Institutional Ownership Asana, Inc. (ASAN)
This table provides information about the institutional ownership of Asana, Inc. (ASAN). We have compiled data on the 289 institutions that hold shares in the stock, with a total of 70.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
85
shares
|
$1,684
0.0% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
82
shares
|
$1,625
0.0% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
76
shares
|
$1,506
0.0% of portfolio
|
Q4 2024
Reduced 78.22%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
75
shares
|
$1,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
71
shares
|
$1,407
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
63
shares
|
$1,248
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
60
shares
|
$1,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
58
shares
|
$1,149
0.0% of portfolio
|
Q3 2024
Reduced 52.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
55
shares
|
$1,090
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
45
shares
|
$891
0.0% of portfolio
|
Q4 2024
Reduced 89.68%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
43
shares
|
$852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Feb 07, 2025 Q4 2024 |
42
shares
|
$832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
25
shares
|
$495
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
25
shares
|
$495
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
23
shares
|
$455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
23
shares
|
$455
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
22
shares
|
$436
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
21
shares
|
$416
0.0% of portfolio
|
Q1 2022
Added 252.38%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
17
shares
|
$336
0.0% of portfolio
|
Q4 2024
Reduced 89.24%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
15
shares
|
$297
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
13
shares
|
$257
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
9
shares
|
$178
0.0% of portfolio
|
Q4 2024
Reduced 91.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
3
shares
|
$59
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1
shares
|
$19
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|