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LPL Financial LLC

Position in ASAN — Asana, Inc.

CIK 1403438 FORT MILL, SC

Position in ASAN

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$915,229
+$342,621 QoQ
Shares Held
130,747
+46.1% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#65
of 261 holders
Holding Since
Dec 2020
20 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, 2026

LPL Financial LLC holds $1,954,315,123 across 106 Software - Application names. ASAN ranks #65 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in ASAN

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $915,229 130,747
2026-03-31 $572,608 89,470
2025-12-31 $355,486 25,929
2025-09-30 $510,979 38,247
2025-06-30 $630,328 46,691
2025-03-31 $683,434 46,907
2024-12-31 $866,583 42,752
2024-09-30 $272,330 23,497
2024-06-30 $528,304 37,763
2024-03-31 $400,013 25,824
2023-12-31 $413,999 21,778
2023-09-30 $405,786 22,162
2023-06-30 $449,219 20,382
2023-03-31 $378,966 17,935
2022-12-31 $203,093 14,749
2022-03-31 $435,872 10,905
2021-12-31 $754,296 10,118
2021-09-30 $2,502,440 24,099
2021-06-30 $420,749 6,783
2020-12-31 $236,459 8,002