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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 4 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
Shelton Capital Management31,500$694.3K0.03%+31,500New
Janus Henderson Group PLC31,093$685.1K0.00%−30.0%Reduced
Rafferty Asset Management, LLC31,077$684.9K0.00%−19,606−38.7%Reduced
Voya Investment Management LLC31,019$683.7K0.00%+2,946+10.5%Added
Renaissance Capital LLC30,937$681.9K0.39%+6,661+27.4%Added
New York State Common Retirement Fund30,789$678.6K0.00%−8,341−21.3%Reduced
Symmetry Peak Management LLC30,000$661.2K1.39%+30,000New
TownSquare Capital, LLC30,000$661.2K0.01%+30,000New
Evoke Wealth, LLC29,910$659.2K0.02%00.0%Unchanged
Parallel Advisors, LLC29,557$651.4K0.02%−110−0.4%Reduced
Virtu Financial LLC29,255$645.0K0.05%+29,255New
Oppenheimer & Co Inc26,219$577.9K0.01%+306+1.2%Added
DC Investments Management, LLC24,904$548.9K0.63%00.0%Unchanged
Dark Forest Capital Management LP23,688$522.1K0.05%+23,688New
ExodusPoint Capital Management, LP23,583$520.0K0.01%−47,841−67.0%Reduced
State Board of Administration of Florida Retirement System22,573$497.5K0.00%−2,290−9.2%Reduced
UBS Oconnor LLC21,510$474.1K0.01%−203,490−90.4%Reduced
Verition Fund Management LLC21,265$468.7K0.01%+21,265New
LPL Financial LLC20,382$449.2K0.00%+2,447+13.6%Added
Lincoln National Corp20,331$448.1K0.01%−10,000−33.0%Reduced
Vantage Financial Partners, LLC20,000$440.8K0.16%−2,800−12.3%Reduced
Arizona State Retirement System19,913$438.9K0.00%−371−1.8%Reduced
Keebeck Alpha, LP16,693$367.9K0.36%−10,657−39.0%Reduced
Prelude Capital Management, LLC15,568$343.1K0.03%−9,581−38.1%Reduced
AdvisorShares Investments LLC15,300$337.2K0.10%+15,300New
Bessemer Group Inc14,775$325.0K0.00%+14,775New
Versor Investments LP14,383$317.0K0.05%−7,335−33.8%Reduced
Handelsbanken Fonder AB14,300$315.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp13,750$303.1K0.04%+13,750New
Commonwealth Equity Services, LLC13,543$299.0K0.00%−1,246−8.4%Reduced
Advisor Group Holdings, Inc.13,444$296.2K0.00%−8,035−37.4%Reduced
Los Angeles Capital Management LLC12,996$286.4K0.00%+2,306+21.6%Added
Harbor Capital Advisors, Inc.12,981$286.1K0.06%+12,981New
Algert Global LLC12,040$265.4K0.01%−9,940−45.2%Reduced
STRS Ohio12,000$264.0K0.00%−11,100−48.1%Reduced
Amalgamated Bank11,924$263.0K0.00%+1,618+15.7%Added
National Bank of Canada11,290$248.1K0.00%+620+5.8%Added
Krilogy Financial LLC11,250$247.9K0.02%−270−2.3%Reduced
Greenland Capital Management LP11,227$247.4K0.04%+11,227New
Zurcher Kantonalbank (Zurich Cantonalbank)10,937$241.1K0.00%00.0%Unchanged
Cim Investment Mangement Inc10,851$239.2K0.08%00.0%Unchanged
Fox Run Management, L.L.C.10,834$238.8K0.07%−11,451−51.4%Reduced
ProShare Advisors LLC10,732$236.5K0.00%+10,732New
Public Employees Retirement Association of Colorado10,567$233.0K0.00%00.0%Unchanged
XTX Topco Ltd10,441$230.1K0.04%−14,463−58.1%Reduced
Corton Capital Inc.10,348$228.1K0.11%+10,348New
Quantamental Technologies LLC10,117$223.0K0.09%−4,453−30.6%Reduced
Schonfeld Strategic Advisors LLC10,000$220.4K0.00%−146,953−93.6%Reduced
Rockefeller Capital Management L.P.15,259$212.2K0.00%−1,179−7.2%Reduced
Principal Financial Group Inc9,385$206.8K0.00%+9,385New
Headlands Technologies LLC8,571$188.9K0.06%+8,571New
Gilder Gagnon Howe & Co LLC7,109$156.7K0.00%+7,109New
SG Americas Securities, LLC6,760$149.0K0.00%−9,229−57.7%Reduced
Ameritas Investment Partners, Inc.6,565$144.7K0.01%+859+15.1%Added
BloombergSen Inc.5,950$131.1K0.01%+300+5.3%Added
Newbridge Financial Services Group, Inc.5,450$120.1K0.06%00.0%Unchanged
Emfo, LLC5,000$110.2K0.10%00.0%Unchanged
Acadian Asset Management LLC4,986$109.0K0.00%−26−0.5%Reduced
ORG Partners LLC4,600$101.2K0.02%+4,600New
IFP Advisors, Inc3,463$99.7K0.01%+3,463New
Metropolitan Life Insurance Co4,368$96.3K0.00%+293+7.2%Added
Parallax Volatility Advisers, L.P.4,350$95.9K0.00%−36,967−89.5%Reduced
Daiwa Securities Group Inc.3,727$82.0K0.00%−1,613−30.2%Reduced
Tower Research Capital LLC (TRC)3,586$79.0K0.00%−3,671−50.6%Reduced
Russell Investments Group, Ltd.3,073$67.7K0.00%+2,864+1,370.3%Added
Leonteq Securities AG3,000$66.1K0.01%−131−4.2%Reduced
FMR LLC2,709$59.7K0.00%−356−11.6%Reduced
The PNC Financial Services Group, Inc.2,684$59.2K0.00%−186−6.5%Reduced
GWM Advisors LLC2,626$57.9K0.00%00.0%Unchanged
Edmond de Rothschild Holding S.A.2,586$57.0K0.00%−2,696−51.0%Reduced
Benjamin F. Edwards & Company, Inc.2,499$55.0K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec2,257$49.7K0.00%00.0%Unchanged
CWM, LLC2,209$49.0K0.00%+303+15.9%Added
Nisa Investment Advisors, LLC2,150$47.4K0.00%+108+5.3%Added
Parkside Financial Bank & Trust2,055$45.3K0.01%00.0%Unchanged
Storebrand Asset Management AS1,810$39.9K0.00%00.0%Unchanged
Gables Capital Management Inc.1,500$33.1K0.02%00.0%Unchanged
Neo Ivy Capital Management1,074$24.0K0.01%+1,074New
Close Asset Management Ltd1,030$23.0K0.00%00.0%Unchanged
Quarry LP1,041$22.9K0.01%+1,041New
Chesapeake Asset Management LLC1,000$22.0K0.02%00.0%Unchanged
Itau Unibanco Holding S.A.911$20.1K0.00%−565−38.3%Reduced
Riverview Trust Co865$19.1K0.02%00.0%Unchanged
Performa Ltd (US), LLC820$18.1K0.01%00.0%Unchanged
Financial Perspectives, Inc786$17.3K0.01%00.0%Unchanged
Cutler Group LP773$17.0K0.00%+508+191.7%Added
US Bancorp669$14.7K0.00%−547−45.0%Reduced
Venturi Wealth Management, LLC650$14.3K0.00%00.0%Unchanged
Lazard Asset Management LLC672$14.0K0.00%−2,827−80.8%Reduced
Signaturefd, LLC522$11.5K0.00%+81+18.4%Added
Monetary Management Group Inc500$11.0K0.00%00.0%Unchanged
Westside Investment Management, Inc.500$11.0K0.00%00.0%Unchanged
Harel Insurance Investments & Financial Services Ltd.490$11.0K0.00%−27−5.2%Reduced
TD Waterhouse Canada Inc.465$10.3K0.00%+465New
Geneos Wealth Management Inc.351$7.74K0.00%00.0%Unchanged
Lindbrook Capital, LLC350$7.71K0.00%−324−48.1%Reduced
Larson Financial Group LLC348$7.67K0.00%00.0%Unchanged
Massmutual Trust Co FSB345$7.60K0.00%00.0%Unchanged
Versant Capital Management, Inc293$6.46K0.00%+273+1,365.0%Added
Focused Wealth Management, Inc227$5.00K0.00%00.0%Unchanged