Position in ASAN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$42,000
+$3,600 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#193
of 258 holders
Holding Since
Sep 2024
8 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, 2026Center for Financial Planning, Inc. holds $2,685,558 across 14 Software - Application names. ASAN ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
10,051 | $1,574,589 | |
| 2 | ADBE |
Adobe Inc.
|
2,371 | $486,102 | |
| 3 | UBER |
Uber Technologies, Inc
|
3,583 | $258,549 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
397 | $149,002 | |
| 5 | INTU |
Intuit Inc.
|
283 | $73,863 | |
| 6 | ADP |
Automatic Data Processing Inc
|
205 | $45,909 | |
| 7 | ASAN |
Asana, Inc.
This page
|
6,000 | $42,000 | |
| 8 | NOW |
ServiceNow, Inc.
|
265 | $26,309 |
All Filings in ASAN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,000 | 6,000 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $38,400 | 6,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $82,260 | 6,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $80,160 | 6,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $81,000 | 6,000 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $87,420 | 6,000 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $121,620 | 6,000 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $69,540 | 6,000 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||