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, Q1 2026
Institutional positions in Asana, Inc. as of Mar 31, 2026. 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
- 252
- +16 vs. Q4 2025
- Shares held
- 103.0M
- +33.7M (+48.6%) vs. Q4 2025
- Total value
- $659.6M
- −$291.3M (−30.6%) vs. Q4 2025
- New holders
- 58
- 101 more added
- Sold out
- 42
- 61 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 74 | $0 | 0.00% | +38+105.6% | Added |
| Covestor Ltd | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $0 | 0.00% | +17 | New |
| Dunhill Financial, LLC | 1 | $10 | 0.00% | −1−50.0% | Reduced |
| SHP Wealth Management | 2 | $13 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $51 | 0.00% | +8 | New |
| Rachor Investment Advisory Services, LLC | 23 | $148 | 0.00% | +14+155.6% | Added |
| McIlrath & Eck, LLC | 40 | $256 | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 42 | $269 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 49 | $314 | 0.00% | −164−77.0% | Reduced |
| Harbour Investments, Inc. | 58 | $376 | 0.00% | +58 | New |
| True Wealth Design, LLC | 65 | $416 | 0.00% | −2−3.0% | Reduced |
| Fortitude Family Office, LLC | 68 | $435 | 0.00% | +68 | New |
| UMA Financial Services, Inc. | 68 | $436 | 0.00% | −566−89.3% | Reduced |
| Sunbelt Securities, Inc. | 70 | $448 | 0.00% | +53+311.8% | Added |
| Bare Financial Services, Inc | 71 | $454 | 0.00% | +71 | New |
| Bell Investment Advisors, Inc | 71 | $455 | 0.00% | +71 | New |
| Basecamp Wealth Advisors LLC | 74 | $474 | 0.00% | +74 | New |
| SJS Investment Consulting Inc. | 75 | $480 | 0.00% | +53+240.9% | Added |
| Godfrey Financial Associates, Inc. | 76 | $486 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $640 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 119 | $762 | 0.00% | +119 | New |
| Main Street Group, LTD | 125 | $800 | 0.00% | +125 | New |
| Cornerstone Planning Group LLC | 170 | $1.25K | 0.00% | +170 | New |
| Private Wealth Asset Management, LLC | 200 | $1.28K | 0.00% | +200 | New |
| Wealth Preservation Advisors, LLC | 209 | $1.34K | 0.00% | +209 | New |
| Smartleaf Asset Management LLC | 244 | $1.51K | 0.00% | −312−56.1% | Reduced |
| Parkside Financial Bank & Trust | 255 | $1.63K | 0.00% | −1,000−79.7% | Reduced |
| PlanVest Financial, Inc | 300 | $1.92K | 0.00% | +300 | New |
| National Bank of Canada | 371 | $2.37K | 0.00% | −12,419−97.1% | Reduced |
| Massmutual Trust Co FSB | 402 | $2.57K | 0.00% | −57−12.4% | Reduced |
| Sterling Capital Management LLC | 567 | $3.63K | 0.00% | −8−1.4% | Reduced |
| Rothschild Investment LLC | 641 | $4.10K | 0.00% | +260+68.2% | Added |
| Nisa Investment Advisors, LLC | 689 | $4.41K | 0.00% | +118+20.7% | Added |
| TD Waterhouse Canada Inc. | 700 | $4.43K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 709 | $4.54K | 0.00% | +659+1,318.0% | Added |
| Activest Wealth Management | 742 | $4.75K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 755 | $4.83K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 771 | $4.93K | 0.00% | +162+26.6% | Added |
| Close Asset Management Ltd | 838 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 965 | $6.18K | 0.00% | +230+31.3% | Added |
| Larson Financial Group LLC | 1,065 | $6.82K | 0.00% | +259+32.1% | Added |
| The PNC Financial Services Group, Inc. | 1,587 | $10.2K | 0.00% | +1,522+2,341.5% | Added |
| Newbridge Financial Services Group, Inc. | 1,650 | $10.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,808 | $11.6K | 0.00% | +1,561+632.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,942 | $12.4K | 0.00% | +638+48.9% | Added |
| Rockefeller Capital Management L.P. | 2,049 | $13.1K | 0.00% | +1,480+260.1% | Added |
| Farther Finance Advisors, LLC | 2,114 | $13.4K | 0.00% | −842−28.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,121 | $13.6K | 0.00% | +2,100+10,000.0% | Added |
| SRS Capital Advisors, Inc. | 2,162 | $13.8K | 0.00% | +1,069+97.8% | Added |
| Quadrant Capital Group LLC | 2,221 | $14.2K | 0.00% | +1,837+478.4% | Added |
| Federation des caisses Desjardins du Quebec | 2,245 | $14.4K | 0.00% | −100−4.3% | Reduced |
| Advisor Group Holdings, Inc. | 2,251 | $14.4K | 0.00% | −8,344−78.8% | Reduced |
| Root Financial Partners, LLC | 2,281 | $14.6K | 0.00% | +2,281 | New |
| Signaturefd, LLC | 2,731 | $17.5K | 0.00% | +1,921+237.2% | Added |
| Kemnay Advisory Services Inc. | 2,934 | $18.8K | 0.00% | −6,698−69.5% | Reduced |
| Jones Financial Companies LLLP | 3,246 | $20.0K | 0.00% | +974+42.9% | Added |
| SBI Securities Co., Ltd. | 3,288 | $21.0K | 0.00% | +94+2.9% | Added |
| EverSource Wealth Advisors, LLC | 3,430 | $22.0K | 0.00% | +2,669+350.7% | Added |
| KBC Group NV | 3,699 | $24.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,497 | $28.8K | 0.00% | +3,568+384.1% | Added |
| Optiver Holding B.V. | 5,251 | $33.6K | 0.00% | +5,002+2,008.8% | Added |
| Versant Capital Management, Inc | 5,593 | $35.8K | 0.00% | +5,535+9,543.1% | Added |
| Caitong International Asset Management Co., Ltd | 5,806 | $37.2K | 0.01% | +5,797+64,411.1% | Added |
| Center for Financial Planning, Inc. | 6,000 | $38.4K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 6,200 | $39.7K | 0.01% | +4,775+335.1% | Added |
| Tower Research Capital LLC (TRC) | 6,993 | $44.8K | 0.00% | −533−7.1% | Reduced |
| Ameritas Investment Partners, Inc. | 7,237 | $46.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 8,223 | $52.6K | 0.03% | +8,223 | New |
| Ensign Peak Advisors, Inc | 9,450 | $60.5K | 0.00% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 10,000 | $64.0K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,175 | $65.0K | 0.00% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 10,224 | $65.4K | 0.01% | +10,224 | New |
| Skopos Labs, Inc. | 10,668 | $68.3K | 0.00% | +10,668 | New |
| Allianz Asset Management GmbH | 10,930 | $70.0K | 0.00% | −515−4.5% | Reduced |
| Vident Advisory, LLC | 10,989 | $70.3K | 0.00% | −10,146−48.0% | Reduced |
| Buckingham Strategic Partners | 11,215 | $71.8K | 0.00% | +11,215 | New |
| Osborne Partners Capital Management, LLC | 12,226 | $78.2K | 0.00% | 00.0% | Unchanged |
| Krane Funds Advisors LLC | 12,552 | $78.8K | 0.00% | +12,552 | New |
| ProShare Advisors LLC | 13,427 | $85.9K | 0.00% | −2,985−18.2% | Reduced |
| Prudential Financial Inc | 13,640 | $87.3K | 0.00% | +13,640 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 13,642 | $87.3K | 0.00% | +1,035+8.2% | Added |
| Raymond James Financial Inc | 13,698 | $87.7K | 0.00% | +949+7.4% | Added |
| Two Sigma Securities, LLC | 14,302 | $91.5K | 0.01% | +14,302 | New |
| Channel Wealth LLC | 14,334 | $91.7K | 0.02% | +14,334 | New |
| Atomi Financial Group, Inc. | 15,350 | $98.2K | 0.00% | −689−4.3% | Reduced |
| Verition Fund Management LLC | 15,778 | $101.0K | 0.00% | −223,622−93.4% | Reduced |
| Pictet Asset Management Holding SA | 16,323 | $104.5K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 16,989 | $108.7K | 0.01% | +16,989 | New |
| Bayforest Capital Ltd | 17,177 | $109.9K | 0.12% | +16,976+8,445.8% | Added |
| Merit Financial Group, LLC | 17,607 | $112.7K | 0.00% | +17,607 | New |
| KLP Kapitalforvaltning AS | 18,300 | $117.1K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 18,430 | $118.0K | 0.10% | +18,430 | New |
| Winton Group Ltd | 18,500 | $118.4K | 0.00% | −5,100−21.6% | Reduced |
| PharVision Advisers, LLC | 18,741 | $119.9K | 1.22% | −30,450−61.9% | Reduced |
| Summit Trail Advisors, LLC | 19,127 | $122.4K | 0.00% | +19,127 | New |
| Shay Capital LLC | 19,160 | $122.6K | 0.02% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 20,341 | $130.2K | 0.00% | +20,341 | New |
| Brighton Jones LLC | 20,552 | $131.5K | 0.00% | +20,552 | New |
| Colony Group, LLC | 20,796 | $133.8K | 0.00% | +20,796 | New |