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, Q1 2022
Institutional positions in Asana, Inc. as of Mar 31, 2022. 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
- 307
- −43 vs. Q4 2021
- Shares held
- 60.0M
- −1.04M (−1.7%) vs. Q4 2021
- Total value
- $2.40B
- −$1.98B (−45.2%) vs. Q4 2021
- New holders
- 48
- 117 more added
- Sold out
- 91
- 93 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Assetmark, Inc | 5 | $0 | 0.00% | −26−83.9% | Reduced |
| Institutional & Family Asset Management, LLC | 10 | $0 | 0.00% | −1−9.1% | Reduced |
| Rise Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 7 | $0 | 0.00% | +2+40.0% | Added |
| JFS Wealth Advisors, LLC | 4 | $0 | 0.00% | +2+100.0% | Added |
| Schubert & Co | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Central Trust Co | 6 | $0 | 0.00% | +6 | New |
| Salem Investment Counselors Inc | 5 | $0 | 0.00% | +5 | New |
| Ellevest, Inc. | 10 | $0 | 0.00% | +10 | New |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | +2 | New |
| Cordant, Inc. | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 10 | $400 | 0.00% | +10 | New |
| Lazard Asset Management LLC | 32 | $1.00K | 0.00% | −1,149−97.3% | Reduced |
| Activest Wealth Management | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $1.00K | 0.00% | +4+21.1% | Added |
| Lake Point Wealth Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 36 | $1.00K | 0.00% | +21+140.0% | Added |
| Evermay Wealth Management LLC | 20 | $1.00K | 0.00% | +20 | New |
| Prospera Financial Services Inc | 31 | $1.00K | 0.00% | +31 | New |
| IFP Advisors, Inc | 26 | $1.00K | 0.00% | +26 | New |
| TCWP LLC | 49 | $1.00K | 0.00% | +49 | New |
| Highlander Capital Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 40 | $2.00K | 0.00% | −10−20.0% | Reduced |
| Umb Bank N A | 39 | $2.00K | 0.00% | +39 | New |
| WR Wealth Planners, LLC | 74 | $2.96K | 0.00% | +74 | New |
| Lenox Wealth Advisors, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 65 | $3.00K | 0.00% | +30+85.7% | Added |
| Koshinski Asset Management, Inc. | 80 | $3.20K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $4.00K | 0.00% | −265−72.6% | Reduced |
| Solstein Capital, LLC | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 138 | $6.00K | 0.00% | +43+45.3% | Added |
| Gradient Investments LLC | 172 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 186 | $7.00K | 0.00% | +128+220.7% | Added |
| Hantz Financial Services, Inc. | 180 | $7.00K | 0.00% | +180 | New |
| Optimum Investment Advisors | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 230 | $9.00K | 0.00% | −42−15.4% | Reduced |
| Glassman Wealth Services | 223 | $9.00K | 0.00% | +215+2,687.5% | Added |
| Sandy Spring Bank | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 250 | $10.0K | 0.01% | +225+900.0% | Added |
| US Bancorp | 274 | $11.0K | 0.00% | −237−46.4% | Reduced |
| North Star Investment Management Corp. | 300 | $12.0K | 0.00% | −50−14.3% | Reduced |
| Financial Avengers, Inc. | 300 | $12.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 324 | $13.0K | 0.00% | +292+912.5% | Added |
| Massmutual Trust Co FSB | 345 | $14.0K | 0.00% | +345 | New |
| The PNC Financial Services Group, Inc. | 378 | $15.0K | 0.00% | −317−45.6% | Reduced |
| Bellwether Advisors, LLC | 378 | $15.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 413 | $17.0K | 0.00% | −40−8.8% | Reduced |
| Monetary Management Group Inc | 500 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 509 | $20.0K | 0.00% | +30+6.3% | Added |
| Spire Wealth Management | 531 | $21.0K | 0.00% | −2,083−79.7% | Reduced |
| Dark Forest Capital Management LP | 617 | $24.0K | 0.01% | −3,088−83.3% | Reduced |
| Rockefeller Capital Management L.P. | 636 | $25.0K | 0.00% | −71−10.0% | Reduced |
| O'Dell Group, LLC | 616 | $25.0K | 0.01% | −74−10.7% | Reduced |
| Itau Unibanco Holding S.A. | 626 | $25.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 700 | $27.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 716 | $28.0K | 0.00% | +592+477.4% | Added |
| Steward Partners Investment Advisory, LLC | 732 | $29.0K | 0.00% | +294+67.1% | Added |
| Captrust Financial Advisors | 776 | $31.0K | 0.00% | −82−9.6% | Reduced |
| Larson Financial Group LLC | 783 | $31.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 807 | $32.0K | 0.00% | −330−29.0% | Reduced |
| Financial Perspectives, Inc | 928 | $37.1K | 0.02% | 00.0% | Unchanged |
| Icapital Wealth LLC | 1,082 | $39.4K | 0.02% | −23,975−95.7% | Reduced |
| Vestcor Inc | 1,053 | $42.0K | 0.00% | +231+28.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 1,286 | $51.0K | 0.02% | −910−41.4% | Reduced |
| TCI Wealth Advisors, Inc. | 1,359 | $54.0K | 0.01% | +18+1.3% | Added |
| HHM Wealth Advisors, LLC | 1,340 | $54.0K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 1,501 | $60.0K | 0.02% | +1,501 | New |
| Macquarie Group Ltd | 1,860 | $75.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,030 | $77.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 2,000 | $80.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 2,300 | $92.0K | 0.06% | +800+53.3% | Added |
| Seeyond | 2,550 | $101.0K | 0.01% | +2,550 | New |
| DekaBank Deutsche Girozentrale | 2,714 | $114.0K | 0.00% | +149+5.8% | Added |
| Nauset Wealth Management. LLC | 2,900 | $116.0K | 0.09% | +2,900 | New |
| Edmond de Rothschild Holding S.A. | 2,948 | $118.0K | 0.00% | +114+4.0% | Added |
| Storebrand Asset Management AS | 2,986 | $119.3K | 0.00% | +2,006+204.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,046 | $122.0K | 0.01% | +233+8.3% | Added |
| Leonteq Securities AG | 3,162 | $126.4K | 0.01% | +3,000+1,851.9% | Added |
| Robeco Institutional Asset Management B.V. | 3,450 | $138.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3,460 | $138.0K | 0.00% | +231+7.2% | Added |
| Metropolitan Life Insurance Co | 4,545 | $181.7K | 0.01% | −14,014−75.5% | Reduced |
| Emfo, LLC | 5,000 | $200.0K | 0.18% | 00.0% | Unchanged |
| BloombergSen Inc. | 5,000 | $200.0K | 0.01% | +5,000 | New |
| Moody Aldrich Partners LLC | 5,019 | $201.0K | 0.03% | +5,019 | New |
| Capstone Investment Advisors, LLC | 5,033 | $201.0K | 0.00% | +5,033 | New |
| Daiwa Securities Group Inc. | 5,078 | $203.0K | 0.00% | +527+11.6% | Added |
| Newbridge Financial Services Group, Inc. | 5,450 | $218.0K | 0.11% | 00.0% | Unchanged |
| RDA Financial Network | 5,500 | $220.0K | 0.09% | +10+0.2% | Added |
| Westpac Banking Corp | 5,620 | $224.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,680 | $227.0K | 0.00% | +3,700+186.9% | Added |
| Ameritas Investment Partners, Inc. | 5,706 | $228.0K | 0.01% | +200+3.6% | Added |
| Cetera Advisor Networks LLC | 5,765 | $230.0K | 0.00% | −161−2.7% | Reduced |
| CIBC World Markets Inc. | 5,788 | $231.0K | 0.00% | +5,788 | New |
| Point72 Hong Kong Ltd | 5,891 | $235.0K | 0.02% | +5,871+29,355.0% | Added |