Skip to main content
Livermore
Livermore
ZHEN

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, 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
HSBC Holdings PLC4,497$471.0K0.00%+1,157+34.6%Added
Stephens Inc4,486$466.0K0.01%+4,486New
FORA Capital, LLC4,464$464.0K0.12%+4,464New
Victory Capital Management Inc4,415$458.0K0.00%−227−4.9%Reduced
Catalyst Private Wealth, LLC4,369$454.0K0.19%+4,369New
Perigon Wealth Management, LLC4,294$446.0K0.04%+156+3.8%Added
Mackenzie Financial Corp4,282$445.0K0.00%+4,282New
Gsa Capital Partners LLP4,285$445.0K0.05%+4,285New
IHT Wealth Management, LLC4,191$435.0K0.04%+4,191New
Blueshift Asset Management, LLC4,153$431.0K0.02%+4,153New
Bienville Capital Management, LLC4,060$422.0K0.24%00.0%Unchanged
Point72 Hong Kong Ltd3,774$392.0K0.03%+1,241+49.0%Added
Versor Investments LP3,600$374.0K0.01%+3,600New
Joel Isaacson & Co., LLC3,508$364.0K0.03%00.0%Unchanged
Jacobs Levy Equity Management, Inc3,500$363.0K0.00%+3,500New
Xponance, Inc.3,470$360.0K0.01%−579−14.3%Reduced
Maven Securities LTD3,425$356.0K0.04%+3,425New
Benjamin F. Edwards & Company, Inc.3,363$349.0K0.02%−384−10.2%Reduced
Sawtooth Solutions, LLC3,217$334.0K0.05%+3,217New
AE Wealth Management LLC3,127$325.0K0.00%−1,425−31.3%Reduced
Quantbot Technologies LP3,067$318.0K0.02%+3,067New
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
SP Asset Management2,500$312.0K0.03%+2,500New
Profund Advisors LLC2,905$302.0K0.01%+2,905New
Harbor Financial Services, LLC2,829$294.0K0.13%+2,829New
Spire Wealth Management2,780$289.0K0.01%+2,249+423.5%Added
Alpine Global Management, LLC2,783$289.0K0.07%+2,783New
JustInvest LLC2,771$288.0K0.03%+2,771New
CenterStar Asset Management, LLC–$287.0K0.22%–New
GWM Advisors LLC2,745$285.0K0.01%+2,745New
SkyOak Wealth, LLC2,668$277.0K0.07%+2,668New
EPIQ Capital Group, LLC2,595$269.0K0.03%+2,595New
Sigma Planning Corp2,489$258.0K0.01%+2,489New
180 Wealth Advisors, LLC2,182$253.0K0.06%+2,182New
Ieq Capital, LLC2,416$251.0K0.01%+2,416New
Benedict Financial Advisors Inc2,400$249.0K0.07%+2,400New
Mount Yale Investment Advisors, LLC2,356$245.0K0.03%−974−29.2%Reduced
Twin Tree Management, LP2,325$241.0K0.01%+2,325New
TCI Wealth Advisors, Inc.2,316$240.0K0.04%+115+5.2%Added
Ground Swell Capital, LLC2,286$237.0K1.02%+2,286New
Global Wealth Management Investment Advisory, Inc.2,216$230.0K0.07%−1,940−46.7%Reduced
Legacy Advisors, LLC2,201$229.0K0.09%+2,201New
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,200$228.0K0.00%+2,200New
Independent Advisor Alliance2,135$222.0K0.01%+2,135New
Enterprise Bank & Trust Co2,120$220.0K0.09%+2,120New
Old Mission Capital LLC2,075$215.0K0.01%+2,075New
Pachira Investments Inc.2,025$210.0K0.15%+2,025New
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
Nisa Investment Advisors, LLC1,980$206.0K0.00%+450+29.4%Added
Verdence Capital Advisors LLC1,969$204.0K0.03%+1,969New
Dark Forest Capital Management LP1,789$186.0K0.07%+1,673+1,442.2%Added
Daiwa Securities Group Inc.1,674$174.0K0.00%+1,674New
O'Shaughnessy Asset Management, LLC1,545$161.0K0.00%+1,545New
Macquarie Group Ltd1,542$160.0K0.00%+1,542New
Itau Unibanco Holding S.A.1,519$158.0K0.01%+521+52.2%Added
O'Dell Group, LLC1,381$143.0K0.05%+1,381New
Lazard Asset Management LLC1,270$131.0K0.00%−130−9.3%Reduced
Tucker Asset Management LLC934$126.8K0.05%+457+95.8%Added
Close Asset Management Ltd1,185$123.0K0.01%−150−11.2%Reduced
Exane Derivatives1,048$108.8K0.03%+1,048New
Atticus Wealth Management, LLC1,032$107.0K0.05%+1,032New
Sterling Investment Advisors, Ltd.1,000$104.0K0.03%00.0%Unchanged
Financial Perspectives, Inc928$96.4K0.05%00.0%Unchanged
FourThought Financial, LLC920$95.0K0.01%+27+3.0%Added
Larson Financial Group LLC783$81.0K0.02%+783New
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
FMR LLC676$70.0K0.00%+668+8,350.0%Added
D'Orazio & Associates, Inc.600$62.0K0.02%+600New
Global Financial Private Client, LLC600$61.1K0.03%−2,400−80.0%Reduced
Monetary Management Group Inc500$52.0K0.01%00.0%Unchanged
US Bancorp481$50.0K0.00%+127+35.9%Added
Bogart Wealth, LLC469$49.0K0.00%00.0%Unchanged
IFP Advisors, Inc429$46.0K0.00%+429New
Rockefeller Capital Management L.P.415$43.0K0.00%+237+133.1%Added
IronBridge Private Wealth, LLC410$43.0K0.03%+410New
Glen Eagle Advisors, LLC405$42.1K0.01%−200−33.1%Reduced
North Star Investment Management Corp.400$42.0K0.00%−100−20.0%Reduced
Steward Partners Investment Advisory, LLC386$40.0K0.00%−17−4.2%Reduced
Clearview Wealth Advisors LLC382$40.0K0.03%00.0%Unchanged
Sterling Financial Planning, Inc.375$39.0K0.02%00.0%Unchanged
Federation des caisses Desjardins du Quebec357$37.1K0.00%+57+19.0%Added
Harbour Investments, Inc.358$37.0K0.00%−2,627−88.0%Reduced
Signaturefd, LLC349$36.0K0.00%−51−12.8%Reduced
Phoenix Wealth Advisors335$35.0K0.03%00.0%Unchanged
Financial Avengers, Inc.300$31.0K0.02%00.0%Unchanged
Whittier Trust Co257$27.0K0.00%+257New
Corbenic Partners LLC230$24.0K0.01%00.0%Unchanged
Manchester Capital Management LLC218$23.0K0.00%+218New
Sandy Spring Bank209$22.0K0.00%+209New
Focused Wealth Management, Inc200$21.0K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc200$21.0K0.02%+200New
Trustcore Financial Services, LLC183$19.0K0.00%−26−12.4%Reduced