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 |
|---|---|---|---|---|---|
| SBI Securities Co., Ltd. | 3,737 | $26.2K | 0.00% | +449+13.7% | Added |
| Tower Research Capital LLC (TRC) | 3,639 | $25.5K | 0.00% | −3,354−48.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3,515 | $24.6K | 0.00% | +85+2.5% | Added |
| Nisa Investment Advisors, LLC | 3,013 | $21.1K | 0.00% | +2,324+337.3% | Added |
| Bogart Wealth, LLC | 3,000 | $21.0K | 0.00% | +3,000 | New |
| True Wealth Design, LLC | 2,585 | $18.1K | 0.00% | +2,520+3,876.9% | Added |
| Signaturefd, LLC | 2,387 | $16.7K | 0.00% | −344−12.6% | Reduced |
| Federated Hermes, Inc. | 2,325 | $16.3K | 0.00% | −610,583−99.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,052 | $14.4K | 0.00% | +465+29.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,904 | $13.3K | 0.00% | −38−2.0% | Reduced |
| GAMMA Investing LLC | 1,815 | $12.7K | 0.00% | +7+0.4% | Added |
| Rockefeller Capital Management L.P. | 1,549 | $10.8K | 0.00% | −500−24.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,525 | $10.7K | 0.00% | −720−32.1% | Reduced |
| Rothschild Investment LLC | 1,493 | $10.5K | 0.00% | +852+132.9% | Added |
| Nykredit A/S | 1,443 | $10.1K | 0.00% | +1,443 | New |
| Covestor Ltd | 1,367 | $10.0K | 0.01% | +1,358+15,088.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,350 | $9.45K | 0.00% | +1,350 | New |
| Newbridge Financial Services Group, Inc. | 1,250 | $8.75K | 0.00% | −400−24.2% | Reduced |
| Massmutual Trust Co FSB | 1,070 | $7.49K | 0.00% | +668+166.2% | Added |
| Larson Financial Group LLC | 1,018 | $7.13K | 0.00% | −47−4.4% | Reduced |
| Close Asset Management Ltd | 838 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 789 | $5.52K | 0.00% | +721+1,060.3% | Added |
| Financial Perspectives, Inc | 755 | $5.29K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 742 | $5.19K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 700 | $5.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 664 | $4.65K | 0.00% | +593+835.2% | Added |
| UMA Financial Services, Inc. | 534 | $3.74K | 0.00% | +466+685.3% | Added |
| Clearstead Advisors, LLC | 443 | $3.10K | 0.00% | +443 | New |
| Picton Mahoney Asset Management | 435 | $3.04K | 0.00% | +435 | New |
| Parkside Financial Bank & Trust | 400 | $2.80K | 0.00% | +145+56.9% | Added |
| Continuum Advisory, LLC | 382 | $2.67K | 0.00% | +382 | New |
| IFP Advisors, Inc | 346 | $2.42K | 0.00% | −619−64.1% | Reduced |
| Sterling Capital Management LLC | 342 | $2.39K | 0.00% | −225−39.7% | Reduced |
| National Bank of Canada | 331 | $2.32K | 0.00% | −40−10.8% | Reduced |
| PlanVest Financial, Inc | 300 | $2.10K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 286 | $2.00K | 0.00% | +212+286.5% | Added |
| US Bancorp | 277 | $1.94K | 0.00% | +228+465.3% | Added |
| SJS Investment Consulting Inc. | 252 | $1.76K | 0.00% | +177+236.0% | Added |
| 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 |
| Fulcrum Asset Management LLP | 210 | $1.47K | 0.00% | +210 | New |
| Quarry LP | 196 | $1.37K | 0.00% | +196 | New |
| Cornerstone Planning Group LLC | 170 | $1.17K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 153 | $1.07K | 0.00% | +153 | New |
| Avion Wealth | 163 | $1.00K | 0.00% | +89+120.3% | Added |
| Main Street Group, LTD | 125 | $875 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 124 | $868 | 0.00% | +124 | New |
| Transamerica Financial Advisors, Inc. | 123 | $861 | 0.00% | +115+1,437.5% | Added |
| Key Capital Management, INC | 119 | $833 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 103 | $721 | 0.00% | +103 | New |
| HM Payson & Co | 100 | $700 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 88 | $616 | 0.00% | +88 | New |
| Godfrey Financial Associates, Inc. | 76 | $532 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 70 | $490 | 0.00% | +70 | New |
| Harbour Investments, Inc. | 54 | $379 | 0.00% | −4−6.9% | Reduced |
| Silver Grove Financial Group, Inc. | 48 | $336 | 0.00% | +48 | New |
| Pillar Financial Advisors, LLC | 42 | $294 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 27 | $189 | 0.00% | +27 | New |
| Anchor Bay Capital, Inc. | 20 | $185 | 0.00% | +20 | New |
| Medallion Wealth Advisors, LLC | 18 | $126 | 0.00% | +18 | New |
| SHP Wealth Management | 2 | $14 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $0 | 0.00% | −6−35.3% | Reduced |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −814,179−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −606,778−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −316,753−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −208,783−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −115,244−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −113,500−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −112,771−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −104,476−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −98,373−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −90,344−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −73,300−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −60,316−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −52,339−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −50,721−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −48,999−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −45,369−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −43,367−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −37,430−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −31,387−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −28,908−100.0% | Sold out |
| 9823 Capital, L.P. | 0 | $0 | 0.00% | −27,691−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −25,733−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −24,738−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −24,706−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −18,430−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,778−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −10,989−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −10,224−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −8,223−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −3,699−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −2,281−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,221−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,121−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Rachor Investment Advisory Services, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |