Asana Inc. Class AASAN
13F holders, Q2 2026 (June 30)262holders +10
50new positions
38sold out
6famous investors
$7.00avg. 13F price*
At the end of Q2 2026, 262 institutions reported holding Asana Inc. Class A (ASAN) in their 13F filings, up 10 from Q1 2026. 50 opened new positions and 38 sold out. The largest holders were BlackRock, Inc. ($65.9M), Vanguard Portfolio Management LLC ($64.8M) and Arrowstreet Capital, Limited Partnership ($51.3M). 6 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Asana Inc. Class A
- CUSIP
- 04342Y104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $12.3M |
| Exits | 38 | $20.8M |
All 13F filers, Q1 2026 → Q2 2026: 19,682,603 shares bought and 15,974,938 shares sold, net +3,707,665 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| BlackRock, Inc. | 0.00% | Add +19.9% | 9,419,877 | $65.9M |
| Vanguard Portfolio Management LLC | 0.00% | Add +6.3% | 9,258,754 | $64.8M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Add +2.1% | 7,333,657 | $51.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +55.5% | 6,479,164 | $45.4M |
| D. E. Shaw & Co. | 0.03% | Reduce -14.1% | 5,908,376 | $41.4M |
| Voya Investment Management LLC | 0.03% | Add +0.1% | 4,724,532 | $33.1M |
| AQR Capital Management | 0.01% | Add +84.2% | 4,310,919 | $30.2M |
| Vanguard Capital Management LLC | 0.00% | Add +5.3% | 4,072,211 | $28.5M |
| State Street Corp. | 0.00% | Add +28.2% | 3,470,322 | $24.3M |
| Two Sigma Investments, LP | 0.02% | Reduce -2.0% | 3,396,684 | $23.8M |
| Point72 Asset Management | 0.04% | Add +1.2% | 3,240,082 | $22.7M |
| Westerly Capital Management, LLC | 3.91% | Add +137.8% | 3,030,000 | $21.2M |
| Morgan Stanley | 0.00% | Reduce -22.0% | 2,812,294 | $19.7M |
| Jacobs Levy Equity Management, Inc. | 0.07% | Add +20.7% | 2,806,411 | $19.6M |
| Geode Capital Management, LLC | 0.00% | Add +21.3% | 2,447,662 | $17.1M |
| First Trust Advisors LP | 0.01% | Add +9.9% | 2,185,484 | $15.3M |
| UBS Group AG | 0.00% | Reduce -15.5% | 2,063,943 | $14.4M |
| Marshall Wace, LLP | 0.01% | Add +96.3% | 1,699,145 | $11.9M |
| Renaissance Technologies | 0.02% | Add +1698.5% | 1,689,539 | $11.8M |
| Acadian Asset Management LLC | 0.01% | Add +77.8% | 1,539,925 | $10.8M |
| FMR LLC | 0.00% | Add +32.6% | 1,302,571 | $9.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.9% | 1,052,355 | $7.4M |
| Voleon Capital Management LP | 0.13% | Add +1.0% | 1,040,319 | $7.3M |
| Bank of America Corp. | 0.00% | Reduce -55.5% | 995,838 | $7.0M |
| Northern Trust Corp. | 0.00% | Add +13.2% | 950,327 | $6.7M |
| Squarepoint Ops LLC | 0.01% | Add +116.5% | 888,160 | $6.2M |
| Nuveen, LLC | 0.00% | Add +5.2% | 827,688 | $5.8M |
| Jane Street Group, LLC | 0.00% | Add +26.7% | 765,588 | $5.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.1% | 744,077 | $5.2M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +8.7% | 687,991 | $4.8M |
| XTX Topco Ltd | 0.06% | Add +6.0% | 660,864 | $4.6M |
| Susquehanna Fundamental Investments, LLC | 0.07% | Add +64.0% | 536,732 | $3.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +236.1% | 493,618 | $3.5M |
| Engineers Gate Manager LP | 0.04% | Reduce -56.3% | 456,777 | $3.2M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | Reduce -17.5% | 439,440 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -86.1% | 396,187 | $2.8M |
| Zacks Investment Management | 0.02% | New | 395,218 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -40.4% | 381,664 | $2.7M |
| Ieq Capital, LLC | 0.01% | Add +55.8% | 372,988 | $2.6M |
| Trexquant Investment LP | 0.02% | Reduce -42.0% | 371,841 | $2.6M |
| Holocene Advisors, LP | 0.01% | Add +0.8% | 362,219 | $2.5M |
| Man Group plc | 0.00% | Add +1275.3% | 346,912 | $2.4M |
| Los Angeles Capital Management LLC | 0.01% | Add +520.5% | 323,669 | $2.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +28.9% | 303,184 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -24.4% | 264,326 | $1.9M |
| Creative Planning | 0.00% | Add +87.0% | 253,197 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +52.9% | 242,419 | $1.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.8% | 240,290 | $1.7M |
| Mariner, LLC | 0.00% | Add +127.8% | 236,079 | $1.7M |
| Natixis | 0.01% | New | 229,600 | $1.6M |
| Numerai GP LLC | 0.13% | Add +20.8% | 227,814 | $1.6M |
| Cerity Partners LLC | 0.00% | Add +308.5% | 218,969 | $1.5M |
| Marex Group Ltd | 0.01% | Reduce -69.3% | 206,613 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +144.5% | 187,373 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +28.3% | 187,007 | $1.3M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 183,655 | $1.3M |
| Swiss National Bank | 0.00% | Add +5.3% | 179,100 | $1.3M |
| Invesco Ltd. | 0.00% | Add +28.2% | 169,358 | $1.2M |
| Brevan Howard Capital Management LP | 0.02% | Reduce -54.4% | 165,095 | $1.2M |
| T. Rowe Price Associates Inc. | 0.00% | Add +26.9% | 159,167 | $1.1M |
| Walleye Trading LLC | 0.01% | Add +197.0% | 152,781 | $1.1M |
| Jackson Creek Investment Advisors LLC | 0.34% | New | 123,480 | $1.0M |
| Jennison Associates LLC | 0.00% | Add +15.8% | 141,683 | $992K |
| Mercer Global Advisors Inc. | 0.00% | Add +136.1% | 140,780 | $985K |
| Mackenzie Financial Corp. | 0.00% | Add +26.3% | 140,539 | $984K |
| LPL Financial LLC | 0.00% | Add +46.1% | 130,747 | $915K |
| IMC-Chicago, LLC | 0.01% | Add +93.8% | 129,621 | $907K |
| Polymer Capital Management (US) LLC | 0.13% | New | 129,379 | $906K |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -19.7% | 127,400 | $892K |
| Deutsche Bank AG | 0.00% | Add +31.1% | 115,517 | $809K |
| BNP Paribas Financial Markets | 0.00% | Add +29.7% | 115,427 | $808K |
| Rhumbline Advisers | 0.00% | Reduce -30.5% | 113,690 | $796K |
| Capital Fund Management S.A. | 0.01% | Reduce -29.1% | 112,589 | $788K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +153.9% | 121,651 | $787K |
| California State Teachers Retirement System | 0.00% | Add +39.2% | 109,219 | $765K |
| Whetstone Capital Advisors, LLC | 0.19% | Reduce -72.5% | 105,100 | $736K |
| Wells Fargo & Company | 0.00% | Add +178.6% | 104,365 | $731K |
| Gilder Gagnon Howe & Co. LLC | 0.01% | Reduce -0.1% | 99,253 | $695K |
| Millennium Management | 0.00% | Reduce -96.4% | 98,650 | $691K |
| Paragon Capital Management Ltd | 0.13% | No change | 94,152 | $659K |
| Cresset Asset Management, LLC | 0.00% | Reduce -5.0% | 94,144 | $659K |
| Counterpoint Mutual Funds LLC | 0.06% | No change | 92,371 | $647K |
| Barclays PLC | 0.00% | Add +51.6% | 91,641 | $641K |
| Capstone Capital Management Ltd | 0.29% | New | 91,460 | $640K |
| Alliancebernstein L.P. | 0.00% | Add +7.8% | 97,815 | $626K |
| Quinn Opportunity Partners LLC | 0.03% | New | 88,899 | $622K |
| Savant Capital, LLC | 0.00% | Reduce -1.5% | 87,239 | $611K |
| Canada Pension Plan Investment Board | 0.00% | Add +3.2% | 83,200 | $582K |
| Legal & General Group Plc | 0.00% | Add +3.0% | 79,917 | $559K |
| Caitong International Asset Management Co., Ltd | 0.07% | Add +1167.9% | 73,613 | $515K |
| Allstate Corp. | 0.01% | New | 72,104 | $505K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Reduce -2.3% | 71,322 | $499K |
| Arax Advisory Partners | 0.00% | Add +3188.8% | 71,105 | $498K |
| PEAK6 LLC | 0.01% | Reduce -41.4% | 65,804 | $461K |
| Algert Global LLC | 0.01% | No change | 65,661 | $460K |
| Corient Private Wealth LP | 0.00% | New | 64,423 | $451K |
| Gsa Capital Partners LLP | 0.03% | Add +45.6% | 61,254 | $429K |
| ExodusPoint Capital Management, LP | 0.00% | Reduce -52.8% | 60,455 | $423K |
| Harbour Capital Advisors, LLC | 0.08% | New | 57,200 | $419K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 59,784 | $418K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +4.8% | 59,305 | $415K |
| MetLife Investment Management, LLC | 0.00% | Add +17.6% | 58,240 | $408K |
| Capstone Investment Advisors, LLC | 0.00% | Add +18.8% | 57,186 | $400K |
| Captrust Financial Advisors | 0.00% | Add +167.3% | 56,994 | $399K |
| Axq Capital, LP | 0.04% | Reduce -11.4% | 51,975 | $364K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -0.3% | 50,000 | $350K |
| Gotham Asset Management | 0.00% | New | 46,120 | $323K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.9% | 44,888 | $314K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +6.2% | 44,490 | $311K |
| Regal Partners Ltd | 0.02% | New | 42,465 | $297K |
| Jupiter Topco LLC | 0.00% | — | 40,021 | $280K |
| Blue Trust, Inc. | 0.00% | Add +11.2% | 37,480 | $262K |
| Group One Trading LLC | 0.01% | Reduce -45.2% | 37,325 | $261K |
| Brighton Jones LLC | 0.00% | Add +77.8% | 36,541 | $256K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +19.0% | 36,320 | $254K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 36,200 | $253K |
| Focus Partners Wealth | 0.00% | Add +74.0% | 36,180 | $253K |
| Quantbot Technologies LP | 0.01% | Add +2.6% | 34,427 | $241K |
| HighTower Advisors, LLC | 0.00% | Add +16.7% | 33,813 | $237K |
| DRW Securities, LLC | 0.01% | Add +9.6% | 33,460 | $234K |
| Handelsbanken Fonder AB | 0.00% | Add +41.8% | 32,900 | $230K |
| Farther Finance Advisors, LLC | 0.00% | Add +1434.3% | 32,436 | $227K |
| Two Sigma Securities, LLC | 0.02% | Add +125.4% | 32,234 | $226K |
| Intech Investment Management LLC | 0.00% | Add +36.8% | 31,259 | $219K |
| Pallas Capital Advisors LLC | 0.01% | Add +35.3% | 30,798 | $216K |
| State of Wyoming | 0.02% | New | 30,742 | $215K |
| Parallel Advisors, LLC | 0.00% | Add +1.4% | 30,142 | $211K |
| Harbor Capital Advisors, Inc. | 0.01% | Add +10.0% | 29,222 | $205K |
| Sei Investments Co. | 0.00% | Reduce -52.2% | 29,135 | $204K |
| Retirement Planning Co of New England, Inc. | 0.07% | Reduce -6.7% | 28,807 | $202K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +31.1% | 28,749 | $201K |
| Merit Financial Group, LLC | 0.00% | Add +62.6% | 28,627 | $200K |
| Ameriprise Financial Inc. | 0.00% | New | 28,276 | $198K |
| Oxford Asset Management LLP | 0.10% | No change | 28,271 | $198K |
| 180 Wealth Advisors, LLC | 0.02% | Add +20.3% | 27,637 | $193K |
| New York State Common Retirement Fund | 0.00% | No change | 25,300 | $177K |
| Summit Trail Advisors, LLC | 0.00% | Add +31.2% | 25,096 | $176K |
| Acorn Financial Advisory Services Inc. | 0.02% | Reduce -31.7% | 24,856 | $174K |
| Arizona State Retirement System | 0.00% | Add +3.4% | 24,615 | $172K |
| Integrated Wealth Concepts LLC | 0.00% | New | 23,474 | $164K |
| Dark Forest Capital Management LP | 0.01% | Reduce -50.2% | 22,929 | $161K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +67.8% | 22,891 | $160K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 22,693 | $159K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 21,919 | $153K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 20,341 | $142K |
| Inscription Capital, LLC | 0.01% | New | 20,082 | $141K |
| Prelude Capital Management, LLC | 0.01% | New | 18,824 | $132K |
| Shay Capital LLC | 0.01% | Reduce -2.1% | 18,761 | $131K |
| Vise Technologies, Inc. | 0.00% | New | 18,755 | $131K |
| Krane Funds Advisors LLC | 0.00% | Add +47.2% | 18,472 | $129K |
| KLP Kapitalforvaltning As | 0.00% | No change | 18,300 | $128K |
| MAI Capital Management | 0.00% | Add +2444.8% | 18,043 | $126K |
| Olympiad Research LP | 0.26% | New | 17,980 | $126K |
| Kemnay Advisory Services Inc. | 0.02% | Add +499.8% | 17,599 | $123K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +54.1% | 17,280 | $121K |
| Pictet Asset Management Holding SA | 0.00% | No change | 16,323 | $114K |
| Prudential Financial Inc. | 0.00% | Add +18.6% | 16,180 | $113K |
| Envestnet Asset Management Inc. | 0.00% | New | 16,007 | $112K |
| NorthCrest Asset Manangement, LLC | 0.00% | New | 14,253 | $105K |
| Aigen Investment Management, LP | 0.03% | New | 15,006 | $105K |
| ProShare Advisors LLC | 0.00% | Add +7.3% | 14,414 | $101K |
| Compound Planning, Inc. | 0.00% | Reduce -6.1% | 14,411 | $101K |
| Channel Wealth LLC | 0.02% | No change | 14,334 | $100K |
| Frec Markets, Inc. | 0.01% | New | 14,256 | $100K |
| Impact Capital Partners LLC | 0.03% | New | 14,154 | $99K |
| Catalyst Private Wealth, LLC | 0.05% | Reduce -53.2% | 13,793 | $97K |
| Earned Wealth Advisors, LLC | 0.01% | Reduce -19.6% | 13,650 | $96K |
| Raymond James Financial Inc. | 0.00% | Reduce -1.1% | 13,548 | $95K |
| Bull Harbor Capital LLC | 0.02% | New | 13,404 | $94K |
| Allworth Financial LP | 0.00% | Add +193.4% | 13,195 | $92K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 12,562 | $88K |
| SG Americas Securities, LLC | 0.00% | Reduce -87.5% | 12,455 | $87K |
| SummitTX Capital, L.P. | 0.00% | Reduce -65.4% | 12,393 | $87K |
| Osborne Partners Capital Management, LLC | 0.00% | No change | 12,226 | $86K |
| Bank of Montreal | 0.00% | New | 12,143 | $85K |
| Ensign Peak Advisors, Inc | 0.00% | Add +27.5% | 12,050 | $84K |
| Krilogy Financial LLC | 0.00% | New | 11,209 | $78K |
| StoneX Group Inc. | 0.00% | New | 10,312 | $78K |
| Allianz Asset Management GmbH | 0.00% | Add +0.7% | 11,008 | $77K |
| Lighthouse Investment Partners, LLC | 0.00% | New | 10,971 | $77K |
| State of Wisconsin Investment Board | 0.00% | New | 10,896 | $76K |
| Truist Financial Corp. | 0.00% | New | 10,890 | $76K |
| Optiver Holding B.V. | 0.00% | Add +104.3% | 10,726 | $75K |
| PharVision Advisers, LLC | 1.36% | Reduce -45.0% | 10,309 | $72K |
| Victory Capital Management Inc. | 0.00% | New | 10,274 | $72K |
| Osaic Holdings, Inc. | 0.00% | Add +351.2% | 10,156 | $71K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,175 | $71K |
| Walleye Capital LLC | 0.00% | Reduce -98.5% | 10,131 | $71K |
| HB Wealth Management, LLC | 0.00% | New | 10,125 | $71K |
| Marathon Trading Investment Management LLC | 0.01% | No change | 10,000 | $70K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +22.2% | 8,846 | $62K |
| Fifth Third Bancorp | 0.00% | New | 8,416 | $59K |
| Leonteq Securities AG | 0.00% | Reduce -69.6% | 7,501 | $53K |
| Bayforest Capital Ltd | 0.05% | Reduce -57.9% | 7,233 | $51K |
| Performa Ltd (US), LLC | 0.01% | Add +9.3% | 6,775 | $47K |
| Versant Capital Management, Inc | 0.00% | Add +8.0% | 6,042 | $42K |
| Center for Financial Planning, Inc. | 0.00% | No change | 6,000 | $42K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 5,244 | $37K |
| Jones Financial Companies LLLP | 0.00% | Add +26.2% | 4,096 | $29K |
| Essential Partners LLC | 0.01% | Add +397.4% | 3,835 | $27K |
| SBI Securities Co., Ltd. | 0.00% | Add +13.7% | 3,737 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -48.0% | 3,639 | $25K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2.5% | 3,515 | $25K |
| Nisa Investment Advisors, LLC | 0.00% | Add +337.3% | 3,013 | $21K |
| Bogart Wealth, LLC | 0.00% | New | 3,000 | $21K |
| True Wealth Design, LLC | 0.00% | Add +3876.9% | 2,585 | $18K |
| Signaturefd, LLC | 0.00% | Reduce -12.6% | 2,387 | $17K |
| Federated Hermes, Inc. | 0.00% | Reduce -99.6% | 2,325 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | Add +29.3% | 2,052 | $14K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -2.0% | 1,904 | $13K |
| GAMMA Investing LLC | 0.00% | Add +0.4% | 1,815 | $13K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -24.4% | 1,549 | $11K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -32.1% | 1,525 | $11K |
| Rothschild Investment LLC | 0.00% | Add +132.9% | 1,493 | $10K |
| Nykredit A/S | 0.00% | — | 1,443 | $10K |
| Covestor Ltd | 0.01% | Add +15088.9% | 1,367 | $10K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,350 | $9K |
| NFSG Corp | 0.00% | Reduce -24.2% | 1,250 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +166.2% | 1,070 | $7K |
| Larson Financial Group LLC | 0.00% | Reduce -4.4% | 1,018 | $7K |
| TrinityBridge Ltd | 0.00% | No change | 838 | $6K |
| Fortitude Family Office, LLC | 0.00% | Add +1060.3% | 789 | $6K |
| Financial Perspectives, Inc | 0.00% | No change | 755 | $5K |
| Activest Wealth Management | 0.00% | No change | 742 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 700 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +835.2% | 664 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +685.3% | 534 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 443 | $3K |
| Picton Mahoney Asset Management | 0.00% | New | 435 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +56.9% | 400 | $3K |
| Continuum Advisory, LLC | 0.00% | New | 382 | $3K |
| IFP Advisors, Inc | 0.00% | Reduce -64.2% | 346 | $2K |
| Sterling Capital Management LLC | 0.00% | Reduce -39.7% | 342 | $2K |
| National Bank of Canada | 0.00% | Reduce -10.8% | 331 | $2K |
| PlanVest Financial, Inc | 0.00% | No change | 300 | $2K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +286.5% | 286 | $2K |
| US Bancorp \de | 0.00% | Add +465.3% | 277 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +236.0% | 252 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +243.7% | 244 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 244 | $2K |
| Fulcrum Asset Management LLP | 0.00% | New | 210 | $1K |
| Quarry LP | 0.00% | New | 196 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 170 | $1K |
| Rialto Wealth Management, LLC | 0.00% | New | 153 | $1K |
| Avion Wealth | 0.00% | Add +120.3% | 163 | $1K |
| Main Street Group, LTD | 0.00% | No change | 125 | $875 |
| TD Private Client Wealth LLC | 0.00% | New | 124 | $868 |
| Transamerica Financial Advisors, LLC | 0.00% | Add +1437.5% | 123 | $861 |
| Key Capital Management, INC | 0.00% | No change | 119 | $833 |
| Private Wealth Management Group, LLC | 0.00% | New | 103 | $721 |
| HM Payson & Co. | 0.00% | No change | 100 | $700 |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 88 | $616 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 76 | $532 |
| Marquette Asset Management, LLC | 0.00% | New | 70 | $490 |
| Harbour Investments, Inc. | 0.00% | Reduce -6.9% | 54 | $379 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 48 | $336 |
| Pillar Financial Advisors, LLC | 0.00% | No change | 42 | $294 |
| Global Retirement Partners, LLC | 0.00% | — | 27 | $189 |
| Anchor Bay Capital, Inc. | 0.00% | — | 20 | $185 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 18 | $126 |
| SHP Wealth Management | 0.00% | No change | 2 | $14 |
| Capital Advisors, Ltd. LLC | 0.00% | Reduce -35.3% | 11 | $0 |
"% of holder's portfolio" is ASAN's weight in each manager's 13F, not the share of Asana Inc. Class A the manager owns.