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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 262 | $746.1M |
| Q1 2026 | 252 | $659.6M |
| Q4 2025 | 240 | $1.13B |
| Q3 2025 | 230 | $975.4M |
| Q2 2025 | 235 | $978.5M |
| Q1 2025 | 232 | $1.02B |
| Q4 2024 | 235 | $1.44B |
| Q3 2024 | 203 | $680.9M |
| Q2 2024 | 216 | $889.8M |
| Q1 2024 | 213 | $916.8M |
| Q4 2023 | 220 | $1.10B |
| Q3 2023 | 234 | $978.9M |
| Q2 2023 | 234 | $1.26B |
| Q1 2023 | 228 | $1.13B |
| Q4 2022 | 222 | $693.9M |
| Q3 2022 | 242 | $1.34B |
| Q2 2022 | 238 | $942.5M |
| Q1 2022 | 307 | $2.40B |
| Q4 2021 | 352 | $4.38B |
| Q3 2021 | 335 | $5.98B |
| Q2 2021 | 232 | $3.46B |
| Q1 2021 | 158 | $1.24B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sigma Planning Corp | 0 | $0 | 0.00% | −2,489−100.0% | Sold out |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,182−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −2,416−100.0% | Sold out |
| Benedict Financial Advisors Inc | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,325−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −2,286−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −2,201−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −2,135−100.0% | Sold out |
| Enterprise Bank & Trust Co | 0 | $0 | 0.00% | −2,120−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −2,075−100.0% | Sold out |
| Pachira Investments Inc. | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −1,997−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −1,969−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −1,048−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −257−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| Harbor Financial Services, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |