Retirement Planning Co of New England, Inc.
PensionPosition in ASAN — Asana, Inc.
CIK 1817693
Warwick, RI
Position in ASAN
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$201,649
+$4,024 QoQ
Shares Held
28,807
-6.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#126
of 258 holders
Holding Since
Dec 2021
11 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, 2026Retirement Planning Co of New England, Inc. holds $462,511 across 2 Software - Application names. ASAN ranks #2 (43.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
1,025 | $260,862 | |
| 2 | ASAN |
Asana, Inc.
This page
|
28,807 | $201,649 |
All Filings in ASAN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,649 | 28,807 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $197,625 | 30,879 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $318,126 | 23,204 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $300,466 | 22,490 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $249,588 | 18,488 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $240,579 | 16,512 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $297,097 | 14,657 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $180,595 | 15,582 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $174,749 | 12,491 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $163,961 | 10,585 | Shares | Sole | 2024-05-06 | |
| 2021-12-31 | $61,131 | 820 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||