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, Q4 2024
Institutional positions in Asana, Inc. as of Dec 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
- 235
- +36 vs. Q3 2024
- Shares held
- 71.2M
- +12.8M (+21.8%) vs. Q3 2024
- Total value
- $1.44B
- +$766.8M (+113.2%) vs. Q3 2024
- New holders
- 68
- 69 more added
- Sold out
- 32
- 60 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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, Q4 2024
Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| US Bancorp | 198 | $4.01K | 0.00% | +35+21.5% | Added |
| Covestor Ltd | 174 | $4.00K | 0.00% | +116+200.0% | Added |
| Resona Asset Management Co.,Ltd. | 164 | $3.54K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 167 | $3.44K | 0.00% | −29,866−99.4% | Reduced |
| Lindbrook Capital, LLC | 166 | $3.37K | 0.00% | +93+127.4% | Added |
| GAMMA Investing LLC | 166 | $3.37K | 0.00% | +153+1,176.9% | Added |
| IFP Advisors, Inc | 154 | $3.12K | 0.00% | −192−55.5% | Reduced |
| Ridgewood Investments LLC | 150 | $3.04K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $2.84K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 125 | $2.53K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 116 | $2.35K | 0.00% | +116 | New |
| Dogwood Wealth Management LLC | 115 | $2.33K | 0.00% | +115 | New |
| Comerica Bank | 113 | $2.29K | 0.00% | +113 | New |
| HM Payson & Co | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 95 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $1.72K | 0.00% | −5−5.6% | Reduced |
| Sterling Capital Management LLC | 82 | $1.66K | 0.00% | +2+2.5% | Added |
| True Wealth Design, LLC | 76 | $1.54K | 0.00% | −273−78.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 75 | $1.52K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 60 | $1.22K | 0.00% | +60 | New |
| Versant Capital Management, Inc | 58 | $1.18K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 55 | $1.11K | 0.00% | +5+10.0% | Added |
| EverSource Wealth Advisors, LLC | 45 | $912 | 0.00% | −391−89.7% | Reduced |
| Pillar Financial Advisors, LLC | 42 | $852 | 0.00% | +42 | New |
| Amundi | 43 | $845 | 0.00% | +43 | New |
| Bank & Trust Co | 25 | $507 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 23 | $502 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 23 | $502 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 22 | $446 | 0.00% | +22 | New |
| WR Wealth Planners, LLC | 21 | $426 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 17 | $345 | 0.00% | −141−89.2% | Reduced |
| Allworth Financial LP | 15 | $304 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 9 | $183 | 0.00% | −97−91.5% | Reduced |
| Global Retirement Partners, LLC | 3 | $61 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $21 | 0.00% | 00.0% | Unchanged |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −1,216,570−100.0% | Sold out |
| Generation Investment Management LLP | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −383,426−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −129,442−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −73,686−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −70,425−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −58,892−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −56,566−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −55,402−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −35,157−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,810−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −26,427−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −26,008−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −20,038−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −19,580−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −17,965−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,544−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −14,181−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −12,750−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −12,324−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −12,140−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,125−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Westside Investment Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| McMahon Financial Advisors, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| West Financial Advisors, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −47,718−100.0% | Sold out |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Source Financial Advisors LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Carmichael Hill & Associates, Inc. | – | – | – | – | Not filed |