Welcome to our dedicated page for Asana SEC filings (Ticker: ASAN), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Asana, Inc. filings document the formal disclosures of a public software company built around a cloud-based work management platform and subscription revenue model. Its Form 8-K reports cover operating and financial results, guidance updates, capital actions involving Class A common stock, leadership transitions, compensation arrangements, and material events affecting expenses or assets.
Asana proxy materials address board composition, director elections, executive compensation, equity awards, shareholder voting matters, and governance changes such as board refreshment and lead independent director succession. The filing record also includes disclosures on incentive compensation plans, share repurchase authorization mechanics, and risk-related accounting matters such as impairment charges tied to leased office space.
Asana, Inc. reported quarterly revenue of $205.1M, up from $187.3M, as more customers adopted higher-tier Enterprise+ plans. GAAP net loss narrowed to $14.4M from $40.0M, improving diluted net loss per share to $0.06 from $0.17.
Operating expenses fell across research and development, sales and marketing, and general and administrative, aided by lower stock-based compensation. Operating cash flow rose sharply to $40.2M, supporting free cash flow of $34.4M. Remaining performance obligations reached $518.1M, with about 79% expected as revenue in the next 12 months.
Core customers (over $5,000 annualized spend) grew to 26,103 and large customers (over $100,000) to 817, while dollar-based net retention improved to 96%. Asana repurchased 7.4M shares for $45.0M, with $154.5M remaining authorized, and agreed to acquire AI company StackAI for about $75M in cash to advance its AI-driven work management strategy.
Asana reported stronger results for its first quarter of fiscal 2027. Revenue was $205.1 million, up 9.5% year over year. GAAP operating loss narrowed to $15.2 million, or 7% of revenue, while non-GAAP operating income rose to $23.6 million, an 11.5% margin.
GAAP net loss improved to $14.4 million, or $0.06 per share, compared with a $40.0 million loss, or $0.17 per share, a year earlier. Non-GAAP net income increased to $24.4 million, or $0.10 per diluted share. Operating cash flow was $40.2 million and adjusted free cash flow was $34.4 million.
Core customers spending at least $5,000 annually grew 7% to 26,103, and large customers spending $100,000 or more grew 12% to 817. Asana announced the acquisition of StackAI to expand AI-driven workflow orchestration and guided fiscal 2027 revenue to $855.5–$863.5 million with non-GAAP EPS of $0.37.
Asana, Inc. Schedule 13G/A: Justin Rosenstein reports beneficial ownership of 6,322,002 shares of Asana common stock (cover page Row 9). The filing states this equals 3.8% of Class A Common Stock based on 163,334,341 shares outstanding as of March 31, 2026. The filing breaks down holdings as 3,197,309 Class A shares, stock options of 575,984 shares exercisable within 60 days (see Item 4), and multiple blocks of Class B shares that are convertible into Class A on the holder’s election.
Megji Aziz reported acquisition or exercise transactions in this Form 4 filing.
Asana, Inc. reported that Chief Financial Officer Megji Aziz received a grant of 585,775 Restricted Stock Units (RSUs), each representing one share of Class A Common Stock. The RSUs were granted at $0.00 per share as equity compensation, not through an open-market purchase. According to the vesting schedule, 1/12 of the RSUs will vest and settle into shares on June 20, 2026, with the remaining RSUs vesting in equal quarterly installments thereafter. Following this award, Aziz directly holds 810,324 shares of Asana’s Class A Common Stock.
Colendich Katie Marie reported acquisition or exercise transactions in this Form 4 filing.
Asana, Inc. reported that its General Counsel and Corporate Secretary, Katie Marie Colendich, received a grant of 98,200 shares of Class A Common Stock in the form of restricted stock units. These RSUs were granted at no cash cost and increase her direct holdings to 197,824 shares after the award.
According to the grant terms, 1/12 of the RSUs will vest and settle into Class A Common Stock on June 20, 2026, with the remaining RSUs vesting in equal quarterly installments thereafter. This structure ties a significant portion of her compensation to the company’s long-term performance and continued service.
Asana, Inc. director Adam D'Angelo reported a stock compensation grant. He received 1,186 shares of Class A Common Stock at $0.00 per share as a grant or award, electing to take shares instead of cash under Asana's Non-Employee Director Compensation Policy for the quarter ended April 30, 2026.
After this award, he directly holds 58,755 Class A shares. A separate holding entry shows 1,078,170 Class A shares held indirectly by the Adam D'Angelo Revocable Trust dated March 13, 2008, where he is trustee. The filing does not show any open-market buying or selling, only compensation-related acquisition and updated holdings.
NORRINGTON LORRIE M reported acquisition or exercise transactions in this Form 4 filing.
Asana, Inc. director Lorrie M. Norrington reported receiving additional Class A Common Stock as part of her board compensation. On May 1, 2026, she was granted 2,323 shares of Class A Common Stock at a stated price of $0.00 per share, received in lieu of cash compensation for the quarter ended April 30, 2026.
The number of shares was calculated using the closing share price on April 30, 2026, and she elected to defer receipt of these shares under Asana's Directors' Deferred Compensation Plan. Following the grant, she directly holds 144,546 Class A shares, and an additional 2,295 shares are held indirectly through Norrington Advisory Services, LLC.
Anderson-Copperman Krista reported acquisition or exercise transactions in this Form 4 filing.
Asana, Inc. director Krista Anderson-Copperman received 2,056 shares of Class A Common Stock as equity compensation. The shares were granted on a no-cash basis under Asana's Non-Employee Director Compensation Policy for the quarter ended April 30, 2026, in lieu of cash fees.
After this grant, she directly holds 67,844 shares of Asana Class A Common Stock. This is a routine stock award rather than an open-market purchase or sale.
Asana, Inc. director Matt Cohler reported a stock-based compensation grant rather than an open-market trade. He acquired 1,335 shares of Class A Common Stock at a stated price of $0.00 per share as a grant or award. Footnotes explain he elected to receive Class A shares instead of cash fees for the quarter ended April 30, 2026, with the number of shares based on the closing share price on April 30, 2026. Additional footnotes state he also received Restricted Stock Units that vest 100% on the earlier of June 16, 2026 or the next annual stockholder meeting, provided he continues to serve as a director.
Asana Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 8,782,856 shares of Asana common stock, representing 5.41% of the class as reported with an ownership date of 03/31/2026. The filing shows sole voting power for 76,016 shares and sole dispositive power over 8,782,856 shares. The filing states these shares include holdings for Vanguard funds and managed accounts controlled or advised by Vanguard affiliates, per SEC Release No. 34-39538. The report was signed on 04/28/2026.