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 ($3.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $7.00. Options: 11 managers hold calls ($11.9m notional), 12 hold puts ($11.0m).
Trends to Q2 2026
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 |
| Q4 2025 | 241 |
| Q1 2026 | 253 |
| Q2 2026 | 262 |
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 2024 | 98 | 111 |
| Q4 2024 | 127 | 92 |
| Q1 2025 | 138 | 100 |
| Q2 2025 | 131 | 111 |
| Q3 2025 | 102 | 133 |
| Q4 2025 | 117 | 113 |
| Q1 2026 | 152 | 102 |
| Q2 2026 | 170 | 95 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $31.8m | $45.4m | 1.43 |
| Q4 2025 | $29.7m | $39.6m | 1.34 |
| Q1 2026 | $8.9m | $12.0m | 1.35 |
| Q2 2026 | $11.9m | $11.0m | 0.93 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +2.3m |
| AQR CAPITAL MANAGEMENT LLC | Added | +2.0m |
| WESTERLY CAPITAL MANAGEMENT, LLC | Added | +1.8m |
| RENAISSANCE TECHNOLOGIES LLC | Added | +1.6m |
| BlackRock, Inc. | Added | +1.6m |
| MARSHALL WACE, LLP | Added | +833.4k |
| STATE STREET CORP | Added | +763.0k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +673.9k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +551.9k |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Added | +481.4k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.6m |
| JPMORGAN CHASE & CO | Reduced | -2.5m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.2m |
| D. E. Shaw & Co., Inc. | Reduced | -970.0k |
| JUPITER ASSET MANAGEMENT LTD | Sold out | -814.2k |
| MORGAN STANLEY | Reduced | -794.7k |
| Walleye Capital LLC | Reduced | -677.7k |
| FEDERATED HERMES, INC. | Reduced | -610.6k |
| Campbell & CO Investment Adviser LLC | Sold out | -606.8k |
| Engineers Gate Manager LP | Reduced | -588.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.8m541.2k shares |
| JANE STREET GROUP, LLC | Reduced | $1.8m250.3k shares |
| CITADEL ADVISORS LLC | Reduced | $1.3m191.5k shares |
| IMC-Chicago, LLC | Reduced | $1.3m179.3k shares |
| GROUP ONE TRADING LLC | Added | $1.1m152.8k shares |
| SIMPLEX TRADING, LLC | Added | $744.8k106.4k shares |
| Walleye Trading LLC | Added | $656.6k93.8k shares |
| GOLDMAN SACHS GROUP INC | New | $479.5k68.5k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | New | $315.0k45.0k shares |
| CMT Capital Markets Trading GmbH | New | $315.0k45.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.6m508.5k shares |
| IMC-Chicago, LLC | Added | $1.5m212.5k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.1m152.7k shares |
| JANE STREET GROUP, LLC | Reduced | $1.0m145.1k shares |
| Crawford Fund Management, LLC | Added | $917.0k131.0k shares |
| CITADEL ADVISORS LLC | Reduced | $709.1k101.3k shares |
| Walleye Trading LLC | Reduced | $566.3k80.9k shares |
| PEAK6 LLC | Reduced | $527.8k75.4k shares |
| SIMPLEX TRADING, LLC | Added | $359.1k51.3k shares |
| CAPSTONE INVESTMENT ADVISORS, LLC | New | $315.0k45.0k 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 since 1 Apr 2026
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 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 |
| Q4 2025 | 0 | — | 4 | $52.2m | $48.3m |
| Q1 2026 | 0 | — | 4 | $700.8k | $352.7k |
| Q2 2026 | 0 | — | 4 | $792.9k | $502.4k |
| Q3 2026 | 0 | — | 3 | $4.8m | $4.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-23 | Megji Aziz Chief Financial Officer | Sold | $29.9k3.2k shares |
| 2026-09-22 | Rogers Daniel Mark Chief Executive Officer, director | Sold plan | $1.4m150.2k shares |
| 2026-09-22 | Colendich Katie Marie GC, Corporate Secretary | Sold plan | $82.8k8.5k shares |
| 2026-09-21 | Rogers Daniel Mark Chief Executive Officer, director | Sold plan | $2.9m300.9k shares |
| 2026-09-21 | Megji Aziz Chief Financial Officer | Sold | $337.8k35.4k shares |
| 2026-09-21 | Colendich Katie Marie GC, Corporate Secretary | Sold plan | $70.9k7.4k shares |
| 2026-08-27 | Rogers Daniel Mark Chief Executive Officer, director | Sold plan | $16.6k1.7k shares |
| 2026-06-30 | Rogers Daniel Mark Chief Executive Officer, director | Sold plan | $95.2k13.8k shares |
| 2026-06-26 | Colendich Katie Marie GC, Corporate Secretary | Sold | $35.1k5.2k shares |
| 2026-06-24 | Megji Aziz Chief Financial Officer | Sold plan | $89.1k13.2k shares |
| 2026-06-24 | Colendich Katie Marie GC, Corporate Secretary | Sold plan | $56.2k8.3k shares |
| 2026-06-22 | Megji Aziz Chief Financial Officer | Sold plan | $211.0k31.7k shares |
| 2026-06-22 | Rogers Daniel Mark Chief Executive Officer, director | Sold | $179.7k27.0k shares |
| 2026-06-22 | Sosa Veronica Chief Accounting Officer | Sold | $75.8k11.4k shares |
| 2026-06-22 | Colendich Katie Marie GC, Corporate Secretary | Sold plan | $50.9k7.6k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 9.4m $65.9m | Added +1.6m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 9.3m $64.8m | Added +551.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 7.3m $51.3m | Added +149.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 6.5m $45.4m | Added +2.3m |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 5.9m $41.4m | Reduced -970.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 4.7m $33.1m | Added +3.1k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 4.3m $30.2m | Added +2.0m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 4.1m $28.5m | Added +205.9k |
| STATE STREET CORP 0.00% of their portfolio | 3.5m $24.3m | Added +763.0k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 3.4m $23.8m | Reduced -68.2k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 3.2m $22.7m | Added +37.5k |
| WESTERLY CAPITAL MANAGEMENT, LLC 5.21% of their portfolio | 3.0m $21.2m | Added +1.8m |
| MORGAN STANLEY 0.00% of their portfolio | 2.8m $19.7m | Reduced -794.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.07% of their portfolio | 2.8m $19.6m | Added +481.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.4m $17.1m | Added +429.6k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 2.2m $15.3m | Added +196.7k |
| UBS Group AG 0.00% of their portfolio | 2.1m $14.4m | Reduced -378.3k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 1.7m $11.9m | Added +833.4k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 1.7m $11.8m | Added +1.6m |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 1.5m $10.8m | Added +673.9k |
| FMR LLC 0.00% of their portfolio | 1.3m $9.1m | Added +320.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.1m $7.4m | Added +9.8k |
| Voleon Capital Management LP 0.13% of their portfolio | 1.0m $7.3m | Added +10.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 995.8k $7.0m | Reduced -1.2m |
| NORTHERN TRUST CORP 0.00% of their portfolio | 950.3k $6.7m | Added +110.8k |
| Squarepoint Ops LLC 0.01% of their portfolio | 888.2k $6.2m | Added +477.9k |
| Nuveen, LLC 0.00% of their portfolio | 827.7k $5.8m | Added +41.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 765.6k $5.4m | Added +161.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 744.1k $5.2m | Reduced -112.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 688.0k $4.8m | Added +55.0k |
| XTX Topco Ltd 0.06% of their portfolio | 660.9k $4.6m | Added +37.6k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.07% of their portfolio | 536.7k $3.8m | Added +209.4k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 493.6k $3.5m | Added +346.8k |
| Engineers Gate Manager LP 0.04% of their portfolio | 456.8k $3.2m | Reduced -588.0k |
| Y-Intercept (Hong Kong) Ltd 0.06% of their portfolio | 439.4k $3.1m | Reduced -93.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 396.2k $2.8m | Reduced -2.5m |
| ZACKS INVESTMENT MANAGEMENT 0.02% of their portfolio | 395.2k $2.8m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 381.7k $2.7m | Reduced -258.9k |
| IEQ CAPITAL, LLC 0.01% of their portfolio | 373.0k $2.6m | Added +133.5k |
| Trexquant Investment LP 0.02% of their portfolio | 371.8k $2.6m | Reduced -268.7k |
| Holocene Advisors, LP 0.01% of their portfolio | 362.2k $2.5m | Added +2.8k |
| Man Group plc 0.00% of their portfolio | 346.9k $2.4m | Added +321.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 323.7k $2.3m | Added +271.5k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 303.2k $2.1m | Added +67.9k |
| CITIGROUP INC 0.00% of their portfolio | 264.3k $1.9m | Reduced -85.5k |
| Creative Planning 0.00% of their portfolio | 253.2k $1.8m | Added +117.8k |
| Quantinno Capital Management LP 0.00% of their portfolio | 242.4k $1.7m | Added +83.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 240.3k $1.7m | Reduced -12.1k |
| Mariner, LLC 0.00% of their portfolio | 236.1k $1.7m | Added +132.4k |
| NATIXIS 0.01% of their portfolio | 229.6k $1.6m | New |
| Numerai GP LLC 0.13% of their portfolio | 227.8k $1.6m | Added +39.3k |
| Cerity Partners LLC 0.00% of their portfolio | 219.0k $1.5m | Added +165.4k |
| Marex Group Ltd 0.01% of their portfolio | 206.6k $1.4m | Reduced -466.2k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 187.4k $1.3m | Added +110.7k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 187.0k $1.3m | Added +41.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 183.7k $1.3m | Added +3.0k |
| Swiss National Bank 0.00% of their portfolio | 179.1k $1.3m | Added +9.1k |
| Invesco Ltd. 0.00% of their portfolio | 169.4k $1.2m | Added +37.3k |
| Brevan Howard Capital Management LP 0.02% of their portfolio | 165.1k $1.2m | Reduced -197.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 159.2k $1.1m | Added +33.7k |
| Walleye Trading LLC 0.01% of their portfolio | 152.8k $1.1m | Added +101.3k |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 141.7k $991.8k | Added +19.3k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 140.8k $985.5k | Added +81.2k |
| MACKENZIE FINANCIAL CORP 0.00% of their portfolio | 140.5k $983.8k | Added +29.2k |
| LPL Financial LLC 0.00% of their portfolio | 130.7k $915.2k | Added +41.3k |
| IMC-Chicago, LLC 0.01% of their portfolio | 129.6k $907.3k | Added +62.7k |
| Polymer Capital Management (US) LLC 0.13% of their portfolio | 129.4k $905.7k | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 127.4k $891.8k | Reduced -31.3k |
| Jackson Creek Investment Advisors LLC 0.34% of their portfolio | 123.5k $1.0m | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 121.7k $786.7k | Added +73.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 115.5k $808.6k | Added +27.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 115.4k $808.0k | Added +26.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 113.7k $795.8k | Reduced -49.9k |
| CAPITAL FUND MANAGEMENT S.A. 0.01% of their portfolio | 112.6k $788.1k | Reduced -46.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 109.2k $764.5k | Added +30.7k |
| Whetstone Capital Advisors, LLC 0.19% of their portfolio | 105.1k $735.7k | Reduced -276.6k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 104.4k $730.6k | Added +66.9k |
| GILDER GAGNON HOWE & CO LLC 0.01% of their portfolio | 99.3k $694.8k | Reduced -90 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 98.7k $690.5k | Reduced -2.6m |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 97.8k $626.0k | Added +7.1k |
| Paragon Capital Management Ltd 0.12% of their portfolio | 94.2k $659.1k | Unchanged |
| Cresset Asset Management, LLC 0.00% of their portfolio | 94.1k $659.0k | Reduced -5.0k |
| Counterpoint Mutual Funds LLC 0.06% of their portfolio | 92.4k $646.6k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 91.6k $641.5k | Added +31.2k |
| Capstone Capital Management Ltd 0.29% of their portfolio | 91.5k $640.2k | New |
| Quinn Opportunity Partners LLC 0.03% of their portfolio | 88.9k $622.3k | New |
| Savant Capital, LLC 0.00% of their portfolio | 87.2k $610.8k | Reduced -1.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 83.2k $582.4k | Added +2.6k |
| Legal & General Group Plc 0.00% of their portfolio | 79.9k $559.4k | Added +2.3k |
| Caitong International Asset Management Co., Ltd 0.07% of their portfolio | 73.6k $515.3k | Added +67.8k |
| ALLSTATE CORP 0.01% of their portfolio | 72.1k $504.7k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 71.3k $499.3k | Reduced -1.7k |
| Arax Advisory Partners 0.00% of their portfolio | 71.1k $497.7k | Added +68.9k |
| PEAK6 LLC 0.01% of their portfolio | 65.8k $460.6k | Reduced -46.6k |
| ALGERT GLOBAL LLC 0.01% of their portfolio | 65.7k $459.6k | Unchanged |
| Corient Private Wealth LP 0.00% of their portfolio | 64.4k $451.0k | New |
| GSA CAPITAL PARTNERS LLP 0.03% of their portfolio | 61.3k $429.0k | Added +19.2k |
| ExodusPoint Capital Management, LP 0.00% of their portfolio | 60.5k $423.2k | Reduced -67.5k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 59.8k $418.5k | Unchanged |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.00% of their portfolio | 59.3k $415.1k | Added +2.7k |