Skip to main content

Asana, Inc.

ASAN
Exchange
NYSE
Industry
Services-Prepackaged Software
SEC CIK
0001477720

In the last 90 days, Asana, Inc. insiders filed 0 open-market purchases and 4 sales; 262 institutions reported holding it in 13F filings for Q2 2026, worth $746.1M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Asana, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
158
No complete 13F data for Q4 2020
Shares held
43.4M
No complete 13F data for Q4 2020
Total value
$1.24B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting ASAN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 158 institutions
Q1 2021: 158 institutionsQ2 2021: 232 institutionsQ3 2021: 335 institutionsQ4 2021: 352 institutionsQ1 2022: 307 institutionsQ2 2022: 238 institutionsQ3 2022: 242 institutionsQ4 2022: 222 institutionsQ1 2023: 228 institutionsQ2 2023: 234 institutionsQ3 2023: 234 institutionsQ4 2023: 220 institutionsQ1 2024: 213 institutionsQ2 2024: 216 institutionsQ3 2024: 203 institutionsQ4 2024: 235 institutionsQ1 2025: 232 institutionsQ2 2025: 235 institutionsQ3 2025: 230 institutionsQ4 2025: 240 institutionsQ1 2026: 252 institutionsQ2 2026: 262 institutions
Value heldQ1 2021: $1.24B
Q1 2021: $1.24BQ2 2021: $3.46BQ3 2021: $5.98BQ4 2021: $4.38BQ1 2022: $2.40BQ2 2022: $942.5MQ3 2022: $1.34BQ4 2022: $693.9MQ1 2023: $1.13BQ2 2023: $1.26BQ3 2023: $978.9MQ4 2023: $1.10BQ1 2024: $916.8MQ2 2024: $889.8MQ3 2024: $680.9MQ4 2024: $1.44BQ1 2025: $1.02BQ2 2025: $978.5MQ3 2025: $975.4MQ4 2025: $1.13BQ1 2026: $659.6MQ2 2026: $746.1M
Institutions holding ASAN and their total value by quarter
QuarterHoldersValue
Q2 2026262$746.1M
Q1 2026252$659.6M
Q4 2025240$1.13B
Q3 2025230$975.4M
Q2 2025235$978.5M
Q1 2025232$1.02B
Q4 2024235$1.44B
Q3 2024203$680.9M
Q2 2024216$889.8M
Q1 2024213$916.8M
Q4 2023220$1.10B
Q3 2023234$978.9M
Q2 2023234$1.26B
Q1 2023228$1.13B
Q4 2022222$693.9M
Q3 2022242$1.34B
Q2 2022238$942.5M
Q1 2022307$2.40B
Q4 2021352$4.38B
Q3 2021335$5.98B
Q2 2021232$3.46B
Q1 2021158$1.24B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Asana, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ASAN in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Harbour Investments, Inc.5$00.00%––
Paradigm, Strategies in Wealth Management, LLC5$00.00%––
Financial Perspectives, Inc26,522$9280.05%––
FMR LLC35$1.00K0.00%––
Lindbrook Capital, LLC38$1.00K0.00%––
Lenox Wealth Advisors, LLC75$2.00K0.00%––
Brewin Dolphin Ltd72$2.06K0.00%––
Solstein Capital, LLC115$3.00K0.00%––
Alpha DNA Investment Management LLC136$3.00K0.00%––
St. Johns Investment Management Company, LLC140$4.00K0.00%––
Certified Advisory Corp140$4.00K0.00%––
Rockefeller Capital Management L.P.151$4.00K0.00%––
Financial Avengers, Inc.150$4.00K0.00%––
Benjamin F. Edwards & Company, Inc.167$5.00K0.00%––
CWM, LLC84$5.00K0.00%––
Gradient Investments LLC172$5.00K0.00%––
Focused Wealth Management, Inc200$6.00K0.00%––
Corbenic Partners LLC230$7.00K0.00%––
Performa Ltd (US), LLC250$7.00K0.01%––
Truvestments Capital LLC250$7.00K0.00%––
Eudaimonia Partners, LLC293$8.00K0.00%––
American Portfolios Advisors300$8.57K0.00%––
Phoenix Wealth Advisors335$10.0K0.01%––
North Star Investment Management Corp.400$11.0K0.00%––
Signaturefd, LLC400$11.0K0.00%––
Clearview Wealth Advisors LLC382$11.0K0.01%––
Captrust Financial Advisors458$13.0K0.00%––
Bogart Wealth, LLC469$13.0K0.00%––
Manchester Financial Inc497$14.0K0.01%––
Monetary Management Group Inc500$14.0K0.00%––
Federation des caisses Desjardins du Quebec500$14.3K0.00%––
Spire Wealth Management531$15.0K0.00%––
Glen Eagle Advisors, LLC605$17.3K0.01%––
Sterling Financial Planning, Inc.750$21.0K0.01%––
Geneos Wealth Management Inc.800$26.0K0.00%––
International Assets Investment Management, LLC900$27.0K0.00%––
Sterling Investment Advisors, Ltd.1,000$29.0K0.01%––
Close Asset Management Ltd1,030$29.0K0.00%––
Valeo Financial Advisors, LLC1,217$35.0K0.00%––
HM Payson & Co1,337$38.0K0.00%––
Maven Securities LTD1,927$55.0K0.01%––
TCI Wealth Advisors, Inc.2,141$61.0K0.03%––
Botty Investors LLC2,406$69.0K0.02%––
Deutsche Bank AG3,104$89.0K0.00%––
Lumina Fund Management LLC3,500$100.0K0.05%––
Steward Partners Investment Advisory, LLC3,920$112.0K0.00%––
Global Wealth Management Investment Advisory, Inc.4,371$125.0K0.05%––
Global Financial Private Client, LLC4,200$129.4K0.09%––
Gables Capital Management Inc.5,000$143.0K0.08%––
Newbridge Financial Services Group, Inc.5,450$156.0K0.11%––
Virtu Financial LLC7,308$209.0K0.01%––
Okabena Investment Services Inc7,612$218.0K0.12%––
XTX Topco Ltd7,965$228.0K0.11%––
jvl associates llc8,020$229.0K0.17%––
Bienville Capital Management, LLC8,060$230.0K0.07%––
Commonwealth Equity Services, LLC8,384$239.0K0.00%––
Cetera Advisors LLC8,422$241.0K0.01%––
Cambridge Investment Research Advisors, Inc.8,691$248.0K0.00%––
Oppenheimer & Co Inc8,779$251.0K0.01%––
Allen Investment Management LLC8,897$254.0K0.00%––
Adams Street Partners LLC8,911$255.0K0.04%––
Walleye Trading LLC8,927$255.0K0.01%––
Cypress Point Wealth Management, LLC9,331$267.0K0.28%––
Prelude Capital Management, LLC9,791$280.0K0.02%––
1623 Capital LLC9,993$286.0K0.13%––
Garrison Point Capital, LLC10,000$286.0K0.12%––
Creative Planning10,041$287.0K0.00%––
Progeny 3, Inc.10,149$290.0K0.11%––
Wiley Bros.-Aintree Capital, LLC10,410$298.0K0.22%––
Malaga Cove Capital, LLC10,579$302.0K0.13%––
Raymond James Financial Services Advisors, Inc.11,100$317.0K0.00%––
Wells Fargo & Company11,675$334.0K0.00%––
Tower Research Capital LLC (TRC)12,427$355.0K0.01%––
Tiger Management L.L.C.12,520$358.0K0.07%––
Gruss & Co., LLC12,686$363.0K1.51%––
Bayesian Capital Management, LP14,500$414.0K0.10%––
Advisor Group Holdings, Inc.14,820$423.0K0.00%––
Cannon Global Investment Management, LLC15,000$429.0K0.73%––
Diametric Capital, LP15,531$444.0K0.34%––
Qube Research & Technologies Ltd15,548$444.0K0.01%––
Indie Asset Partners, LLC16,150$462.0K0.53%––
Neuberger Berman Group LLC16,446$470.0K0.00%––
Bank of America Corp17,994$514.0K0.00%––
Pendal Group Limited19,080$545.0K0.01%––
Diversified Trust Co20,015$572.0K0.02%––
Trustees of Columbia University in the City of New York20,327$581.0K0.70%––
Dumac, Inc.20,326$581.0K0.80%––
Karani Asset Management LLC21,331$610.0K0.36%––
Cubist Systematic Strategies, LLC21,546$616.0K0.01%––
Cutler Group LP22,179$633.0K0.05%––
Parallel Advisors, LLC22,460$642.0K0.03%––
Wolverine Trading, LLC25,011$682.0K0.01%––
Simplex Trading, LLC26,698$763.0K0.04%––
PEAK6 Investments LLC27,727$792.0K0.02%––
Banque Cantonale Vaudoise29,981$857.0K0.04%––
Credit Suisse AG30,909$883.0K0.00%––
Citigroup Inc32,308$923.0K0.00%––
Group One Trading, L.P.37,170$1.06M0.02%––
Northern Trust Corp38,845$1.11M0.00%––
Bank of Montreal36,156$1.20M0.00%––