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 2024
Institutional positions in Asana, Inc. as of Mar 31, 2024. 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
- 213
- −5 vs. Q4 2023
- Shares held
- 59.2M
- +1.23M (+2.1%) vs. Q4 2023
- Total value
- $916.8M
- −$184.5M (−16.8%) vs. Q4 2023
- New holders
- 34
- 62 more added
- Sold out
- 39
- 73 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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.
| 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 2024
Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Voya Investment Management LLC | 11,602,121 | $179.7M | 0.18% | +929,846+8.7% | Added |
| Vanguard Group Inc | 9,326,145 | $144.5M | 0.00% | +490,823+5.6% | Added |
| BlackRock Inc. | 7,005,360 | $108.5M | 0.00% | −649,325−8.5% | Reduced |
| Champlain Investment Partners, LLC | 4,032,035 | $62.5M | 0.36% | +854,355+26.9% | Added |
| State Street Corp | 2,499,042 | $38.7M | 0.00% | +56,005+2.3% | Added |
| Geode Capital Management, LLC | 1,773,113 | $27.5M | 0.00% | +81,616+4.8% | Added |
| Goldman Sachs Group Inc | 1,699,644 | $26.3M | 0.01% | −83,153−4.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 1,459,613 | $22.6M | 0.28% | +131,594+9.9% | Added |
| Morgan Stanley | 1,410,688 | $21.9M | 0.00% | +66,846+5.0% | Added |
| First Trust Advisors LP | 1,178,346 | $18.3M | 0.02% | +240,631+25.7% | Added |
| Voloridge Investment Management, LLC | 1,078,353 | $16.7M | 0.06% | −294,587−21.5% | Reduced |
| Generation Investment Management LLP | 1,000,000 | $15.5M | 0.07% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 918,490 | $14.2M | 0.02% | −677,800−42.5% | Reduced |
| Bank of New York Mellon Corp | 852,312 | $13.2M | 0.00% | +64,020+8.1% | Added |
| Charles Schwab Investment Management Inc | 758,239 | $11.7M | 0.00% | +61,962+8.9% | Added |
| Northern Trust Corp | 741,706 | $11.5M | 0.00% | −13,962−1.8% | Reduced |
| Nuveen Asset Management, LLC | 632,622 | $9.80M | 0.00% | −299,923−32.2% | Reduced |
| Westerly Capital Management, LLC | 600,000 | $9.29M | 4.85% | +521,000+659.5% | Added |
| D. E. Shaw & Co., Inc. | 566,369 | $8.77M | 0.01% | −731,074−56.3% | Reduced |
| Two Sigma Advisers, LP | 521,200 | $8.07M | 0.02% | +226,700+77.0% | Added |
| Tudor Investment Corp Et Al | 453,437 | $7.02M | 0.09% | +259,999+134.4% | Added |
| Whetstone Capital Advisors, LLC | 384,000 | $5.95M | 2.60% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 358,700 | $5.56M | 0.01% | +174,500+94.7% | Added |
| JPMorgan Chase & Co | 333,511 | $5.17M | 0.00% | −47,360−12.4% | Reduced |
| Stanley-Laman Group, Ltd. | 328,248 | $5.08M | 0.71% | −3,257−1.0% | Reduced |
| Bank of America Corp | 325,801 | $5.05M | 0.00% | +283,398+668.3% | Added |
| Man Group plc | 285,980 | $4.43M | 0.01% | −199,656−41.1% | Reduced |
| Holocene Advisors, LP | 281,713 | $4.36M | 0.02% | +102,513+57.2% | Added |
| Formula Growth Ltd | 245,000 | $3.80M | 1.21% | +25,000+11.4% | Added |
| Susquehanna International Group, LLP | 244,867 | $3.79M | 0.01% | +86,766+54.9% | Added |
| Marex Group plc | 240,000 | $3.72M | 0.12% | +70,000+41.2% | Added |
| Balyasny Asset Management LLC | 215,107 | $3.33M | 0.01% | +215,107 | New |
| UBS Oconnor LLC | 212,500 | $3.29M | 0.09% | +197,500+1,316.7% | Added |
| Norges Bank | 192,910 | $2.99M | 0.00% | −201,610−51.1% | Reduced |
| Two Sigma Investments, LP | 167,374 | $2.59M | 0.01% | +6,065+3.8% | Added |
| Swiss National Bank | 162,300 | $2.51M | 0.00% | +3,600+2.3% | Added |
| Berylson Capital Partners, LLC | 142,700 | $2.21M | 4.43% | +34,700+32.1% | Added |
| ExodusPoint Capital Management, LP | 140,746 | $2.18M | 0.03% | +140,746 | New |
| Deutsche Bank AG | 131,445 | $2.04M | 0.00% | +14,066+12.0% | Added |
| CIBC World Markets Inc. | 130,130 | $2.02M | 0.01% | −477−0.4% | Reduced |
| Landscape Capital Management, L.L.C. | 128,342 | $1.99M | 0.17% | +128,342 | New |
| Jane Street Group, LLC | 126,036 | $1.95M | 0.00% | −25,132−16.6% | Reduced |
| UBS Asset Management Americas Inc | 125,568 | $1.95M | 0.00% | +13,216+11.8% | Added |
| Barclays PLC | 123,853 | $1.92M | 0.00% | −6,209−4.8% | Reduced |
| Graham Capital Management, L.P. | 122,644 | $1.90M | 0.05% | +95,562+352.9% | Added |
| Credit Suisse AG | 119,597 | $1.85M | 0.00% | +16,937+16.5% | Added |
| Caliber Wealth Management, LLC | 118,051 | $1.83M | 0.97% | +8,455+7.7% | Added |
| Royal Fund Management, LLC | 117,550 | $1.82M | 0.21% | −4,000−3.3% | Reduced |
| Citigroup Inc | 116,625 | $1.81M | 0.00% | +83,727+254.5% | Added |
| Rhumbline Advisers | 113,494 | $1.76M | 0.00% | +79+0.1% | Added |
| UBS Group AG | 108,888 | $1.69M | 0.00% | +36,341+50.1% | Added |
| Cresset Asset Management, LLC | 104,016 | $1.61M | 0.01% | −610−0.6% | Reduced |
| Alliancebernstein L.P. | 100,730 | $1.56M | 0.00% | +12,883+14.7% | Added |
| Paragon Capital Management Ltd | 94,152 | $1.46M | 0.26% | 00.0% | Unchanged |
| Simplex Trading, LLC | 93,227 | $1.44M | 0.04% | −6,562−6.6% | Reduced |
| Legal & General Group Plc | 89,216 | $1.38M | 0.00% | +3,726+4.4% | Added |
| Source Financial Advisors LLC | 86,539 | $1.34M | 0.41% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 83,709 | $1.30M | 0.05% | +60,266+257.1% | Added |
| California State Teachers Retirement System | 82,310 | $1.27M | 0.00% | −2,774−3.3% | Reduced |
| Acorn Financial Advisory Services Inc | 77,452 | $1.20M | 0.23% | +24,208+45.5% | Added |
| DGS Capital Management, LLC | 77,325 | $1.20M | 0.34% | 00.0% | Unchanged |
| Bank of Montreal | 73,162 | $1.14M | 0.00% | +16,545+29.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 67,348 | $1.04M | 0.00% | −22,848−25.3% | Reduced |
| Catalyst Private Wealth, LLC | 63,606 | $985.3K | 0.52% | −7,400−10.4% | Reduced |
| TrinityPoint Wealth, LLC | 62,725 | $971.6K | 0.16% | +62,725 | New |
| Mutual of America Capital Management LLC | 62,019 | $960.7K | 0.01% | −5,037−7.5% | Reduced |
| Price T Rowe Associates Inc | 53,368 | $827.0K | 0.00% | +3,033+6.0% | Added |
| Bessemer Group Inc | 53,345 | $827.0K | 0.00% | +11,640+27.9% | Added |
| Wolverine Trading, LLC | 52,951 | $820.2K | 0.01% | +22,055+71.4% | Added |
| Millennium Management LLC | 50,068 | $775.6K | 0.00% | −143,362−74.1% | Reduced |
| Wells Fargo & Company | 47,989 | $743.3K | 0.00% | +12,272+34.4% | Added |
| Manufacturers Life Insurance Company, The | 47,208 | $731.3K | 0.00% | +5,352+12.8% | Added |
| Royal Bank of Canada | 43,513 | $673.0K | 0.00% | −24,927−36.4% | Reduced |
| MetLife Investment Management | 42,156 | $653.0K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 41,970 | $650.1K | 0.02% | −21,442−33.8% | Reduced |
| American International Group, Inc. | 40,932 | $634.0K | 0.00% | +509+1.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 32,367 | $629.5K | 0.00% | −3,876−10.7% | Reduced |
| Janus Henderson Group PLC | 40,433 | $626.1K | 0.00% | +130.0% | Added |
| a16z Perennial Management, L.P. | 39,465 | $611.3K | 0.06% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 38,115 | $590.4K | 0.07% | −6,474−14.5% | Reduced |
| New York State Common Retirement Fund | 37,698 | $583.9K | 0.00% | −58−0.2% | Reduced |
| Engineers Gate Manager LP | 37,312 | $578.0K | 0.02% | −29,448−44.1% | Reduced |
| AlTi Global, Inc. | 35,866 | $555.6K | 0.02% | −17,825−33.2% | Reduced |
| Invesco Ltd. | 35,821 | $554.9K | 0.00% | −9,129−20.3% | Reduced |
| HighTower Advisors, LLC | 35,871 | $554.0K | 0.00% | −6,876−16.1% | Reduced |
| Bayesian Capital Management, LP | 35,217 | $545.5K | 0.05% | +35,217 | New |
| Diversified Trust Co | 34,085 | $528.0K | 0.02% | +12,650+59.0% | Added |
| State Board of Administration of Florida Retirement System | 24,863 | $525.4K | 0.00% | +2,170+9.6% | Added |
| PEAK6 Investments LLC | 33,858 | $524.5K | 0.03% | +33,858 | New |
| Diversify Advisory Services, LLC | 33,601 | $517.1K | 0.03% | +33,601 | New |
| Parallel Advisors, LLC | 32,061 | $496.6K | 0.01% | +2,661+9.1% | Added |
| Shelton Capital Management | 31,500 | $487.9K | 0.01% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 31,417 | $486.7K | 0.12% | +8,407+36.5% | Added |
| TownSquare Capital, LLC | 30,199 | $467.8K | 0.01% | +163+0.5% | Added |
| Petrus Trust Company, LTA | 28,796 | $446.1K | 0.04% | +28,796 | New |
| Beacon Pointe Advisors, LLC | 28,163 | $436.2K | 0.00% | −10,113−26.4% | Reduced |
| Walleye Trading LLC | 27,755 | $429.9K | 0.01% | −12,392−30.9% | Reduced |
| Rafferty Asset Management, LLC | 27,017 | $418.5K | 0.00% | −3,172−10.5% | Reduced |
| AQR Capital Management LLC | 25,869 | $400.7K | 0.00% | −42,405−62.1% | Reduced |
| Corton Capital Inc. | 25,832 | $400.1K | 0.15% | +657+2.6% | Added |