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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.

Q1 2023 vs. Q4 2022

How the institutions holding Asana, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of ASAN: Q4 2022 compared with Q1 2023
MeasureQ4 2022Q1 2023Change
Holders222228+6
Shares50.4M53.2M+2.76M (+5.5%)
Value$693.9M$1.13B+$432.2M (+62.3%)

New holders (50)

Institutions that held Asana, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to ASAN in Q1 2023
InstitutionSharesValue% of portfolio
Westerly Capital Management, LLC400,000$8.45M6.09%
Stanley-Laman Group, Ltd.363,253$7.68M1.37%
UBS Oconnor LLC225,000$4.75M0.11%
Twinbeech Capital LP192,009$4.06M0.08%
Skandinaviska Enskilda Banken AB (publ)133,800$2.83M0.02%
CIBC World Markets Inc.115,540$2.44M0.01%
Gotham Asset Management, LLC106,684$2.25M0.05%
Holocene Advisors, LP87,968$1.86M0.01%
Bayesian Capital Management, LP80,902$1.71M0.21%
Dynamic Technology Lab Private Ltd62,332$1.32M0.12%
Quantbot Technologies LP53,246$1.13M0.08%
Kula Investments, LLC45,730$966.3K0.24%
Engineers Gate Manager LP40,549$856.8K0.04%
Sunbelt Securities, Inc.39,554$793.1K0.13%
Two Sigma Securities, LLC36,532$771.9K0.06%
Aigen Investment Management, LP32,999$697.3K0.10%
Keebeck Alpha, LP27,350$577.9K0.67%
Prelude Capital Management, LLC25,149$531.4K0.04%
O'Neil Global Advisors, Inc.24,761$523.0K0.27%
Fox Run Management, L.L.C.22,285$470.9K0.15%
Algert Global LLC21,980$464.4K0.02%
Pearl River Capital, LLC16,660$352.0K0.06%
Occudo Quantitative Strategies LP15,538$328.3K0.03%
Jump Financial, LLC13,225$279.4K0.01%
Private Advisor Group, LLC12,095$255.6K0.00%
Allianz Asset Management GmbH11,921$251.9K0.00%
PDT Partners, LLC11,449$241.9K0.03%
Quadrature Capital Ltd11,399$240.8K0.01%
DFPG Investments, LLC11,101$234.6K0.03%
Y-Intercept (Hong Kong) Ltd10,884$230.0K0.03%
Cim Investment Mangement Inc10,851$229.3K0.08%
Jefferies Financial Group Inc.10,185$215.2K0.00%
DuPont Capital Management Corp6,149$129.9K0.01%
Harvest Fund Management Co., Ltd1,584$33.0K0.01%
FNY Investment Advisers, LLC1,580$33.0K0.04%
Point72 Asset Management, L.P.1,025$21.7K0.00%
Chesapeake Asset Management LLC1,000$21.1K0.02%
Venturi Wealth Management, LLC650$13.7K0.00%
Monetary Management Group Inc500$10.6K0.00%
Ridgewood Investments LLC300$6.34K0.00%
Colonial Trust Advisors100$2.11K0.00%
Ameritas Advisory Services, LLC100$1.73K0.00%
Gradient Investments LLC47$9930.00%
Creative Planning34$7190.00%
Versant Capital Management, Inc20$4230.00%
Proequities, Inc.7$1470.00%
Toronto Dominion Bank18$00.00%
Avion Wealth36$00.00%
Brooklyn FI, LLC2,992––
VitalStone Financial, LLC25––

Sold out (44)

Institutions that held Asana, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of ASAN in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Himension Fund5,570,296$76.7M
Balyasny Asset Management LLC542,169$7.47M
Marshall Wace, LLP366,271$5.04M
Landscape Capital Management, L.L.C.296,719$4.09M
BIT Capital GmbH132,117$1.82M
Alps Advisors Inc124,103$1.71M
Twin Tree Management, LP79,514$1.09M
TownSquare Capital, LLC75,731$1.04M
Qube Research & Technologies Ltd67,801$933.6K
Optimus Prime Fund Management Co., Ltd.60,000$826.2K
Walleye Capital LLC51,772$712.9K
Echo Street Capital Management LLC41,835$576.1K
Centiva Capital, LP35,662$491.1K
Massachusetts Financial Services Co34,031$468.6K
Seven Eight Capital, LP25,982$357.8K
Kingsview Wealth Management, LLC24,373$335.6K
Crestline Management, LP23,112$318.3K
Group One Trading, L.P.19,421$267.4K
Banque Cantonale Vaudoise15,349$211.0K
Hamilton Lane Advisors LLC15,129$208.0K
Qsemble Capital Management, LP14,500$199.7K
Seaport Global Advisors, LLC14,197$195.5K
Walleye Trading LLC12,099$166.6K
ProShare Advisors LLC12,012$165.4K
Catalyst Private Wealth, LLC10,904$150.1K
Corton Capital Inc.10,363$142.7K
Kestra Advisory Services, LLC10,194$140.4K
Liontrust Investment Partners LLP10,000$137.7K
Meeder Asset Management Inc8,389$115.5K
Gyon Technologies Capital Management, LP8,290$114.2K
HBK Sorce Advisory LLC30,000$34.0K
Belpointe Asset Management LLC1,023$14.1K
Quarry LP713$9.82K
Harbour Investments, Inc.200$2.75K
West Oak Capital, LLC150$2.00K
Romano Brothers and Company71$978
Steward Partners Investment Advisory, LLC40$551
Evermay Wealth Management LLC20$275
Sofos Investments, Inc.14$155
Nelson, Van Denburg & Campbell Wealth Management Group, LLC10$137
Money Concepts Capital Corp7$96
Northwestern Mutual Wealth Management Co5$69
Ci Investments Inc.3$0
Y.D. More Investments Ltd6,950–