IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Asana Inc (ASAN)

CUSIP: 04342Y104 | NYSE | Technology · Software - Application | Small Cap | 896 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC7,818,8624.9%Newly reportedSep 30, 202692d ahead of 13F (9,258,754 sh) · −1,439,892
13G/AVanguard Portfolio Management LLC7,818,862
4.9% of class · Sep 30, 2026Newly reported
92d ahead of 13F (9,258,754 sh) · −1,439,892

Institutional Holders — Q3 2026

Creative Planning312,622
0.0% of portfolio›$2.6M
Citigroup Inc119,352
0.0% of portfolio›$1.0M
Wealth Enhancement Advisory Services, LLC116,292
0.0% of portfolio›$1.0M
Paragon Capital Management Ltd94,152
0.1% of portfolio›$793.7K
Brighton Jones LLC86,116
0.0% of portfolio›$726.0K
Fulcrum Asset Management LLP81,720
0.0% of portfolio›$672.6K
Caitong International Asset Management Co., Ltd77,602
0.1% of portfolio›$654.2K
Harbour Capital Advisors, LLC55,385
0.1% of portfolio›$466.9K
Virginia Retirement Systems ET Al53,605
0.0% of portfolio›$451.9K
180 Wealth Advisors, LLC37,724
0.0% of portfolio›$318.0K
Olympiad Research LP34,303
0.4% of portfolio›$289.2K
Blue Trust, Inc.33,155
0.0% of portfolio›$279.5K
Vise Technologies, Inc.31,469
0.0% of portfolio›$265.3K
Retirement Planning Co of New England, Inc.30,994
0.1% of portfolio›$261.3K
Parallel Advisors, LLC29,059
0.0% of portfolio›$245.0K
Farther Finance Advisors, LLC28,073
0.0% of portfolio›$236.7K
Mitsubishi UFJ Asset Management Co., Ltd.27,699
0.0% of portfolio›$233.5K
Arizona State Retirement System24,956
0.0% of portfolio›$210.4K
Harbor Capital Advisors, Inc.24,756
0.0% of portfolio›$209.0K
Acorn Financial Advisory Services Inc23,999
0.0% of portfolio›$202.3K
Inscription Capital, LLC21,084
0.0% of portfolio›$177.7K
Simplex Trading, LLC18,057
0.0% of portfolio›$152.2K
Pictet Asset Management Holding SA16,323
0.0% of portfolio›$137.6K
NorthCrest Asset Manangement, LLC14,187
0.0% of portfolio›$140.0K
ProShare Advisors LLC13,822
0.0% of portfolio›$116.5K
HB Wealth Management, LLC13,748
0.0% of portfolio›$115.9K
Krilogy Financial LLC11,326
0.0% of portfolio›$112.0K
Truist Financial Corp10,890
0.0% of portfolio›$91.8K
Sawyer & Company, Inc10,835
0.0% of portfolio›$91.3K
Principal Financial Group Inc10,799
0.0% of portfolio›$91.0K
Versant Capital Management, Inc8,443
0.0% of portfolio›$71.2K
State of Alaska, Department of Revenue8,297
0.0% of portfolio›$69
Bayforest Capital Ltd6,373
0.1% of portfolio›$53.7K
Center for Financial Planning, Inc.6,000
0.0% of portfolio›$50.6K
EverSource Wealth Advisors, LLC3,744
0.0% of portfolio›$31.6K
Essential Partners LLC3,578
0.0% of portfolio›$30.2K
SBI Securities Co., Ltd.3,343
0.0% of portfolio›$28.2K
Pinnacle Wealth Planning Services, Inc.3,126
0.0% of portfolio›$26.4K
Sterling Capital Management LLC3,084
0.0% of portfolio›$26.0K
Nisa Investment Advisors, LLC2,812
0.0% of portfolio›$23.7K
True Wealth Design, LLC2,585
0.0% of portfolio›$21.8K
Gamma Investing LLC2,474
0.0% of portfolio›$20.9K
Signaturefd, LLC2,407
0.0% of portfolio›$20.3K
SJS Investment Consulting Inc.1,488
0.0% of portfolio›$12.5K
Covestor Ltd1,127
0.0% of portfolio›$9
James T. Borello RIA1,082
0.0% of portfolio›$9.1K
MassMutual Private Wealth & Trust, FSB1,070
0.0% of portfolio›$9.0K
TrinityBridge Ltd838
0.0% of portfolio›$7.0K
Financial Perspectives, Inc755
0.0% of portfolio›$6.4K
Activest Wealth Management742
0.0% of portfolio›$6.3K
TD Waterhouse Canada Inc.720
0.0% of portfolio›$6.4K
Root Financial Partners, LLC695
0.0% of portfolio›$5.9K
Bell Investment Advisors, Inc664
0.0% of portfolio›$5.6K
Parkside Financial Bank & Trust565
0.0% of portfolio›$4.8K
GK Wealth Management LLC468
0.0% of portfolio›$3.9K
Elyxium Wealth, LLC457
0.0% of portfolio›$3.9K
Fortitude Family Office, LLC433
0.0% of portfolio›$3.7K
Physician Wealth Advisors, Inc.303
0.0% of portfolio›$2.6K
IFP Advisors, Inc301
0.0% of portfolio›$2.5K
Bare Financial Services, Inc162
0.0% of portfolio›$1.4K
Avion Wealth152
0.0% of portfolio›$1
Provenance Wealth Advisors, LLC135
0.0% of portfolio›$1.1K
Main Street Group, LTD125
0.0% of portfolio›$1.1K
TD Private Client Wealth LLC124
0.0% of portfolio›$1.0K
Key Capital Management, Inc119
0.0% of portfolio›$1.0K
Private Wealth Management Group, LLC103
0.0% of portfolio›$869
Latitude Advisors, LLC100
0.0% of portfolio›$843
Marquette Asset Management, LLC70
0.0% of portfolio›$591
Silver Grove Financial Group, Inc.63
0.0% of portfolio›$531
Leonteq Securities AG40
0.0% of portfolio›$337
Capital Advisors, Ltd. LLC11
0.0% of portfolio›$0
Monetary Solutions, Ltd6
0.0% of portfolio›$51
Pillar Financial Advisors, LLC0
0.0% of portfolio›$355
StyleTurnoverLocationFiled
Creative Planning
312,622$2.6M0.0%IndexVery LowOverland Park, KS2026-11-02
Citigroup Inc
119,352$1.0M0.0%CoreMediumNew York, NY2026-11-04
Wealth Enhancement Advisory Services, LLC
116,292$1.0M0.0%CoreLowPlymouth, MN2026-10-13
Paragon Capital Management Ltd
94,152$793.7K0.1%CoreVery LowDenver, CO2026-10-09
Brighton Jones LLC
86,116$726.0K0.0%CoreVery LowSeattle, WA2026-11-03
Fulcrum Asset Management LLP
81,720$672.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
Caitong International Asset Management Co., Ltd
77,602$654.2K0.1%GrowthVery HighHong Kong, South Korea2026-10-29
Harbour Capital Advisors, LLC
55,385$466.9K0.1%GrowthLowTysons Corner, VA2026-10-13
Virginia Retirement Systems ET Al
53,605$451.9K0.0%CoreMediumRichmond, VA2026-10-28
180 Wealth Advisors, LLC
37,724$318.0K0.0%CoreLowFederal Way, WA2026-11-03
Olympiad Research LP
34,303$289.2K0.4%Deep ValueVery HighStamford, CT2026-11-04
Blue Trust, Inc.
33,155$279.5K0.0%ETFLowBrentwood, TN2026-10-15
Vise Technologies, Inc.
31,469$265.3K0.0%IndexLowNew York, NY2026-10-29
Retirement Planning Co of New England, Inc.
30,994$261.3K0.1%CoreLowWarwick, RI2026-10-15
Parallel Advisors, LLC
29,059$245.0K0.0%IndexLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
28,073$236.7K0.0%IndexLowSan Francisco, CA2026-10-08
Mitsubishi UFJ Asset Management Co., Ltd.
27,699$233.5K0.0%IndexVery LowTokyo, Mexico2026-11-05
Arizona State Retirement System
24,956$210.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
Harbor Capital Advisors, Inc.
24,756$209.0K0.0%ValueHighChicago, IL2026-10-22
Acorn Financial Advisory Services Inc
23,999$202.3K0.0%ETFMediumReston, VA2026-11-02
Inscription Capital, LLC
21,084$177.7K0.0%GARPMediumHouston, TX2026-11-02
Simplex Trading, LLC
18,057$152.2K0.0%CoreVery HighChicago, IL2026-11-04
Pictet Asset Management Holding SA
16,323$137.6K0.0%GrowthMediumCarouge, Switzerland2026-11-03
NorthCrest Asset Manangement, LLC
14,187$140.0K0.0%GrowthLowPlymouth, MN2026-10-13
ProShare Advisors LLC
13,822$116.5K0.0%GrowthLowBethesda, MD2026-10-29
HB Wealth Management, LLC
13,748$115.9K0.0%IndexVery LowAtlanta, GA2026-10-23
Krilogy Financial LLC
11,326$112.0K0.0%GrowthLowSt. Louis, MO2026-10-13
Truist Financial Corp
10,890$91.8K0.0%CoreLowCharlotte, NC2026-10-30
Sawyer & Company, Inc
10,835$91.3K0.0%GrowthLowBoston, MA2026-10-21
Principal Financial Group Inc
10,799$91.0K0.0%CoreLowDes Moines, IA2026-11-02
Versant Capital Management, Inc
8,443$71.2K0.0%GARPLowPhoenix, AZ2026-10-02
State of Alaska, Department of Revenue
8,297$690.0%CoreVery LowJuneau, AK2026-10-15
Bayforest Capital Ltd
6,373$53.7K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
Center for Financial Planning, Inc.
6,000$50.6K0.0%ETFLowSouthfied, MI2026-10-26
EverSource Wealth Advisors, LLC
3,744$31.6K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
3,578$30.2K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
SBI Securities Co., Ltd.
3,343$28.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Pinnacle Wealth Planning Services, Inc.
3,126$26.4K0.0%GARPLowMansfield, OH2026-10-27
Sterling Capital Management LLC
3,084$26.0K0.0%GARPMediumCharlotte, NC2026-10-22
Nisa Investment Advisors, LLC
2,812$23.7K0.0%IndexVery LowSt. Louis, MO2026-10-20
True Wealth Design, LLC
2,585$21.8K0.0%ETFMediumAkron, OH2026-10-13
Gamma Investing LLC
2,474$20.9K0.0%IndexVery LowFoster City, CA2026-10-08
Signaturefd, LLC
2,407$20.3K0.0%IndexLowAtlanta, GA2026-10-23
SJS Investment Consulting Inc.
1,488$12.5K0.0%ETFVery LowSylvania, OH2026-10-26
Covestor Ltd
1,127$90.0%ValueHighLondon, United Kingdom2026-10-30
James T. Borello RIA
1,082$9.1K0.0%ETFVery LowEast Dundee, IL2026-10-16
MassMutual Private Wealth & Trust, FSB
1,070$9.0K0.0%CoreLowSpringfield, MA2026-10-05
TrinityBridge Ltd
838$7.0K0.0%MomentumMediumLondon, United Kingdom2026-10-30
Financial Perspectives, Inc
755$6.4K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Activest Wealth Management
742$6.3K0.0%ETFLowAventura, FL2026-10-15
TD Waterhouse Canada Inc.
720$6.4K0.0%CoreLowToronto, Australia2026-10-16
Root Financial Partners, LLC
695$5.9K0.0%ETFMediumEncinitas, CA2026-10-21
Bell Investment Advisors, Inc
664$5.6K0.0%ETFVery LowOrinda, CA2026-10-29
Parkside Financial Bank & Trust
565$4.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
GK Wealth Management LLC
468$3.9K0.0%GARPVery HighReno, NV2026-10-09
Elyxium Wealth, LLC
457$3.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Fortitude Family Office, LLC
433$3.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Physician Wealth Advisors, Inc.
303$2.6K0.0%ETFMediumMidvale, UT2026-10-20
IFP Advisors, Inc
301$2.5K0.0%GrowthLowTampa, FL2026-10-16
Bare Financial Services, Inc
162$1.4K0.0%ETFVery LowGap, PA2026-11-04
Avion Wealth
152$10.0%ETFLowThe Woodlands, TX2026-11-04
Provenance Wealth Advisors, LLC
135$1.1K0.0%ETFLowFort Lauderdale, FL2026-10-30
Main Street Group, LTD
125$1.1K0.0%ETFMediumGlen Allen, VA2026-10-28
TD Private Client Wealth LLC
124$1.0K0.0%ETFLowNew York, NY2026-10-28
Key Capital Management, Inc
119$1.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Private Wealth Management Group, LLC
103$8690.0%ETFLowPrinceton, NJ2026-10-19
Latitude Advisors, LLC
100$8430.0%ETFLowYorkville, IL2026-10-27
Marquette Asset Management, LLC
70$5910.0%ETFVery LowMinneapolis, MN2026-10-09
Silver Grove Financial Group, Inc.
63$5310.0%CoreMediumOrchard Park, NY2026-11-05
Leonteq Securities AG
40$3370.0%CoreHighZurich, Switzerland2026-10-29
Capital Advisors, Ltd. LLC
11$00.0%ETFLowShaker Heights, OH2026-10-27
Monetary Solutions, Ltd
6$510.0%ETFVery LowDayton, OH2026-10-22
Pillar Financial Advisors, LLC
0$3550.0%ETFVery LowLouisville, KY2026-10-21