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 |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
834
shares
|
$10,591
0.0% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
631
shares
|
$8,013
0.0% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
566
shares
|
$7,188
0.0% of portfolio
|
Q3 2025
Added 387.93%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
500
shares
|
$6,350
0.0% of portfolio
|
Q2 2024
Reduced 36.39%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
459
shares
|
$5,829
0.0% of portfolio
|
Q2 2025
Reduced 42.84%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
437
shares
|
$5,549
0.0% of portfolio
|
Q3 2025
Reduced 30.08%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
400
shares
|
$5,080
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
361
shares
|
$4,584
0.0% of portfolio
|
Q3 2025
Reduced 50.55%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
335
shares
|
$4,254
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
300
shares
|
$3,810
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
283
shares
|
$3,594
0.0% of portfolio
|
Q3 2025
Added 194.79%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
248
shares
|
$3,149
0.0% of portfolio
|
Q4 2024
Reduced 84.64%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
230
shares
|
$2,921
0.0% of portfolio
|
Q1 2022
Reduced 15.44%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
218
shares
|
$2,768
0.0% of portfolio
|
Q3 2025
Reduced 32.72%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
210
shares
|
$2,667
0.0% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
201
shares
|
$2,552
0.0% of portfolio
|
Q3 2025
Reduced 49.37%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
189
shares
|
$2,400
0.0% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
164
shares
|
$2,082
0.0% of portfolio
|
Q3 2025
Reduced 59.1%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
125
shares
|
$1,587
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
115
shares
|
$1,460
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
100
shares
|
$1,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
100
shares
|
$1,270
0.0% of portfolio
|
Q1 2022
Reduced 72.6%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
84
shares
|
$1,066
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
75
shares
|
$952
0.0% of portfolio
|
Q2 2025
Reduced 89.3%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
71
shares
|
$901
0.0% of portfolio
|
Q3 2022
New holding
|
|