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, Q2 2025
Institutional positions in Asana, Inc. as of Jun 30, 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
- 235
- +4 vs. Q1 2025
- Shares held
- 72.5M
- +2.63M (+3.8%) vs. Q1 2025
- Total value
- $978.5M
- −$39.3M (−3.9%) vs. Q1 2025
- New holders
- 44
- 90 more added
- Sold out
- 40
- 70 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 9 | $0 | 0.00% | −1−10.0% | Reduced |
| Avion Wealth | 66 | $0 | 0.00% | +66 | New |
| TFC Financial Management | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 20 | $270 | 0.00% | −2−9.1% | Reduced |
| Bank & Trust Co | 25 | $338 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 28 | $378 | 0.00% | −110−79.7% | Reduced |
| McIlrath & Eck, LLC | 40 | $540 | 0.00% | +40 | New |
| Pillar Financial Advisors, LLC | 42 | $567 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 52 | $702 | 0.00% | −528−91.0% | Reduced |
| True Wealth Design, LLC | 75 | $1.01K | 0.00% | −626−89.3% | Reduced |
| Rothschild Investment LLC | 85 | $1.15K | 0.00% | −10−10.5% | Reduced |
| Fortitude Family Office, LLC | 88 | $1.19K | 0.00% | +88 | New |
| Northwestern Mutual Wealth Management Co | 96 | $1.30K | 0.00% | +78+433.3% | Added |
| HM Payson & Co | 100 | $1.35K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $1.35K | 0.00% | +100 | New |
| Allworth Financial LP | 104 | $1.40K | 0.00% | −78−42.9% | Reduced |
| Smartleaf Asset Management LLC | 116 | $1.54K | 0.00% | −674−85.3% | Reduced |
| Main Street Group, LTD | 125 | $1.69K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 115 | $1.70K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 140 | $1.89K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 150 | $2.02K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 156 | $2.11K | 0.00% | +63+67.7% | Added |
| Resona Asset Management Co.,Ltd. | 164 | $2.18K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 226 | $3.05K | 0.00% | +140+162.8% | Added |
| Edmond de Rothschild Holding S.A. | 248 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 167 | $3.38K | 0.00% | +167 | New |
| US Bancorp | 324 | $4.37K | 0.00% | −77−19.2% | Reduced |
| IFP Advisors, Inc | 369 | $4.98K | 0.00% | −285−43.6% | Reduced |
| EverSource Wealth Advisors, LLC | 397 | $5.36K | 0.00% | −266−40.1% | Reduced |
| Versant Capital Management, Inc | 401 | $5.41K | 0.00% | −181−31.1% | Reduced |
| Massmutual Trust Co FSB | 459 | $6.20K | 0.00% | −344−42.8% | Reduced |
| Financial Perspectives, Inc | 500 | $6.75K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 593 | $8.01K | 0.00% | +593 | New |
| GAMMA Investing LLC | 625 | $8.44K | 0.00% | −49−7.3% | Reduced |
| GWM Advisors LLC | 681 | $9.19K | 0.00% | −125−15.5% | Reduced |
| TD Waterhouse Canada Inc. | 700 | $9.56K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 730 | $9.86K | 0.00% | −408−35.9% | Reduced |
| Clearstead Advisors, LLC | 787 | $10.6K | 0.00% | +787 | New |
| GeoWealth Management, LLC | 871 | $11.8K | 0.00% | +871 | New |
| Larson Financial Group LLC | 880 | $11.9K | 0.00% | +780+780.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 892 | $12.0K | 0.00% | +892 | New |
| Banque Cantonale Vaudoise | 955 | $13.0K | 0.00% | −955−50.0% | Reduced |
| Nisa Investment Advisors, LLC | 1,018 | $13.7K | 0.00% | +158+18.4% | Added |
| Jones Financial Companies LLLP | 1,036 | $13.8K | 0.00% | +986+1,972.0% | Added |
| Close Asset Management Ltd | 1,030 | $14.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,041 | $14.1K | 0.00% | −30,736−96.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,086 | $14.7K | 0.00% | +1,073+8,253.8% | Added |
| Farther Finance Advisors, LLC | 1,162 | $15.7K | 0.00% | +630+118.4% | Added |
| Performa Ltd (US), LLC | 1,529 | $20.6K | 0.01% | +542+54.9% | Added |
| Newbridge Financial Services Group, Inc. | 1,650 | $22.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2,000 | $27.0K | 0.00% | +2,000 | New |
| Federation des caisses Desjardins du Quebec | 2,245 | $30.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,339 | $31.6K | 0.00% | −11−0.5% | Reduced |
| Essential Partners LLC | 2,810 | $37.9K | 0.02% | +2,810 | New |
| Amalgamated Bank | 2,834 | $38.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,343 | $45.1K | 0.01% | +437+15.0% | Added |
| KBC Group NV | 3,699 | $50.0K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 3,941 | $53.2K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,371 | $59.0K | 0.00% | +1,706+64.0% | Added |
| Center for Financial Planning, Inc. | 6,000 | $81.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 6,636 | $89.6K | 0.01% | +6,636 | New |
| TruNorth Capital Management, LLC | 7,466 | $100.8K | 0.02% | −315−4.0% | Reduced |
| CWM, LLC | 7,575 | $102.0K | 0.00% | −12,615−62.5% | Reduced |
| SBI Securities Co., Ltd. | 8,132 | $109.8K | 0.00% | +4,950+155.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,897 | $120.1K | 0.00% | −3,056−25.6% | Reduced |
| Ameritas Investment Partners, Inc. | 9,533 | $128.7K | 0.00% | +1,115+13.2% | Added |
| Marathon Trading Investment Management LLC | 10,000 | $135.0K | 0.08% | +10,000 | New |
| PharVision Advisers, LLC | 10,123 | $136.7K | 0.20% | +10,123 | New |
| Public Employees Retirement Association of Colorado | 10,175 | $137.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,653 | $143.8K | 0.00% | +508+5.0% | Added |
| 180 Wealth Advisors, LLC | 10,769 | $145.4K | 0.02% | +722+7.2% | Added |
| CIBC World Markets Corp | 11,505 | $155.3K | 0.00% | −6,525−36.2% | Reduced |
| Tower Research Capital LLC (TRC) | 11,732 | $158.4K | 0.00% | +8,138+226.4% | Added |
| American Century Companies Inc | 11,732 | $158.4K | 0.00% | +11,732 | New |
| Prudential Financial Inc | 11,826 | $159.7K | 0.00% | +11,826 | New |
| Polymer Capital Management (US) LLC | 12,431 | $167.8K | 0.03% | −5,623−31.1% | Reduced |
| Diversified Trust Co | 13,043 | $176.1K | 0.00% | +7+0.1% | Added |
| 111 Capital | 13,771 | $185.9K | 0.03% | +13,771 | New |
| Leonteq Securities AG | 13,861 | $187.1K | 0.01% | +10,993+383.3% | Added |
| National Bank of Canada | 13,895 | $187.6K | 0.00% | +549+4.1% | Added |
| Osborne Partners Capital Management, LLC | 14,026 | $189.4K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 14,611 | $197.2K | 0.02% | +12,141+491.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,867 | $200.7K | 0.00% | −490,665−97.1% | Reduced |
| Advisor Group Holdings, Inc. | 15,109 | $204.0K | 0.00% | −8,714−36.6% | Reduced |
| STRS Ohio | 15,200 | $205.2K | 0.00% | +1,800+13.4% | Added |
| Los Angeles Capital Management LLC | 15,815 | $213.5K | 0.00% | −41,162−72.2% | Reduced |
| Aigen Investment Management, LP | 16,097 | $217.3K | 0.03% | +16,097 | New |
| Caxton Associates LLP | 16,183 | $218.5K | 0.01% | +16,183 | New |
| Pictet Asset Management Holding SA | 16,323 | $220.4K | 0.00% | +2,441+17.6% | Added |
| Centiva Capital, LP | 16,599 | $224.1K | 0.01% | +16,599 | New |
| EntryPoint Capital, LLC | 16,611 | $224.2K | 0.11% | −27,830−62.6% | Reduced |
| Bayforest Capital Ltd | 17,414 | $235.1K | 0.10% | −3,200−15.5% | Reduced |
| Wolverine Trading, LLC | 17,864 | $237.2K | 0.01% | −11,046−38.2% | Reduced |
| Vise Technologies, Inc. | 18,286 | $246.9K | 0.01% | +18,286 | New |
| KLP Kapitalforvaltning AS | 18,300 | $247.1K | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 18,455 | $249.1K | 0.00% | −24,835−57.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 18,488 | $249.6K | 0.11% | +1,976+12.0% | Added |
| Atomi Financial Group, Inc. | 19,318 | $260.8K | 0.01% | −1,720−8.2% | Reduced |
| Handelsbanken Fonder AB | 19,400 | $262.0K | 0.00% | +1,200+6.6% | Added |
| Yorktown Management & Research Co Inc | 19,800 | $267.3K | 0.26% | +19,800 | New |