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 2023
Institutional positions in Asana, Inc. as of Mar 31, 2023. 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
- 228
- +6 vs. Q4 2022
- Shares held
- 53.2M
- +2.76M (+5.5%) vs. Q4 2022
- Total value
- $1.13B
- +$432.2M (+62.3%) vs. Q4 2022
- New holders
- 50
- 74 more added
- Sold out
- 44
- 59 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 23 | $0 | 0.00% | −150−86.7% | Reduced |
| Ronald Blue Trust, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 18 | $0 | 0.00% | +18 | New |
| Avion Wealth | 36 | $0 | 0.00% | +36 | New |
| Proequities, Inc. | 7 | $147 | 0.00% | +7 | New |
| Farther Finance Advisors, LLC | 10 | $211 | 0.00% | −10−50.0% | Reduced |
| Rise Advisors, LLC | 10 | $211 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 17 | $360 | 0.00% | +9+112.5% | Added |
| Versant Capital Management, Inc | 20 | $423 | 0.00% | +20 | New |
| Accel Wealth Management | 21 | $444 | 0.00% | 00.0% | Unchanged |
| Creative Planning | 34 | $719 | 0.00% | +34 | New |
| Financial Freedom, LLC | 35 | $740 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 40 | $846 | 0.00% | −3−7.0% | Reduced |
| HHM Wealth Advisors, LLC | 40 | $846 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 47 | $993 | 0.00% | +47 | New |
| Column Capital Advisors, LLC | 63 | $1.33K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 75 | $1.58K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 100 | $1.73K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 82 | $1.73K | 0.00% | +46+127.8% | Added |
| Glassman Wealth Services | 84 | $1.77K | 0.00% | −218−72.2% | Reduced |
| HM Payson & Co | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $2.11K | 0.00% | +100 | New |
| Solstein Capital, LLC | 115 | $2.43K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 125 | $2.64K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 140 | $2.96K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 180 | $4.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $4.23K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 200 | $4.23K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 209 | $4.42K | 0.00% | −54,761−99.6% | Reduced |
| Spire Wealth Management | 212 | $4.48K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 227 | $4.80K | 0.00% | +127+127.0% | Added |
| Cutler Group LP | 265 | $5.00K | 0.00% | −2,103−88.8% | Reduced |
| Ellevest, Inc. | 238 | $5.03K | 0.00% | +173+266.2% | Added |
| Ridgewood Investments LLC | 300 | $6.34K | 0.00% | +300 | New |
| Massmutual Trust Co FSB | 345 | $7.29K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 348 | $7.35K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 351 | $7.42K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 441 | $9.32K | 0.00% | +69+18.5% | Added |
| Monetary Management Group Inc | 500 | $10.6K | 0.00% | +500 | New |
| Westside Investment Management, Inc. | 500 | $10.6K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 517 | $11.0K | 0.00% | −97−15.8% | Reduced |
| Advisors Asset Management, Inc. | 631 | $13.3K | 0.00% | −999−61.3% | Reduced |
| Venturi Wealth Management, LLC | 650 | $13.7K | 0.00% | +650 | New |
| Lindbrook Capital, LLC | 674 | $14.2K | 0.00% | +347+106.1% | Added |
| Financial Perspectives, Inc | 786 | $16.6K | 0.01% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 820 | $17.3K | 0.01% | −1,080−56.8% | Reduced |
| Riverview Trust Co | 865 | $18.3K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1,000 | $21.1K | 0.02% | +1,000 | New |
| Point72 Asset Management, L.P. | 1,025 | $21.7K | 0.00% | +1,025 | New |
| Close Asset Management Ltd | 1,030 | $22.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,216 | $25.7K | 0.00% | +660+118.7% | Added |
| TCI Wealth Advisors, Inc. | 1,229 | $26.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,476 | $31.2K | 0.00% | −10−0.7% | Reduced |
| Gables Capital Management Inc. | 1,500 | $31.7K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,584 | $33.0K | 0.01% | +1,584 | New |
| FNY Investment Advisers, LLC | 1,580 | $33.0K | 0.04% | +1,580 | New |
| Storebrand Asset Management AS | 1,810 | $38.2K | 0.00% | −712−28.2% | Reduced |
| CWM, LLC | 1,906 | $40.0K | 0.00% | +233+13.9% | Added |
| Nisa Investment Advisors, LLC | 2,042 | $43.0K | 0.00% | −1,438−41.3% | Reduced |
| Parkside Financial Bank & Trust | 2,055 | $43.4K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,257 | $47.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 2,499 | $53.0K | 0.00% | +16+0.6% | Added |
| GWM Advisors LLC | 2,626 | $55.5K | 0.00% | −183−6.5% | Reduced |
| The PNC Financial Services Group, Inc. | 2,870 | $60.6K | 0.00% | +41+1.4% | Added |
| FMR LLC | 3,065 | $64.8K | 0.00% | +977+46.8% | Added |
| Leonteq Securities AG | 3,131 | $66.2K | 0.01% | −11−0.4% | Reduced |
| Lazard Asset Management LLC | 3,499 | $73.0K | 0.00% | +3,299+1,649.5% | Added |
| Metropolitan Life Insurance Co | 4,075 | $86.1K | 0.00% | −470−10.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,081 | $86.2K | 0.00% | −3,362−45.2% | Reduced |
| Acadian Asset Management LLC | 5,012 | $105.0K | 0.00% | +1,727+52.6% | Added |
| Emfo, LLC | 5,000 | $105.7K | 0.10% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 5,282 | $111.6K | 0.00% | +829+18.6% | Added |
| Daiwa Securities Group Inc. | 5,340 | $113.0K | 0.00% | +1,049+24.4% | Added |
| Newbridge Financial Services Group, Inc. | 5,450 | $115.2K | 0.06% | 00.0% | Unchanged |
| BloombergSen Inc. | 5,650 | $119.4K | 0.01% | −5,150−47.7% | Reduced |
| Ameritas Investment Partners, Inc. | 5,706 | $120.6K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 6,149 | $129.9K | 0.01% | +6,149 | New |
| Tower Research Capital LLC (TRC) | 7,257 | $153.0K | 0.00% | +5,832+409.3% | Added |
| Point72 Middle East FZE | 8,689 | $183.6K | 0.01% | −20,575−70.3% | Reduced |
| Jefferies Financial Group Inc. | 10,185 | $215.2K | 0.00% | +10,185 | New |
| Amalgamated Bank | 10,306 | $218.0K | 0.00% | −1,547−13.1% | Reduced |
| Public Employees Retirement Association of Colorado | 10,567 | $223.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 10,670 | $225.4K | 0.00% | +2,034+23.6% | Added |
| Los Angeles Capital Management LLC | 10,690 | $225.9K | 0.00% | −1,030−8.8% | Reduced |
| Cim Investment Mangement Inc | 10,851 | $229.3K | 0.08% | +10,851 | New |
| Y-Intercept (Hong Kong) Ltd | 10,884 | $230.0K | 0.03% | +10,884 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,937 | $231.1K | 0.00% | +1,019+10.3% | Added |
| DFPG Investments, LLC | 11,101 | $234.6K | 0.03% | +11,101 | New |
| Citigroup Inc | 11,259 | $237.9K | 0.00% | +1,821+19.3% | Added |
| Quadrature Capital Ltd | 11,399 | $240.8K | 0.01% | +11,399 | New |
| PDT Partners, LLC | 11,449 | $241.9K | 0.03% | +11,449 | New |
| Krilogy Financial LLC | 11,520 | $243.4K | 0.02% | −7,000−37.8% | Reduced |
| Allianz Asset Management GmbH | 11,921 | $251.9K | 0.00% | +11,921 | New |
| Private Advisor Group, LLC | 12,095 | $255.6K | 0.00% | +12,095 | New |
| Jump Financial, LLC | 13,225 | $279.4K | 0.01% | +13,225 | New |
| Handelsbanken Fonder AB | 14,300 | $302.0K | 0.00% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 14,570 | $307.9K | 0.17% | −8,321−36.4% | Reduced |