Asana Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:ASAN Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Sep 24	SellUS$357,386	Anne Raimondi	Individual	29,807	US$11.99
20 Jun 24	SellUS$102,933	Eleanor Lacey	Individual	9,000	US$11.44
20 Jun 24	SellUS$330,026	Tim Wan	Individual	28,856	US$11.44
20 Jun 24	SellUS$304,087	Anne Raimondi	Individual	26,588	US$11.44
20 Mar 24	SellUS$65,249	Eleanor Lacey	Individual	4,243	US$15.38
20 Mar 24	SellUS$155,395	Tim Wan	Individual	10,105	US$15.38
20 Mar 24	SellUS$181,137	Anne Raimondi	Individual	11,779	US$15.38

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of ASAN?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	2,295	0.001%
General Public	14,936,357	6.53%
Institutions	70,663,499	30.9%
Individual Insiders	143,121,050	62.6%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.8%.

Top Shareholders

Top 25 shareholders own 88.44% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
52.8%	Dustin Moskovitz	120,796,872	US$2.6b	0%	no data
8.57%	Justin Rosenstein	19,596,716	US$424.9m	-2.68%	no data
5.07%	Voya Investment Management LLC	11,601,312	US$251.5m	-0.01%	0.29%
4.48%	The Vanguard Group, Inc.	10,238,058	US$222.0m	1.32%	no data
3.15%	BlackRock, Inc.	7,199,920	US$156.1m	3.13%	no data
3.12%	Allianz Asset Management GmbH	7,139,961	US$154.8m	55,200%	0.07%
1.75%	Champlain Investment Partners, LLC	3,999,835	US$86.7m	0%	0.52%
1.03%	State Street Global Advisors, Inc.	2,350,873	US$51.0m	-0.45%	no data
0.87%	Morgan Stanley, Investment Banking and Brokerage Investments	1,986,883	US$43.1m	-8.25%	0.01%
0.81%	Geode Capital Management, LLC	1,863,703	US$40.4m	0.65%	no data
0.77%	Goldman Sachs Group, Investment Banking and Securities Investments	1,768,681	US$38.3m	26.5%	0.02%
0.75%	Voloridge Investment Management, LLC	1,711,623	US$37.1m	30.1%	0.14%
0.65%	First Trust Advisors LP	1,482,683	US$32.1m	-7.88%	0.03%
0.62%	Westerly Capital Management LLC	1,425,000	US$30.9m	7.55%	14.99%
0.6%	Gilder Gagnon Howe & Co. LLC	1,370,435	US$29.7m	3.73%	0.33%
0.53%	J. Goldman & Co., L.P.	1,216,570	US$26.4m	0%	1.12%
0.5%	Adam D'Angelo	1,153,888	US$25.0m	0.05%	no data
0.44%	Generation Investment Management LLP	1,000,000	US$21.7m	0%	0.1%
0.35%	Northern Trust Global Investments	792,717	US$17.2m	6.49%	no data
0.34%	BNY Asset Management	788,709	US$17.1m	-3.72%	no data
0.28%	Charles Schwab Investment Management, Inc.	645,961	US$14.0m	-1.9%	no data
0.24%	Tim Wan	554,094	US$12.0m	0%	no data
0.24%	Matthew Cohler	549,589	US$11.9m	0.13%	no data
0.24%	Two Sigma Advisers, LP	542,400	US$11.8m	-20.5%	0.03%
0.22%	JPMorgan Chase & Co, Brokerage and Securities Investments	513,208	US$11.1m	454%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 02:29
End of Day Share Price	2024/12/20 00:00
Earnings	2024/10/31
Annual Earnings	2024/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Asana, Inc. is covered by 26 analysts. 18 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Robert Oliver	Baird
Ishan Majumdar	Baptista Research
Michael Funk	BofA Global Research