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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 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
Gradient Investments LLC172$18.0K0.00%00.0%Unchanged
Glassman Wealth Services173$18.0K0.00%+173New
Arkadios Wealth Advisors176$18.0K0.00%+176New
Harvest Fund Management Co., Ltd173$17.0K0.00%+173New
St. Johns Investment Management Company, LLC140$15.0K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.129$13.0K0.00%+106+460.9%Added
Kowal Investment Group, LLC125$13.0K0.00%+125New
Solstein Capital, LLC115$12.0K0.01%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.120$12.0K0.00%+120New
Quadrant Capital Group LLC107$11.0K0.00%+107New
Meridian Wealth Partners, LLC108$11.0K0.00%+108New
HM Payson & Co100$10.0K0.00%00.0%Unchanged
Accel Wealth Management100$10.0K0.01%+100New
Lenox Wealth Advisors, LLC75$8.00K0.00%00.0%Unchanged
Gerber Kawasaki Wealth & Investment Management69$7.00K0.00%+69New
Winch Advisory Services, LLC58$6.00K0.00%+58New
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
Brewin Dolphin Ltd40$4.15K0.00%−32−44.4%Reduced
Koshinski Asset Management, Inc.40$4.15K0.00%+40New
Clearstead Advisors, LLC35$4.00K0.00%+10+40.0%Added
Lindbrook Capital, LLC38$4.00K0.00%00.0%Unchanged
Liberty Wealth Management LLC27$3.00K0.00%+27New
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
Laffer Tengler Investments10$1.04K0.00%+10New
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
American Portfolios Advisors3$3120.00%−147−98.0%Reduced
Asset Dedication, LLC2$00.00%+2New
Allworth Financial LP4$00.00%+4New
Yale University0$00.00%−85,779−100.0%Sold out
Dumac, Inc.0$00.00%−83,495−100.0%Sold out
Segall Bryant & Hamill, LLC0$00.00%−81,204−100.0%Sold out
Acadian Asset Management LLC0$00.00%−65,234−100.0%Sold out
Trustees of Columbia University in the City of New York0$00.00%−42,888−100.0%Sold out
Marshall Wace, LLP0$00.00%−27,179−100.0%Sold out
Graticule Asia Macro Advisors LLC0$00.00%−15,800−100.0%Sold out
Atom Investors LP0$00.00%−12,937−100.0%Sold out
Walleye Trading LLC0$00.00%−11,069−100.0%Sold out
Garrison Point Capital, LLC0$00.00%−9,900−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−9,299−100.0%Sold out
Verition Fund Management LLC0$00.00%−7,990−100.0%Sold out
Centiva Capital, LP0$00.00%−5,883−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−5,852−100.0%Sold out
Cetera Advisors LLC0$00.00%−5,440−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%–Sold out
Balyasny Asset Management LLC0$00.00%−4,010−100.0%Sold out
Veritable, L.P.0$00.00%−3,380−100.0%Sold out
Lumina Fund Management LLC0$00.00%−2,000−100.0%Sold out
FFT Wealth Management LLC0$00.00%−250−100.0%Sold out
State of Wyoming0$00.00%−244−100.0%Sold out
Paradigm, Strategies in Wealth Management, LLC0$00.00%−5−100.0%Sold out
Bel Air Investment Advisors LLC––––Not filed
Pictet Asset Management Ltd––––Not filed
CWM, LLC––––Not filed