
Q3 2024
Reduced 85.71%
|
|
|
Strs Ohio
|
Nov 01, 2024 Q3 2024 |
1,800
shares
|
$26,496
0.0% of portfolio
|
Q1 2024
Reduced 91.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,650
shares
|
$24,288
0.01% of portfolio
|
Q3 2024
Reduced 43.1%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
1,615
shares
|
$23,772
0.0% of portfolio
|
Q3 2024
Reduced 15.49%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
1,501
shares
|
$22,094
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,400
shares
|
$20,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Performa LTD (Us), LLC
|
Nov 14, 2024 Q3 2024 |
1,104
shares
|
$16,250
0.0% of portfolio
|
Q3 2024
Added 18.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
1,036
shares
|
$15,249
0.0% of portfolio
|
Q3 2024
Added 33.16%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,034
shares
|
$15,220
0.0% of portfolio
|
Q3 2024
Added 28.61%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
1,030
shares
|
$15,161
0.0% of portfolio
|
Q4 2021
Reduced 13.08%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$14,720
0.0% of portfolio
|
Q1 2024
Reduced 51.34%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
943
shares
|
$13,880
0.0% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
846
shares
|
$12,453
0.0% of portfolio
|
Q2 2024
Reduced 29.26%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
806
shares
|
$11,864
0.0% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
650
shares
|
$9,568
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
500
shares
|
$7,360
0.0% of portfolio
|
Q2 2024
Reduced 36.39%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
500
shares
|
$7,360
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
462
shares
|
$6,800
0.0% of portfolio
|
Q3 2024
Reduced 15.54%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
450
shares
|
$6,624
0.0% of portfolio
|
Q3 2024
Reduced 39.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
436
shares
|
$6,417
0.0% of portfolio
|
Q3 2024
Added 6128.57%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
400
shares
|
$5,888
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
357
shares
|
$5,255
0.0% of portfolio
|
Q3 2024
New holding
|