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 2025
Institutional positions in Asana, Inc. as of Mar 31, 2025. 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
- 232
- +2 vs. Q4 2024
- Shares held
- 69.9M
- −1.12M (−1.6%) vs. Q4 2024
- Total value
- $1.02B
- −$420.9M (−29.3%) vs. Q4 2024
- New holders
- 48
- 93 more added
- Sold out
- 46
- 57 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 10 | $0 | 0.00% | −164−94.3% | Reduced |
| TFC Financial Management | 1 | $15 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $73 | 0.00% | +5 | New |
| SRS Capital Advisors, Inc. | 13 | $190 | 0.00% | +13 | New |
| Northwestern Mutual Wealth Management Co | 18 | $262 | 0.00% | +18 | New |
| Legacy Wealth Managment, LLC | 23 | $336 | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 25 | $364 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $365 | 0.00% | +25 | New |
| Principal Securities, Inc. | 22 | $446 | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 42 | $612 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 50 | $744 | 0.00% | +50 | New |
| Steward Partners Investment Advisory, LLC | 75 | $1.09K | 0.00% | 00.0% | Unchanged |
| Amundi | 78 | $1.13K | 0.00% | +35+81.4% | Added |
| Sterling Capital Management LLC | 86 | $1.25K | 0.00% | +4+4.9% | Added |
| UMA Financial Services, Inc. | 93 | $1.36K | 0.00% | +93 | New |
| Rothschild Investment LLC | 95 | $1.38K | 0.00% | +10+11.8% | Added |
| HM Payson & Co | 100 | $1.46K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $1.46K | 0.00% | +100 | New |
| Dogwood Wealth Management LLC | 115 | $1.68K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 119 | $1.73K | 0.00% | +119 | New |
| Main Street Group, LTD | 125 | $1.82K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 138 | $2.01K | 0.00% | +121+711.8% | Added |
| GPS Wealth Strategies Group, LLC | 140 | $2.04K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 150 | $2.19K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 164 | $2.44K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 189 | $2.75K | 0.00% | +23+13.9% | Added |
| Allworth Financial LP | 182 | $2.91K | 0.00% | +167+1,113.3% | Added |
| Edmond de Rothschild Holding S.A. | 248 | $3.61K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 265 | $3.86K | 0.00% | +256+2,844.4% | Added |
| US Bancorp | 401 | $5.84K | 0.00% | +203+102.5% | Added |
| Coldstream Capital Management Inc | 418 | $6.09K | 0.00% | +418 | New |
| Financial Perspectives, Inc | 500 | $7.29K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 532 | $8.14K | 0.00% | +477+867.3% | Added |
| MAI Capital Management | 580 | $8.45K | 0.00% | +520+866.7% | Added |
| Versant Capital Management, Inc | 582 | $8.48K | 0.00% | +524+903.4% | Added |
| Twin Tree Management, LP | 620 | $9.03K | 0.00% | −21,902−97.2% | Reduced |
| IFP Advisors, Inc | 654 | $9.53K | 0.00% | +500+324.7% | Added |
| EverSource Wealth Advisors, LLC | 663 | $9.66K | 0.00% | +618+1,373.3% | Added |
| GAMMA Investing LLC | 674 | $9.82K | 0.00% | +508+306.0% | Added |
| True Wealth Design, LLC | 701 | $10.2K | 0.00% | +625+822.4% | Added |
| TD Waterhouse Canada Inc. | 700 | $10.7K | 0.00% | +250+55.6% | Added |
| Massmutual Trust Co FSB | 803 | $11.7K | 0.00% | +458+132.8% | Added |
| GWM Advisors LLC | 806 | $11.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 790 | $11.8K | 0.00% | +280+54.9% | Added |
| Nisa Investment Advisors, LLC | 860 | $12.5K | 0.00% | −264−23.5% | Reduced |
| Performa Ltd (US), LLC | 987 | $14.4K | 0.00% | +387+64.5% | Added |
| Close Asset Management Ltd | 1,030 | $15.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,138 | $16.6K | 0.00% | +546+92.2% | Added |
| Skopos Labs, Inc. | 1,386 | $20.2K | 0.00% | +912+192.4% | Added |
| Flaharty Asset Management, LLC | 1,400 | $20.4K | 0.00% | +1,400 | New |
| Hexagon Capital Partners LLC | 1,408 | $20.5K | 0.00% | +343+32.2% | Added |
| DekaBank Deutsche Girozentrale | 1,463 | $21.0K | 0.00% | +1,463 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 1,597 | $23.0K | 0.00% | +1,597 | New |
| Newbridge Financial Services Group, Inc. | 1,650 | $24.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,910 | $28.0K | 0.00% | +1,910 | New |
| Federation des caisses Desjardins du Quebec | 2,245 | $32.7K | 0.00% | +195+9.5% | Added |
| Parkside Financial Bank & Trust | 2,350 | $34.2K | 0.00% | +1,050+80.8% | Added |
| Quest Partners LLC | 2,470 | $36.0K | 0.00% | +2,203+825.1% | Added |
| Daiwa Securities Group Inc. | 2,665 | $39.0K | 0.00% | −98−3.5% | Reduced |
| Amalgamated Bank | 2,834 | $41.0K | 0.00% | +10+0.4% | Added |
| Leonteq Securities AG | 2,868 | $41.8K | 0.00% | +1,716+149.0% | Added |
| Quarry LP | 2,906 | $42.3K | 0.01% | +1,487+104.8% | Added |
| SBI Securities Co., Ltd. | 3,182 | $46.4K | 0.00% | −870−21.5% | Reduced |
| Royal Bank of Canada | 3,399 | $49.0K | 0.00% | −1,960−36.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,384 | $49.3K | 0.01% | +3,384 | New |
| Tower Research Capital LLC (TRC) | 3,594 | $52.4K | 0.00% | −6,994−66.1% | Reduced |
| KBC Group NV | 3,699 | $54.0K | 0.00% | −1,913−34.1% | Reduced |
| Painted Porch Advisors LLC | 3,941 | $57.4K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,276 | $62.3K | 0.00% | +3,919+1,097.8% | Added |
| Center for Financial Planning, Inc. | 6,000 | $87.4K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 7,781 | $113.4K | 0.03% | −245−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 8,418 | $122.7K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 10,005 | $145.8K | 0.04% | −4,110−29.1% | Reduced |
| Quadrature Capital Ltd | 10,011 | $145.8K | 0.00% | −8,826−46.9% | Reduced |
| Axq Capital, LP | 10,042 | $146.3K | 0.06% | +10,042 | New |
| 180 Wealth Advisors, LLC | 10,047 | $146.4K | 0.02% | +10,047 | New |
| Victory Capital Management Inc | 10,145 | $147.8K | 0.00% | −87−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 10,175 | $148.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,273 | $149.7K | 0.00% | +10,157+8,756.0% | Added |
| Sherbrooke Park Advisers LLC | 10,566 | $153.9K | 0.07% | −60−0.6% | Reduced |
| Blueshift Asset Management, LLC | 11,587 | $168.8K | 0.07% | +11,587 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11,953 | $174.2K | 0.00% | −1,520−11.3% | Reduced |
| Diversified Trust Co | 13,036 | $189.9K | 0.00% | +13,036 | New |
| Oxford Asset Management LLP | 13,100 | $190.9K | 0.09% | +13,100 | New |
| National Bank of Canada | 13,346 | $194.3K | 0.00% | −560−4.0% | Reduced |
| STRS Ohio | 13,400 | $195.2K | 0.00% | +12,100+930.8% | Added |
| Pictet Asset Management Holding SA | 13,882 | $202.3K | 0.00% | +2,101+17.8% | Added |
| Osborne Partners Capital Management, LLC | 14,026 | $204.4K | 0.01% | 00.0% | Unchanged |
| Readystate Asset Management LP | 14,333 | $208.8K | 0.01% | +14,333 | New |
| Krilogy Financial LLC | 14,341 | $208.9K | 0.01% | +540+3.9% | Added |
| Versor Investments LP | 14,700 | $214.2K | 0.03% | −4,476−23.3% | Reduced |
| TownSquare Capital, LLC | 15,159 | $220.9K | 0.00% | +1,916+14.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 15,278 | $222.6K | 0.00% | +15,278 | New |
| Fieldview Capital Management, LLC | 15,322 | $223.2K | 0.03% | +15,322 | New |
| Cerity Partners LLC | 15,421 | $224.7K | 0.00% | +15,421 | New |
| Retirement Planning Co of New England, Inc. | 16,512 | $240.6K | 0.12% | +1,855+12.7% | Added |
| Point72 (DIFC) Ltd | 16,551 | $241.2K | 0.02% | +16,551 | New |
| Squarepoint Ops LLC | 16,737 | $243.9K | 0.00% | −150,951−90.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 17,337 | $252.6K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 17,409 | $253.6K | 0.00% | +51+0.3% | Added |