Asana shares owned by Creative Planning
Historical chart of Creative Planning investment in Asana
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All positions including Asana held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Asana by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $395k | 29k | 13.71 |
| 2025-09-30 | $141k | 11k | 13.36 |
| 2025-03-31 | $150k | 10k | 14.57 |
| 2024-12-31 | $2.4k | 116 | 20.27 |
| 2023-03-31 | $719 | 34 | 21.15 |
| 2021-03-31 | $287k | 10k | 28.58 |
| 2020-12-31 | $234k | 7.9k | 29.56 |