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, Q3 2025
Institutional positions in Asana, Inc. as of Sep 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
- 230
- −3 vs. Q2 2025
- Shares held
- 73.0M
- +597.6K (+0.8%) vs. Q2 2025
- Total value
- $975.4M
- −$2.07M (−0.2%) vs. Q2 2025
- New holders
- 39
- 63 more added
- Sold out
- 42
- 91 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 36 | $0 | 0.00% | −30−45.5% | Reduced |
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2 | $27 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 3 | $40 | 0.00% | −590−99.5% | Reduced |
| Bear Mountain Capital, Inc. | 9 | $133 | 0.00% | +9 | New |
| The PNC Financial Services Group, Inc. | 22 | $294 | 0.00% | −6−21.4% | Reduced |
| Comerica Bank | 26 | $347 | 0.00% | +26 | New |
| MAI Capital Management | 35 | $468 | 0.00% | −17−32.7% | Reduced |
| Sunbelt Securities, Inc. | 37 | $494 | 0.00% | −130−77.8% | Reduced |
| McIlrath & Eck, LLC | 40 | $534 | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 42 | $562 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 46 | $615 | 0.00% | +46 | New |
| Rockefeller Capital Management L.P. | 49 | $655 | 0.00% | +49 | New |
| Allworth Financial LP | 54 | $722 | 0.00% | −50−48.1% | Reduced |
| Fortitude Family Office, LLC | 58 | $775 | 0.00% | −30−34.1% | Reduced |
| Rothschild Investment LLC | 60 | $802 | 0.00% | −25−29.4% | Reduced |
| Clearstead Advisors, LLC | 63 | $842 | 0.00% | −724−92.0% | Reduced |
| True Wealth Design, LLC | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 84 | $1.12K | 0.00% | +84 | New |
| HM Payson & Co | 100 | $1.34K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $1.34K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 115 | $1.54K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 125 | $1.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 164 | $2.19K | 0.00% | −237−59.1% | Reduced |
| IFP Advisors, Inc | 196 | $2.62K | 0.00% | −173−46.9% | Reduced |
| EverSource Wealth Advisors, LLC | 201 | $2.69K | 0.00% | −196−49.4% | Reduced |
| Sterling Capital Management LLC | 210 | $2.81K | 0.00% | −16−7.1% | Reduced |
| US Bancorp | 218 | $2.91K | 0.00% | −106−32.7% | Reduced |
| Essential Partners LLC | 220 | $2.94K | 0.00% | −2,590−92.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 248 | $3.31K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 300 | $3.48K | 0.00% | +300 | New |
| Northwestern Mutual Wealth Management Co | 283 | $3.78K | 0.00% | +187+194.8% | Added |
| Quadrant Capital Group LLC | 335 | $4.48K | 0.00% | +335 | New |
| Signaturefd, LLC | 361 | $4.82K | 0.00% | −369−50.5% | Reduced |
| GAMMA Investing LLC | 437 | $5.84K | 0.00% | −188−30.1% | Reduced |
| Massmutual Trust Co FSB | 459 | $6.13K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 500 | $6.68K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 566 | $7.70K | 0.00% | +450+387.9% | Added |
| GWM Advisors LLC | 631 | $8.43K | 0.00% | −50−7.3% | Reduced |
| Close Asset Management Ltd | 838 | $11.0K | 0.00% | −192−18.6% | Reduced |
| Larson Financial Group LLC | 834 | $11.1K | 0.00% | −46−5.2% | Reduced |
| Advisory Services Network, LLC | 888 | $11.9K | 0.00% | +888 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 892 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 957 | $12.8K | 0.00% | −61−6.0% | Reduced |
| Banque Cantonale Vaudoise | 955 | $13.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,165 | $15.5K | 0.00% | +465+66.4% | Added |
| Performa Ltd (US), LLC | 1,300 | $17.4K | 0.00% | −229−15.0% | Reduced |
| Point72 Europe (London) LLP | 1,323 | $17.7K | 0.00% | +1,323 | New |
| Point72 Hong Kong Ltd | 1,507 | $20.1K | 0.00% | +1,507 | New |
| Newbridge Financial Services Group, Inc. | 1,650 | $22.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,047 | $27.0K | 0.01% | +2,047 | New |
| Federation des caisses Desjardins du Quebec | 2,245 | $30.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,339 | $31.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,495 | $33.3K | 0.00% | +1,409+129.7% | Added |
| Farther Finance Advisors, LLC | 2,553 | $34.1K | 0.00% | +1,391+119.7% | Added |
| Jones Financial Companies LLLP | 2,463 | $34.2K | 0.00% | +1,427+137.7% | Added |
| Quarry LP | 2,692 | $36.0K | 0.01% | −651−19.5% | Reduced |
| Amalgamated Bank | 2,834 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,254 | $43.5K | 0.00% | −8,478−72.3% | Reduced |
| SBI Securities Co., Ltd. | 3,505 | $46.8K | 0.00% | −4,627−56.9% | Reduced |
| KBC Group NV | 3,699 | $49.0K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 3,941 | $52.7K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 5,558 | $74.0K | 0.00% | −2,017−26.6% | Reduced |
| Center for Financial Planning, Inc. | 6,000 | $80.2K | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 7,034 | $93.0K | 0.00% | +7,034 | New |
| TruNorth Capital Management, LLC | 7,046 | $94.1K | 0.02% | −420−5.6% | Reduced |
| Ameritas Investment Partners, Inc. | 7,237 | $96.7K | 0.00% | −2,296−24.1% | Reduced |
| STRS Ohio | 7,600 | $101.5K | 0.00% | −7,600−50.0% | Reduced |
| Principal Securities, Inc. | 7,718 | $103.1K | 0.00% | +7,698+38,490.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 8,676 | $115.9K | 0.00% | −221−2.5% | Reduced |
| Marathon Trading Investment Management LLC | 10,000 | $133.6K | 0.06% | 00.0% | Unchanged |
| DRW Securities, LLC | 10,094 | $134.6K | 0.01% | +10,094 | New |
| Public Employees Retirement Association of Colorado | 10,175 | $136.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,577 | $141.3K | 0.00% | +10,577 | New |
| Benjamin Edwards Inc | 10,844 | $144.9K | 0.00% | +10,844 | New |
| Prudential Financial Inc | 11,261 | $150.4K | 0.00% | −565−4.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 11,608 | $155.1K | 0.02% | +11,608 | New |
| 180 Wealth Advisors, LLC | 11,691 | $156.2K | 0.02% | +922+8.6% | Added |
| Walleye Trading LLC | 11,927 | $159.3K | 0.00% | +10,886+1,045.7% | Added |
| Daiwa Securities Group Inc. | 12,138 | $162.0K | 0.00% | +7,767+177.7% | Added |
| Sender Co & Partners, Inc. | 12,953 | $173.1K | 0.07% | +12,953 | New |
| Capstone Investment Advisors, LLC | 13,140 | $175.6K | 0.00% | +13,140 | New |
| National Bank of Canada | 13,565 | $181.1K | 0.00% | −330−2.4% | Reduced |
| Leonteq Securities AG | 13,986 | $186.9K | 0.01% | +125+0.9% | Added |
| Osborne Partners Capital Management, LLC | 14,026 | $187.4K | 0.01% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 14,179 | $189.4K | 0.00% | +14,179 | New |
| Susquehanna Fundamental Investments, LLC | 14,302 | $191.1K | 0.01% | −102,597−87.8% | Reduced |
| Diversified Trust Co | 14,646 | $195.7K | 0.00% | +1,603+12.3% | Added |
| PEAK6 LLC | 14,671 | $196.0K | 0.00% | −27,608−65.3% | Reduced |
| Advisor Group Holdings, Inc. | 14,175 | $197.8K | 0.00% | −934−6.2% | Reduced |
| ProShare Advisors LLC | 15,224 | $203.4K | 0.00% | −4,586−23.1% | Reduced |
| Virtu Financial LLC | 15,397 | $206.0K | 0.01% | −88,706−85.2% | Reduced |
| DnB Asset Management AS | 15,613 | $208.6K | 0.00% | +15,613 | New |
| Sherbrooke Park Advisers LLC | 15,673 | $209.4K | 0.10% | −14,174−47.5% | Reduced |
| Los Angeles Capital Management LLC | 15,795 | $211.0K | 0.00% | −20−0.1% | Reduced |
| Amundi | 14,871 | $217.1K | 0.00% | +14,871 | New |
| PharVision Advisers, LLC | 16,314 | $218.0K | 0.12% | +6,191+61.2% | Added |
| Pictet Asset Management Holding SA | 16,323 | $218.1K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 17,205 | $229.9K | 0.11% | −209−1.2% | Reduced |