ASANA INC ASAN
CL A · Common Stock · CUSIP 04342Y104 · ISIN US04342Y1047
Commercial business enterprise; maker of Asana software
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.50. Options: 17 managers hold calls ($27.6m notional), 16 hold puts ($37.4m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 242 |
| Q4 2022 | 222 |
| Q1 2023 | 227 |
| Q2 2023 | 235 |
| Q3 2023 | 235 |
| Q4 2023 | 222 |
| Q1 2024 | 215 |
| Q2 2024 | 218 |
| Q3 2024 | 205 |
| Q4 2024 | 237 |
| Q1 2025 | 236 |
| Q2 2025 | 238 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 125 | 94 |
| Q4 2023 | 94 | 110 |
| Q1 2024 | 94 | 112 |
| Q2 2024 | 114 | 101 |
| Q3 2024 | 98 | 111 |
| Q4 2024 | 127 | 92 |
| Q1 2025 | 138 | 100 |
| Q2 2025 | 131 | 111 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $31.2m | $24.0m | 0.77 |
| Q4 2024 | $75.0m | $55.3m | 0.74 |
| Q1 2025 | $42.7m | $33.6m | 0.79 |
| Q2 2025 | $27.6m | $37.4m | 1.35 |
Biggest buyers
| D. E. Shaw & Co., Inc. | Added | +3.0m |
| VANGUARD GROUP INC | Added | +2.5m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +2.1m |
| GOLDMAN SACHS GROUP INC | Added | +1.5m |
| MARSHALL WACE, LLP | Added | +1.1m |
| MORGAN STANLEY | Added | +929.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +906.9k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +856.3k |
| BlackRock, Inc. | Added | +655.1k |
| Freestone Grove Partners LP | New | +344.2k |
Biggest sellers
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -12.3m |
| GILDER GAGNON HOWE & CO LLC | Reduced | -1.9m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.8m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -1.2m |
| Paradice Investment Management LLC | Sold out | -1.1m |
| Woodline Partners LP | Reduced | -664.7k |
| TWO SIGMA ADVISERS, LP | Reduced | -532.7k |
| Connor, Clark & Lunn Investment Management Ltd. | Reduced | -490.7k |
| Qube Research & Technologies Ltd | Reduced | -448.6k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -437.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $9.0m669.9k shares |
| CITADEL ADVISORS LLC | Reduced | $5.0m372.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.9m141.0k shares |
| GROUP ONE TRADING LLC | Reduced | $1.8m134.7k shares |
| Cubist Systematic Strategies, LLC | Reduced | $1.7m124.3k shares |
| IMC-Chicago, LLC | Reduced | $1.6m121.5k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.5m113.6k shares |
| JANE STREET GROUP, LLC | Added | $1.4m105.2k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $918.0k68.0k shares |
| Walleye Trading LLC | Reduced | $733.0k54.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $10.3m763.6k shares |
| CITADEL ADVISORS LLC | Added | $6.5m483.5k shares |
| PEAK6 LLC | Added | $6.4m475.0k shares |
| IMC-Chicago, LLC | Added | $3.3m246.2k shares |
| GROUP ONE TRADING LLC | Added | $3.3m243.2k shares |
| Crawford Fund Management, LLC | Reduced | $1.7m123.5k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $1.5m114.1k shares |
| WOLVERINE TRADING, LLC | Reduced | $1.1m83.2k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m78.0k shares |
| JANE STREET GROUP, LLC | Reduced | $857.2k63.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Moskovitz Dustin A. 13D · may seek influence +0.8 pts · filed 2025-08-15 | 58.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-28 | 5.4% |
| BlackRock, Inc. 13G · institution +0.6 pts · filed 2026-07-27 | 5.3% |
Fell to 5% or below in the last year: Rosenstein Justin (3.8%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $111.1m | 3 | $1.4m | $1.4m |
| Q4 2023 | 1 | $40.7m | 3 | $1.4m | $1.1m |
| Q1 2024 | 0 | — | 3 | $419.9k | $419.9k |
| Q2 2024 | 0 | — | 3 | $1.2m | $433.8k |
| Q3 2024 | 0 | — | 3 | $717.6k | $717.6k |
| Q4 2024 | 0 | — | 2 | $955.3k | $83.9k |
| Q1 2025 | 1 | $32.1m | 3 | $28.3m | $28.1m |
| Q2 2025 | 1 | $19.4m | 3 | $773.0k | $361.5k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-26 | Moskovitz Dustin A. President, CEO, & Chair, director | Bought | $740.6k57.2k shares |
| 2025-06-25 | Moskovitz Dustin A. President, CEO, & Chair, director | Bought | $397.3k30.6k shares |
| 2025-06-23 | LACEY ELEANOR B GC, Corporate Secretary | Sold plan | $178.2k13.8k shares |
| 2025-06-20 | Raimondi Anne Chief Operating Officer | Sold | $355.8k27.0k shares |
| 2025-06-20 | LACEY ELEANOR B GC, Corporate Secretary | Sold plan | $183.3k13.9k shares |
| 2025-06-20 | Parekh Sonalee Elizabeth Chief Financial Officer | Sold | $55.7k4.2k shares |
| 2025-04-15 | Moskovitz Dustin A. President, CEO, & Chair, director | Bought plan | $792.0k50.0k shares |
| 2025-04-11 | Moskovitz Dustin A. President, CEO, & Chair, director | Bought plan | $1.2m75.5k shares |
| 2025-04-10 | Moskovitz Dustin A. President, CEO, & Chair, director | Bought plan | $3.5m225.0k shares |
| 2025-04-08 | Moskovitz Dustin A. President, CEO, & Chair, director | Bought plan | $3.2m225.0k shares |
| 2025-04-07 | Moskovitz Dustin A. President, CEO, & Chair, director | Bought plan | $3.1m225.0k shares |
| 2025-04-04 | Moskovitz Dustin A. President, CEO, & Chair, director | Bought plan | $3.1m225.0k shares |
| 2025-04-03 | Moskovitz Dustin A. President, CEO, & Chair, director | Bought plan | $3.3m225.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 13.1m $177.0m | Added +2.5m |
| BlackRock, Inc. 0.00% of their portfolio | 8.7m $117.5m | Added +655.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 5.6m $75.3m | Reduced -12.3m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 4.2m $56.2m | Added +2.1m |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 3.9m $53.3m | Added +3.0m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 3.1m $41.9m | Added +1.5m |
| STATE STREET CORP 0.00% of their portfolio | 2.8m $37.6m | Added +115.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.2m $29.1m | Added +263.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.06% of their portfolio | 2.0m $27.3m | Added +856.3k |
| MORGAN STANLEY 0.00% of their portfolio | 1.7m $22.5m | Added +929.6k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.08% of their portfolio | 1.5m $20.7m | Added +906.9k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 1.5m $19.9m | Reduced -134.6k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 1.3m $17.4m | Added +1.1m |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 1.1m $14.2m | Reduced -303.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 875.5k $11.8m | Reduced -1.2m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 866.7k $11.7m | Added +136.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 845.2k $11.4m | Added +102.9k |
| Nuveen, LLC 0.00% of their portfolio | 785.9k $10.6m | Added +208.1k |
| FMR LLC 0.00% of their portfolio | 671.4k $9.1m | Added +18.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 663.6k $9.0m | Added +217.6k |
| UBS Group AG 0.00% of their portfolio | 598.0k $8.1m | Reduced -206.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 576.4k $7.8m | Added +106.8k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 550.6k $7.4m | Reduced -532.7k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 540.3k $7.3m | Reduced -31.6k |
| BARCLAYS PLC 0.00% of their portfolio | 520.1k $7.0m | Added +251.8k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 432.1k $5.8m | Added +215.3k |
| PINEBRIDGE INVESTMENTS, L.P. 0.05% of their portfolio | 429.1k $5.8m | Reduced -85.9k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 393.1k $5.3m | Added +275.1k |
| Whetstone Capital Advisors, LLC 1.46% of their portfolio | 381.7k $5.2m | Unchanged |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 372.3k $5.0m | Added +113.5k |
| Marex Group Ltd 0.09% of their portfolio | 353.5k $4.8m | Added +140.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.05% of their portfolio | 351.9k $4.8m | Reduced -54.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 346.7k $4.7m | Reduced -165.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 346.5k $4.7m | Added +248.8k |
| Freestone Grove Partners LP 0.04% of their portfolio | 344.2k $4.6m | New |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 280.6k $3.8m | Added +39.9k |
| Y-Intercept (Hong Kong) Ltd 0.09% of their portfolio | 274.7k $3.7m | Added +220.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 237.0k $3.2m | Reduced -321.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 222.7k $3.0m | Reduced -360.4k |
| FORMULA GROWTH LTD 1.02% of their portfolio | 200.0k $2.7m | Unchanged |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 195.3k $2.6m | Reduced -448.6k |
| Nebula Research & Development LLC 0.21% of their portfolio | 184.1k $2.5m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 180.4k $2.4m | Added +177.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 176.7k $2.4m | Reduced -13.0k |
| Edgestream Partners, L.P. 0.07% of their portfolio | 173.9k $2.3m | Added +155.6k |
| Swiss National Bank 0.00% of their portfolio | 169.2k $2.3m | Added +2.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 163.9k $2.2m | Added +38.4k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 160.6k $2.2m | Added +39.6k |
| Engineers Gate Manager LP 0.03% of their portfolio | 151.5k $2.0m | Reduced -155.5k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 151.3k $2.0m | Reduced -1.8m |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.45% of their portfolio | 147.0k $2.0m | New |
| IMC-Chicago, LLC 0.05% of their portfolio | 145.1k $2.0m | Added +90.3k |
| Graham Capital Management, L.P. 0.06% of their portfolio | 142.4k $1.9m | Reduced -81.0k |
| MEEDER ASSET MANAGEMENT INC 0.11% of their portfolio | 136.9k $1.8m | Added +37.9k |
| TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio | 134.7k $1.8m | Reduced -437.8k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 125.3k $1.7m | Added +19.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 122.4k $1.7m | Added +13.2k |
| CenterBook Partners LP 0.09% of their portfolio | 122.4k $1.7m | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.04% of their portfolio | 116.9k $1.6m | Reduced -146.3k |
| JUPITER ASSET MANAGEMENT LTD 0.01% of their portfolio | 115.2k $1.6m | Unchanged |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 113.4k $1.5m | Added +31.1k |
| Dynamic Technology Lab Private Ltd 0.21% of their portfolio | 113.0k $1.5m | New |
| Verition Fund Management LLC 0.01% of their portfolio | 106.9k $1.4m | New |
| Legal & General Group Plc 0.00% of their portfolio | 105.7k $1.4m | Added +11.2k |
| Virtu Financial LLC 0.07% of their portfolio | 104.1k $1.4m | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 102.1k $1.4m | Added +85.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 101.1k $1.4m | Added +13.8k |
| Cresset Asset Management, LLC 0.01% of their portfolio | 99.2k $1.3m | Reduced -1.7k |
| GILDER GAGNON HOWE & CO LLC 0.01% of their portfolio | 95.2k $1.3m | Reduced -1.9m |
| Paragon Capital Management Ltd 0.23% of their portfolio | 94.2k $1.3m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 91.8k $1.2m | Added +5.0k |
| Savant Capital, LLC 0.01% of their portfolio | 89.1k $1.2m | Added +525 |
| CITIGROUP INC 0.00% of their portfolio | 87.2k $1.2m | Added +4.2k |
| Neo Ivy Capital Management 0.37% of their portfolio | 86.3k $1.2m | Added +63.3k |
| PEAK6 LLC 0.02% of their portfolio | 84.6k $1.1m | New |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 79.7k $1.1m | Unchanged |
| Campbell & CO Investment Adviser LLC 0.06% of their portfolio | 76.0k $1.0m | New |
| Invesco Ltd. 0.00% of their portfolio | 75.2k $1.0m | Added +20.1k |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 70.0k $944.4k | Added +2.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 65.3k $881.1k | Added +45.7k |
| GSA CAPITAL PARTNERS LLP 0.06% of their portfolio | 65.3k $881.0k | New |
| DGS Capital Management, LLC 0.17% of their portfolio | 62.0k $837.7k | Reduced -125 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 61.7k $833.4k | Added +8.0k |
| Walleye Capital LLC 0.01% of their portfolio | 61.7k $833.0k | Reduced -14.9k |
| GC Wealth Management RIA, LLC 0.07% of their portfolio | 61.6k $831.0k | New |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.13% of their portfolio | 60.2k $812.2k | Reduced -2.4k |
| NORGES BANK 0.00% of their portfolio | 59.2k $798.7k | Reduced -73.9k |
| Fieldview Capital Management, LLC 0.12% of their portfolio | 57.8k $779.8k | Added +42.4k |
| Brevan Howard Capital Management LP 0.01% of their portfolio | 57.4k $775.4k | New |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 56.6k $764.2k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 56.4k $761.0k | Added +7.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 52.3k $706.4k | Added +2.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 51.9k $694.0k | Added +33.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 51.2k $690.8k | Added +2.6k |
| Quantinno Capital Management LP 0.00% of their portfolio | 48.8k $659.0k | Reduced -3.3k |
| GROUP ONE TRADING LLC 0.02% of their portfolio | 48.3k $651.4k | Added +12.9k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 48.1k $649.4k | Added +21.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 48.0k $648.4k | Added +20.4k |
| Holocene Advisors, LP 0.00% of their portfolio | 46.9k $633.0k | Added +10.5k |
| LPL Financial LLC 0.00% of their portfolio | 46.7k $630.3k | Reduced -216 |