ASANNYSEServices-Prepackaged SoftwareFiscal year ends January 31
Asana, Inc.
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Sep 3, 2026
$10.15+0.29 (+2.94%)
Close on Oct 19, 2026
- Market cap
- $2.34B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
46.5%
107M of 229M shares
Institutional holders
261
54 new, 38 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 36 sales
Net sold $26.23M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 8,782,856 | 5.41% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 8,596,106 | 5.30% | 13G (passive) | Jun 30, 2026 |
| Dustin A. Moskovitz | 129,778,201 | 58.00% | 13D (active) amendment | Aug 13, 2025 |
| Rosenstein Justin | 12,672,002 | 7.30% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ASAN | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,419,877 | 4.11% | $65.94M | +1,565,869 | 0.00% |
| Vanguard Portfolio Management LLC | 9,258,754 | 4.04% | $64.81M | +551,914 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 7,333,657 | 3.20% | $51.34M | +149,409 | 0.02% |
| Goldman Sachs Group Inc | 6,479,164 | 2.83% | $45.35M | +2,312,655 | 0.00% |
| D. E. Shaw & Co., Inc. | 5,908,376 | 2.58% | $41.36M | −969,969 | 0.02% |
| Voya Investment Management LLC | 4,724,532 | 2.06% | $33.07M | +3,118 | 0.03% |
| Aqr Capital Management LLC | 4,310,919 | 1.88% | $30.18M | +1,970,695 | 0.01% |
| Vanguard Capital Management LLC | 4,072,211 | 1.78% | $28.51M | +205,857 | 0.00% |
| State Street Corp | 3,470,322 | 1.52% | $24.29M | +762,965 | 0.00% |
| Two Sigma Investments, LP | 3,396,684 | 1.48% | $23.78M | −68,159 | 0.02% |
| Point72 Asset Management, L.P. | 3,240,082 | 1.42% | $22.68M | +37,534 | 0.03% |
| Westerly Capital Management, LLC | 3,030,000 | 1.32% | $21.21M | +1,756,000 | 3.91% |
| Morgan Stanley | 2,812,294 | 1.23% | $19.69M | −794,744 | 0.00% |
| Jacobs Levy Equity Management, Inc | 2,806,411 | 1.23% | $19.64M | +481,372 | 0.07% |
| Geode Capital Management, LLC | 2,447,662 | 1.07% | $17.14M | +429,576 | 0.00% |
| First Trust Advisors LP | 2,185,484 | 0.95% | $15.30M | +196,745 | 0.01% |
| UBS Group AG | 2,063,943 | 0.90% | $14.45M | −378,316 | 0.00% |
| Marshall Wace, Llp | 1,699,145 | 0.74% | $11.89M | +833,355 | 0.01% |
| Renaissance Technologies LLC | 1,689,539 | 0.74% | $11.83M | +1,595,600 | 0.02% |
| Acadian Asset Management LLC | 1,539,925 | 0.67% | $10.77K | +673,860 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 261 | 107M | 46.5% | 54 / 120 | 57 / 38 | 20M | 16M |
| Q1 2026 | 252 | 103M | 45.0% | 58 / 101 | 61 / 43 | 43M | 9M |
| Q4 2025 | 240 | 83M | 36.1% | 51 / 75 | 77 / 37 | 15M | 6M |
| Q3 2025 | 230 | 74M | 32.1% | 39 / 64 | 90 / 43 | 11M | 10M |
| Q2 2025 | 235 | 73M | 31.7% | 44 / 90 | 70 / 40 | 19M | 25M |
| Q1 2025 | 232 | 79M | 34.4% | 48 / 94 | 56 / 46 | 17M | 10M |
| Q4 2024 | 235 | 71M | 31.1% | 68 / 69 | 60 / 32 | 19M | 7M |
| Q3 2024 | 203 | 60M | 26.0% | 39 / 63 | 64 / 47 | 13M | 10M |
| Q2 2024 | 216 | 64M | 28.0% | 49 / 70 | 60 / 42 | 8M | 7M |
| Q1 2024 | 213 | 62M | 27.2% | 34 / 62 | 73 / 39 | 8M | 5M |
| Q4 2023 | 220 | 60M | 26.1% | 30 / 73 | 70 / 39 | 17M | 9M |
| Q3 2023 | 233 | 52M | 22.8% | 33 / 91 | 60 / 34 | 7M | 12M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of ASAN | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 2,772,868 | 1.21% | $19.41M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,502,211 | 1.09% | $17.52M | 0.02% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 2,153,245 | 0.94% | $16.58M | 0.01% | May 31, 2026 |
| Vanguard Small-Cap Index Fund | 2,028,166 | 0.89% | $14.20M | 0.01% | Jun 30, 2026 |
| First Trust Cloud Computing ETF | 1,926,799 | 0.84% | $13.49M | 0.50% | Jun 30, 2026 |
| Vanguard Strategic Equity Fund | 1,328,558 | 0.58% | $9.30M | 0.08% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,164,665 | 0.51% | $8.15M | 0.02% | Jun 30, 2026 |
| Nuveen Quant Small Cap Equity Fund | 1,148,970 | 0.50% | $9.56M | 0.24% | Jul 31, 2026 |
| Fidelity Enhanced Small Cap Core ETF | 1,134,918 | 0.50% | $7.94M | 0.14% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,124,436 | 0.49% | $7.87M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,065,176 | 0.47% | $8.86M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Growth ETF | 915,408 | 0.40% | $6.41M | 0.04% | Jun 30, 2026 |
| Vanguard Explorer Fund | 859,961 | 0.38% | $7.15M | 0.03% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF | 710,828 | 0.31% | $4.98M | 0.17% | Jun 30, 2026 |
| Vanguard Strategic Small-Cap Equity Fund | 642,500 | 0.28% | $4.50M | 0.14% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Daniel Mark Rogers | Chief Executive Officer, Director | 1,474,719 | 0.64% | Sep 23, 2026 |
| Heather Tram Le | Chief Accounting Officer | – | – | Sep 28, 2026 |
| Katie Marie Colendich | GC, Corporate Secretary | 161,689 | 0.07% | Sep 23, 2026 |
| Aziz Megji | Chief Financial Officer | 726,721 | 0.32% | Sep 23, 2026 |
| Veronica Sosa | Chief Accounting Officer | 62,344 | 0.03% | Jun 24, 2026 |
| Sonalee Elizabeth Parekh | Chief Financial Officer | 915,281 | 0.40% | Mar 25, 2026 |
| Eleanor B. Lacey | GC, Corporate Secretary | 428,629 | 0.19% | Dec 23, 2025 |
| Anne Raimondi | Chief Operating Officer | 702,013 | 0.31% | Dec 22, 2025 |
| Thomas Berquist | Director | 38,802 | 0.02% | Sep 28, 2026 |
| Jerry Hao Ting | Director | 38,802 | 0.02% | Sep 28, 2026 |
| Krista Anderson-Copperman | Director | 92,049 | 0.04% | Aug 5, 2026 |
| Justin Rosenstein | Director | 2,081,766 | 0.91% | Jul 2, 2026 |
| Marc Boroditsky | Director | 45,649 | 0.02% | Jun 10, 2026 |
| Sydney Carey | Director | 146,299 | 0.06% | Jun 10, 2026 |
| Andrew Lindsay | Director | 72,758 | 0.03% | Jun 10, 2026 |
| Lorrie M. Norrington | Director | 146,841 | 0.06% | May 5, 2026 |
| Adam D'Angelo | Director | 1,185,335 | 0.52% | May 5, 2026 |
| Matt Cohler | Director | 578,105 | 0.25% | May 5, 2026 |
| Dustin A. Moskovitz | Director, 10% owner | 83,441,312 | 36.44% | Aug 25, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jerry Hao Ting Director | Sep 25, 2026 | Award | +38,802 | – | – | 38,802 |
| Thomas Berquist Director | Sep 25, 2026 | Award | +38,802 | – | – | 38,802 |
| Aziz Megji Chief Financial Officer | Sep 23, 2026 | Sale(10b5-1 plan) | −3,224 | $9.26 | $29.85K | 726,721 |
| Daniel Mark Rogers Chief Executive Officer, Director | Sep 22, 2026 | Sale(10b5-1 plan) | −150,175 | $9.13 | $1.37M | 1,474,719 |
| Katie Marie Colendich GC, Corporate Secretary | Sep 22, 2026 | Sale(10b5-1 plan) | −8,474 | $9.77 | $82.79K | 161,689 |
| Aziz Megji Chief Financial Officer | Sep 21, 2026 | Sale(10b5-1 plan) | −35,444 | $9.53 | $337.78K | 729,945 |
| Daniel Mark Rogers Chief Executive Officer, Director | Sep 21, 2026 | Sale(10b5-1 plan) | −300,937 | $9.53 | $2.87M | 1,624,894 |
| Katie Marie Colendich GC, Corporate Secretary | Sep 21, 2026 | Sale(10b5-1 plan) | −7,436 | $9.53 | $70.87K | 170,163 |
| Daniel Mark Rogers Chief Executive Officer, Director | Aug 27, 2026 | Sale(10b5-1 plan) | −1,655 | $10.00 | $16.55K | 1,925,831 |
| Daniel Mark Rogers Chief Executive Officer, Director | Aug 26, 2026 | Award | +35,496 | – | – | 1,927,486 |
| Krista Anderson-Copperman Director | Aug 3, 2026 | Award | +1,827 | – | – | 92,049 |
| Daniel Mark Rogers Chief Executive Officer, Director | Jun 30, 2026 | Sale(10b5-1 plan) | −13,790 | $6.90 | $95.15K | 1,891,990 |
| Justin Rosenstein Director | Jun 30, 2026 | Gift | −2,700,000 | – | – | 532,776 |
| Katie Marie Colendich GC, Corporate Secretary | Jun 26, 2026 | Sale | −5,242 | $6.69 | $35.07K | 176,598 |
| Aziz Megji Chief Financial Officer | Jun 24, 2026 | Sale(10b5-1 plan) | −13,239 | $6.73 | $89.10K | 765,389 |
| Katie Marie Colendich GC, Corporate Secretary | Jun 24, 2026 | Sale(10b5-1 plan) | −8,337 | $6.74 | $56.19K | 181,840 |
| Veronica Sosa Chief Accounting Officer | Jun 22, 2026 | Sale | −11,378 | $6.66 | $75.78K | 62,344 |
| Daniel Mark Rogers Chief Executive Officer, Director | Jun 22, 2026 | Sale | −26,975 | $6.66 | $179.65K | 1,905,780 |
| Aziz Megji Chief Financial Officer | Jun 22, 2026 | Sale(10b5-1 plan) | −25,607 | $6.66 | $170.54K | 784,717 |
| Aziz Megji Chief Financial Officer | Jun 22, 2026 | Sale(10b5-1 plan) | −6,089 | $6.65 | $40.49K | 778,628 |
| Katie Marie Colendich GC, Corporate Secretary | Jun 22, 2026 | Sale(10b5-1 plan) | −7,647 | $6.66 | $50.93K | 190,177 |
| Daniel Mark Rogers Chief Executive Officer, Director | Jun 17, 2026 | Award | +654,665 | – | – | 1,932,755 |
| Sydney Carey Director | Jun 8, 2026 | Award | +22,378 | – | – | 146,299 |
| Justin Rosenstein Director | Jun 8, 2026 | Award | +22,378 | – | – | 3,232,776 |
| Andrew Lindsay Director | Jun 8, 2026 | Award | +22,378 | – | – | 72,758 |
| Marc Boroditsky Director | Jun 8, 2026 | Award | +22,378 | – | – | 45,649 |
| Krista Anderson-Copperman Director | Jun 8, 2026 | Award | +22,378 | – | – | 90,222 |
| Katie Marie Colendich GC, Corporate Secretary | May 6, 2026 | Award | +98,200 | – | – | 197,824 |
| Aziz Megji Chief Financial Officer | May 6, 2026 | Award | +585,775 | – | – | 810,324 |
| Matt Cohler Director | May 1, 2026 | Award | +1,335 | – | – | 341,184 |
| Krista Anderson-Copperman Director | May 1, 2026 | Award | +2,056 | – | – | 67,844 |
| Adam D'Angelo Director | May 1, 2026 | Award | +1,186 | – | – | 58,755 |
| Lorrie M. Norrington Director | May 1, 2026 | Award | +2,323 | – | – | 144,546 |
| Justin Rosenstein Director | Mar 31, 2026 | Gift | −6,350,000 | – | – | 3,210,398 |
| Justin Rosenstein Director | Mar 31, 2026 | Conversion | +6,350,000 | – | – | 9,560,398 |
| Aziz Megji Chief Financial Officer | Mar 27, 2026 | Sale(10b5-1 plan) | −30,650 | $6.10 | $186.97K | 224,549 |
| Katie Marie Colendich GC, Corporate Secretary | Mar 25, 2026 | Sale(10b5-1 plan) | −5,015 | $6.42 | $32.20K | 99,624 |
| Katie Marie Colendich GC, Corporate Secretary | Mar 24, 2026 | Sale(10b5-1 plan) | −1,500 | $6.39 | $9.59K | 104,639 |
| Sonalee Elizabeth Parekh Chief Financial Officer | Mar 23, 2026 | Sale(10b5-1 plan) | −18,717 | $6.62 | $123.91K | 915,281 |
| Katie Marie Colendich GC, Corporate Secretary | Mar 20, 2026 | Sale | −3,575 | $6.65 | $23.77K | 104,639 |
| Veronica Sosa Chief Accounting Officer | Mar 20, 2026 | Sale | −6,479 | $6.65 | $43.09K | 73,722 |
| Sonalee Elizabeth Parekh Chief Financial Officer | Mar 20, 2026 | Sale | −34,151 | $6.65 | $227.10K | 933,998 |
| Katie Marie Colendich GC, Corporate Secretary | Mar 10, 2026 | Sale | −7,304 | $7.42 | $54.20K | 108,214 |
| Katie Marie Colendich GC, Corporate Secretary | Mar 10, 2026 | Award | +53,436 | – | – | 115,518 |
| Krista Anderson-Copperman Director | Feb 2, 2026 | Award | +1,268 | – | – | 65,788 |
| Adam D'Angelo Director | Feb 2, 2026 | Award | +731 | – | – | 57,569 |
| Matt Cohler Director | Feb 2, 2026 | Award | +823 | – | – | 339,849 |
| Lorrie M. Norrington Director | Feb 2, 2026 | Award | +1,432 | – | – | 142,223 |
| Sonalee Elizabeth Parekh Chief Financial Officer | Dec 23, 2025 | Sale(10b5-1 plan) | −24,888 | $13.55 | $337.23K | 968,149 |
| Eleanor B. Lacey GC, Corporate Secretary | Dec 23, 2025 | Sale(10b5-1 plan) | −45,463 | $13.55 | $616.02K | 428,629 |
| Sonalee Elizabeth Parekh Chief Financial Officer | Dec 22, 2025 | Sale(10b5-1 plan) | −83,656 | $14.31 | $1.20M | 993,037 |
| Justin Rosenstein Director | Dec 22, 2025 | Conversion | +665,000 | – | – | 3,875,398 |
| Justin Rosenstein Director | Dec 22, 2025 | Gift | −665,000 | – | – | 3,210,398 |
| Eleanor B. Lacey GC, Corporate Secretary | Dec 22, 2025 | Sale(10b5-1 plan) | −55,234 | $14.31 | $790.40K | 474,092 |
| Anne Raimondi Chief Operating Officer | Dec 22, 2025 | Sale | −62,165 | $14.31 | $889.58K | 702,013 |
| Justin Rosenstein Director | Dec 19, 2025 | Conversion | +3,000,000 | – | – | 3,210,398 |
| Anne Raimondi Chief Operating Officer | Dec 19, 2025 | Sale | −66,246 | $14.46 | $957.92K | 764,178 |
| Anne Raimondi Chief Operating Officer | Dec 19, 2025 | Sale | −9,847 | $14.51 | $142.88K | 830,424 |
| Anne Raimondi Chief Operating Officer | Dec 18, 2025 | Sale | −22,198 | $14.52 | $322.31K | 840,271 |
| Eleanor B. Lacey GC, Corporate Secretary | Dec 9, 2025 | Sale | −100,000 | $15.25 | $1.53M | 529,326 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Rogers Dan Director, Officer | Oct 9, 2026 | 18,021 | $177.87K | Oct 9, 2026 | Performance Stock Units |
| Colendich Katie Officer | Sep 30, 2026 | 6,318 | $54.66K | Sep 30, 2026 | Employee Stock Purchase Plan |
| Megji Aziz Officer | Sep 23, 2026 | 3,224 | $29.27K | Sep 23, 2026 | Restricted Stock Units |
| Colendich Katie Officer | Sep 22, 2026 | 8,474 | $82.79K | Sep 22, 2026 | Restricted Stock |
| Rogers Dan Director, Officer | Sep 22, 2026 | 150,175 | $1.43M | Sep 22, 2026 | Restricted Stock Units |
| Rogers Dan Director, Officer | Aug 27, 2026 | 1,655 | $15.62K | Aug 27, 2026 | Restricted Stock Units |
| Norrington Lorrie Director | Aug 20, 2026 | 61,623 | $586.50K | Aug 20, 2026 | Restricted Stock |
| Rogers Dan Director, Officer | Jun 30, 2026 | 13,790 | $96.53K | Jun 30, 2026 | Restricted Stock Units |
| Colendich Katie Officer | Jun 26, 2026 | 5,242 | $35.04K | Jun 26, 2026 | Restricted Stock |
| Megji Aziz Officer | Jun 24, 2026 | 13,239 | $88.30K | Jun 24, 2026 | Restricted Stock Units |
| Colendich Katie Officer | Jun 24, 2026 | 8,337 | $56.21K | Jun 24, 2026 | Restricted Stock |
| Megji Aziz Officer | Jun 22, 2026 | 6,089 | $42.14K | Jun 22, 2026 | Restricted Stock Units |
| Megji Aziz Officer | Mar 27, 2026 | 30,650 | $189.42K | Mar 27, 2026 | Restricted Stock Units |
| Colendich Katie Officer | Mar 25, 2026 | 5,015 | $32.20K | Mar 25, 2026 | Restricted Stock |
| Colendich Katie Officer | Mar 24, 2026 | 1,500 | $9.59K | Mar 24, 2026 | Employee Stock Purchase Plan |