ASAN at a glance
Asana, Inc. (ASAN, SEC CIK 1477720) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 28, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), Asana, Inc. (ASAN) reported revenue of $790.8 million (up 9.2% from FY2025) and a net loss of $189.0 million. Diluted EPS was -$0.80.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Asana, Inc. (ASAN) shares worth $396.0 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Colendich Katie Marie on September 30, 2026 of 6,318 shares at $8.65 per share.
- In the last 90 days, ASAN insiders reported 0 open-market purchases ($0) and 8 open-market sales ($4.8M) on Form 4, a net sale of $4.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $790.8M
- +9.2% vs prior year
- Insiders · 90 days
- 0 buys · 8 sells
- Net −$4.8M
- 13F holders
- 31 funds
- $396.0M · +5 vs prior quarter
- Latest 8-K
- Sep 28, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- Revenue $216.4M, up 10% YoY from $196.9M, driven by new customers and Enterprise+ mix
- Gross margin 86% vs 90% YoY; operating margin (19)% vs (25)% YoY
- Core customers 26,778 vs 25,006; customers over $100,000 reached 890 vs 770
- Free cash flow $40.0M vs $35.4M YoY; adjusted free cash flow $42.3M vs $35.4M
- AI discovery shifts, macroeconomic uncertainty, and longer sales cycles expected to pressure fiscal 2027 performance
Risk Factors
- AI consumption billing increases revenue-forecasting complexity through variable usage and invoicing
- Third-party AI-service price increases could raise costs and reduce gross margins
- Intensifying competition requires successful AI deployment against larger, better-funded rivals
- Net loss $53.6 million for six months ended July 31, 2026, with accumulated deficit of $2,299.8 million
- Macroeconomic pressures may extend sales cycles, reduce renewals, and delay customer payments
AI summary of the ASAN 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- CEO Dan Rogers becomes Board Chair, while Dustin Moskovitz remains a Class I director and waives eligible compensation
- Lead Independent Director Krista Anderson-Copperman remains in place, preserving independent board oversight
Item EX-99.1: Item EX-99.1
- Dan Rogers became Board Chair and CEO effective September 25, 2026, consolidating leadership during Asana’s strategic transition
- Founder Dustin Moskovitz remains a director and intends to retain his Asana shares, signaling continued long-term shareholder support
Item 2.02: Results of Operations and Financial Condition
- Asana reported fiscal Q2 2026 results for the quarter ended July 31, 2026
- Press release issued September 3, 2026, with detailed financial results in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 FY2027 revenue $216.4M, up 10% YoY and above guidance high end, signaling improved execution despite moderating growth
- GAAP operating loss narrowed to $41.2M from $49.5M; non-GAAP margin expanded to 10.1% from 7.1%
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Aziz Megji appointed Principal Accounting Officer effective August 26, 2026
- Appointment adds accounting oversight to his existing CFO and Principal Financial Officer responsibilities
AI summaries of ASAN 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ASAN
Don't miss the next ASAN filing
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- Fund moves. Which tracked funds opened, added or cut ASAN, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Colendich Katie Marie | Sell | Sep 30, 2026 | 6,318 | $8.65 |
| Ting Jerry Hao | A | Sep 25, 2026 | 38,802 | - |
| Berquist Thomas | A | Sep 25, 2026 | 38,802 | - |
| Megji Aziz | Sell | Sep 23, 2026 | 3,224 | $9.26 |
| Colendich Katie Marie | Sell | Sep 22, 2026 | 8,474 | $9.77 |
| Rogers Daniel Mark | Sell | Sep 22, 2026 | 150,175 | $9.13 |
| Colendich Katie Marie | Sell | Sep 21, 2026 | 7,436 | $9.53 |
| Megji Aziz | Sell | Sep 21, 2026 | 35,444 | $9.53 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $723.9M | $790.8M |
| Gross Profit | - | $646.7M | $704.0M |
| Operating Income | - | -$266.7M | -$197.3M |
| Net Income | - | -$255.5M | -$189.0M |
| Gross Margin | - | 89.3% | 89.0% |
| Op. Margin | - | -36.8% | -25.0% |
| Net Margin | - | -35.3% | -23.9% |
| Balance Sheet | |||
| Total Assets | $962.0M | $891.4M | $844.1M |
| Equity | $326.4M | $227.5M | $154.1M |
| ROE | - | -112.3% | -122.6% |
| Per Share | |||
| EPS | - | $-1.11 | $-0.80 |
| Cash Flow | |||
| Operating CF | - | $14.9M | $90.4M |
| CapEx | - | $5.6M | $3.8M |
Source: XBRL data in Asana, Inc. (ASAN)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ASAN share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $396.0M |
| Q1 2026 | 26 | $355.4M |
| Q4 2025 | 26 | $622.4M |
| Q3 2025 | 26 | $582.4M |
| Q2 2025 | 26 | $546.4M |
| Q1 2025 | 22 | $379.7M |
| Q4 2024 | 18 | $448.6M |
| Q3 2024 | 15 | $73.9M |
- Goldman Sachs Group+2.31M (+56%)
- AQR Capital Management+1.97M (+84%)
- Renaissance Technologies LLC+1.60M (+1699%)
- BlackRock+1.57M (+20%)
- State Street Corp+763.0K (+28%)
- Millennium Management−2.64M (-96%)
- JPMorgan Chase & Co−2.46M (-86%)
- Bank of America Corp−1.24M (-55%)
- D.E. Shaw & Co−970.0K (-14%)
- Morgan Stanley−794.7K (-22%)
- Allstate+72.1K
- Ameriprise Financial+28.3K
- StoneX Group Inc.+10.3K
- Truist Financial+10.9K
- Fifth Third Bancorp+8.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 190 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ASAN filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 8-K | Sep 28, 2026 | - | Analysis | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 8-K | Sep 3, 2026 | - | Analysis | - |
| 10-Q | Sep 3, 2026 | Jul 31, 2026 | Analysis | |
| 8-K | Aug 28, 2026 | - | Analysis | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 5, 2026 | - | - | - |
| SC 13G | Jul 27, 2026 | - | - | |
| 8-K | Jul 17, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jul 2, 2026 | - | - | - |
| 4 | Jun 30, 2026 | - | - | - |
| 4 | Jun 26, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 24, 2026 | - | - | - |
| 4 | Jun 22, 2026 | - | - | - |
| 8-K | Jun 12, 2026 | - | Analysis | - |
| 4 | Jun 10, 2026 | - | - |
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ASAN SEC filings: frequently asked questions
Are ASAN insiders buying or selling?
In the last 90 days, Asana, Inc. (ASAN) officers, directors and 10% owners reported no open-market purchases and 8 open-market sales worth $4.8 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ASAN stock?
As of June 30, 2026, the largest Asana, Inc. (ASAN) holders among the 13F filers tracked by SignalX were BlackRock ($65.9 million), Vanguard Portfolio Management LLC ($64.8 million), Goldman Sachs Group ($45.4 million), D.E. Shaw & Co ($41.4 million), AQR Capital Management ($30.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ASAN's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Asana, Inc. (ASAN) reported revenue of $790.8 million (up 9.2% from FY2025) and a net loss of $189.0 million. Diluted EPS was -$0.80. The figures come from the XBRL data in the 10-K.
What did ASAN report in its latest 8-K?
Asana, Inc. (ASAN) filed an 8-K on September 28, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). CEO Dan Rogers becomes Board Chair, while Dustin Moskovitz remains a Class I director and waives eligible compensation.
What are the latest ASAN SEC filings?
Asana, Inc. (ASAN) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on September 3, 2026, an 8-K current report on September 28, 2026 and a Form 4 insider filing on October 2, 2026.
What is ASAN's SEC CIK number?
Asana, Inc. (ASAN)'s SEC Central Index Key (CIK) is 1477720. EDGAR lists every ASAN filing under that number.
Ask anything about ASAN
The research agent reads ASAN's filings, financials, insider trades and 13F holders, then answers with sources.