Monitor for further 13G amendments or a 13D conversion if Vanguard's stake continues to decline; however, as a passive index fund manager, this reduction is likely routine rebalancing rather than a negative signal.
Price Chart
Executive Summary
Vanguard Portfolio Management LLC filed an amendment to its Schedule 13G, reporting a 4.9% passive stake in Asana, Inc. as of September 30, 2026, down from a prior 5%+ position. The filing confirms the stake fell below the 5% threshold, indicating a reduction in holdings by a major index fund manager.
Key Financial Metrics
Key Facts
- Vanguard Portfolio Management LLC reported beneficial ownership of 7,818,862 shares of Asana common stock as of September 30, 2026.
- The reported stake represents 4.9% of outstanding shares, down from a prior 5%+ position.
- The filing is an amendment to a Schedule 13G, confirming passive investment intent.
- The stake reduction is consistent with routine portfolio rebalancing by a large index fund manager.
Financial Impact
Stake decreased from above 5% to 4.9%; no dollar value stated in the filing.
Risk Factors
- Continued selling by Vanguard could signal reduced institutional confidence, though the current reduction is small.
- No material financial data or forward guidance in the filing to assess company fundamentals.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0002100121-26-001054 |
| Document: 0002100121-26-001054-index.html | 0002100121-26-001054 |
| Document: 0002100121-26-001054.txt | 0002100121-26-001054 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G/A | $11.02 | awaiting T+5 | awaiting T+5 | $11.23 (+1.91%) |
Oct 22, 2026 10d ago | 144 | $12.02 $11.23 | ▼ −6.57% | ▼ −6.01% | $11.23 (−6.57%) |
Oct 22, 2026 10d ago | 144 | $12.02 $11.23 | ▼ −6.57% | ▼ −6.01% | $11.23 (−6.57%) |
Oct 9, 2026 23d ago | 144 | $9.89 $10.15 | ▲ +2.63% | ▲ +4.12% | $11.23 (+13.55%) |
Sep 28, 2026 4w ago | 3 | $8.23 $9.29 | ▲ +12.88% | ▲ +10.93% | $11.23 (+36.45%) |
Sep 23, 2026 5w ago | Insider Cluster | $9.16 $8.93 | ▲ +2.51% | ▲ +2.10% | $11.23 (−22.60%) |
Sep 23, 2026 5w ago | Insider Cluster | $9.16 $8.93 | ▲ +2.51% | ▲ +2.10% | $11.23 (−22.60%) |
Sep 23, 2026 5w ago | Insider Cluster | $9.16 $8.93 | ▲ +2.51% | ▲ +2.10% | $11.23 (−22.60%) |
Aug 20, 2026 10w ago | 144 | $9.58 $10.19 | ▲ +6.37% | ▲ +5.89% | $11.23 (+17.22%) |
Aug 7, 2026 12w ago | Institutional Cluster | $9.26 $9.14 | ▼ −1.30% | ▼ −1.69% | $11.23 (+21.27%) |
US Market Status
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