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Disclosery

ASAN ASANA INC

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CL A (common), issuer CIK 1477720

232 managers (236 13F filers) reported a position in ASAN shares at 2025-03-31, 69,856,294 shares in all. 45 filers opened a position and 44 filers sold out during the quarter.

Managers
232
13F filers
236
New
45
Added
93
Reduced
59
Sold out
44
Shares held by filers
69,856,294

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Rogers Daniel Markdirector, officer (Chief Executive Officer)2026-10-09-18,021 S$10.0383Form 4
Le Heather Tramofficer (Chief Accounting Officer)2026-10-05+106,838 A$0Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …248$3.61K<0.01%013F-HRTimelineGroup
Allworth Financial LP182$2.91K<0.01%+16713F-HRTimeline
Lindbrook Capital, LLC189$2.75K<0.01%+2313F-HRTimeline
Resona Asset Management Co.,Ltd.in group Resona Asset Management Co.,L…164$2.44K<0.01%013F-HRTimelineGroup
Ridgewood Investments LLC150$2.19K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC140$2.04K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…138$2.01K<0.01%+12113F-HRTimelineGroup
Main Street Group, LTD125$1.82K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK119$1.73K<0.01%new13F-HRTimelineGroup
Dogwood Wealth Management LLC115$1.68K<0.01%013F-HRTimeline
HM PAYSON & CO100$1.46K<0.01%013F-HRTimeline
Larson Financial Group LLC100$1.46K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC95$1.38K<0.01%+1013F-HRTimeline
Physician Wealth Advisors, Inc.93$1.36K<0.01%new13F-HRTimeline
Sterling Capital Management LLC86$1.25K<0.01%+413F-HRTimeline
Amundiin group Amundi78$1.13K<0.01%+3513F-HRTimelineGroup
Steward Partners Investment Advisory, L…75$1.09K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50$744<0.01%new13F-HR/ATimelineGroup
Pillar Financial Advisors, LLC42$612<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC22$446<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC25$365<0.01%new13F-HRTimeline
Bank & Trust Co25$364<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…23$336<0.01%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18$262<0.01%new13F-HRTimelineGroup
Arax Advisory Partners13$190<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC5$73<0.01%new13F-HRTimeline
TFC Financial Management, Inc.1$15<0.01%013F-HRTimeline
Covestor Ltd10$00%-16413F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
BESSEMER GROUP INCin group BESSEMER GROUP INC0$00%-9513F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD0$00%013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Bogart Wealth, LLC0$00%-3,00013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Rogers Daniel Mark sold 18,021 ASAN shares on 2026-10-09, Form 4 filed 2026-10-13. 0001477720-26-000070

    Accepted , ingested

  • Le Heather Tram acquired 106,838 ASAN shares on 2026-10-05, Form 4 filed 2026-10-08. 0002153898-26-000002

    Accepted , ingested