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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
Sigma Planning Corp2,489$258.0K0.01%+2,489New
EPIQ Capital Group, LLC2,595$269.0K0.03%+2,595New
SkyOak Wealth, LLC2,668$277.0K0.07%+2,668New
GWM Advisors LLC2,745$285.0K0.01%+2,745New
CenterStar Asset Management, LLC–$287.0K0.22%–New
JustInvest LLC2,771$288.0K0.03%+2,771New
Spire Wealth Management2,780$289.0K0.01%+2,249+423.5%Added
Alpine Global Management, LLC2,783$289.0K0.07%+2,783New
Harbor Financial Services, LLC2,829$294.0K0.13%+2,829New
Profund Advisors LLC2,905$302.0K0.01%+2,905New
SP Asset Management2,500$312.0K0.03%+2,500New
Edmond de Rothschild Holding S.A.3,052$317.0K0.01%−1,671−35.4%Reduced
Avantax Advisory Services, Inc.3,052$317.0K0.01%+3,052New
Freestone Capital Holdings, LLC3,050$317.0K0.02%+3,050New
Quantbot Technologies LP3,067$318.0K0.02%+3,067New
AE Wealth Management LLC3,127$325.0K0.00%−1,425−31.3%Reduced
Sawtooth Solutions, LLC3,217$334.0K0.05%+3,217New
Benjamin F. Edwards & Company, Inc.3,363$349.0K0.02%−384−10.2%Reduced
Maven Securities LTD3,425$356.0K0.04%+3,425New
Xponance, Inc.3,470$360.0K0.01%−579−14.3%Reduced
Jacobs Levy Equity Management, Inc3,500$363.0K0.00%+3,500New
Joel Isaacson & Co., LLC3,508$364.0K0.03%00.0%Unchanged
Versor Investments LP3,600$374.0K0.01%+3,600New
Point72 Hong Kong Ltd3,774$392.0K0.03%+1,241+49.0%Added
Bienville Capital Management, LLC4,060$422.0K0.24%00.0%Unchanged
Blueshift Asset Management, LLC4,153$431.0K0.02%+4,153New
IHT Wealth Management, LLC4,191$435.0K0.04%+4,191New
Mackenzie Financial Corp4,282$445.0K0.00%+4,282New
Gsa Capital Partners LLP4,285$445.0K0.05%+4,285New
Perigon Wealth Management, LLC4,294$446.0K0.04%+156+3.8%Added
Catalyst Private Wealth, LLC4,369$454.0K0.19%+4,369New
Victory Capital Management Inc4,415$458.0K0.00%−227−4.9%Reduced
FORA Capital, LLC4,464$464.0K0.12%+4,464New
Stephens Inc4,486$466.0K0.01%+4,486New
HSBC Holdings PLC4,497$471.0K0.00%+1,157+34.6%Added
jvl associates llc4,544$472.0K0.33%−624−12.1%Reduced
Brighton Jones LLC4,583$476.0K0.02%−7,671−62.6%Reduced
Sicart Associates LLC4,621$480.0K0.13%+4,621New
Pictet Asset Management SA4,684$486.0K0.00%+4,684New
CAPROCK Group, Inc.4,745$493.0K0.04%+100+2.2%Added
Tower Research Capital LLC (TRC)4,914$510.0K0.01%+3,593+272.0%Added
Emfo, LLC5,000$519.0K0.46%−2,000−28.6%Reduced
XTX Topco Ltd5,099$529.0K0.18%+5,099New
Sciencast Management LP4,886$560.0K0.16%+4,886New
Panagora Asset Management Inc5,405$561.0K0.00%+5,405New
Newbridge Financial Services Group, Inc.5,450$566.0K0.35%00.0%Unchanged
Essex LLC5,647$586.0K0.16%+5,647New
Amundi5,678$590.0K0.00%+5,678New
RDA Financial Network5,725$594.0K0.26%−425−6.9%Reduced
Ameritas Investment Partners, Inc.5,770$599.0K0.02%−29−0.5%Reduced
Cetera Advisor Networks LLC5,899$613.0K0.01%+5,899New
Nwam LLC6,050$628.0K0.06%00.0%Unchanged
ClariVest Asset Management LLC6,056$629.0K0.02%+6,056New
Fifth Third Bancorp6,207$645.0K0.00%−2,115−25.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)6,215$645.0K0.00%00.0%Unchanged
Capstone Investment Advisors, LLC6,219$646.0K0.01%+6,219New
Janus Henderson Group PLC6,459$671.0K0.00%+6,459New
CIBC Asset Management Inc6,566$682.0K0.00%+959+17.1%Added
Fred Alger Management, LLC6,685$694.0K0.00%−1,136−14.5%Reduced
Advisory Services Network, LLC6,864$713.0K0.02%+3,907+132.1%Added
Shell Asset Management Co7,422$771.0K0.02%+3,615+95.0%Added
Prelude Capital Management, LLC7,460$775.0K0.04%−5,561−42.7%Reduced
Samson Rock Capital LLP7,476$776.0K0.49%+7,476New
Cypress Point Wealth Management, LLC7,612$790.0K0.56%00.0%Unchanged
Prudential Financial Inc6,731$796.0K0.00%+255+3.9%Added
Los Angeles Capital Management LLC7,986$829.0K0.00%+326+4.3%Added
Kestra Advisory Services, LLC8,286$860.0K0.01%+4,242+104.9%Added
HRT Financial LP9,062$940.0K0.01%+9,062New
Pendal Group Limited9,140$949.0K0.01%−793−8.0%Reduced
Mezzasalma Advisors, LLC9,160$951.0K0.53%+9,160New
Virginia Retirement Systems Et Al9,400$976.0K0.01%+9,400New
Wiley Bros.-Aintree Capital, LLC9,495$986.0K0.63%−430−4.3%Reduced
Envestnet Asset Management Inc9,809$1.02M0.00%−1,604−14.1%Reduced
Raymond James Financial Services Advisors, Inc.9,882$1.03M0.00%−334−3.3%Reduced
Himension Fund10,204$1.06M0.08%+10,204New
Algert Global LLC10,261$1.07M0.14%+10,261New
Teacher Retirement System of Texas10,297$1.07M0.01%+2,144+26.3%Added
MML Investors Services, LLC10,810$1.12M0.01%−1,917−15.1%Reduced
Kovack Advisors, Inc.11,004$1.14M0.12%+569+5.5%Added
Occudo Quantitative Strategies LP11,070$1.15M0.14%−8−0.1%Reduced
Hillsdale Investment Management Inc.11,150$1.16M0.09%+11,150New
Twinbeech Capital LP11,601$1.21M0.08%+11,601New
Level Four Advisory Services, LLC12,218$1.27M0.13%−351−2.8%Reduced
Indie Asset Partners, LLC12,450$1.29M1.05%−1,450−10.4%Reduced
Quadrature Capital Ltd12,504$1.30M0.05%−1,545−11.0%Reduced
Tiger Management L.L.C.12,520$1.30M0.24%00.0%Unchanged
Gruss & Co., LLC12,686$1.32M3.68%00.0%Unchanged
Amalgamated Bank12,876$1.34M0.01%−803−5.9%Reduced
1623 Capital LLC12,882$1.34M0.56%00.0%Unchanged
Susquehanna International Group, LLP13,280$1.38M0.00%+7,159+117.0%Added
ProShare Advisors LLC13,655$1.42M0.00%−7,171−34.4%Reduced
Public Employees Retirement Association of Colorado13,853$1.44M0.01%00.0%Unchanged
Truist Financial Corp13,969$1.45M0.00%+489+3.6%Added
Acorn Financial Advisory Services Inc14,518$1.51M0.47%+940+6.9%Added
Engineers Gate Manager LP14,680$1.52M0.09%+14,680New
Neuberger Berman Group LLC16,172$1.53M0.00%−1,209−7.0%Reduced
Principal Financial Group Inc14,769$1.53M0.00%+3,211+27.8%Added
HAP Trading, LLC14,930$1.55M0.11%+14,930New
Malaga Cove Capital, LLC15,012$1.56M0.65%−2,831−15.9%Reduced
Hamilton Lane Advisors LLC15,129$1.57M0.26%−69,197−82.1%Reduced