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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 5 sales; 262 institutions reported holding it in 13F filings for Q2 2026, worth $746.1M in total; no superinvestor holds it.

13F holders, Q3 2021

Institutional positions in Asana, Inc. as of Sep 30, 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
335
+106 vs. Q2 2021
Shares held
57.6M
+1.87M (+3.4%) vs. Q2 2021
Total value
$5.98B
+$2.52B (+73.0%) vs. Q2 2021
New holders
128
85 more added
Sold out
22
91 more reduced

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

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 holdersQ3 2021: 335 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 heldQ3 2021: $5.98B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q2 2021.

Institutions holding ASAN in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Asset Dedication, LLC2$00.00%+2New
Allworth Financial LP4$00.00%+4New
American Portfolios Advisors3$3120.00%−147−98.0%Reduced
Institutional & Family Asset Management, LLC11$1.00K0.00%−7−38.9%Reduced
Lake Point Wealth Management13$1.00K0.00%+13New
Bell Investment Advisors, Inc8$1.00K0.00%+8New
Laffer Tengler Investments10$1.04K0.00%+10New
Howe & Rusling Inc15$2.00K0.00%+15New
Carroll Financial Associates, Inc.21$2.00K0.00%+21New
HHM Wealth Advisors, LLC20$2.00K0.00%+20New
Activest Wealth Management15$2.00K0.00%+15New
Liberty Wealth Management LLC27$3.00K0.00%+27New
Clearstead Advisors, LLC35$4.00K0.00%+10+40.0%Added
Lindbrook Capital, LLC38$4.00K0.00%00.0%Unchanged
Brewin Dolphin Ltd40$4.15K0.00%−32−44.4%Reduced
Koshinski Asset Management, Inc.40$4.15K0.00%+40New
Bellevue Asset Management, LLC44$5.00K0.00%00.0%Unchanged
Highlander Capital Management, LLC50$5.00K0.00%+50New
Berman Capital Advisors, LLC55$5.00K0.00%+55New
Winch Advisory Services, LLC58$6.00K0.00%+58New
Gerber Kawasaki Wealth & Investment Management69$7.00K0.00%+69New
Lenox Wealth Advisors, LLC75$8.00K0.00%00.0%Unchanged
HM Payson & Co100$10.0K0.00%00.0%Unchanged
Accel Wealth Management100$10.0K0.01%+100New
Quadrant Capital Group LLC107$11.0K0.00%+107New
Meridian Wealth Partners, LLC108$11.0K0.00%+108New
Solstein Capital, LLC115$12.0K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.120$12.0K0.00%+120New
The PNC Financial Services Group, Inc.129$13.0K0.00%+106+460.9%Added
Kowal Investment Group, LLC125$13.0K0.00%+125New
St. Johns Investment Management Company, LLC140$15.0K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd173$17.0K0.00%+173New
Gradient Investments LLC172$18.0K0.00%00.0%Unchanged
Glassman Wealth Services173$18.0K0.00%+173New
Arkadios Wealth Advisors176$18.0K0.00%+176New
Trustcore Financial Services, LLC183$19.0K0.00%−26−12.4%Reduced
Focused Wealth Management, Inc200$21.0K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc200$21.0K0.02%+200New
Sandy Spring Bank209$22.0K0.00%+209New
Manchester Capital Management LLC218$23.0K0.00%+218New
Corbenic Partners LLC230$24.0K0.01%00.0%Unchanged
Whittier Trust Co257$27.0K0.00%+257New
Financial Avengers, Inc.300$31.0K0.02%00.0%Unchanged
Phoenix Wealth Advisors335$35.0K0.03%00.0%Unchanged
Signaturefd, LLC349$36.0K0.00%−51−12.8%Reduced
Harbour Investments, Inc.358$37.0K0.00%−2,627−88.0%Reduced
Federation des caisses Desjardins du Quebec357$37.1K0.00%+57+19.0%Added
Sterling Financial Planning, Inc.375$39.0K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC386$40.0K0.00%−17−4.2%Reduced
Clearview Wealth Advisors LLC382$40.0K0.03%00.0%Unchanged
North Star Investment Management Corp.400$42.0K0.00%−100−20.0%Reduced
Glen Eagle Advisors, LLC405$42.1K0.01%−200−33.1%Reduced
Rockefeller Capital Management L.P.415$43.0K0.00%+237+133.1%Added
IronBridge Private Wealth, LLC410$43.0K0.03%+410New
IFP Advisors, Inc429$46.0K0.00%+429New
Bogart Wealth, LLC469$49.0K0.00%00.0%Unchanged
US Bancorp481$50.0K0.00%+127+35.9%Added
Monetary Management Group Inc500$52.0K0.01%00.0%Unchanged
Global Financial Private Client, LLC600$61.1K0.03%−2,400−80.0%Reduced
D'Orazio & Associates, Inc.600$62.0K0.02%+600New
FMR LLC676$70.0K0.00%+668+8,350.0%Added
Geneos Wealth Management Inc.700$71.0K0.00%00.0%Unchanged
Advisors Asset Management, Inc.682$71.0K0.00%+682New
Captrust Financial Advisors682$71.0K0.00%+682New
Larson Financial Group LLC783$81.0K0.02%+783New
FourThought Financial, LLC920$95.0K0.01%+27+3.0%Added
Financial Perspectives, Inc928$96.4K0.05%00.0%Unchanged
Sterling Investment Advisors, Ltd.1,000$104.0K0.03%00.0%Unchanged
Atticus Wealth Management, LLC1,032$107.0K0.05%+1,032New
Exane Derivatives1,048$108.8K0.03%+1,048New
Close Asset Management Ltd1,185$123.0K0.01%−150−11.2%Reduced
Tucker Asset Management LLC934$126.8K0.05%+457+95.8%Added
Lazard Asset Management LLC1,270$131.0K0.00%−130−9.3%Reduced
O'Dell Group, LLC1,381$143.0K0.05%+1,381New
Itau Unibanco Holding S.A.1,519$158.0K0.01%+521+52.2%Added
Macquarie Group Ltd1,542$160.0K0.00%+1,542New
O'Shaughnessy Asset Management, LLC1,545$161.0K0.00%+1,545New
Daiwa Securities Group Inc.1,674$174.0K0.00%+1,674New
Dark Forest Capital Management LP1,789$186.0K0.07%+1,673+1,442.2%Added
Verdence Capital Advisors LLC1,969$204.0K0.03%+1,969New
Nisa Investment Advisors, LLC1,980$206.0K0.00%+450+29.4%Added
Gables Capital Management Inc.2,000$208.0K0.14%−1,000−33.3%Reduced
Argent Trust Co1,997$208.0K0.01%+1,997New
Baird Financial Group, Inc.2,000$208.0K0.00%+2,000New
Caliber Wealth Management, LLC1,760$208.0K0.15%+1,760New
Colonial River Wealth Management, LLC1,760$208.0K0.15%+1,760New
Pachira Investments Inc.2,025$210.0K0.15%+2,025New
Old Mission Capital LLC2,075$215.0K0.01%+2,075New
Enterprise Bank & Trust Co2,120$220.0K0.09%+2,120New
Independent Advisor Alliance2,135$222.0K0.01%+2,135New
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,200$228.0K0.00%+2,200New
Legacy Advisors, LLC2,201$229.0K0.09%+2,201New
Global Wealth Management Investment Advisory, Inc.2,216$230.0K0.07%−1,940−46.7%Reduced
Ground Swell Capital, LLC2,286$237.0K1.02%+2,286New
TCI Wealth Advisors, Inc.2,316$240.0K0.04%+115+5.2%Added
Twin Tree Management, LP2,325$241.0K0.01%+2,325New
Mount Yale Investment Advisors, LLC2,356$245.0K0.03%−974−29.2%Reduced
Benedict Financial Advisors Inc2,400$249.0K0.07%+2,400New
Ieq Capital, LLC2,416$251.0K0.01%+2,416New
180 Wealth Advisors, LLC2,182$253.0K0.06%+2,182New