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 |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
349
shares
|
$5,137
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
345
shares
|
$5,078
0.0% of portfolio
|
Q4 2022
Reduced 8.24%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
281
shares
|
$4,136
0.0% of portfolio
|
Q3 2024
Added 778.13%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
250
shares
|
$3,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
230
shares
|
$3,385
0.0% of portfolio
|
Q1 2022
Reduced 15.44%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
225
shares
|
$3,312
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
212
shares
|
$3,120
0.0% of portfolio
|
Q2 2024
Reduced 15.87%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
163
shares
|
$2,399
0.0% of portfolio
|
Q3 2024
Added 676.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
158
shares
|
$2,325
0.0% of portfolio
|
Q3 2024
Reduced 59.28%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
150
shares
|
$2,208
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
140
shares
|
$2,060
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
125
shares
|
$1,840
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
106
shares
|
$1,560
0.0% of portfolio
|
Q3 2024
Added 523.53%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
100
shares
|
$1,472
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
100
shares
|
$1,472
0.0% of portfolio
|
Q1 2022
Reduced 72.6%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
99
shares
|
$1,457
0.0% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
95
shares
|
$1,398
0.0% of portfolio
|
Q3 2024
Reduced 99.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
90
shares
|
$1,324
0.0% of portfolio
|
Q3 2024
Added 80.0%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
81
shares
|
$1,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
80
shares
|
$1,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
75
shares
|
$1,104
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
73
shares
|
$1,074
0.0% of portfolio
|
Q3 2024
Added 87.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
71
shares
|
$1,045
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
63
shares
|
$927
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
58
shares
|
$853
0.0% of portfolio
|
Q3 2024
Added 28.89%
|