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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, Q4 2021

Institutional positions in Asana, Inc. as of Dec 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
352
+20 vs. Q3 2021
Shares held
61.0M
+3.49M (+6.1%) vs. Q3 2021
Total value
$4.38B
−$1.60B (−26.7%) vs. Q3 2021
New holders
110
99 more added
Sold out
90
110 more reduced

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 352 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 heldQ4 2021: $4.38B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q3 2021.

Institutions holding ASAN in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Allworth Financial LP4$00.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC5$00.00%+5New
JFS Wealth Advisors, LLC2$00.00%+2New
Cornerstone Advisory, LLC6$00.00%+6New
Schubert & Co3$00.00%+3New
Rise Advisors, LLC10$7460.00%+10New
Point72 Hong Kong Ltd20$1.00K0.00%−3,754−99.5%Reduced
Glassman Wealth Services8$1.00K0.00%−165−95.4%Reduced
Quadrant Capital Group LLC19$1.00K0.00%−88−82.2%Reduced
Accel Wealth Management15$1.00K0.00%−85−85.0%Reduced
Institutional & Family Asset Management, LLC11$1.00K0.00%00.0%Unchanged
Lake Point Wealth Management13$1.00K0.00%00.0%Unchanged
Ahrens Investment Partners LLC20$1.00K0.00%+20New
CoreCap Advisors, LLC5$1.00K0.00%+5New
Activest Wealth Management24$2.00K0.00%+9+60.0%Added
Albion Financial Group30$2.00K0.00%+30New
Assetmark, Inc31$2.00K0.00%+31New
CWM, LLC32$2.00K0.00%+32New
Performa Ltd (US), LLC25$2.00K0.00%+25New
Henrickson Nauta Wealth Advisors, Inc.43$2.00K0.00%+43New
Bellevue Asset Management, LLC41$3.00K0.00%−3−6.8%Reduced
Clearstead Advisors, LLC35$3.00K0.00%00.0%Unchanged
Highlander Capital Management, LLC50$4.00K0.00%00.0%Unchanged
Zions Bancorporation, N.A.50$4.00K0.00%+50New
Covestor Ltd58$4.00K0.01%+58New
Column Capital Advisors, LLC63$5.00K0.00%+63New
Koshinski Asset Management, Inc.80$5.96K0.00%+40+100.0%Added
Lenox Wealth Advisors, LLC75$6.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.75$6.00K0.00%+75New
Motley Fool Asset Management LLC88$7.00K0.00%+88New
EverSource Wealth Advisors, LLC95$7.00K0.00%+95New
Washington Trust Advisors, Inc.91$7.00K0.00%+91New
FMR LLC124$9.00K0.00%−552−81.7%Reduced
Solstein Capital, LLC115$9.00K0.01%00.0%Unchanged
St. Johns Investment Management Company, LLC140$10.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC148$11.0K0.00%−35−19.1%Reduced
Achmea Investment Management B.V.150$11.0K0.00%+150New
Leonteq Securities AG162$12.1K0.00%+162New
Gradient Investments LLC172$13.0K0.00%00.0%Unchanged
Global Financial Private Client, LLC200$14.9K0.01%−400−66.7%Reduced
Harbour Investments, Inc.200$15.0K0.00%−158−44.1%Reduced
Focused Wealth Management, Inc200$15.0K0.00%00.0%Unchanged
Optimum Investment Advisors200$15.0K0.01%+200New
Bank Julius Baer & Co. Ltd, Zurich200$15.0K0.00%+200New
Manchester Capital Management LLC218$16.0K0.00%00.0%Unchanged
Snowden Capital Advisors LLC215$16.0K0.00%+215New
Sandy Spring Bank255$19.0K0.00%+46+22.0%Added
TAP Consulting, LLC253$19.0K0.00%+253New
Corbenic Partners LLC272$20.0K0.00%+42+18.3%Added
Financial Avengers, Inc.300$22.0K0.01%00.0%Unchanged
North Star Investment Management Corp.350$26.0K0.00%−50−12.5%Reduced
HM Payson & Co365$27.0K0.00%+265+265.0%Added
Bellwether Advisors, LLC378$28.0K0.01%+378New
Steward Partners Investment Advisory, LLC438$33.0K0.00%+52+13.5%Added
Signaturefd, LLC453$34.0K0.00%+104+29.8%Added
Harvest Fund Management Co., Ltd457$34.0K0.01%+284+164.2%Added
Bogart Wealth, LLC479$36.0K0.00%+10+2.1%Added
Northwestern Mutual Wealth Management Co472$36.0K0.00%+472New
Monetary Management Group Inc500$37.0K0.01%00.0%Unchanged
US Bancorp511$38.0K0.00%+30+6.2%Added
Itau Unibanco Holding S.A.626$48.0K0.00%−893−58.8%Reduced
O'Dell Group, LLC690$51.0K0.01%−691−50.0%Reduced
Geneos Wealth Management Inc.700$52.0K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.707$52.0K0.00%+292+70.4%Added
The PNC Financial Services Group, Inc.695$52.0K0.00%+566+438.8%Added
Confluence Wealth Services, Inc.700$52.0K0.02%+700New
GraniteShares Advisors LLC770$57.0K0.03%+770New
Larson Financial Group LLC783$58.0K0.01%00.0%Unchanged
FourThought Financial, LLC786$59.0K0.01%−134−14.6%Reduced
Federation des caisses Desjardins du Quebec800$59.6K0.00%+443+124.1%Added
SG3 Management, LLC800$60.0K0.01%+800New
Vestcor Inc822$61.0K0.00%+822New
Retirement Planning Co of New England, Inc.820$61.0K0.03%+820New
Captrust Financial Advisors858$64.0K0.00%+176+25.8%Added
Financial Perspectives, Inc928$69.2K0.03%00.0%Unchanged
TD Waterhouse Canada Inc.1,010$69.5K0.00%+1,010New
Pacer Advisors, Inc.937$70.0K0.00%+937New
Storebrand Asset Management AS980$73.1K0.00%+980New
Close Asset Management Ltd1,030$77.0K0.00%−155−13.1%Reduced
Lindbrook Capital, LLC1,137$85.0K0.01%+1,099+2,892.1%Added
Lazard Asset Management LLC1,181$88.0K0.00%−89−7.0%Reduced
TCI Wealth Advisors, Inc.1,341$100.0K0.01%−975−42.1%Reduced
HHM Wealth Advisors, LLC1,340$100.0K0.02%+1,320+6,600.0%Added
Tower Research Capital LLC (TRC)1,381$103.0K0.00%−3,533−71.9%Reduced
Nisa Investment Advisors, LLC1,980$104.0K0.00%00.0%Unchanged
Gables Capital Management Inc.1,500$112.0K0.07%−500−25.0%Reduced
Psagot Value Holdings Ltd. / (Israel)1,500$112.0K0.02%+1,500New
Advisors Asset Management, Inc.1,847$137.7K0.00%+1,165+170.8%Added
Macquarie Group Ltd1,860$138.0K0.00%+318+20.6%Added
Sterling Investment Advisors, Ltd.2,000$149.0K0.04%+1,000+100.0%Added
Cutler Group LP2,062$153.0K0.01%−90,872−97.8%Reduced
Neo Ivy Capital Management2,067$154.0K0.22%+2,067New
Global Wealth Management Investment Advisory, Inc.2,196$164.0K0.05%−20−0.9%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP2,200$164.0K0.00%00.0%Unchanged
Nkcfo LLC2,400$179.0K0.06%+2,400New
Spire Wealth Management2,614$195.0K0.00%−166−6.0%Reduced
DekaBank Deutsche Girozentrale2,565$208.0K0.00%+2,565New
Benjamin F. Edwards & Company, Inc.2,813$210.0K0.01%−550−16.4%Reduced
Edmond de Rothschild Holding S.A.2,834$211.0K0.00%−218−7.1%Reduced
Prelude Capital Management, LLC2,849$212.0K0.01%−4,611−61.8%Reduced