Institutional Ownership Asana, Inc. (ASAN)
This table provides information about the institutional ownership of Asana, Inc. (ASAN). We have compiled data on the 280 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $903 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
63
shares
|
$800
0.0% of portfolio
|
Q3 2025
Reduced 91.99%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
63
shares
|
$800
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
60
shares
|
$762
0.0% of portfolio
|
Q3 2025
Reduced 29.41%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
58
shares
|
$736
0.0% of portfolio
|
Q3 2025
Reduced 34.09%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
54
shares
|
$685
0.0% of portfolio
|
Q3 2025
Reduced 48.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
49
shares
|
$622
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
46
shares
|
$584
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pillar Financial Advisors, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
42
shares
|
$533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
40
shares
|
$508
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
37
shares
|
$469
0.0% of portfolio
|
Q3 2025
Reduced 77.84%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
36
shares
|
$457
0.0% of portfolio
|
Q3 2025
Reduced 45.45%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
35
shares
|
$444
0.0% of portfolio
|
Q3 2025
Reduced 93.97%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
26
shares
|
$330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
25
shares
|
$317
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
22
shares
|
$279
0.0% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
21
shares
|
$266
0.0% of portfolio
|
Q1 2022
Added 252.38%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
13
shares
|
$165
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
9
shares
|
$114
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
9
shares
|
$114
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3
shares
|
$38
0.0% of portfolio
|
Q3 2025
Reduced 99.49%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
2
shares
|
$25
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1
shares
|
$12
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
Closed
|
|