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 ($3.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.36. Options: 18 managers hold calls ($31.8m notional), 16 hold puts ($45.4m).
Trends to Q3 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 |
| Q3 2025 | 231 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q3 2025 | 102 | 133 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $75.0m | $55.3m | 0.74 |
| Q1 2025 | $42.7m | $33.6m | 0.79 |
| Q2 2025 | $27.6m | $37.4m | 1.35 |
| Q3 2025 | $31.8m | $45.4m | 1.43 |
Biggest buyers
| D. E. Shaw & Co., Inc. | Added | +3.1m |
| MARSHALL WACE, LLP | Added | +678.0k |
| CITADEL ADVISORS LLC | Added | +579.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +487.9k |
| JPMORGAN CHASE & CO | Added | +479.1k |
| FEDERATED HERMES, INC. | Added | +380.6k |
| MORGAN STANLEY | Added | +356.1k |
| GC Wealth Management RIA, LLC | Added | +343.0k |
| MILLENNIUM MANAGEMENT LLC | Added | +328.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +263.3k |
Biggest sellers
| GOLDMAN SACHS GROUP INC | Reduced | -1.3m |
| ACADIAN ASSET MANAGEMENT LLC | Reduced | -1.2m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -651.3k |
| JANE STREET GROUP, LLC | Sold out | -432.1k |
| PINEBRIDGE INVESTMENTS, L.P. | Sold out | -429.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -360.2k |
| TWO SIGMA ADVISERS, LP | Reduced | -347.7k |
| Freestone Grove Partners LP | Sold out | -344.2k |
| BlackRock, Inc. | Reduced | -278.4k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -237.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $8.8m661.7k shares |
| CITADEL ADVISORS LLC | Added | $5.3m394.4k shares |
| JANE STREET GROUP, LLC | Added | $2.7m204.1k shares |
| PEAK6 LLC | Added | $2.4m183.0k shares |
| WOLVERINE TRADING, LLC | Added | $2.0m147.9k shares |
| IMC-Chicago, LLC | Added | $1.9m142.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.8m138.2k shares |
| Cubist Systematic Strategies, LLC | Unchanged | $1.7m124.3k shares |
| GROUP ONE TRADING LLC | Reduced | $1.2m92.7k shares |
| CMT Capital Markets Trading GmbH | New | $1.0m75.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $13.4m1.0m shares |
| CITADEL ADVISORS LLC | Added | $7.7m579.3k shares |
| PEAK6 LLC | Unchanged | $6.3m475.0k shares |
| IMC-Chicago, LLC | Added | $5.4m404.0k shares |
| GROUP ONE TRADING LLC | Added | $3.3m247.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $1.6m119.4k shares |
| WOLVERINE TRADING, LLC | Added | $1.4m102.2k shares |
| Crawford Fund Management, LLC | Reduced | $1.4m101.5k shares |
| JANE STREET GROUP, LLC | Added | $1.2m87.1k shares |
| SIMPLEX TRADING, LLC | Added | $1.2m86.5k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2025 | 1 | $91.2m | 4 | $49.6m | $49.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-23 | Parekh Sonalee Elizabeth Chief Financial Officer | Sold plan | $911.3k63.4k shares |
| 2025-09-23 | LACEY ELEANOR B GC, Corporate Secretary | Sold plan | $152.3k10.6k shares |
| 2025-09-22 | Parekh Sonalee Elizabeth Chief Financial Officer | Sold plan | $2.8m195.0k shares |
| 2025-09-22 | Raimondi Anne Chief Operating Officer | Sold | $397.1k28.0k shares |
| 2025-09-22 | LACEY ELEANOR B GC, Corporate Secretary | Sold plan | $284.1k20.0k shares |
| 2025-08-21 | Moskovitz Dustin A. Director | Bought plan | $1.7m122.5k shares |
| 2025-08-20 | Moskovitz Dustin A. Director | Bought plan | $3.1m225.0k shares |
| 2025-08-19 | Moskovitz Dustin A. Director | Bought plan | $3.1m222.0k shares |
| 2025-08-18 | Moskovitz Dustin A. Director | Bought plan | $3.2m225.0k shares |
| 2025-08-15 | Moskovitz Dustin A. Director | Bought plan | $3.1m224.2k shares |
| 2025-08-14 | Moskovitz Dustin A. Director | Bought plan | $3.1m225.0k shares |
| 2025-08-13 | Moskovitz Dustin A. Director | Bought plan | $3.1m224.9k shares |
| 2025-08-11 | Moskovitz Dustin A. Director | Bought plan | $2.9m225.0k shares |
| 2025-08-08 | Moskovitz Dustin A. Director | Bought plan | $3.1m225.0k shares |
| 2025-08-07 | Moskovitz Dustin A. Director | Bought plan | $3.2m223.9k shares |
| 2025-08-06 | Moskovitz Dustin A. Director | Bought plan | $3.3m225.0k shares |
| 2025-08-04 | Moskovitz Dustin A. Director | Bought plan | $3.2m225.0k shares |
| 2025-08-01 | Moskovitz Dustin A. Director | Bought plan | $3.2m225.0k shares |
| 2025-07-30 | Moskovitz Dustin A. Director | Bought plan | $3.4m225.0k shares |
| 2025-07-29 | Moskovitz Dustin A. Director | Bought plan | $3.4m225.0k shares |
| 2025-07-28 | Rosenstein Justin Director | Sold plan | $7.8m517.6k shares |
| 2025-07-25 | Rosenstein Justin Director | Sold plan | $3.4m223.9k shares |
| 2025-07-24 | Moskovitz Dustin A. Director | Bought plan | $3.4m225.0k shares |
| 2025-07-24 | Rosenstein Justin Director | Sold plan | $1.7m115.9k shares |
| 2025-07-23 | Rosenstein Justin Director | Sold plan | $11.0m729.2k shares |
| 2025-07-23 | Moskovitz Dustin A. Director | Bought plan | $3.4m225.0k shares |
| 2025-07-22 | Rosenstein Justin Director | Sold plan | $14.5m966.6k shares |
| 2025-07-22 | Moskovitz Dustin A. Director | Bought plan | $3.4m225.0k shares |
| 2025-07-21 | Moskovitz Dustin A. Director | Bought plan | $3.4m225.0k shares |
| 2025-07-21 | Rosenstein Justin Director | Sold plan | $2.9m195.1k shares |
The latest 30 of 43 trades.
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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 13.1m $175.3m | Added +10.3k |
| BlackRock, Inc. 0.00% of their portfolio | 8.4m $112.5m | Reduced -278.4k |
| D. E. Shaw & Co., Inc. 0.08% of their portfolio | 7.0m $94.0m | Added +3.1m |
| VOYA INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 4.9m $65.8m | Reduced -651.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 4.6m $62.1m | Added +487.9k |
| STATE STREET CORP 0.00% of their portfolio | 2.8m $36.8m | Reduced -27.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.1m $27.6m | Reduced -86.3k |
| MORGAN STANLEY 0.00% of their portfolio | 2.0m $27.0m | Added +356.1k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 2.0m $26.2m | Added +678.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.8m $24.2m | Reduced -1.3m |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.10% of their portfolio | 1.8m $24.0m | Added +263.3k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 1.5m $20.4m | Added +50.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.1m $15.3m | Added +479.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 884.4k $11.8m | Added +39.2k |
| FMR LLC 0.00% of their portfolio | 847.7k $11.3m | Added +176.3k |
| UBS Group AG 0.00% of their portfolio | 840.0k $11.2m | Added +242.0k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 825.9k $11.0m | Reduced -228.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 823.6k $11.0m | Reduced -43.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 802.0k $10.7m | Added +579.3k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 788.4k $10.5m | Reduced -1.2m |
| Nuveen, LLC 0.00% of their portfolio | 740.1k $9.9m | Reduced -45.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 704.4k $9.4m | Added +128.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 573.3k $7.7m | Added +33.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 539.5k $7.2m | Added +193.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 515.3k $6.9m | Reduced -360.2k |
| BARCLAYS PLC 0.00% of their portfolio | 511.1k $6.8m | Reduced -9.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 479.6k $6.4m | Added +328.3k |
| Marex Group Ltd 0.08% of their portfolio | 475.8k $6.4m | Added +122.3k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 413.3k $5.5m | Added +380.6k |
| GC Wealth Management RIA, LLC 0.18% of their portfolio | 404.6k $5.4m | Added +343.0k |
| Whetstone Capital Advisors, LLC 1.41% of their portfolio | 381.7k $5.1m | Unchanged |
| Engineers Gate Manager LP 0.05% of their portfolio | 338.9k $4.5m | Added +187.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 312.7k $4.2m | Reduced -80.3k |
| Verition Fund Management LLC 0.02% of their portfolio | 286.2k $3.8m | Added +179.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 286.1k $3.8m | Added +163.7k |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 281.1k $3.8m | Added +550 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 268.8k $3.6m | Added +92.0k |
| IMC-Chicago, LLC 0.06% of their portfolio | 239.0k $3.2m | Added +93.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 236.8k $3.2m | Reduced -135.5k |
| HUSSMAN STRATEGIC ADVISORS, INC. 0.61% of their portfolio | 210.0k $2.8m | Added +63.0k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 202.9k $2.7m | Reduced -347.7k |
| Cubist Systematic Strategies, LLC 0.04% of their portfolio | 196.5k $2.6m | New |
| Schonfeld Strategic Advisors LLC 0.02% of their portfolio | 190.1k $2.5m | Added +157.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 183.7k $2.5m | Reduced -163.0k |
| JUPITER ASSET MANAGEMENT LTD 0.02% of their portfolio | 170.7k $2.3m | Added +55.5k |
| Swiss National Bank 0.00% of their portfolio | 166.1k $2.2m | Reduced -3.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 147.4k $2.0m | Reduced -16.5k |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 144.3k $1.9m | Reduced -207.6k |
| Trexquant Investment LP 0.02% of their portfolio | 130.0k $1.7m | New |
| FORMULA GROWTH LTD 0.62% of their portfolio | 130.0k $1.7m | Reduced -70.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 129.7k $1.7m | Reduced -30.9k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 127.7k $1.7m | Added +2.4k |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 126.7k $1.7m | Reduced -68.6k |
| Squarepoint Ops LLC 0.00% of their portfolio | 112.7k $1.5m | Added +10.6k |
| GROUP ONE TRADING LLC 0.04% of their portfolio | 104.8k $1.4m | Added +56.6k |
| Legal & General Group Plc 0.00% of their portfolio | 104.7k $1.4m | Reduced -938 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 100.2k $1.3m | Reduced -849 |
| Cresset Asset Management, LLC 0.01% of their portfolio | 99.2k $1.3m | Unchanged |
| GILDER GAGNON HOWE & CO LLC 0.01% of their portfolio | 96.8k $1.3m | Added +1.6k |
| Paragon Capital Management Ltd 0.24% of their portfolio | 94.2k $1.3m | Unchanged |
| Savant Capital, LLC 0.01% of their portfolio | 93.9k $1.3m | Added +4.8k |
| Weiss Asset Management LP 0.02% of their portfolio | 93.1k $1.2m | Not comparable |
| Walleye Capital LLC 0.01% of their portfolio | 92.9k $1.2m | Added +31.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 91.3k $1.2m | Reduced -593 |
| Invesco Ltd. 0.00% of their portfolio | 90.3k $1.2m | Added +15.0k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.14% of their portfolio | 88.7k $1.2m | New |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.00% of their portfolio | 80.9k $1.1m | Reduced -32.5k |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% of their portfolio | 79.8k $1.1m | Added +31.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 79.3k $1.1m | Reduced -443 |
| XTX Topco Ltd 0.05% of their portfolio | 75.1k $1.0m | New |
| Massar Capital Management, LP 0.35% of their portfolio | 73.3k $979.3k | New |
| Bayesian Capital Management, LP 0.18% of their portfolio | 67.4k $899.9k | New |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 65.7k $877.2k | Added +20.7k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 62.6k $837.0k | Added +6.0k |
| DGS Capital Management, LLC 0.15% of their portfolio | 61.9k $827.3k | Reduced -125 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 61.4k $820.1k | Reduced -350 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV 0.12% of their portfolio | 57.9k $773.1k | Reduced -2.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 57.0k $761.3k | Added +9.0k |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 56.4k $753.6k | New |
| PICTON MAHONEY ASSET MANAGEMENT 0.01% of their portfolio | 55.9k $746.0k | New |
| Entropy Technologies, LP 0.05% of their portfolio | 54.6k $730.1k | New |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 53.2k $710.2k | Reduced -221.5k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 52.4k $699.8k | Reduced -4.0k |
| CITIGROUP INC 0.00% of their portfolio | 50.5k $674.2k | Reduced -36.7k |
| TWINBEECH CAPITAL LP 0.03% of their portfolio | 49.9k $666.5k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 49.5k $660.8k | Added +640 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 48.0k $640.0k | Reduced -132.4k |
| ExodusPoint Capital Management, LP 0.01% of their portfolio | 46.7k $623.8k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 45.1k $603.1k | Reduced -7.2k |
| INTECH INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 42.9k $573.5k | Reduced -27.0k |
| SG Americas Securities, LLC 0.00% of their portfolio | 41.5k $555.0k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 40.2k $537.6k | Reduced -10.9k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 40.0k $534.5k | Unchanged |
| CATALYST PRIVATE WEALTH, LLC 0.23% of their portfolio | 40.0k $534.1k | Reduced -3.0k |
| Bridgefront Capital, LLC 0.15% of their portfolio | 38.7k $517.3k | Reduced -2.1k |
| LPL Financial LLC 0.00% of their portfolio | 38.2k $511.0k | Reduced -8.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 35.8k $476.5k | Reduced -16.0k |
| WESBANCO BANK INC 0.01% of their portfolio | 35.0k $467.6k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 35.0k $467.2k | Added +542 |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 33.7k $450.8k | Unchanged |