Skip to main content

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 2023

Institutional positions in Asana, Inc. as of Jun 30, 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
234
+8 vs. Q1 2023
Shares held
57.1M
+3.94M (+7.4%) vs. Q1 2023
Total value
$1.26B
+$132.8M (+11.8%) vs. Q1 2023
New holders
43
60 more added
Sold out
35
80 more reduced

2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 234 institutions
Q1 2021: 158 institutionsQ2 2021: 232 institutionsQ3 2021: 335 institutionsQ4 2021: 352 institutionsQ1 2022: 307 institutionsQ2 2022: 238 institutionsQ3 2022: 242 institutionsQ4 2022: 222 institutionsQ1 2023: 228 institutionsQ2 2023: 234 institutionsQ3 2023: 234 institutionsQ4 2023: 220 institutionsQ1 2024: 213 institutionsQ2 2024: 216 institutionsQ3 2024: 203 institutionsQ4 2024: 235 institutionsQ1 2025: 232 institutionsQ2 2025: 235 institutionsQ3 2025: 230 institutionsQ4 2025: 240 institutionsQ1 2026: 252 institutionsQ2 2026: 262 institutions
Value heldQ2 2023: $1.26B
Q1 2021: $1.24BQ2 2021: $3.46BQ3 2021: $5.98BQ4 2021: $4.38BQ1 2022: $2.40BQ2 2022: $942.5MQ3 2022: $1.34BQ4 2022: $693.9MQ1 2023: $1.13BQ2 2023: $1.26BQ3 2023: $978.9MQ4 2023: $1.10BQ1 2024: $916.8MQ2 2024: $889.8MQ3 2024: $680.9MQ4 2024: $1.44BQ1 2025: $1.02BQ2 2025: $978.5MQ3 2025: $975.4MQ4 2025: $1.13BQ1 2026: $659.6MQ2 2026: $746.1M
Institutions holding ASAN and their total value by quarter
QuarterHoldersValue
Q2 2026262$746.1M
Q1 2026252$659.6M
Q4 2025240$1.13B
Q3 2025230$975.4M
Q2 2025235$978.5M
Q1 2025232$1.02B
Q4 2024235$1.44B
Q3 2024203$680.9M
Q2 2024216$889.8M
Q1 2024213$916.8M
Q4 2023220$1.10B
Q3 2023234$978.9M
Q2 2023234$1.26B
Q1 2023228$1.13B
Q4 2022222$693.9M
Q3 2022242$1.34B
Q2 2022238$942.5M
Q1 2022307$2.40B
Q4 2021352$4.38B
Q3 2021335$5.98B
Q2 2021232$3.46B
Q1 2021158$1.24B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q1 2023.

Institutions holding ASAN in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Algert Global LLC12,040$265.4K0.01%−9,940−45.2%Reduced
Harbor Capital Advisors, Inc.12,981$286.1K0.06%+12,981New
Los Angeles Capital Management LLC12,996$286.4K0.00%+2,306+21.6%Added
Advisor Group Holdings, Inc.13,444$296.2K0.00%−8,035−37.4%Reduced
Commonwealth Equity Services, LLC13,543$299.0K0.00%−1,246−8.4%Reduced
Toth Financial Advisory Corp13,750$303.1K0.04%+13,750New
Handelsbanken Fonder AB14,300$315.0K0.00%00.0%Unchanged
Versor Investments LP14,383$317.0K0.05%−7,335−33.8%Reduced
Bessemer Group Inc14,775$325.0K0.00%+14,775New
AdvisorShares Investments LLC15,300$337.2K0.10%+15,300New
Prelude Capital Management, LLC15,568$343.1K0.03%−9,581−38.1%Reduced
Keebeck Alpha, LP16,693$367.9K0.36%−10,657−39.0%Reduced
Arizona State Retirement System19,913$438.9K0.00%−371−1.8%Reduced
Vantage Financial Partners, LLC20,000$440.8K0.16%−2,800−12.3%Reduced
Lincoln National Corp20,331$448.1K0.01%−10,000−33.0%Reduced
LPL Financial LLC20,382$449.2K0.00%+2,447+13.6%Added
Verition Fund Management LLC21,265$468.7K0.01%+21,265New
UBS Oconnor LLC21,510$474.1K0.01%−203,490−90.4%Reduced
State Board of Administration of Florida Retirement System22,573$497.5K0.00%−2,290−9.2%Reduced
ExodusPoint Capital Management, LP23,583$520.0K0.01%−47,841−67.0%Reduced
Dark Forest Capital Management LP23,688$522.1K0.05%+23,688New
DC Investments Management, LLC24,904$548.9K0.63%00.0%Unchanged
Oppenheimer & Co Inc26,219$577.9K0.01%+306+1.2%Added
Virtu Financial LLC29,255$645.0K0.05%+29,255New
Parallel Advisors, LLC29,557$651.4K0.02%−110−0.4%Reduced
Evoke Wealth, LLC29,910$659.2K0.02%00.0%Unchanged
Symmetry Peak Management LLC30,000$661.2K1.39%+30,000New
TownSquare Capital, LLC30,000$661.2K0.01%+30,000New
New York State Common Retirement Fund30,789$678.6K0.00%−8,341−21.3%Reduced
Renaissance Capital LLC30,937$681.9K0.39%+6,661+27.4%Added
Voya Investment Management LLC31,019$683.7K0.00%+2,946+10.5%Added
Rafferty Asset Management, LLC31,077$684.9K0.00%−19,606−38.7%Reduced
Janus Henderson Group PLC31,093$685.1K0.00%−30.0%Reduced
Shelton Capital Management31,500$694.3K0.03%+31,500New
Virginia Retirement Systems Et Al32,300$711.9K0.01%−2,900−8.2%Reduced
Mirae Asset Global Investments Co., Ltd.32,367$713.4K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The33,245$732.7K0.00%+2,125+6.8%Added
Kingsview Wealth Management, LLC33,434$736.9K0.03%+33,434New
Barclays PLC33,814$745.3K0.00%−9,924−22.7%Reduced
Bank of America Corp35,242$776.7K0.00%−172,111−83.0%Reduced
Diversified Trust Co35,453$781.4K0.03%−1,284−3.5%Reduced
IMC-Chicago, LLC36,514$804.8K0.03%+36,514New
Graham Capital Management, L.P.36,981$815.1K0.03%−62,281−62.7%Reduced
Bayesian Capital Management, LP37,102$817.7K0.09%−43,800−54.1%Reduced
American International Group, Inc.38,268$843.4K0.01%+2,721+7.7%Added
Wolverine Trading, LLC38,853$856.3K0.01%+13,048+50.6%Added
Invesco Ltd.40,390$890.2K0.00%+1,041+2.6%Added
MetLife Investment Management42,156$929.1K0.01%+2,661+6.7%Added
Sunbelt Securities, Inc.43,182$951.7K0.14%+3,628+9.2%Added
Capital Impact Advisors, LLC44,793$987.2K1.09%00.0%Unchanged
Price T Rowe Associates Inc46,235$1.02M0.00%+3,284+7.6%Added
Wells Fargo & Company46,623$1.03M0.00%+23,178+98.9%Added
Acorn Financial Advisory Services Inc47,964$1.06M0.19%−2,330−4.6%Reduced
Duality Advisers, LP48,021$1.06M0.13%+48,021New
Point72 Middle East FZE49,267$1.09M0.06%+40,578+467.0%Added
Royal Bank of Canada49,641$1.09M0.00%+31,006+166.4%Added
Qube Research & Technologies Ltd49,685$1.10M0.00%+49,685New
Walleye Trading LLC49,700$1.10M0.06%+49,700New
DFPG Investments, LLC48,601$1.15M0.10%+37,500+337.8%Added
Citigroup Inc53,162$1.17M0.00%+41,903+372.2%Added
Occudo Quantitative Strategies LP55,187$1.22M0.13%+39,649+255.2%Added
Skandinaviska Enskilda Banken AB (publ)57,200$1.26M0.01%−76,600−57.2%Reduced
State of Wisconsin Investment Board57,261$1.26M0.00%−9,114−13.7%Reduced
GTS Securities LLC63,958$1.41M0.04%+63,958New
Simplex Trading, LLC64,088$1.41M0.06%+18,322+40.0%Added
Canada Pension Plan Investment Board65,800$1.45M0.00%+65,800New
Deutsche Bank AG67,570$1.49M0.00%−15,699−18.9%Reduced
Mutual of America Capital Management LLC73,000$1.61M0.02%+73,000New
Engineers Gate Manager LP73,514$1.62M0.06%+32,965+81.3%Added
Legal & General Group Plc74,506$1.64M0.00%+1,503+2.1%Added
Raymond James Financial Services Advisors, Inc.78,842$1.74M0.00%+303+0.4%Added
Karani Asset Management LLC82,103$1.81M1.83%−13,566−14.2%Reduced
Gotham Asset Management, LLC82,527$1.82M0.04%−24,157−22.6%Reduced
Alliancebernstein L.P.85,271$1.88M0.00%−594−0.7%Reduced
Source Financial Advisors LLC86,539$1.91M0.63%00.0%Unchanged
Prudential Financial Inc87,341$1.92M0.00%+70,605+421.9%Added
California State Teachers Retirement System88,829$1.96M0.00%−74−0.1%Reduced
Credit Suisse AG92,232$2.03M0.00%+29,369+46.7%Added
Tiedemann Advisors, LLC92,319$2.03M0.09%−21,805−19.1%Reduced
Bank of Montreal81,407$2.04M0.00%+9,855+13.8%Added
Paragon Capital Management Ltd94,152$2.08M0.45%−2,000−2.1%Reduced
Caliber Wealth Management, LLC96,907$2.14M1.43%+96,907New
Holocene Advisors, LP98,051$2.16M0.01%+10,083+11.5%Added
Catalyst Private Wealth, LLC99,589$2.19M1.38%+99,589New
Alight Capital Management LP100,000$2.20M0.92%+100,000New
Mackenzie Financial Corp102,112$2.25M0.00%+102,112New
HighTower Advisors, LLC102,501$2.26M0.00%+363+0.4%Added
Cresset Asset Management, LLC103,295$2.28M0.02%+103,295New
UBS Asset Management Americas Inc107,801$2.28M0.00%00.0%Unchanged
Rhumbline Advisers107,655$2.37M0.00%+7,599+7.6%Added
Berylson Capital Partners, LLC108,000$2.38M6.73%+41,000+61.2%Added
UBS Group AG108,099$2.38M0.00%−39,894−27.0%Reduced
Formula Growth Ltd110,000$2.42M0.77%+110,000New
Trexquant Investment LP110,322$2.43M0.06%−100,882−47.8%Reduced
CIBC World Markets Inc.115,252$2.54M0.01%−288−0.2%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.135,303$2.98M0.01%−959−0.7%Reduced
Swiss National Bank154,300$3.40M0.00%+3,200+2.1%Added
SEI Investments Co168,849$3.72M0.01%−7,494−4.2%Reduced
Tudor Investment Corp Et Al182,610$4.02M0.07%−352,069−65.8%Reduced
Cubist Systematic Strategies, LLC185,459$4.09M0.05%−49,480−21.1%Reduced