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Disclosery

ASAN ASANA INC

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CL A (common), issuer CIK 1477720

243 managers (253 13F filers) reported a position in ASAN shares at 2026-03-31, 103,046,947 shares in all. 51 filers opened a position and 43 filers sold out during the quarter.

Managers
243
13F filers
253
New
51
Added
101
Reduced
61
Sold out
43
Shares held by filers
103,046,947

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Larson Financial Group LLC1,065$6.82K<0.01%+25913F-HRTimeline
IFP Advisors, Inc965$6.18K<0.01%+23013F-HRTimeline
TrinityBridge Ltd838$5K<0.01%013F-HRTimeline
Essential Partners LLC771$4.93K<0.01%+16213F-HRTimeline
Financial Perspectives, Inc755$4.83K<0.01%013F-HRTimeline
Activest Wealth Management742$4.75K<0.01%013F-HRTimeline
MAI Capital Management709$4.54K<0.01%+65913F-HRTimeline
TD Waterhouse Canada Inc.700$4.43K<0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC689$4.41K<0.01%+11813F-HRTimeline
ROTHSCHILD INVESTMENT LLC641$4.1K<0.01%+26013F-HRTimeline
Sterling Capital Management LLC567$3.63K<0.01%-813F-HRTimeline
MassMutual Private Wealth & Trust, FSB402$2.57K<0.01%-5713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/371$2.37K<0.01%-12,41913F-HRTimelineGroup
PlanVest Financial, Inc300$1.92K<0.01%13F-HRTimeline
Parkside Financial Bank & Trust255$1.63K<0.01%-1,00013F-HRTimeline
Smartleaf Asset Management LLC244$1.51K<0.01%-31213F-HRTimeline
Wealth Preservation Advisors, LLC209$1.34K<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC200$1.28K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC170$1.25K<0.01%new13F-HRTimeline
Main Street Group, LTD125$800<0.01%new13F-HRTimeline
Key Capital Management, INC119$762<0.01%new13F-HRTimeline
HM PAYSON & CO100$640<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.76$486<0.01%013F-HRTimeline
SJS Investment Consulting Inc.75$480<0.01%+5313F-HRTimeline
Basecamp Wealth Advisors LLC74$474<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc71$455<0.01%new13F-HRTimeline
Bare Financial Services, Inc71$454<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.70$448<0.01%+5313F-HRTimeline
Physician Wealth Advisors, Inc.68$436<0.01%-56613F-HRTimeline
Fortitude Family Office, LLC68$435<0.01%new13F-HRTimeline
True Wealth Design, LLC65$416<0.01%-213F-HRTimeline
HARBOUR INVESTMENTS, INC.58$376<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\49$314<0.01%-16413F-HRTimelineGroup
Pillar Financial Advisors, LLC42$269<0.01%013F-HRTimeline
McIlrath & Eck, LLC40$256<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC23$148<0.01%+1413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…8$51<0.01%new13F-HRTimelineGroup
SHP Wealth Management2$13<0.01%013F-HRTimeline
Dunhill Financial, LLC1$10<0.01%-113F-HRTimeline
Avion Wealth74$00%+3813F-HRTimelineValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC17$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd9$00%013F-HRTimelineValue 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.

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