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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, Q3 2023

Institutional positions in Asana, Inc. as of Sep 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
0 vs. Q2 2023
Shares held
52.1M
−4.98M (−8.7%) vs. Q2 2023
Total value
$978.9M
−$279.0M (−22.2%) vs. Q2 2023
New holders
33
91 more added
Sold out
33
60 more reduced

Compare with Q2 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 holdersQ3 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 heldQ3 2023: $978.9M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q2 2023.

Institutions holding ASAN in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
US Bancorp419$7.67K0.00%−250−37.4%Reduced
First Manhattan Co400$7.32K0.00%+400New
Larson Financial Group LLC378$6.92K0.00%+30+8.6%Added
Geneos Wealth Management Inc.351$6.43K0.00%00.0%Unchanged
Lindbrook Capital, LLC350$6.41K0.00%00.0%Unchanged
Massmutual Trust Co FSB345$6.32K0.00%00.0%Unchanged
Glassman Wealth Services302$5.53K0.00%+223+282.3%Added
Comerica Bank260$4.76K0.00%+260New
Versant Capital Management, Inc232$4.25K0.00%−61−20.8%Reduced
Focused Wealth Management, Inc227$4.16K0.00%00.0%Unchanged
Optimum Investment Advisors200$3.66K0.00%00.0%Unchanged
Register Financial Advisors LLC200$3.66K0.00%00.0%Unchanged
Hantz Financial Services, Inc.180$3.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC140$2.56K0.00%00.0%Unchanged
Solstein Capital, LLC115$2.11K0.00%00.0%Unchanged
Buck Wealth Strategies, LLC110$2.01K0.00%+110New
ORG Partners LLC100$1.83K0.00%−4,500−97.8%Reduced
HM Payson & Co100$1.83K0.00%00.0%Unchanged
West Financial Advisors, LLC100$1.83K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.85$1.56K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.75$1.37K0.00%00.0%Unchanged
Column Capital Advisors, LLC63$1.15K0.00%00.0%Unchanged
Avion Wealth67$1.00K0.00%+29+76.3%Added
Group One Trading, L.P.53$9700.00%+53New
Gradient Investments LLC47$8610.00%00.0%Unchanged
HHM Wealth Advisors, LLC40$7330.00%00.0%Unchanged
Bell Investment Advisors, Inc36$6600.00%−23−39.0%Reduced
Quadrant Capital Group LLC27$4950.00%+10+58.8%Added
Rise Advisors, LLC10$1830.00%00.0%Unchanged
Farther Finance Advisors, LLC10$1830.00%00.0%Unchanged
Allworth Financial LP7$1290.00%+7New
Toronto Dominion Bank3$550.00%00.0%Unchanged
Atwood & Palmer Inc2$370.00%+2New
Covestor Ltd8$00.00%−1−11.1%Reduced
Arrowstreet Capital, Limited Partnership0$00.00%−561,929−100.0%Sold out
Wellington Management Group LLP0$00.00%−288,801−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−230,000−100.0%Sold out
Mackenzie Financial Corp0$00.00%−102,112−100.0%Sold out
Alight Capital Management LP0$00.00%−100,000−100.0%Sold out
Prudential Financial Inc0$00.00%−87,341−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−82,527−100.0%Sold out
Virtu Financial LLC0$00.00%−29,255−100.0%Sold out
Keebeck Alpha, LP0$00.00%−16,693−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−15,568−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−15,300−100.0%Sold out
Versor Investments LP0$00.00%−14,383−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−13,750−100.0%Sold out
Greenland Capital Management LP0$00.00%−11,227−100.0%Sold out
Quantamental Technologies LLC0$00.00%−10,117−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−10,000−100.0%Sold out
Principal Financial Group Inc0$00.00%−9,385−100.0%Sold out
Headlands Technologies LLC0$00.00%−8,571−100.0%Sold out
Gilder Gagnon Howe & Co LLC0$00.00%−7,109−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−1,000−100.0%Sold out
Monetary Management Group Inc0$00.00%−500−100.0%Sold out
Spire Wealth Management0$00.00%−212−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−200−100.0%Sold out
Ridgewood Investments LLC0$00.00%−150−100.0%Sold out
St. Johns Investment Management Company, LLC0$00.00%−140−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−126−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−125−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−60−100.0%Sold out
Pittenger & Anderson Inc0$00.00%−60−100.0%Sold out
Manchester Capital Management LLC0$00.00%−40−100.0%Sold out
Financial Freedom, LLC0$00.00%−35−100.0%Sold out
Sofos Investments, Inc.0$00.00%−22−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−1−100.0%Sold out