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 |
---|---|---|---|---|---|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
663
shares
|
$9,553
0.0% of portfolio
|
Q1 2025
Added 1373.33%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
654
shares
|
$9,424
0.0% of portfolio
|
Q1 2025
Added 324.68%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
625
shares
|
$9,006
0.0% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
Twin Tree Management, LP
Dallas, TX |
May 15, 2025 Q1 2025 |
620
shares
|
$8,934
0.0% of portfolio
|
Q1 2025
Reduced 97.25%
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
580
shares
|
$8,357
0.0% of portfolio
|
Q1 2025
Added 866.67%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
500
shares
|
$7,205
0.0% of portfolio
|
Q2 2024
Reduced 36.39%
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
459
shares
|
$6,614
0.0% of portfolio
|
Q2 2025
Reduced 42.84%
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
418
shares
|
$6,023
0.0% of portfolio
|
Q1 2025
New holding
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
401
shares
|
$5,778
0.0% of portfolio
|
Q1 2025
Added 102.53%
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
401
shares
|
$5,778
0.0% of portfolio
|
Q2 2025
Reduced 31.1%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
400
shares
|
$5,764
0.0% of portfolio
|
Q2 2024
New holding
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
265
shares
|
$3,818
0.0% of portfolio
|
Q1 2025
Added 2844.44%
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
248
shares
|
$3,573
0.0% of portfolio
|
Q4 2024
Reduced 84.64%
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
230
shares
|
$3,314
0.0% of portfolio
|
Q1 2022
Reduced 15.44%
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
189
shares
|
$2,723
0.0% of portfolio
|
Q1 2025
Added 13.86%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
182
shares
|
$2,622
0.0% of portfolio
|
Q1 2025
Added 1113.33%
|
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
May 13, 2025 Q1 2025 |
164
shares
|
$2,363
0.0% of portfolio
|
Q4 2024
New holding
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
156
shares
|
$2,247
0.0% of portfolio
|
Q2 2025
Added 67.74%
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
150
shares
|
$2,161
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
140
shares
|
$2,017
0.0% of portfolio
|
Q2 2023
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
138
shares
|
$1,988
0.0% of portfolio
|
Q1 2025
Added 711.76%
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
125
shares
|
$1,801
0.0% of portfolio
|
Q4 2023
New holding
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
119
shares
|
$1,714
0.0% of portfolio
|
Q1 2025
New holding
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
115
shares
|
$1,657
0.0% of portfolio
|
Q4 2024
New holding
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
100
shares
|
$1,441
0.0% of portfolio
|
Q1 2022
Reduced 72.6%
|