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, 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 |
|---|---|---|---|---|---|
| Catalyst Private Wealth, LLC | 38,364 | $526.0K | 0.23% | −1,616−4.0% | Reduced |
| Ieq Capital, LLC | 37,582 | $515.2K | 0.00% | +37,582 | New |
| Harbor Capital Advisors, Inc. | 36,024 | $494.0K | 0.04% | +7,204+25.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,739 | $462.6K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 33,203 | $455.2K | 0.00% | −9,720−22.6% | Reduced |
| Archford Capital Strategies, LLC | 30,000 | $411.3K | 0.05% | +30,000 | New |
| Ronald Blue Trust, Inc. | 29,599 | $405.8K | 0.00% | +1,993+7.2% | Added |
| Bridgefront Capital, LLC | 29,532 | $404.9K | 0.10% | −9,190−23.7% | Reduced |
| Parallel Advisors, LLC | 29,492 | $404.3K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 29,198 | $400.3K | 0.00% | −5,770−16.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 29,195 | $400.3K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 28,813 | $395.0K | 0.00% | +18,236+172.4% | Added |
| Axq Capital, LP | 28,616 | $392.3K | 0.09% | +28,616 | New |
| Toroso Investments, LLC | 28,576 | $391.8K | 0.00% | −1,216−4.1% | Reduced |
| Qsemble Capital Management, LP | 27,279 | $374.0K | 0.03% | +27,279 | New |
| Holocene Advisors, LP | 26,315 | $360.8K | 0.00% | +9,027+52.2% | Added |
| LPL Financial LLC | 25,929 | $355.5K | 0.00% | −12,318−32.2% | Reduced |
| American Century Companies Inc | 25,758 | $353.1K | 0.00% | −2,383−8.5% | Reduced |
| New York State Common Retirement Fund | 25,300 | $346.9K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 24,606 | $337.3K | 0.02% | +24,606 | New |
| Arizona State Retirement System | 24,299 | $333.1K | 0.00% | −1,052−4.1% | Reduced |
| Winton Group Ltd | 23,600 | $323.6K | 0.01% | +23,600 | New |
| Retirement Planning Co of New England, Inc. | 23,204 | $318.1K | 0.13% | +714+3.2% | Added |
| Handelsbanken Fonder AB | 23,200 | $318.0K | 0.00% | +3,800+19.6% | Added |
| Shelton Capital Management | 22,925 | $314.3K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,693 | $311.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 22,452 | $307.8K | 0.03% | +22,452 | New |
| Police & Firemen's Retirement System of New Jersey | 21,923 | $300.6K | 0.00% | −2,479−10.2% | Reduced |
| Vident Advisory, LLC | 21,135 | $289.8K | 0.00% | −1,392−6.2% | Reduced |
| Yorktown Management & Research Co Inc | 19,800 | $271.5K | 0.22% | 00.0% | Unchanged |
| Twinbeech Capital LP | 19,764 | $271.0K | 0.02% | −30,124−60.4% | Reduced |
| FORA Capital, LLC | 15,795 | $266.4K | 0.03% | +15,795 | New |
| Shay Capital LLC | 19,160 | $262.7K | 0.04% | +19,160 | New |
| KLP Kapitalforvaltning AS | 18,300 | $250.9K | 0.00% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 18,211 | $249.7K | 0.01% | −6,237−25.5% | Reduced |
| Inceptionr LLC | 17,207 | $235.9K | 0.07% | +17,207 | New |
| CWM, LLC | 17,024 | $233.0K | 0.00% | +11,466+206.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 17,534 | $229.5K | 0.00% | +17,534 | New |
| Capula Management Ltd | 16,647 | $228.2K | 0.00% | +16,647 | New |
| Diversified Trust Co | 16,468 | $225.8K | 0.00% | +1,822+12.4% | Added |
| ProShare Advisors LLC | 16,412 | $225.0K | 0.00% | +1,188+7.8% | Added |
| Pictet Asset Management Holding SA | 16,323 | $223.8K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 16,315 | $223.7K | 0.00% | +16,315 | New |
| Atomi Financial Group, Inc. | 16,039 | $219.9K | 0.01% | −1,782−10.0% | Reduced |
| Los Angeles Capital Management LLC | 15,795 | $216.1K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 15,579 | $213.6K | 0.00% | −7,187−31.6% | Reduced |
| Mercer Global Advisors Inc | 15,369 | $210.7K | 0.00% | +15,369 | New |
| Vantage Financial Partners, LLC | 15,000 | $205.7K | 0.04% | −5,000−25.0% | Reduced |
| Amundi | 14,869 | $203.9K | 0.00% | −20.0% | Reduced |
| Boothbay Fund Management, LLC | 13,135 | $180.1K | 0.00% | +13,135 | New |
| National Bank of Canada | 12,790 | $175.2K | 0.00% | −775−5.7% | Reduced |
| Raymond James Financial Inc | 12,749 | $174.8K | 0.00% | −12,350−49.2% | Reduced |
| 180 Wealth Advisors, LLC | 12,489 | $171.2K | 0.02% | +798+6.8% | Added |
| Osborne Partners Capital Management, LLC | 12,226 | $167.6K | 0.01% | −1,800−12.8% | Reduced |
| Mariner, LLC | 12,080 | $166.1K | 0.00% | +12,080 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 12,607 | $163.4K | 0.00% | +3,931+45.3% | Added |
| Allianz Asset Management GmbH | 11,445 | $156.9K | 0.00% | +11,445 | New |
| Renaissance Technologies LLC | 10,639 | $145.9K | 0.00% | +10,639 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,599 | $145.3K | 0.00% | −20,292−65.7% | Reduced |
| Advisor Group Holdings, Inc. | 10,595 | $145.3K | 0.00% | −3,580−25.3% | Reduced |
| Public Employees Retirement Association of Colorado | 10,175 | $139.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 10,070 | $138.1K | 0.00% | +10,070 | New |
| Marathon Trading Investment Management LLC | 10,000 | $137.1K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 9,632 | $132.1K | 0.02% | +9,632 | New |
| Ensign Peak Advisors, Inc | 9,450 | $129.6K | 0.00% | −21,300−69.3% | Reduced |
| Tower Research Capital LLC (TRC) | 7,526 | $103.2K | 0.00% | +4,272+131.3% | Added |
| Ameritas Investment Partners, Inc. | 7,237 | $99.2K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 7,131 | $97.8K | 0.01% | −6,855−49.0% | Reduced |
| Royal Bank of Canada | 5,971 | $83.0K | 0.00% | −42,026−87.6% | Reduced |
| Center for Financial Planning, Inc. | 6,000 | $82.3K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,595 | $63.0K | 0.00% | −7,543−62.1% | Reduced |
| KBC Group NV | 3,699 | $51.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 3,614 | $49.5K | 0.02% | +3,614 | New |
| Quarry LP | 3,363 | $46.1K | 0.01% | +671+24.9% | Added |
| SBI Securities Co., Ltd. | 3,194 | $43.8K | 0.00% | −311−8.9% | Reduced |
| Farther Finance Advisors, LLC | 2,956 | $40.5K | 0.00% | +403+15.8% | Added |
| Amalgamated Bank | 2,721 | $37.0K | 0.00% | −113−4.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,345 | $32.1K | 0.00% | +100+4.5% | Added |
| Jones Financial Companies LLLP | 2,272 | $31.1K | 0.00% | −191−7.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,650 | $22.6K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 1,425 | $19.5K | 0.00% | +125+9.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,304 | $18.0K | 0.00% | +412+46.2% | Added |
| Parkside Financial Bank & Trust | 1,255 | $17.2K | 0.00% | −1,084−46.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,093 | $15.0K | 0.00% | −1,402−56.2% | Reduced |
| Banque Cantonale Vaudoise | 955 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 929 | $12.7K | 0.00% | +875+1,620.4% | Added |
| PEAK6 LLC | 813 | $11.1K | 0.00% | −13,858−94.5% | Reduced |
| Signaturefd, LLC | 810 | $11.1K | 0.00% | +449+124.4% | Added |
| Larson Financial Group LLC | 806 | $11.1K | 0.00% | −28−3.4% | Reduced |
| Close Asset Management Ltd | 838 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 761 | $10.4K | 0.00% | +560+278.6% | Added |
| Financial Perspectives, Inc | 755 | $10.4K | 0.00% | +255+51.0% | Added |
| Activest Wealth Management | 742 | $10.2K | 0.00% | +742 | New |
| IFP Advisors, Inc | 735 | $10.1K | 0.00% | +539+275.0% | Added |
| Cygnus Capital Advisors, LLC | 761 | $10.0K | 0.01% | +761 | New |
| TD Waterhouse Canada Inc. | 700 | $9.59K | 0.00% | −465−39.9% | Reduced |
| UMA Financial Services, Inc. | 634 | $8.69K | 0.00% | +634 | New |
| Essential Partners LLC | 609 | $8.35K | 0.00% | +389+176.8% | Added |
| Sterling Capital Management LLC | 575 | $7.88K | 0.00% | +365+173.8% | Added |
| Nisa Investment Advisors, LLC | 571 | $7.83K | 0.00% | −386−40.3% | Reduced |