Asana Inc

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Asana Inc
TickerASAN
CIK #0001477720
CUSIP04342Y104
SectorTechnology - Services-Prepackaged Software
Address1550 Bryant Street, Suite 800, San Francisco, CA 94103
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Asana Inc 2018-11-29 51.0 M Exemption: 506(b) · Duration: One year or less · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001477720] 10-K
[0001477720] 10-Q
[0001477720] 3
[0001477720] 4
[0001477720] 8-K
[0001477720] D
[0001477720] SC 13D
[0001477720] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Portfolio Management LLC Asana Inc [2026-04-28] 0.0
Allianz Global Investors GmbH Asana Inc [2024-11-13] 5.0
BlackRock Inc Asana Inc [2024-11-08] 5.0
BlackRock Inc Asana Inc [2024-10-18] 5.0
Voya Financial Inc Asana Inc [2024-02-14] 0.0
BlackRock Inc Asana Inc [2024-01-29] 5.6
Champlain Investment Partners LLC Asana Inc [2023-02-13] 5.28
BlackRock Inc Asana Inc [2023-02-01] 5.0
Moskovitz Dustin A Asana Inc [2022-02-14] 53.6
Vanguard Group Inc Asana Inc [2022-02-09] 7.48
BlackRock Inc Asana Inc [2022-02-07] 6.3
Benchmark Capital Partners VI LP Asana Inc [2021-02-16] 7.3
Generation Investment Management LLP Asana Inc [2021-02-16] 7.8
Rosenstein Justin Asana Inc [2021-02-12] 21.2
Moskovitz Dustin A Asana Inc [2021-02-12] 48.6
Price T Rowe Associates Inc /MD/ Asana Inc [2020-11-10] 11.3
Form 3/4/5 Filer 2011 - 2026
Asana Inc
Rogers Daniel Mark
Rosenstein Justin
Colendich Katie Marie
Megji Aziz
Sosa Veronica
Anderson-Copperman Krista
Lindsay Andrew
Boroditsky Marc
Carey Sydney
Norrington Lorrie M
Cohler Matt
D'Angelo Adam
Parekh Sonalee Elizabeth
Lacey Eleanor B
Raimondi Anne
Moskovitz Dustin A
Wan Tim M
Singh Amit K
Farinacci Chris
Gurley J William
Harvey Kevin
Lasky Mitchell
Fenton Peter H
Dunlevie Bruce
Balkanski Alexandre
Spurlock Steven M
Kagle Robert
Benchmark Capital Partners VI LP
Benchmark Capital Management Co VI LLC
Benchmark Founders Fund VI-B LP
Benchmark Founders Fund VI LP
Founders Fund LLC
Generation IM Climate Solutions Fund II LP
Generation Investment Management LLP
Generation IM Climate Solutions II GP Ltd
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Megji Aziz
Class A Common Stock
2026-03-27 Sell 30,650 $6.10 186,965
Colendich Katie Marie
Class A Common Stock
2026-03-25 Sell 5,015 $6.42 32,196
Colendich Katie Marie
Class A Common Stock
2026-03-24 Sell 1,500 $6.39 9,585
Parekh Sonalee Elizabeth
Class A Common Stock
2026-03-23 Sell 18,717 $6.62 123,907
Colendich Katie Marie
Class A Common Stock
2026-03-20 Sell 3,575 $6.65 23,774
Parekh Sonalee Elizabeth
Class A Common Stock
2026-03-20 Sell 34,151 $6.65 227,104
Sosa Veronica
Class A Common Stock
2026-03-20 Sell 6,479 $6.65 43,085
Colendich Katie Marie
Class A Common Stock
2026-03-10 Grant 53,436 $0.00
Colendich Katie Marie
Class A Common Stock
2026-03-10 Sell 7,304 $7.42 54,196
D'Angelo Adam
Class A Common Stock
2026-02-02 Grant 731 $0.00
Norrington Lorrie M
Class A Common Stock
2026-02-02 Grant 1,432 $0.00
Anderson-Copperman Krista
Class A Common Stock
2026-02-02 Grant 1,268 $0.00
Cohler Matt
Class A Common Stock
2026-02-02 Grant 823 $0.00
Lacey Eleanor B
Class A Common Stock
2025-12-23 Sell 45,463 $13.55 616,024
Parekh Sonalee Elizabeth
Class A Common Stock
2025-12-23 Sell 24,888 $13.55 337,232
Raimondi Anne
Class A Common Stock
2025-12-22 Sell 62,165 $14.31 889,581
Rosenstein Justin
Class A Common Stock
2025-12-22 Gift 665,000 $0.00
Rosenstein Justin
Class B Common Stock · derivative
2025-12-22 Conversion 665,000 $0.00
Parekh Sonalee Elizabeth
Class A Common Stock
2025-12-22 Sell 83,656 $14.31 1,197,117
Rosenstein Justin
Class B Common Stock · derivative
2025-12-22 Other 125,000 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 255 104,732,182
2025-12-31 244 85,693,059
2025-09-30 235 77,264,086
2025-06-30 240 74,342,428
2025-03-31 238 81,061,128
2024-12-31 244 75,699,235
2024-09-30 210 63,001,496
2024-06-30 223 67,128,677
2024-03-31 217 65,679,107
2023-12-31 230 63,804,389
2023-09-30 238 58,954,231
2023-06-30 242 60,906,761
Form 13F Holdings
Firm Period DFND Voting Shares
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 439,440 439,440
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 4,534 121,651
Counterpoint Mutual Funds LLC [2026-06-30] SOLE 92,371 92,371
Capstone Capital Management Ltd [2026-06-30] SOLE 91,460 91,460
Harbour Capital Advisors LLC [2026-06-30] SOLE 57,200 57,200
Archford Capital Strategies LLC [2026-06-30] SOLE 50,000 50,000
Handelsbanken Fonder AB [2026-06-30] SOLE 0 32,900
Farther Finance Advisors LLC [2026-06-30] SOLE 0 32,436
180 Wealth Advisors LLC [2026-06-30] SOLE 8,293 27,637
Merit Financial Group LLC [2026-06-30] OTR 0 25,274
Acorn Financial Advisory Services Inc /ADV [2026-06-30] SOLE 24,856 24,856
NorthCrest Asset Manangement LLC [2026-06-30] SOLE 800 14,253
Impact Capital Partners LLC [2026-06-30] DFND 0 14,154
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 12,562
Versant Capital Management Inc [2026-06-30] SOLE 6,042 6,042
Merit Financial Group LLC [2026-06-30] SOLE 69 3,353
True Wealth Design LLC [2026-06-30] SOLE 0 2,585
Gamma Investing LLC [2026-06-30] DFND 1,815 1,815
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 1,070 1,070
Fortitude Family Office LLC [2026-06-30] SOLE 789 789
Activest Wealth Management [2026-06-30] SOLE 0 742
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 534
IFP Advisors LLC [2026-06-30] SOLE 346 346
Main Street Group LTD [2026-06-30] SOLE 0 125
HM Payson & Co [2026-06-30] SOLE 100 100
Marquette Asset Management LLC [2026-06-30] SOLE 0 70
Capital Advisors Ltd LLC [2026-06-30] SOLE 0 11
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