Asana Inc - Cl A (ASAN) 13F Positioning & Ownership Changes (Q2 2026)

ASAN ranks #2372 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

264 institutions disclose a position in ASAN, but none treat it as a major bet — even Westerly Capital Management, LLC, its most concentrated holder, allocates just 3.9% of its own portfolio to it.

Cliff Asness has added to its ASAN position for two straight quarters, increasing it by $22.9M to reach $30.2M today.

David Shaw has trimmed its ASAN position for two straight quarters, cutting it by $49.1M while still holding $42.4M.

ASAN is down 0.3% today, but institutions show net buying of $67.9M this quarter — a divergence between today's price move and the underlying institutional flow.

ASAN reported a net loss of $163.4M over the trailing twelve months.

• Not yet profitable — net loss of $163.4M over the trailing twelve months
• Revenue grew 9.5% year over year
• Net income improved year over year, from -$231.8M to -$163.4M
• Generated $90.4M in positive operating cash flow
• Current ratio of 1.18x — below the conventional 1.5x liquidity buffer
• Liabilities run 4.48x equity — a highly leveraged balance sheet worth noting