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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 569 | $7.80K | 0.00% | +520+1,061.2% | Added |
| Smartleaf Asset Management LLC | 556 | $7.73K | 0.00% | −10−1.8% | Reduced |
| Massmutual Trust Co FSB | 459 | $6.29K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 409 | $5.61K | 0.00% | +409 | New |
| Colonial Trust Advisors | 400 | $5.48K | 0.00% | +400 | New |
| Quadrant Capital Group LLC | 384 | $5.26K | 0.00% | +49+14.6% | Added |
| Rothschild Investment LLC | 381 | $5.22K | 0.00% | +321+535.0% | Added |
| Optiver Holding B.V. | 249 | $3.41K | 0.00% | +165+196.4% | Added |
| GAMMA Investing LLC | 247 | $3.39K | 0.00% | −190−43.5% | Reduced |
| US Bancorp | 213 | $2.92K | 0.00% | −5−2.3% | Reduced |
| Bayforest Capital Ltd | 201 | $2.76K | 0.00% | −17,004−98.8% | Reduced |
| Dogwood Wealth Management LLC | 115 | $1.58K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $1.37K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 81 | $1.11K | 0.00% | +81 | New |
| Godfrey Financial Associates, Inc. | 76 | $1.04K | 0.00% | +76 | New |
| True Wealth Design, LLC | 67 | $919 | 0.00% | −8−10.7% | Reduced |
| The PNC Financial Services Group, Inc. | 65 | $891 | 0.00% | +43+195.5% | Added |
| Versant Capital Management, Inc | 58 | $795 | 0.00% | −106−64.6% | Reduced |
| MAI Capital Management | 50 | $686 | 0.00% | +15+42.9% | Added |
| TD Private Client Wealth LLC | 46 | $631 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 45 | $617 | 0.00% | +45 | New |
| Pillar Financial Advisors, LLC | 42 | $576 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 40 | $548 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 34 | $466 | 0.00% | +34 | New |
| Clearstead Advisors, LLC | 28 | $384 | 0.00% | −35−55.6% | Reduced |
| SJS Investment Consulting Inc. | 22 | $302 | 0.00% | +22 | New |
| Northwestern Mutual Wealth Management Co | 21 | $288 | 0.00% | −262−92.6% | Reduced |
| Sunbelt Securities, Inc. | 17 | $233 | 0.00% | −20−54.1% | Reduced |
| Stone House Investment Management, LLC | 16 | $219 | 0.00% | +16 | New |
| Rachor Investment Advisory Services, LLC | 9 | $124 | 0.00% | +9 | New |
| Caitong International Asset Management Co., Ltd | 9 | $123 | 0.00% | +9 | New |
| Global Retirement Partners, LLC | 3 | $41 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2 | $28 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $27 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $23 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $14 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $14 | 0.00% | +1 | New |
| Avion Wealth | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −515,286−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −281,148−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −126,675−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −93,117−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −67,360−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −56,410−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −55,855−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −54,646−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −35,834−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −25,850−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −18,011−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −17,705−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −17,700−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −15,673−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −15,613−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,397−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −14,179−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −13,140−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −12,953−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −11,261−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −10,844−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,094−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −7,718−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −7,046−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −7,034−100.0% | Sold out |
| Painted Porch Advisors LLC | 0 | $0 | 0.00% | −3,941−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,047−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −631−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |