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, 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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 6,177 | $258.0K | 0.05% | +729+13.4% | Added |
| Neo Ivy Capital Management | 6,454 | $258.0K | 0.23% | +4,387+212.2% | Added |
| Brighton Jones LLC | 6,361 | $254.0K | 0.01% | +1,986+45.4% | Added |
| Virtu Financial LLC | 6,195 | $248.0K | 0.02% | +658+11.9% | Added |
| Illinois Municipal Retirement Fund | 6,185 | $247.0K | 0.01% | +3,090+99.8% | Added |
| Prudential Financial Inc | 6,112 | $244.0K | 0.00% | +11+0.2% | Added |
| JustInvest LLC | 6,103 | $244.0K | 0.01% | +2,577+73.1% | Added |
| Point72 Hong Kong Ltd | 5,891 | $235.0K | 0.02% | +5,871+29,355.0% | Added |
| CIBC World Markets Inc. | 5,788 | $231.0K | 0.00% | +5,788 | New |
| Cetera Advisor Networks LLC | 5,765 | $230.0K | 0.00% | −161−2.7% | Reduced |
| Ameritas Investment Partners, Inc. | 5,706 | $228.0K | 0.01% | +200+3.6% | Added |
| Nisa Investment Advisors, LLC | 5,680 | $227.0K | 0.00% | +3,700+186.9% | Added |
| Westpac Banking Corp | 5,620 | $224.6K | 0.00% | 00.0% | Unchanged |
| RDA Financial Network | 5,500 | $220.0K | 0.09% | +10+0.2% | Added |
| Newbridge Financial Services Group, Inc. | 5,450 | $218.0K | 0.11% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 5,078 | $203.0K | 0.00% | +527+11.6% | Added |
| 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 |
| Emfo, LLC | 5,000 | $200.0K | 0.18% | 00.0% | Unchanged |
| BloombergSen Inc. | 5,000 | $200.0K | 0.01% | +5,000 | New |
| Metropolitan Life Insurance Co | 4,545 | $181.7K | 0.01% | −14,014−75.5% | Reduced |
| 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 |
| Leonteq Securities AG | 3,162 | $126.4K | 0.01% | +3,000+1,851.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,046 | $122.0K | 0.01% | +233+8.3% | Added |
| Storebrand Asset Management AS | 2,986 | $119.3K | 0.00% | +2,006+204.7% | Added |
| Edmond de Rothschild Holding S.A. | 2,948 | $118.0K | 0.00% | +114+4.0% | Added |
| Nauset Wealth Management. LLC | 2,900 | $116.0K | 0.09% | +2,900 | New |
| DekaBank Deutsche Girozentrale | 2,714 | $114.0K | 0.00% | +149+5.8% | Added |
| Seeyond | 2,550 | $101.0K | 0.01% | +2,550 | New |
| Gables Capital Management Inc. | 2,300 | $92.0K | 0.06% | +800+53.3% | Added |
| Sterling Investment Advisors, Ltd. | 2,000 | $80.0K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,030 | $77.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,860 | $75.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 1,501 | $60.0K | 0.02% | +1,501 | New |
| 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 |
| Global Wealth Management Investment Advisory, Inc. | 1,286 | $51.0K | 0.02% | −910−41.4% | Reduced |
| Vestcor Inc | 1,053 | $42.0K | 0.00% | +231+28.1% | Added |
| Icapital Wealth LLC | 1,082 | $39.4K | 0.02% | −23,975−95.7% | Reduced |
| Financial Perspectives, Inc | 928 | $37.1K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 807 | $32.0K | 0.00% | −330−29.0% | Reduced |
| Captrust Financial Advisors | 776 | $31.0K | 0.00% | −82−9.6% | Reduced |
| Larson Financial Group LLC | 783 | $31.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 732 | $29.0K | 0.00% | +294+67.1% | Added |
| FMR LLC | 716 | $28.0K | 0.00% | +592+477.4% | Added |
| Geneos Wealth Management Inc. | 700 | $27.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Dark Forest Capital Management LP | 617 | $24.0K | 0.01% | −3,088−83.3% | Reduced |
| Spire Wealth Management | 531 | $21.0K | 0.00% | −2,083−79.7% | 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 |
| Signaturefd, LLC | 413 | $17.0K | 0.00% | −40−8.8% | Reduced |
| 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 |
| Massmutual Trust Co FSB | 345 | $14.0K | 0.00% | +345 | New |
| CWM, LLC | 324 | $13.0K | 0.00% | +292+912.5% | Added |
| 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 |
| US Bancorp | 274 | $11.0K | 0.00% | −237−46.4% | Reduced |
| Sandy Spring Bank | 255 | $10.0K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 250 | $10.0K | 0.01% | +225+900.0% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Solstein Capital, LLC | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $4.00K | 0.00% | −265−72.6% | Reduced |
| Koshinski Asset Management, Inc. | 80 | $3.20K | 0.00% | 00.0% | Unchanged |
| 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 |
| WR Wealth Planners, LLC | 74 | $2.96K | 0.00% | +74 | 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 |
| 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 |
| Raffa Wealth Management, LLC | 10 | $400 | 0.00% | +10 | New |
| 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 |