HolderBook

ASANA INC (ASAN)

Institutional ownership reported to the SEC as of Q3 2026, across 31 quarters.

7
Reporting holders
$1.1M
Reported value
0.0%
Calls
0.0%
Puts
-259
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
Paragon Capital Management Ltd$793.7K94,1520.15%21qHELD
Farther Finance Advisors, LLC$236.7K28,0730.00%16q-13.5%-$36.8K
Versant Capital Management, Inc$71.2K8,4430.01%15q+39.7%+$20.2K
GAMMA Investing LLC$20.9K2,4740.00%12q+36.3%+$5.6K
MassMutual Private Wealth & Trust, FSB$9.0K1,0700.00%19qHELD
GK Wealth Management LLC$3.9K4680.00%newNEW
Marquette Asset Management, LLC$591700.00%2qHELD

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-07-2713GBlackRock, Inc.5.3%

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-282026-09-25Directors or officers departed or appointedfiling
2026-08-282026-08-26Directors or officers departed or appointedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-21Rogers Daniel MarkChief Executive OfficerSold300,937$2.9M
2026-09-22Rogers Daniel MarkChief Executive OfficerSold150,175$1.4M
2026-09-21Megji AzizChief Financial OfficerSold35,444$337.6K
2026-06-22Megji AzizChief Financial OfficerSold31,696$211.0K ×2
2026-06-22Rogers Daniel MarkChief Executive OfficerSold26,975$179.6K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20267$1.1M134,7501210.0%
Q2 2026266$803.3M111,177,22756115563.1%
Q1 2026252$680.9M103,102,7455099603.1%
Q4 2025243$1.2B82,701,8804473745.8%
Q3 2025234$1.1B73,693,0063961897.3%
Q2 2025236$1.0B72,661,0163988666.2%
Q1 2025234$1.2B79,211,1174388566.2%
Q4 2024242$1.6B71,344,4155969578.3%
Q3 2024209$748.3M59,665,6763560607.4%
Q2 2024220$953.4M64,007,1894765616.1%
Q1 2024213$1.0B62,324,7602959706.9%
Q4 2023226$1.3B59,742,29120697211.6%
Q3 2023236$1.2B53,493,51433885615.1%
Q2 2023237$1.4B57,083,84544577610.8%
Q1 2023229$1.3B53,370,31951745511.9%
Q4 2022217$777.5M50,366,42434617410.8%
Q3 2022236$1.5B60,209,02740677310.4%
Q2 2022229$1.1B53,589,00229738111.9%
Q1 2022308$2.7B59,973,324431119310.8%
Q4 2021351$4.9B61,375,237849611210.6%
Q3 2021341$6.6B57,593,65312283909.7%
Q2 2021242$3.7B55,736,60011754416.1%
Q1 2021159$1.3B43,401,2785353284.0%
Q4 2020135$1.1B35,631,598982275.8%
Q3 202064$626.8M26,173,75162000.0%
Q2 20201$5.0K840000.0%
Q1 20201$5.0K840000.0%
Q4 20191$5.0K840000.0%
Q3 20191$5.0K840000.0%
Q2 20191$5.0K840000.0%
Q1 20191$5.0K841000.0%