Every 8-K that Asana, Inc. (ASAN) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ASAN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ASAN filings page.
Asana, Inc. appointed Chief Executive Officer and Class III director Dan Rogers as Board Chair on September 25, 2026, succeeding Dustin Moskovitz, who remains a Class I director; Krista Anderson-Copperman remains Lead Independent Director. The Board appointed Tom Berquist and Jerry Ting as directors and increased its size from seven to nine members. Berquist joins the Audit and Compensation Committees, and Ting joins the Audit and Nominating and Corporate Governance Committees.
Asana appointed Heather Le Chief Accounting Officer and Principal Accounting Officer. Her offer letter provides an annual base salary of $400,000 and an initial annual target bonus equal to 15% of base salary, prorated for the days served in fiscal 2027. Subject to Compensation Committee approval, she will receive restricted stock units with a total target grant-date value of $1,000,000. Subject to continuous service, 66.6% vest on the first anniversary of the vesting commencement date and 33.3% over the remaining four quarters between the first and second anniversaries. The vesting commencement date will be on or around September 20, 2026.
Asana, Inc. (ASAN) reported solid second quarter fiscal 2027 results for the quarter ended July 31, 2026, with revenue of $216.4 million, up 10% year over year and above the high end of guidance. GAAP operating loss narrowed to $41.2 million, a margin of -19%, while non-GAAP operating income improved to $21.8 million, a 10% margin, roughly 3 percentage points better than a year ago.
GAAP net loss was $39.2 million (‑$0.17 per share), but non-GAAP net income rose to $23.8 million ($0.10 diluted per share). Operating cash flow was $46.0 million and adjusted free cash flow $42.3 million. Asana ended the quarter with $339.9 million in cash and marketable securities and continued share repurchases.
Enterprise metrics remained strong: overall dollar-based net retention rate was 97%, 98% for core customers and for those spending $100,000+ annually; customers spending $100,000+ grew 16% to 890. The company advanced its AI strategy with the StackAI acquisition and Agentic Work Management, and obtained FedRAMP Moderate Authorization for Asana Gov. Asana raised full-year fiscal 2027 guidance to $858.5–$863.5 million in revenue (about 9% growth) and non-GAAP operating income of $84.5–$86.5 million with ~10% margin.
Asana, Inc. (ASAN) reported a management responsibility change. On August 26, 2026, the Board of Directors appointed Aziz Megji as Principal Accounting Officer, in addition to his existing roles as Chief Financial Officer and Principal Financial Officer. His compensation arrangements and background are described in Asana’s definitive proxy statement filed April 20, 2026, which is incorporated by reference. The company states there are no arrangements or understandings with other persons relating to his appointment, no family relationships with any director or executive officer, and no direct or indirect material interest in related-party transactions requiring disclosure under Item 404(a) of Regulation S-K.
Asana, Inc. reported a leadership change in its finance organization. On July 13, 2026, Veronica Sosa tendered her resignation as Chief Accounting Officer and Principal Accounting Officer, with her resignation to be effective as of August 7, 2026. She is expected to continue serving in both roles through that effective date, supporting continuity in the company’s accounting function during the transition.
The company states there were no disagreements between Ms. Sosa and Asana, and that her departure is not related to the company’s operations, policies, or practices, nor to any accounting policies or practices. The filing does not describe a successor but formally records this upcoming change in a key financial reporting role.
Asana, Inc. held its 2026 Annual Meeting of Stockholders on June 8, 2026, where investors voted on three key proposals. Stockholders elected three Class III directors — Krista Anderson-Copperman, Sydney Carey, and Dan Rogers — to serve until the 2029 annual meeting, each receiving strong majority support despite some withheld votes and broker non-votes.
Stockholders also ratified PricewaterhouseCoopers LLP as Asana’s independent registered public accounting firm for the fiscal year ending January 31, 2027, with 830,585,200 votes for, 757,385 against, and 7,003,171 abstentions. In a non-binding advisory vote, stockholders approved the compensation of Asana’s named executive officers, with 745,060,747 votes for, 41,384,453 against, 18,455,001 abstentions, and 33,445,555 broker non-votes.
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. announced that three long-serving directors — Matt Cohler, Adam D’Angelo, and Lorrie Norrington — have submitted resignations effective at the 2026 Annual Meeting of Stockholders on June 8, 2026. The company describes these departures as part of an orderly Board refreshment process.
The filing states there were no disagreements with the company on operations, policies, or accounting matters. Following the resignations, the Board size will decrease from ten to seven directors. The Board has appointed Krista Anderson-Copperman to become Lead Independent Director at the conclusion of the 2026 Annual Meeting.
Asana, Inc. updated its executive compensation structure and added a new senior finance leader. The board’s Compensation Committee adopted an Incentive Bonus Plan that lets selected employees, including the CEO and CFO, earn primarily cash bonuses tied to a wide range of financial, operational, and individual performance goals.
The committee also amended the Executive Severance and Change in Control Benefit Plan so that, outside a change in control period, eligible executives receive increased severance from four to six months of base salary and target incentive, and COBRA-related cash payments from four to six times monthly premiums. Separately, the board appointed Veronica Sosa as Chief Accounting Officer and principal accounting officer, with no change to her existing compensation.
Asana, Inc. filed an amended current report to add a missing signature to a prior disclosure about its chief financial officer transition. The update does not change any of the previously reported information.
As previously disclosed, Sonalee Parekh resigned as CFO effective March 23, 2026, with no disagreements related to Asana’s operations or accounting policies. The board appointed Aziz Megji, currently Head of Financial Planning & Analysis, as CFO effective March 24, 2026.
Under his new offer letter, Megji will receive a $600,000 annual base salary, an initial annual target bonus equal to 35% of base salary, and equity awards comprising $4,200,000 in restricted stock units and $1,800,000 in performance-based restricted stock units, subject to standard vesting and performance conditions.
Asana reported continued growth and a turn to profitability on a non-GAAP basis while expanding its share repurchase program. Fourth-quarter revenue was $205.6 million, up 9% year over year, with non-GAAP operating income of $18.2 million and a 9% non-GAAP operating margin.
For fiscal 2026, revenue reached $790.8 million, also up 9%, and non-GAAP net income was $65.0 million, compared with a non-GAAP net loss in the prior year. Operating cash flow rose sharply to $90.4 million, and adjusted free cash flow to $84.5 million. The board added $160.0 million to the stock repurchase program, bringing total remaining authorization to $199.4 million, and the company amended its credit agreement to permit these repurchases.
Asana’s customer metrics showed steady expansion in larger accounts, and dollar-based net retention was in the mid-90% range across segments. For fiscal 2027, the company projects revenue of $850–$858 million, non-GAAP operating margin of at least 9.5%, and non-GAAP diluted net income per share of $0.36–$0.37.
Asana, Inc. announced a planned CFO transition, with current Chief Financial Officer Sonalee Parekh resigning effective March 23, 2026, and Head of Financial Planning & Analysis Aziz Megji becoming CFO on March 24, 2026. The company states there were no disagreements and that her departure is not related to operations or accounting matters.
Under his new offer letter, Megji will receive a $600,000 annual base salary and an initial target bonus equal to 35% of base salary, based on performance. Subject to board approval, he is slated to receive restricted stock units with a target grant-date value of $4,200,000 and performance-based RSUs with a target value of $1,800,000, vesting over multiple years tied to service and performance goals.
Asana, Inc. reported that it issued a press release with its financial results for the quarter ended October 31, 2025 and updated guidance for the fourth quarter and full fiscal year 2026, which is furnished as Exhibit 99.1.
The company also announced leadership changes effective December 31, 2025. Chief Operating Officer Anne Raimondi and General Counsel and Corporate Secretary Eleanor Lacey each notified the Board of their decisions to resign, with both remaining employees and serving in advisory roles until March 31, 2026 under transition services agreements. Asana states there were no disagreements with the company and that their departures are not related to its operations, policies, or practices.
The Board appointed Katie Colendich as General Counsel and Corporate Secretary effective January 1, 2026. Under her offer letter, she will receive a $500,000 annual base salary, an initial target bonus equal to 10% of base salary (with actual payouts from 0% to 150% based on performance), time-based RSUs with a grant date value of $420,000 vesting quarterly over three years, and performance-based RSUs with a grant date value of $180,000, with up to 200% of the target PSUs eligible to vest based on multi-year performance goals.
Asana, Inc. reported that management concluded a sublease will trigger impairment expenses of approximately $29 million to $32 million in the period ending October 31, 2025. The company describes this range as preliminary, unaudited, and subject to change as the quarter-end financial statements are completed and audited for the fiscal year ending January 31, 2026.
The company stated it does not expect material cash expenditures related to these impairment charges. The filing also contains standard forward-looking statements cautioning that actual results may differ because of risks and uncertainties and refers readers to the company’s SEC filings for additional risk factors.
Asana, Inc. filed a current report to tell investors it has released its financial results for the quarter ended July 31, 2025 and updated its guidance for the third quarter and full fiscal year 2026. The detailed numbers and outlook are contained in a press release dated September 3, 2025, which is included as Exhibit 99.1 and incorporated by reference.
The company notes that this earnings information is being furnished rather than filed, meaning it is not automatically subject to certain liability provisions unless specifically incorporated into other SEC filings.
Asana, Inc. (NYSE: ASAN) filed a Form 8-K announcing a leadership transition effective July 21, 2025. The Board has appointed Daniel (Dan) Rogers, age 48, as Chief Executive Officer and Class III director, expanding the Board to ten members. Rogers brings senior operating experience from LaunchDarkly (CEO), Rubrik (President), ServiceNow (CMO) and prior roles at Symantec, Salesforce, Amazon and Microsoft. Incumbent CEO and co-founder Dustin Moskovitz will retire from management duties and remain Chair and non-employee Class I director.
Compensation package. Rogers will receive (i) $650 k base salary, (ii) target annual bonus of $650 k (FY-2026 bonus guaranteed at target and prorated), (iii) $18.2 million in time-based RSUs and (iv) $16.8 million in performance-based PSUs. RSUs vest 40 % after one year and 7.5 % quarterly thereafter over two additional years. PSUs vest in three annual tranches tied 20 % to revenue growth and 80 % to relative total shareholder return; payout ranges from 0 % to 200 % of target based on percentile performance thresholds (25th, 50th, 75th). Performance periods are rolling four-quarter blocks that may not align with the fiscal calendar.
Severance & change-in-control terms. If terminated without cause outside a CIC window, Rogers receives one year of salary, pro-rated bonus, one year of health benefit payments, and pro-rated RSU vesting; unvested PSUs are forfeited. Within the CIC window (three months pre- to 18 months post-transaction) severance increases to 1.5× (salary + target bonus), 18 months of health benefits, full RSU acceleration and PSU acceleration at the greater of actual or target performance (if before the CIC close). Death or disability results in immediate 100 % RSU vesting and 12 months of continued health coverage.
Other disclosures. Rogers has no family relationships or related-party transactions under Item 404(a). The company will enter its standard indemnification agreement with him. A press release (Exhibit 99.1) dated June 25, 2025, communicates the transition.
Investor takeaway: Asana is shifting from founder-led to externally recruited leadership, aligning equity awards heavily with rTSR and revenue growth. The sizeable $35 million equity grant creates headline dilution but is structured for performance alignment. Founder Moskovitz remains Chair, preserving continuity while freeing operational leadership.
Asana, Inc. (NYSE:ASAN) filed an 8-K disclosing the voting results of its 16 June 2025 Annual Meeting of Stockholders (Item 5.07). Shareholders:
- Elected Class II directors Andrew Lindsay (94.4% support), Lorrie Norrington (95.3%), and co-founder Justin Rosenstein (97.3%). Each will serve until the 2028 annual meeting.
- Ratified PricewaterhouseCoopers LLP as independent auditor for the fiscal year ending 31 January 2026 with 99.2% support (924.1 M FOR vs. 1.3 M AGAINST).
- Approved, on an advisory basis, 2025 executive compensation ("say-on-pay") with 97.1% support (873.3 M FOR).
No other matters were brought forward, and no material financial information or strategic actions were announced. The filing is routine governance disclosure and does not change the company’s financial or operational outlook.