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, Q4 2025
Institutional positions in Asana, Inc. as of Dec 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
- 240
- +14 vs. Q3 2025
- Shares held
- 82.6M
- +9.83M (+13.5%) vs. Q3 2025
- Total value
- $1.13B
- +$160.2M (+16.5%) vs. Q3 2025
- New holders
- 51
- 75 more added
- Sold out
- 37
- 77 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $14 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $23 | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $27 | 0.00% | +2 | New |
| Strategic Advocates LLC | 2 | $28 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3 | $41 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 9 | $123 | 0.00% | +9 | New |
| Rachor Investment Advisory Services, LLC | 9 | $124 | 0.00% | +9 | New |
| Stone House Investment Management, LLC | 16 | $219 | 0.00% | +16 | New |
| Sunbelt Securities, Inc. | 17 | $233 | 0.00% | −20−54.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 21 | $288 | 0.00% | −262−92.6% | Reduced |
| SJS Investment Consulting Inc. | 22 | $302 | 0.00% | +22 | New |
| Clearstead Advisors, LLC | 28 | $384 | 0.00% | −35−55.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 34 | $466 | 0.00% | +34 | New |
| McIlrath & Eck, LLC | 40 | $548 | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 42 | $576 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 45 | $617 | 0.00% | +45 | New |
| TD Private Client Wealth LLC | 46 | $631 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 50 | $686 | 0.00% | +15+42.9% | Added |
| Versant Capital Management, Inc | 58 | $795 | 0.00% | −106−64.6% | Reduced |
| The PNC Financial Services Group, Inc. | 65 | $891 | 0.00% | +43+195.5% | Added |
| True Wealth Design, LLC | 67 | $919 | 0.00% | −8−10.7% | Reduced |
| Godfrey Financial Associates, Inc. | 76 | $1.04K | 0.00% | +76 | New |
| Zions Bancorporation, National Association | 81 | $1.11K | 0.00% | +81 | New |
| HM Payson & Co | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 115 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 201 | $2.76K | 0.00% | −17,004−98.8% | Reduced |
| US Bancorp | 213 | $2.92K | 0.00% | −5−2.3% | Reduced |
| GAMMA Investing LLC | 247 | $3.39K | 0.00% | −190−43.5% | Reduced |
| Optiver Holding B.V. | 249 | $3.41K | 0.00% | +165+196.4% | Added |
| Rothschild Investment LLC | 381 | $5.22K | 0.00% | +321+535.0% | Added |
| Quadrant Capital Group LLC | 384 | $5.26K | 0.00% | +49+14.6% | Added |
| Colonial Trust Advisors | 400 | $5.48K | 0.00% | +400 | New |
| DV Trading LLC | 409 | $5.61K | 0.00% | +409 | New |
| Massmutual Trust Co FSB | 459 | $6.29K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 556 | $7.73K | 0.00% | −10−1.8% | Reduced |
| Rockefeller Capital Management L.P. | 569 | $7.80K | 0.00% | +520+1,061.2% | Added |
| Nisa Investment Advisors, LLC | 571 | $7.83K | 0.00% | −386−40.3% | Reduced |
| Sterling Capital Management LLC | 575 | $7.88K | 0.00% | +365+173.8% | Added |
| Essential Partners LLC | 609 | $8.35K | 0.00% | +389+176.8% | Added |
| UMA Financial Services, Inc. | 634 | $8.69K | 0.00% | +634 | New |
| TD Waterhouse Canada Inc. | 700 | $9.59K | 0.00% | −465−39.9% | Reduced |
| Cygnus Capital Advisors, LLC | 761 | $10.0K | 0.01% | +761 | New |
| IFP Advisors, Inc | 735 | $10.1K | 0.00% | +539+275.0% | Added |
| Activest Wealth Management | 742 | $10.2K | 0.00% | +742 | New |
| Financial Perspectives, Inc | 755 | $10.4K | 0.00% | +255+51.0% | Added |
| EverSource Wealth Advisors, LLC | 761 | $10.4K | 0.00% | +560+278.6% | Added |
| Close Asset Management Ltd | 838 | $11.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 806 | $11.1K | 0.00% | −28−3.4% | Reduced |
| Signaturefd, LLC | 810 | $11.1K | 0.00% | +449+124.4% | Added |
| PEAK6 LLC | 813 | $11.1K | 0.00% | −13,858−94.5% | Reduced |
| Allworth Financial LP | 929 | $12.7K | 0.00% | +875+1,620.4% | Added |
| Banque Cantonale Vaudoise | 955 | $13.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,093 | $15.0K | 0.00% | −1,402−56.2% | Reduced |
| Parkside Financial Bank & Trust | 1,255 | $17.2K | 0.00% | −1,084−46.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,304 | $18.0K | 0.00% | +412+46.2% | Added |
| Performa Ltd (US), LLC | 1,425 | $19.5K | 0.00% | +125+9.6% | Added |
| Newbridge Financial Services Group, Inc. | 1,650 | $22.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,272 | $31.1K | 0.00% | −191−7.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,345 | $32.1K | 0.00% | +100+4.5% | Added |
| Amalgamated Bank | 2,721 | $37.0K | 0.00% | −113−4.0% | Reduced |
| Farther Finance Advisors, LLC | 2,956 | $40.5K | 0.00% | +403+15.8% | Added |
| SBI Securities Co., Ltd. | 3,194 | $43.8K | 0.00% | −311−8.9% | Reduced |
| Quarry LP | 3,363 | $46.1K | 0.01% | +671+24.9% | Added |
| Aster Capital Management (DIFC) Ltd | 3,614 | $49.5K | 0.02% | +3,614 | New |
| KBC Group NV | 3,699 | $51.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,595 | $63.0K | 0.00% | −7,543−62.1% | Reduced |
| Center for Financial Planning, Inc. | 6,000 | $82.3K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,971 | $83.0K | 0.00% | −42,026−87.6% | Reduced |
| Leonteq Securities AG | 7,131 | $97.8K | 0.01% | −6,855−49.0% | Reduced |
| Ameritas Investment Partners, Inc. | 7,237 | $99.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,526 | $103.2K | 0.00% | +4,272+131.3% | Added |
| Ensign Peak Advisors, Inc | 9,450 | $129.6K | 0.00% | −21,300−69.3% | Reduced |
| Kemnay Advisory Services Inc. | 9,632 | $132.1K | 0.02% | +9,632 | New |
| Marathon Trading Investment Management LLC | 10,000 | $137.1K | 0.02% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,070 | $138.1K | 0.00% | +10,070 | New |
| Public Employees Retirement Association of Colorado | 10,175 | $139.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,595 | $145.3K | 0.00% | −3,580−25.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,599 | $145.3K | 0.00% | −20,292−65.7% | Reduced |
| Renaissance Technologies LLC | 10,639 | $145.9K | 0.00% | +10,639 | New |
| Allianz Asset Management GmbH | 11,445 | $156.9K | 0.00% | +11,445 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,607 | $163.4K | 0.00% | +3,931+45.3% | Added |
| Mariner, LLC | 12,080 | $166.1K | 0.00% | +12,080 | New |
| Osborne Partners Capital Management, LLC | 12,226 | $167.6K | 0.01% | −1,800−12.8% | Reduced |
| 180 Wealth Advisors, LLC | 12,489 | $171.2K | 0.02% | +798+6.8% | Added |
| Raymond James Financial Inc | 12,749 | $174.8K | 0.00% | −12,350−49.2% | Reduced |
| National Bank of Canada | 12,790 | $175.2K | 0.00% | −775−5.7% | Reduced |
| Boothbay Fund Management, LLC | 13,135 | $180.1K | 0.00% | +13,135 | New |
| Amundi | 14,869 | $203.9K | 0.00% | −20.0% | Reduced |
| Vantage Financial Partners, LLC | 15,000 | $205.7K | 0.04% | −5,000−25.0% | Reduced |
| Mercer Global Advisors Inc | 15,369 | $210.7K | 0.00% | +15,369 | New |
| Brevan Howard Capital Management LP | 15,579 | $213.6K | 0.00% | −7,187−31.6% | Reduced |
| Los Angeles Capital Management LLC | 15,795 | $216.1K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 16,039 | $219.9K | 0.01% | −1,782−10.0% | Reduced |
| Ameriprise Financial Inc | 16,315 | $223.7K | 0.00% | +16,315 | New |
| Pictet Asset Management Holding SA | 16,323 | $223.8K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,412 | $225.0K | 0.00% | +1,188+7.8% | Added |