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, Q2 2022
Institutional positions in Asana, Inc. as of Jun 30, 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
- 238
- −64 vs. Q1 2022
- Shares held
- 53.6M
- −6.21M (−10.4%) vs. Q1 2022
- Total value
- $942.5M
- −$1.45B (−60.6%) vs. Q1 2022
- New holders
- 33
- 77 more added
- Sold out
- 97
- 85 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 18 | $0 | 0.00% | −14,245−99.9% | Reduced |
| Covestor Ltd | 12 | $0 | 0.00% | −174−93.5% | Reduced |
| EverSource Wealth Advisors, LLC | 27 | $0 | 0.00% | −111−80.4% | Reduced |
| Evermay Wealth Management LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 32 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 21 | $0 | 0.00% | −15−41.7% | Reduced |
| Salem Investment Counselors Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $0 | 0.00% | +18 | New |
| ACG Wealth | 8 | $0 | 0.00% | +8 | New |
| Versant Capital Management, Inc | 14 | $0 | 0.00% | +14 | New |
| Larson Financial Group LLC | 33 | $1.00K | 0.00% | −750−95.8% | Reduced |
| Clearstead Advisors, LLC | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 74 | $1.30K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 140 | $2.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 93 | $2.00K | 0.00% | +93 | New |
| Manchester Capital Management LLC | 92 | $2.00K | 0.00% | +92 | New |
| West Financial Advisors, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Global Wealth Management Investment Advisory, Inc. | 175 | $3.00K | 0.00% | −1,111−86.4% | Reduced |
| CWM, LLC | 189 | $3.00K | 0.00% | −135−41.7% | Reduced |
| Hantz Financial Services, Inc. | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 172 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 200 | $3.58K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 246 | $4.00K | 0.00% | −486−66.4% | Reduced |
| Spire Wealth Management | 212 | $4.00K | 0.00% | −319−60.1% | Reduced |
| The PNC Financial Services Group, Inc. | 240 | $4.00K | 0.00% | −138−36.5% | Reduced |
| Sandy Spring Bank | 255 | $4.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 230 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 233 | $4.00K | 0.00% | +10+4.5% | Added |
| Optimum Investment Advisors | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 200 | $4.00K | 0.00% | +200 | New |
| Northwestern Mutual Wealth Management Co | 210 | $4.00K | 0.00% | +210 | New |
| Financial Avengers, Inc. | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 345 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 459 | $8.00K | 0.00% | +46+11.1% | Added |
| Captrust Financial Advisors | 527 | $9.00K | 0.00% | −249−32.1% | Reduced |
| Bogart Wealth, LLC | 519 | $9.00K | 0.00% | +10+2.0% | Added |
| Rockefeller Capital Management L.P. | 569 | $10.0K | 0.00% | −67−10.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 600 | $11.0K | 0.00% | −2,446−80.3% | Reduced |
| Geneos Wealth Management Inc. | 701 | $12.0K | 0.00% | +1+0.1% | Added |
| Quadrant Capital Group LLC | 754 | $13.0K | 0.00% | +731+3,178.3% | Added |
| Lindbrook Capital, LLC | 805 | $14.0K | 0.00% | −2−0.2% | Reduced |
| Financial Perspectives, Inc | 928 | $16.3K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,030 | $18.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,323 | $23.0K | 0.00% | +1,049+382.8% | Added |
| HHM Wealth Advisors, LLC | 1,340 | $24.0K | 0.01% | 00.0% | Unchanged |
| Exane Derivatives | 1,501 | $26.4K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,530 | $27.0K | 0.00% | +171+12.6% | Added |
| FMR LLC | 1,578 | $28.0K | 0.00% | +862+120.4% | Added |
| Itau Unibanco Holding S.A. | 1,666 | $29.0K | 0.00% | +1,040+166.1% | Added |
| Performa Ltd (US), LLC | 1,700 | $30.0K | 0.02% | +1,450+580.0% | Added |
| Parallax Volatility Advisers, L.P. | 1,945 | $34.0K | 0.00% | +1,945 | New |
| Sterling Investment Advisors, Ltd. | 2,000 | $35.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,055 | $36.0K | 0.01% | +2,055 | New |
| Macquarie Group Ltd | 2,174 | $38.0K | 0.00% | +314+16.9% | Added |
| Nisa Investment Advisors, LLC | 2,430 | $43.0K | 0.00% | −3,250−57.2% | Reduced |
| Seeyond | 2,499 | $43.0K | 0.00% | −51−2.0% | Reduced |
| American Portfolios Advisors | 2,475 | $43.5K | 0.00% | −6,129−71.2% | Reduced |
| Advisors Asset Management, Inc. | 2,606 | $46.0K | 0.00% | +2,606 | New |
| Amundi | 2,908 | $49.0K | 0.00% | −26,494−90.1% | Reduced |
| Gables Capital Management Inc. | 3,000 | $53.0K | 0.04% | +700+30.4% | Added |
| Leonteq Securities AG | 3,142 | $55.2K | 0.00% | −20−0.6% | Reduced |
| Daiwa Securities Group Inc. | 4,125 | $73.0K | 0.00% | −953−18.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 4,366 | $77.0K | 0.00% | +1,418+48.1% | Added |
| Metropolitan Life Insurance Co | 4,545 | $79.9K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,856 | $85.4K | 0.00% | −3,119−39.1% | Reduced |
| Emfo, LLC | 5,000 | $88.0K | 0.09% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5,450 | $96.0K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,706 | $100.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 6,119 | $108.0K | 0.01% | +228+3.9% | Added |
| Allspring Global Investments Holdings, LLC | 6,663 | $117.0K | 0.00% | −24,132−78.4% | Reduced |
| National Bank of Canada | 6,769 | $119.0K | 0.00% | +3,309+95.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,600 | $134.0K | 0.00% | −2,822−27.1% | Reduced |
| Forsta Ap-Fonden | 9,800 | $172.0K | 0.00% | −6,900−41.3% | Reduced |
| Alight Capital Management LP | 10,000 | $176.0K | 0.20% | +10,000 | New |
| Teacher Retirement System of Texas | 10,217 | $180.0K | 0.00% | −3,388−24.9% | Reduced |
| Canada Pension Plan Investment Board | 10,213 | $180.0K | 0.00% | +500+5.1% | Added |
| Storebrand Asset Management AS | 10,372 | $182.3K | 0.00% | +7,386+247.4% | Added |
| Public Employees Retirement Association of Colorado | 10,567 | $186.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 10,623 | $187.0K | 0.00% | +902+9.3% | Added |
| BloombergSen Inc. | 10,800 | $190.0K | 0.02% | +5,800+116.0% | Added |
| Dimensional Fund Advisors LP | 11,392 | $200.0K | 0.00% | −72,599−86.4% | Reduced |
| Principal Financial Group Inc | 11,428 | $201.0K | 0.00% | −1,236−9.8% | Reduced |
| Amalgamated Bank | 11,665 | $205.0K | 0.00% | −94−0.8% | Reduced |
| Indie Asset Partners, LLC | 11,780 | $207.0K | 0.18% | −1,000−7.8% | Reduced |
| ProShare Advisors LLC | 11,781 | $208.0K | 0.00% | −6,735−36.4% | Reduced |
| Catalyst Private Wealth, LLC | 11,947 | $210.0K | 0.15% | 00.0% | Unchanged |
| Centiva Capital, LP | 12,673 | $223.0K | 0.01% | +12,673 | New |
| Dynamic Technology Lab Private Ltd | 12,716 | $224.0K | 0.03% | −12,474−49.5% | Reduced |
| Wolverine Trading, LLC | 12,021 | $226.0K | 0.01% | −22,686−65.4% | Reduced |
| Los Angeles Capital Management LLC | 12,922 | $227.0K | 0.00% | +2,873+28.6% | Added |