Asana, Inc. (ASAN) — Institutional Holders, Q2 2026 (page 3)
265 institutional investment managers reported a ASAN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $745.7M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 265. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ASAN 13F holders ranked 201–265 of 265
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Tower Research Capital (TRC)#201 · 3,639 sh | 3,639 | $25.5K | <0.01% | -48.0% |
| 202 | EverSource Wealth Advisors#202 · 3,515 sh | 3,515 | $24.6K | <0.01% | +1182.8% |
| 203 | NISA INVESTMENT ADVISORS#203 · 3,013 sh | 3,013 | $21.1K | — | +337.3% |
| 204 | Bogart Wealth#204 · 3,000 sh | 3,000 | $21.0K | <0.01% | New |
| 205 | True Wealth Design#205 · 2,585 sh | 2,585 | $18.1K | — | +3876.9% |
| 206 | SIGNATUREFD#206 · 2,387 sh | 2,387 | $16.7K | — | -12.6% |
| 207 | FEDERATED HERMES#207 · 2,325 sh | 2,325 | $16.3K | 0.00% | -99.6% |
| 208 | PNC FINANCIAL SERVICES GROUP#208 · 2,052 sh | 2,052 | $14.4K | 0.00% | +29.3% |
| 209 | BNP Paribas Asset Management Holding S.A.#209 · 1,904 sh | 1,904 | $13.3K | 0.00% | -2.0% |
| 210 | GAMMA Investing#210 · 1,815 sh | 1,815 | $12.7K | — | +0.4% |
| 211 | Rockefeller Capital Management L.P.#211 · 1,549 sh | 1,549 | $10.8K | 0.00% | -24.4% |
| 212 | Federation des caisses Desjardins du Quebec#212 · 1,525 sh | 1,525 | $10.7K | 0.00% | -32.1% |
| 213 | ROTHSCHILD INVESTMENT#213 · 1,493 sh | 1,493 | $10.5K | <0.01% | +132.9% |
| 214 | Nykredit A/S#214 · 1,443 sh | 1,443 | $10.1K | 0.00% | — |
| 215 | Covestor Ltd#215 · 1,367 sh | 1,367 | $10.0K | <0.01% | New |
| 216 | Pinnacle Wealth Planning Services#216 · 1,350 sh | 1,350 | $9.4K | <0.01% | New |
| 217 | Newbridge Financial Services Group#217 · 1,250 sh | 1,250 | $8.8K | — | -24.2% |
| 218 | James T. Borello RIA#218 · 1,082 sh | 1,082 | $7.6K | — | New |
| 219 | MassMutual Private Wealth & , FSB#219 · 1,070 sh | 1,070 | $7.5K | — | +166.2% |
| 220 | Larson Financial Group#220 · 1,018 sh | 1,018 | $7.1K | <0.01% | -4.4% |
| 221 | Close Asset Management Ltd#221 · 838 sh | 838 | $6.0K | <0.01% | 0.0% |
| 222 | Parkside Financial Bank#222 · 800 sh | 800 | $5.6K | — | +213.7% |
| 223 | Fortitude Family Office#223 · 789 sh | 789 | $5.5K | — | +1060.3% |
| 224 | Financial Perspectives#224 · 755 sh | 755 | $5.3K | <0.01% | 0.0% |
| 225 | Activest Wealth Management#225 · 742 sh | 742 | $5.2K | — | 0.0% |
| 226 | TD Waterhouse Canada#226 · 700 sh | 700 | $5.1K | — | 0.0% |
| 227 | Bell Investment Advisors#227 · 664 sh | 664 | $4.6K | <0.01% | +835.2% |
| 228 | Physician Wealth Advisors#228 · 534 sh | 534 | $3.7K | — | +685.3% |
| 229 | Clearstead Advisors#229 · 443 sh | 443 | $3.1K | 0.00% | New |
| 230 | PICTON MAHONEY ASSET MANAGEMENT#230 · 435 sh | 435 | $3.0K | 0.00% | New |
| 231 | Continuum Advisory#231 · 382 sh | 382 | $2.7K | <0.01% | New |
| 232 | IFP Advisors#232 · 346 sh | 346 | $2.4K | — | -64.1% |
| 233 | Sterling Capital Management#233 · 342 sh | 342 | $2.4K | — | -39.7% |
| 234 | NATIONAL BANK OF CANADA#234 · 331 sh | 331 | $2.3K | 0.00% | -10.8% |
| 235 | PlanVest Financial#235 · 300 sh | 300 | $2.1K | <0.01% | 0.0% |
| 236 | Basecamp Wealth Advisors#236 · 286 sh | 286 | $2.0K | <0.01% | +286.5% |
| 237 | US BANCORP \DE\#237 · 277 sh | 277 | $1.9K | 0.00% | +465.3% |
| 238 | SJS Investment Consulting#238 · 252 sh | 252 | $1.8K | — | +236.0% |
| 239 | Bare Financial Services#239 · 244 sh | 244 | $1.7K | <0.01% | +243.7% |
| 240 | Smartleaf Asset Management#240 · 244 sh | 244 | $1.7K | <0.01% | 0.0% |
| 241 | Fulcrum Asset Management LLP#241 · 210 sh | 210 | $1.5K | <0.01% | New |
| 242 | Quarry#242 · 196 sh | 196 | $1.4K | <0.01% | New |
| 243 | Cornerstone Planning Group#243 · 170 sh | 170 | $1.2K | — | 0.0% |
| 244 | Rialto Wealth Management#244 · 153 sh | 153 | $1.1K | <0.01% | New |
| 245 | Avion Wealth#245 · 163 sh | 163 | $1.0K | <0.01% | +120.3% |
| 246 | Main Street Group, LTD#246 · 125 sh | 125 | $875.00 | <0.01% | 0.0% |
| 247 | TD PRIVATE CLIENT WEALTH#247 · 124 sh | 124 | $868.00 | 0.00% | New |
| 248 | Transamerica Financial Advisors#248 · 123 sh | 123 | $861.00 | <0.01% | +1437.5% |
| 249 | Key Capital Management#249 · 119 sh | 119 | $833.00 | <0.01% | 0.0% |
| 250 | Premier Financial Group#250 · 67 sh | 67 | $819.00 | <0.01% | New |
| 251 | Private Wealth Management Group#251 · 103 sh | 103 | $721.00 | — | New |
| 252 | HM PAYSON#252 · 100 sh | 100 | $700.00 | 0.00% | 0.0% |
| 253 | Steward Partners Investment Advisory#253 · 88 sh | 88 | $616.00 | 0.00% | New |
| 254 | Godfrey Financial Associates#254 · 76 sh | 76 | $532.00 | <0.01% | 0.0% |
| 255 | Marquette Asset Management#255 · 70 sh | 70 | $490.00 | — | New |
| 256 | HARBOUR INVESTMENTS#256 · 54 sh | 54 | $379.00 | 0.00% | -6.9% |
| 257 | Silver Grove Financial Group#257 · 48 sh | 48 | $336.00 | <0.01% | New |
| 258 | Pillar Financial Advisors#258 · 42 sh | 42 | $294.00 | — | 0.0% |
| 259 | Global Retirement Partners#259 · 27 sh | 27 | $189.00 | 0.00% | — |
| 260 | Anchor Bay Capital#260 · 20 sh | 20 | $185.00 | <0.01% | — |
| 261 | Medallion Wealth Advisors#261 · 18 sh | 18 | $126.00 | 0.00% | New |
| 262 | SHP Wealth Management#262 · 2 sh | 2 | $14.00 | 0.00% | 0.0% |
| 263 | NOMURA ASSET MANAGEMENT LTD#263 · 0 sh | 0 | $0.00 | 0.00% | New |
| 264 | Capital Advisors, Ltd.#264 · 11 sh | 11 | $0.00 | 0.00% | -35.3% |
| 265 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#265 · 109,219 sh | 109,219 | — | — | +39.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.