OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Position in ASAN — Asana, Inc.
CIK 1005607
SAN FRANCISCO, CA
Position in ASAN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$85,582
+$7,336 QoQ
Shares Held
12,226
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#170
of 258 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ASAN Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $29,211,841 across 6 Software - Application names. ASAN ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
68,157 | $10,677,475 | |
| 2 | ESTC |
Elastic N.V.
|
143,544 | $8,184,878 | |
| 3 | NOW |
ServiceNow, Inc.
|
71,611 | $7,109,540 | |
| 4 | ADP |
Automatic Data Processing Inc
|
12,307 | $2,756,152 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,061 | $398,214 | |
| 6 | ASAN |
Asana, Inc.
This page
|
12,226 | $85,582 |
All Filings in ASAN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,582 | 12,226 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $78,246 | 12,226 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $167,618 | 12,226 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $187,387 | 14,026 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $189,351 | 14,026 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $204,358 | 14,026 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $284,307 | 14,026 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $190,446 | 16,432 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $229,883 | 16,432 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $254,531 | 16,432 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $320,432 | 16,856 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $308,633 | 16,856 | Shares | Sole | 2023-10-26 | |
| No filing history on record for this holder in this stock. | ||||||