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, 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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 35,367 | $515.3K | 0.02% | −142,718−80.1% | Reduced |
| Ensign Peak Advisors, Inc | 34,850 | $507.8K | 0.00% | +34,850 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,738 | $491.6K | 0.00% | +4,002+13.5% | Added |
| Federated Hermes, Inc. | 32,731 | $476.9K | 0.00% | +32,731 | New |
| SG Americas Securities, LLC | 32,460 | $473.0K | 0.00% | +974+3.1% | Added |
| Walleye Trading LLC | 31,777 | $463.0K | 0.01% | +31,777 | New |
| Wolverine Trading, LLC | 28,910 | $430.2K | 0.01% | +14,076+94.9% | Added |
| Parallel Advisors, LLC | 29,334 | $427.4K | 0.01% | +103+0.4% | Added |
| BNP Paribas Arbitrage, SA | 27,636 | $402.7K | 0.00% | −4,595−14.3% | Reduced |
| Virginia Retirement Systems Et Al | 27,005 | $393.5K | 0.00% | +27,005 | New |
| Empowered Funds, LLC | 25,441 | $370.7K | 0.01% | +7,381+40.9% | Added |
| Shelton Capital Management | 25,425 | $370.4K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 25,300 | $368.6K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 24,852 | $362.1K | 0.01% | +2,168+9.6% | Added |
| Arizona State Retirement System | 24,665 | $359.4K | 0.00% | −179−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 23,823 | $347.1K | 0.00% | +6,941+41.1% | Added |
| Ronald Blue Trust, Inc. | 23,422 | $341.3K | 0.00% | +3,025+14.8% | Added |
| Neo Ivy Capital Management | 23,002 | $335.1K | 0.11% | −65,189−73.9% | Reduced |
| State Board of Administration of Florida Retirement System | 22,693 | $330.6K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 21,038 | $306.5K | 0.01% | −681−3.1% | Reduced |
| Bayforest Capital Ltd | 20,614 | $300.3K | 0.13% | +13,875+205.9% | Added |
| CWM, LLC | 20,190 | $294.0K | 0.00% | +16,423+436.0% | Added |
| Vantage Financial Partners, LLC | 20,026 | $291.8K | 0.07% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 19,580 | $285.3K | 0.00% | +19,580 | New |
| Edgestream Partners, L.P. | 18,358 | $267.5K | 0.01% | −107,279−85.4% | Reduced |
| KLP Kapitalforvaltning AS | 18,300 | $266.6K | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 18,200 | $265.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 18,158 | $264.6K | 0.00% | −5,494−23.2% | Reduced |
| Polymer Capital Management (US) LLC | 18,054 | $263.0K | 0.08% | +18,054 | New |
| Harbor Capital Advisors, Inc. | 18,079 | $263.0K | 0.01% | +3,383+23.0% | Added |
| CIBC World Markets Corp | 18,030 | $262.7K | 0.00% | +18,030 | New |
| HSBC Holdings PLC | 17,972 | $259.0K | 0.00% | −118,475−86.8% | Reduced |
| Ameriprise Financial Inc | 17,409 | $253.6K | 0.00% | +51+0.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 17,337 | $252.6K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 16,737 | $243.9K | 0.00% | −150,951−90.0% | Reduced |
| Point72 (DIFC) Ltd | 16,551 | $241.2K | 0.02% | +16,551 | New |
| Retirement Planning Co of New England, Inc. | 16,512 | $240.6K | 0.12% | +1,855+12.7% | Added |
| Cerity Partners LLC | 15,421 | $224.7K | 0.00% | +15,421 | New |
| Fieldview Capital Management, LLC | 15,322 | $223.2K | 0.03% | +15,322 | New |
| Wealth Enhancement Advisory Services, LLC | 15,278 | $222.6K | 0.00% | +15,278 | New |
| TownSquare Capital, LLC | 15,159 | $220.9K | 0.00% | +1,916+14.5% | Added |
| Versor Investments LP | 14,700 | $214.2K | 0.03% | −4,476−23.3% | Reduced |
| Krilogy Financial LLC | 14,341 | $208.9K | 0.01% | +540+3.9% | Added |
| Readystate Asset Management LP | 14,333 | $208.8K | 0.01% | +14,333 | New |
| Osborne Partners Capital Management, LLC | 14,026 | $204.4K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 13,882 | $202.3K | 0.00% | +2,101+17.8% | Added |
| STRS Ohio | 13,400 | $195.2K | 0.00% | +12,100+930.8% | Added |
| National Bank of Canada | 13,346 | $194.3K | 0.00% | −560−4.0% | Reduced |
| Oxford Asset Management LLP | 13,100 | $190.9K | 0.09% | +13,100 | New |
| Diversified Trust Co | 13,036 | $189.9K | 0.00% | +13,036 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 11,953 | $174.2K | 0.00% | −1,520−11.3% | Reduced |
| Blueshift Asset Management, LLC | 11,587 | $168.8K | 0.07% | +11,587 | New |
| Sherbrooke Park Advisers LLC | 10,566 | $153.9K | 0.07% | −60−0.6% | Reduced |
| Creative Planning | 10,273 | $149.7K | 0.00% | +10,157+8,756.0% | Added |
| Public Employees Retirement Association of Colorado | 10,175 | $148.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,145 | $147.8K | 0.00% | −87−0.9% | Reduced |
| 180 Wealth Advisors, LLC | 10,047 | $146.4K | 0.02% | +10,047 | New |
| Axq Capital, LP | 10,042 | $146.3K | 0.06% | +10,042 | New |
| Quadrature Capital Ltd | 10,011 | $145.8K | 0.00% | −8,826−46.9% | Reduced |
| Scientech Research LLC | 10,005 | $145.8K | 0.04% | −4,110−29.1% | Reduced |
| Ameritas Investment Partners, Inc. | 8,418 | $122.7K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 7,781 | $113.4K | 0.03% | −245−3.1% | Reduced |
| Center for Financial Planning, Inc. | 6,000 | $87.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4,276 | $62.3K | 0.00% | +3,919+1,097.8% | Added |
| Painted Porch Advisors LLC | 3,941 | $57.4K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 3,699 | $54.0K | 0.00% | −1,913−34.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,594 | $52.4K | 0.00% | −6,994−66.1% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 3,384 | $49.3K | 0.01% | +3,384 | New |
| Royal Bank of Canada | 3,399 | $49.0K | 0.00% | −1,960−36.6% | Reduced |
| SBI Securities Co., Ltd. | 3,182 | $46.4K | 0.00% | −870−21.5% | Reduced |
| Quarry LP | 2,906 | $42.3K | 0.01% | +1,487+104.8% | Added |
| Leonteq Securities AG | 2,868 | $41.8K | 0.00% | +1,716+149.0% | Added |
| Amalgamated Bank | 2,834 | $41.0K | 0.00% | +10+0.4% | Added |
| Daiwa Securities Group Inc. | 2,665 | $39.0K | 0.00% | −98−3.5% | Reduced |
| Quest Partners LLC | 2,470 | $36.0K | 0.00% | +2,203+825.1% | Added |
| Parkside Financial Bank & Trust | 2,350 | $34.2K | 0.00% | +1,050+80.8% | Added |
| Federation des caisses Desjardins du Quebec | 2,245 | $32.7K | 0.00% | +195+9.5% | Added |
| Banque Cantonale Vaudoise | 1,910 | $28.0K | 0.00% | +1,910 | New |
| Newbridge Financial Services Group, Inc. | 1,650 | $24.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,597 | $23.0K | 0.00% | +1,597 | New |
| DekaBank Deutsche Girozentrale | 1,463 | $21.0K | 0.00% | +1,463 | New |
| Hexagon Capital Partners LLC | 1,408 | $20.5K | 0.00% | +343+32.2% | Added |
| Flaharty Asset Management, LLC | 1,400 | $20.4K | 0.00% | +1,400 | New |
| Skopos Labs, Inc. | 1,386 | $20.2K | 0.00% | +912+192.4% | Added |
| Signaturefd, LLC | 1,138 | $16.6K | 0.00% | +546+92.2% | Added |
| Close Asset Management Ltd | 1,030 | $15.0K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 987 | $14.4K | 0.00% | +387+64.5% | Added |
| Nisa Investment Advisors, LLC | 860 | $12.5K | 0.00% | −264−23.5% | Reduced |
| Smartleaf Asset Management LLC | 790 | $11.8K | 0.00% | +280+54.9% | Added |
| GWM Advisors LLC | 806 | $11.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 803 | $11.7K | 0.00% | +458+132.8% | Added |
| TD Waterhouse Canada Inc. | 700 | $10.7K | 0.00% | +250+55.6% | Added |
| True Wealth Design, LLC | 701 | $10.2K | 0.00% | +625+822.4% | Added |
| GAMMA Investing LLC | 674 | $9.82K | 0.00% | +508+306.0% | Added |
| EverSource Wealth Advisors, LLC | 663 | $9.66K | 0.00% | +618+1,373.3% | Added |
| IFP Advisors, Inc | 654 | $9.53K | 0.00% | +500+324.7% | Added |
| Twin Tree Management, LP | 620 | $9.03K | 0.00% | −21,902−97.2% | Reduced |
| Versant Capital Management, Inc | 582 | $8.48K | 0.00% | +524+903.4% | Added |
| MAI Capital Management | 580 | $8.45K | 0.00% | +520+866.7% | Added |
| Farther Finance Advisors, LLC | 532 | $8.14K | 0.00% | +477+867.3% | Added |