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, Q2 2026
Institutional positions in Asana, Inc. as of Jun 30, 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
- 262
- +16 vs. Q1 2026
- Shares held
- 106.6M
- +3.75M (+3.6%) vs. Q1 2026
- Total value
- $746.1M
- +$87.9M (+13.4%) vs. Q1 2026
- New holders
- 54
- 122 more added
- Sold out
- 38
- 57 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Asana, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | −6−35.3% | Reduced |
| SHP Wealth Management | 2 | $14 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 18 | $126 | 0.00% | +18 | New |
| Anchor Bay Capital, Inc. | 20 | $185 | 0.00% | +20 | New |
| Global Retirement Partners, LLC | 27 | $189 | 0.00% | +27 | New |
| Pillar Financial Advisors, LLC | 42 | $294 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 48 | $336 | 0.00% | +48 | New |
| Harbour Investments, Inc. | 54 | $379 | 0.00% | −4−6.9% | Reduced |
| Marquette Asset Management, LLC | 70 | $490 | 0.00% | +70 | New |
| Godfrey Financial Associates, Inc. | 76 | $532 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 88 | $616 | 0.00% | +88 | New |
| HM Payson & Co | 100 | $700 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 103 | $721 | 0.00% | +103 | New |
| Key Capital Management, INC | 119 | $833 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 123 | $861 | 0.00% | +115+1,437.5% | Added |
| TD Private Client Wealth LLC | 124 | $868 | 0.00% | +124 | New |
| Main Street Group, LTD | 125 | $875 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 163 | $1.00K | 0.00% | +89+120.3% | Added |
| Rialto Wealth Management, LLC | 153 | $1.07K | 0.00% | +153 | New |
| Cornerstone Planning Group LLC | 170 | $1.17K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 196 | $1.37K | 0.00% | +196 | New |
| Fulcrum Asset Management LLP | 210 | $1.47K | 0.00% | +210 | New |
| Smartleaf Asset Management LLC | 244 | $1.71K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 244 | $1.71K | 0.00% | +173+243.7% | Added |
| SJS Investment Consulting Inc. | 252 | $1.76K | 0.00% | +177+236.0% | Added |
| US Bancorp | 277 | $1.94K | 0.00% | +228+465.3% | Added |
| Basecamp Wealth Advisors LLC | 286 | $2.00K | 0.00% | +212+286.5% | Added |
| PlanVest Financial, Inc | 300 | $2.10K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 331 | $2.32K | 0.00% | −40−10.8% | Reduced |
| Sterling Capital Management LLC | 342 | $2.39K | 0.00% | −225−39.7% | Reduced |
| IFP Advisors, Inc | 346 | $2.42K | 0.00% | −619−64.1% | Reduced |
| Continuum Advisory, LLC | 382 | $2.67K | 0.00% | +382 | New |
| Parkside Financial Bank & Trust | 400 | $2.80K | 0.00% | +145+56.9% | Added |
| Picton Mahoney Asset Management | 435 | $3.04K | 0.00% | +435 | New |
| Clearstead Advisors, LLC | 443 | $3.10K | 0.00% | +443 | New |
| UMA Financial Services, Inc. | 534 | $3.74K | 0.00% | +466+685.3% | Added |
| Bell Investment Advisors, Inc | 664 | $4.65K | 0.00% | +593+835.2% | Added |
| TD Waterhouse Canada Inc. | 700 | $5.12K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 742 | $5.19K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 755 | $5.29K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 789 | $5.52K | 0.00% | +721+1,060.3% | Added |
| Close Asset Management Ltd | 838 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,018 | $7.13K | 0.00% | −47−4.4% | Reduced |
| Massmutual Trust Co FSB | 1,070 | $7.49K | 0.00% | +668+166.2% | Added |
| Newbridge Financial Services Group, Inc. | 1,250 | $8.75K | 0.00% | −400−24.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,350 | $9.45K | 0.00% | +1,350 | New |
| Covestor Ltd | 1,367 | $10.0K | 0.01% | +1,358+15,088.9% | Added |
| Nykredit A/S | 1,443 | $10.1K | 0.00% | +1,443 | New |
| Rothschild Investment LLC | 1,493 | $10.5K | 0.00% | +852+132.9% | Added |
| Federation des caisses Desjardins du Quebec | 1,525 | $10.7K | 0.00% | −720−32.1% | Reduced |
| Rockefeller Capital Management L.P. | 1,549 | $10.8K | 0.00% | −500−24.4% | Reduced |
| GAMMA Investing LLC | 1,815 | $12.7K | 0.00% | +7+0.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,904 | $13.3K | 0.00% | −38−2.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,052 | $14.4K | 0.00% | +465+29.3% | Added |
| Federated Hermes, Inc. | 2,325 | $16.3K | 0.00% | −610,583−99.6% | Reduced |
| Signaturefd, LLC | 2,387 | $16.7K | 0.00% | −344−12.6% | Reduced |
| True Wealth Design, LLC | 2,585 | $18.1K | 0.00% | +2,520+3,876.9% | Added |
| Bogart Wealth, LLC | 3,000 | $21.0K | 0.00% | +3,000 | New |
| Nisa Investment Advisors, LLC | 3,013 | $21.1K | 0.00% | +2,324+337.3% | Added |
| EverSource Wealth Advisors, LLC | 3,515 | $24.6K | 0.00% | +85+2.5% | Added |
| Tower Research Capital LLC (TRC) | 3,639 | $25.5K | 0.00% | −3,354−48.0% | Reduced |
| SBI Securities Co., Ltd. | 3,737 | $26.2K | 0.00% | +449+13.7% | Added |
| Essential Partners LLC | 3,835 | $26.8K | 0.01% | +3,064+397.4% | Added |
| Jones Financial Companies LLLP | 4,096 | $28.5K | 0.00% | +850+26.2% | Added |
| Cullen/Frost Bankers, Inc. | 5,244 | $36.7K | 0.00% | +5,244 | New |
| Center for Financial Planning, Inc. | 6,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6,042 | $42.3K | 0.00% | +449+8.0% | Added |
| Performa Ltd (US), LLC | 6,775 | $47.4K | 0.01% | +575+9.3% | Added |
| Bayforest Capital Ltd | 7,233 | $50.6K | 0.05% | −9,944−57.9% | Reduced |
| Leonteq Securities AG | 7,501 | $52.5K | 0.00% | −17,177−69.6% | Reduced |
| Fifth Third Bancorp | 8,416 | $58.9K | 0.00% | +8,416 | New |
| Ameritas Investment Partners, Inc. | 8,846 | $61.9K | 0.00% | +1,609+22.2% | Added |
| Marathon Trading Investment Management LLC | 10,000 | $70.0K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 10,125 | $70.9K | 0.00% | +10,125 | New |
| Walleye Capital LLC | 10,131 | $70.9K | 0.00% | −677,699−98.5% | Reduced |
| Public Employees Retirement Association of Colorado | 10,175 | $71.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 10,156 | $71.1K | 0.00% | +7,905+351.2% | Added |
| Victory Capital Management Inc | 10,274 | $71.9K | 0.00% | +10,274 | New |
| PharVision Advisers, LLC | 10,309 | $72.2K | 1.36% | −8,432−45.0% | Reduced |
| Optiver Holding B.V. | 10,726 | $75.1K | 0.00% | +5,475+104.3% | Added |
| Truist Financial Corp | 10,890 | $76.2K | 0.00% | +10,890 | New |
| State of Wisconsin Investment Board | 10,896 | $76.3K | 0.00% | +10,896 | New |
| Lighthouse Investment Partners, LLC | 10,971 | $76.8K | 0.00% | +10,971 | New |
| Allianz Asset Management GmbH | 11,008 | $77.1K | 0.00% | +78+0.7% | Added |
| StoneX Group Inc. | 10,312 | $77.5K | 0.00% | +10,312 | New |
| Krilogy Financial LLC | 11,209 | $78.5K | 0.00% | +11,209 | New |
| Ensign Peak Advisors, Inc | 12,050 | $84.3K | 0.00% | +2,600+27.5% | Added |
| Bank of Montreal | 12,143 | $85.0K | 0.00% | +12,143 | New |
| Osborne Partners Capital Management, LLC | 12,226 | $85.6K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 12,393 | $86.8K | 0.00% | −23,425−65.4% | Reduced |
| SG Americas Securities, LLC | 12,455 | $87.0K | 0.00% | −86,947−87.5% | Reduced |
| Sequoia Financial Advisors, LLC | 12,562 | $87.9K | 0.00% | +12,562 | New |
| Allworth Financial LP | 13,195 | $92.4K | 0.00% | +8,698+193.4% | Added |
| Bull Harbor Capital LLC | 13,404 | $93.8K | 0.02% | +13,404 | New |
| Raymond James Financial Inc | 13,548 | $94.8K | 0.00% | −150−1.1% | Reduced |
| Capital Performance Advisors LLP | 13,650 | $95.5K | 0.01% | −3,339−19.7% | Reduced |
| Catalyst Private Wealth, LLC | 13,793 | $96.6K | 0.05% | −15,659−53.2% | Reduced |
| Impact Capital Partners LLC | 14,154 | $99.1K | 0.03% | +14,154 | New |
| Frec Markets, Inc. | 14,256 | $99.8K | 0.01% | +14,256 | New |
| Channel Wealth LLC | 14,334 | $100.3K | 0.02% | 00.0% | Unchanged |