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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 2,245 | $14.4K | 0.00% | −100−4.3% | Reduced |
| Quadrant Capital Group LLC | 2,221 | $14.2K | 0.00% | +1,837+478.4% | Added |
| SRS Capital Advisors, Inc. | 2,162 | $13.8K | 0.00% | +1,069+97.8% | Added |
| Northwestern Mutual Wealth Management Co | 2,121 | $13.6K | 0.00% | +2,100+10,000.0% | Added |
| Farther Finance Advisors, LLC | 2,114 | $13.4K | 0.00% | −842−28.5% | Reduced |
| Rockefeller Capital Management L.P. | 2,049 | $13.1K | 0.00% | +1,480+260.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,942 | $12.4K | 0.00% | +638+48.9% | Added |
| GAMMA Investing LLC | 1,808 | $11.6K | 0.00% | +1,561+632.0% | Added |
| Newbridge Financial Services Group, Inc. | 1,650 | $10.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,587 | $10.2K | 0.00% | +1,522+2,341.5% | Added |
| Larson Financial Group LLC | 1,065 | $6.82K | 0.00% | +259+32.1% | Added |
| IFP Advisors, Inc | 965 | $6.18K | 0.00% | +230+31.3% | Added |
| Close Asset Management Ltd | 838 | $5.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 771 | $4.93K | 0.00% | +162+26.6% | Added |
| Financial Perspectives, Inc | 755 | $4.83K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 742 | $4.75K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 709 | $4.54K | 0.00% | +659+1,318.0% | Added |
| TD Waterhouse Canada Inc. | 700 | $4.43K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 689 | $4.41K | 0.00% | +118+20.7% | Added |
| Rothschild Investment LLC | 641 | $4.10K | 0.00% | +260+68.2% | Added |
| Sterling Capital Management LLC | 567 | $3.63K | 0.00% | −8−1.4% | Reduced |
| Massmutual Trust Co FSB | 402 | $2.57K | 0.00% | −57−12.4% | Reduced |
| National Bank of Canada | 371 | $2.37K | 0.00% | −12,419−97.1% | Reduced |
| PlanVest Financial, Inc | 300 | $1.92K | 0.00% | +300 | New |
| Parkside Financial Bank & Trust | 255 | $1.63K | 0.00% | −1,000−79.7% | Reduced |
| Smartleaf Asset Management LLC | 244 | $1.51K | 0.00% | −312−56.1% | Reduced |
| Wealth Preservation Advisors, LLC | 209 | $1.34K | 0.00% | +209 | New |
| Private Wealth Asset Management, LLC | 200 | $1.28K | 0.00% | +200 | New |
| Cornerstone Planning Group LLC | 170 | $1.25K | 0.00% | +170 | New |
| Main Street Group, LTD | 125 | $800 | 0.00% | +125 | New |
| Key Capital Management, INC | 119 | $762 | 0.00% | +119 | New |
| HM Payson & Co | 100 | $640 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 76 | $486 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 75 | $480 | 0.00% | +53+240.9% | Added |
| Basecamp Wealth Advisors LLC | 74 | $474 | 0.00% | +74 | New |
| Bell Investment Advisors, Inc | 71 | $455 | 0.00% | +71 | New |
| Bare Financial Services, Inc | 71 | $454 | 0.00% | +71 | New |
| Sunbelt Securities, Inc. | 70 | $448 | 0.00% | +53+311.8% | Added |
| UMA Financial Services, Inc. | 68 | $436 | 0.00% | −566−89.3% | Reduced |
| Fortitude Family Office, LLC | 68 | $435 | 0.00% | +68 | New |
| True Wealth Design, LLC | 65 | $416 | 0.00% | −2−3.0% | Reduced |
| Harbour Investments, Inc. | 58 | $376 | 0.00% | +58 | New |
| US Bancorp | 49 | $314 | 0.00% | −164−77.0% | Reduced |
| Pillar Financial Advisors, LLC | 42 | $269 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 40 | $256 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 23 | $148 | 0.00% | +14+155.6% | Added |
| Transamerica Financial Advisors, Inc. | 8 | $51 | 0.00% | +8 | New |
| SHP Wealth Management | 2 | $13 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $10 | 0.00% | −1−50.0% | Reduced |
| 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 |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,397,100−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −945,195−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −155,254−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −126,253−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −110,500−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −78,258−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −56,213−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −39,853−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −38,375−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −29,532−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −29,195−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −22,925−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −22,452−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −15,795−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −16,647−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −16,468−100.0% | Sold out |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −16,315−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −14,869−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,135−100.0% | Sold out |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0 | $0 | 0.00% | −10,599−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,070−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −3,614−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −3,363−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,721−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −955−100.0% | Sold out |
| Cygnus Capital Advisors, LLC | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Keating Financial Advisory Services, Inc. | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Strategic Advocates LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Vantage Financial Partners, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |