Skip to main content

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.

Q2 2026 vs. Q1 2026

How the institutions holding Asana, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of ASAN: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2526262+16
Shares103.0M229.2K106.6M+3.75M (+3.6%)
Value$659.6M$1.47M$746.1M+$87.9M (+13.4%)

6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (54)

Institutions that held Asana, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to ASAN in Q2 2026
InstitutionSharesValue% of portfolio
Zacks Investment Management395,218$2.77M0.02%
Natixis229,600$1.61M0.01%
Jackson Creek Investment Advisors LLC123,480$1.03M0.34%
Polymer Capital Management (US) LLC129,379$905.7K0.13%
Capstone Capital Management Ltd91,460$640.2K0.29%
Quinn Opportunity Partners LLC88,899$622.3K0.03%
Allstate Corp72,104$504.7K0.01%
CI Private Wealth, LLC64,423$451.0K0.00%
Harbour Capital Advisors, LLC57,200$419.3K0.08%
Gotham Asset Management, LLC46,120$322.8K0.00%
VGI Partners Ltd42,465$297.3K0.02%
Jupiter Topco LLC40,021$280.3K0.00%
State of Wyoming30,742$215.2K0.02%
Ameriprise Financial Inc28,276$197.9K0.00%
Integrated Wealth Concepts LLC23,474$164.3K0.00%
Mitsubishi UFJ Trust & Banking Corp21,919$153.4K0.00%
Inscription Capital, LLC20,082$140.6K0.01%
Prelude Capital Management, LLC18,824$131.8K0.01%
Vise Technologies, Inc.18,755$131.3K0.00%
Keebeck Alpha, LP17,980$125.9K0.26%
Envestnet Asset Management Inc16,007$112.0K0.00%
NorthCrest Asset Manangement, LLC14,253$105.0K0.00%
Aigen Investment Management, LP15,006$105.0K0.03%
Frec Markets, Inc.14,256$99.8K0.01%
Impact Capital Partners LLC14,154$99.1K0.03%
Bull Harbor Capital LLC13,404$93.8K0.02%
Sequoia Financial Advisors, LLC12,562$87.9K0.00%
Bank of Montreal12,143$85.0K0.00%
Krilogy Financial LLC11,209$78.5K0.00%
StoneX Group Inc.10,312$77.5K0.00%
Lighthouse Investment Partners, LLC10,971$76.8K0.00%
State of Wisconsin Investment Board10,896$76.3K0.00%
Truist Financial Corp10,890$76.2K0.00%
Victory Capital Management Inc10,274$71.9K0.00%
HB Wealth Management, LLC10,125$70.9K0.00%
Fifth Third Bancorp8,416$58.9K0.00%
Cullen/Frost Bankers, Inc.5,244$36.7K0.00%
Bogart Wealth, LLC3,000$21.0K0.00%
Nykredit A/S1,443$10.1K0.00%
Pinnacle Wealth Planning Services, Inc.1,350$9.45K0.00%
Clearstead Advisors, LLC443$3.10K0.00%
Picton Mahoney Asset Management435$3.04K0.00%
Continuum Advisory, LLC382$2.67K0.00%
Fulcrum Asset Management LLP210$1.47K0.00%
Quarry LP196$1.37K0.00%
Rialto Wealth Management, LLC153$1.07K0.00%
TD Private Client Wealth LLC124$8680.00%
Private Wealth Management Group, LLC103$7210.00%
Steward Partners Investment Advisory, LLC88$6160.00%
Marquette Asset Management, LLC70$4900.00%
Silver Grove Financial Group, Inc.48$3360.00%
Global Retirement Partners, LLC27$1890.00%
Anchor Bay Capital, Inc.20$1850.00%
Medallion Wealth Advisors, LLC18$1260.00%

Sold out (38)

Institutions that held Asana, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of ASAN in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Jupiter Asset Management Ltd814,179$5.21M
Campbell & CO Investment Adviser LLC606,778$3.88M
Public Sector Pension Investment Board316,753$2.03M
Qube Research & Technologies Ltd208,783$1.34M
Occudo Quantitative Strategies LP115,244$728.3K
Wesbanco Bank Inc113,500$726.4K
Advisory Services Network, LLC112,771$721.7K
Graham Capital Management, L.P.104,476$668.6K
Blueshift Asset Management, LLC98,373$629.6K
Entropy Technologies, LP90,344$578.2K
Massar Capital Management, LP73,300$469.1K
Mirabella Financial Services LLP60,316$386.0K
Centiva Capital, LP52,339$335.0K
Qsemble Capital Management, LP50,721$324.6K
Catalytic Wealth RIA, LLC48,999$313.6K
Jump Financial, LLC45,369$290.4K
Dynamic Technology Lab Private Ltd43,367$277.5K
Inceptionr LLC37,430$239.6K
Evergreen Capital Management LLC31,387$200.9K
Toroso Investments, LLC28,908$185.0K
9823 Capital, L.P.27,691$177.2K
American Century Companies Inc25,733$164.7K
ClearAlpha Technologies LP24,738$158.3K
Twinbeech Capital LP24,706$158.1K
Winton Group Ltd18,500$118.4K
Scientech Research LLC18,430$118.0K
Verition Fund Management LLC15,778$101.0K
Vident Advisory, LLC10,989$70.3K
Farringdon Capital, Ltd.10,224$65.4K
Clear Street Markets LLC8,223$52.6K
KBC Group NV3,699$24.0K
Root Financial Partners, LLC2,281$14.6K
Quadrant Capital Group LLC2,221$14.2K
Northwestern Mutual Wealth Management Co2,121$13.6K
Wealth Preservation Advisors, LLC209$1.34K
Private Wealth Asset Management, LLC200$1.28K
Rachor Investment Advisory Services, LLC23$148
Dunhill Financial, LLC1$10

Not filed for Q2 2026 yet (6)

Institutions that held Asana, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ASAN in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
CWM, LLC116,032$742.6K
DGS Capital Management, LLC62,403$399.4K
Janus Henderson Group PLC40,021$256.3K
Skopos Labs, Inc.10,668$68.3K
Sunbelt Securities, Inc.70$448
McIlrath & Eck, LLC40$256