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Navan, Inc.

NAVN
Exchange
Nasdaq
Industry
Services-Prepackaged Software
SEC CIK
0001639723

In the last 90 days, Navan, Inc. insiders filed 0 open-market purchases and 5 sales; 207 institutions reported holding it in 13F filings for Q2 2026, worth $3.83B in total; no superinvestor holds it.

13F holders, Q1 2026

Institutional positions in Navan, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
148
+38 vs. Q4 2025
Shares held
149.6M
+2.72M (+1.9%) vs. Q4 2025
Total value
$1.98B
−$527.6M (−21.0%) vs. Q4 2025
New holders
67
36 more added
Sold out
29
25 more reduced

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting NAVN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2026: 148 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 112 institutionsQ1 2026: 148 institutionsQ2 2026: 207 institutions
Value heldQ1 2026: $1.98B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $2.60BQ1 2026: $1.98BQ2 2026: $3.83B
Institutions holding NAVN and their total value by quarter
QuarterHoldersValue
Q2 2026207$3.83B
Q1 2026148$1.98B
Q4 2025112$2.60B
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Navan, Inc.; share changes are against Q4 2025.

Institutions holding NAVN in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd14$00.00%+14New
EverSource Wealth Advisors, LLC27$3570.00%−6−18.2%Reduced
Advisory Services Network, LLC27$3570.00%+27New
Cornerstone Financial Management LLC35$4630.00%+35New
UMA Financial Services, Inc.36$4770.00%00.0%Unchanged
SBI Securities Co., Ltd.39$5160.00%+26+200.0%Added
Farther Finance Advisors, LLC67$8470.00%+67New
Rothschild Investment LLC72$9530.00%+72New
Royal Bank of Canada99$1.00K0.00%−1,976−95.2%Reduced
MAI Capital Management79$1.05K0.00%+79New
Ronald Blue Trust, Inc.85$1.13K0.00%+85New
Federation des caisses Desjardins du Quebec87$1.15K0.00%00.0%Unchanged
Morse Asset Management, Inc102$1.35K0.00%+102New
Redwood Park Advisors LLC120$1.59K0.00%00.0%Unchanged
Essential Partners LLC121$1.60K0.00%+121New
Jones Financial Companies LLLP191$2.33K0.00%+191New
Allworth Financial LP265$3.51K0.00%+265New
GAMMA Investing LLC275$3.64K0.00%+250+1,000.0%Added
SRS Capital Advisors, Inc.390$5.16K0.00%+390New
Sterling Capital Management LLC439$5.81K0.00%−181−29.2%Reduced
Scarborough Advisors, LLC500$6.62K0.00%+500New
Parallel Advisors, LLC750$9.93K0.00%00.0%Unchanged
Hollencrest Capital Management1,000$13.2K0.00%+1,000New
IFP Advisors, Inc1,866$24.7K0.00%+1,866New
California State Teachers Retirement System2,024$26.8K0.00%−277−12.0%Reduced
Nisa Investment Advisors, LLC2,100$27.8K0.00%+2,100New
FMR LLC2,302$30.5K0.00%−20,669−90.0%Reduced
Russell Investments Group, Ltd.2,963$39.2K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,036$40.2K0.00%00.0%Unchanged
Citigroup Inc3,267$43.3K0.00%+2,421+286.2%Added
CWM, LLC3,359$44.5K0.00%+3,359New
Advisor Group Holdings, Inc.4,203$55.6K0.00%+2,453+140.2%Added
Versant Capital Management, Inc4,694$62.1K0.01%+4,694New
Sunbelt Securities, Inc.5,375$71.2K0.00%+5,375New
Tower Research Capital LLC (TRC)6,880$91.1K0.00%+3,051+79.7%Added
BNP Paribas Arbitrage, SA8,130$107.6K0.00%+484+6.3%Added
Los Angeles Capital Management LLC8,920$118.1K0.00%+8,920New
Police & Firemen's Retirement System of New Jersey9,634$127.6K0.00%00.0%Unchanged
Buckland Partners Management Co LLC10,000$132.4K0.08%+10,000New
KLP Kapitalforvaltning AS10,300$136.4K0.00%+10,300New
Group One Trading, L.P.11,054$146.4K0.00%+11,054New
Mariner, LLC11,465$151.7K0.00%+11,465New
Prelude Capital Management, LLC11,474$151.9K0.01%+11,474New
Vanguard Investments Australia, Ltd.11,563$153.1K0.00%+11,563New
New York State Common Retirement Fund11,700$154.9K0.00%+5,800+98.3%Added
Magnetar Financial LLC11,706$155.0K0.00%+11,706New
STRS Ohio12,300$162.9K0.00%+5,700+86.4%Added
Arizona State Retirement System12,818$169.7K0.00%+12,818New
CTC Alternative Strategies, Ltd.13,400$177.4K0.40%+13,400New
Quantbot Technologies LP13,613$180.2K0.01%+13,613New
Vanguard Global Advisers, LLC14,685$194.4K0.00%+14,685New
Oversea-Chinese Banking CORP Ltd15,000$198.6K0.01%00.0%Unchanged
J. Safra Sarasin Holding AG15,360$203.4K0.00%+15,360New
Mirae Asset Global ETFs Holdings Ltd.17,839$236.2K0.00%+438+2.5%Added
Landscape Capital Management, L.L.C.19,183$254.0K0.02%+19,183New
Mercer Global Advisors Inc19,211$254.4K0.00%+19,211New
Cresset Asset Management, LLC20,005$264.9K0.00%+5,000+33.3%Added
Barclays PLC20,505$271.5K0.00%−37,876−64.9%Reduced
MetLife Investment Management21,313$282.2K0.00%00.0%Unchanged
Invesco Ltd.22,538$298.4K0.00%+165+0.7%Added
Vident Advisory, LLC27,199$360.1K0.00%+27,199New
Axq Capital, LP27,317$361.7K0.05%+27,317New
Janus Henderson Group PLC27,700$367.2K0.00%+27,700New
Zurcher Kantonalbank (Zurich Cantonalbank)27,812$368.2K0.00%+27,812New
Legal & General Group Plc28,128$372.4K0.00%+24,321+638.8%Added
XTX Topco Ltd29,217$386.8K0.01%+5,193+21.6%Added
Wells Fargo & Company29,774$394.2K0.00%−27,496−48.0%Reduced
Boothbay Fund Management, LLC31,285$414.2K0.01%+31,285New
Vanguard Asset Management, Ltd31,664$419.2K0.00%+31,664New
Jump Financial, LLC34,500$456.8K0.01%+34,500New
Raymond James Financial Inc35,740$473.2K0.00%+35,740New
Symmetry Investments LP36,000$476.6K0.12%−15,000−29.4%Reduced
Alliancebernstein L.P.28,500$486.8K0.00%+9,900+53.2%Added
Simplex Trading, LLC36,796$487.2K0.02%+12,113+49.1%Added
Abdiel Capital Advisors, LP37,000$489.9K0.94%+37,000New
Manufacturers Life Insurance Company, The38,212$505.9K0.00%+23,534+160.3%Added
Nuveen, LLC42,766$566.2K0.00%00.0%Unchanged
Bryn Mawr Trust Co43,054$570.0K0.01%+43,054New
Rhumbline Advisers44,413$588.0K0.00%+7,489+20.3%Added
LPL Financial LLC47,100$623.6K0.00%−400−0.8%Reduced
Centiva Capital, LP48,353$640.2K0.03%+48,353New
Fifth Third Bancorp48,794$646.0K0.00%+48,794New
Schonfeld Strategic Advisors LLC55,212$731.0K0.01%−1,056,051−95.0%Reduced
UBS Asset Management Americas Inc66,054$874.6K0.00%+66,054New
AQR Capital Management LLC70,061$927.6K0.00%+70,061New
Diametric Capital, LP70,967$939.6K0.25%+70,967New
FNY Investment Advisers, LLC72,751$963.0K0.43%+66,007+978.8%Added
Victory Capital Management Inc74,010$979.9K0.00%+74,010New
Readystate Asset Management LP75,000$993.0K0.06%−205,403−73.3%Reduced
Balyasny Asset Management LLC75,722$1.00M0.00%−855,435−91.9%Reduced
Deutsche Bank AG79,639$1.05M0.00%+53,783+208.0%Added
Toroso Investments, LLC88,751$1.18M0.00%+9,018+11.3%Added
Swiss National Bank92,300$1.22M0.00%+92,300New
Occudo Quantitative Strategies LP73,631$1.29M0.07%+73,631New
Ghisallo Capital Management LLC100,000$1.32M0.04%−200,000−66.7%Reduced
Bank of New York Mellon Corp100,924$1.34M0.00%+15,992+18.8%Added
Walleye Capital LLC110,532$1.46M0.01%−10.0%Reduced
Board of Trustees of The Leland Stanford Junior University110,554$1.46M0.17%00.0%Unchanged
G2 Investment Partners Management LLC114,700$1.52M0.37%+114,700New
Quantinno Capital Management LP115,647$1.53M0.00%+115,647New