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 6 sales; 207 institutions reported holding it in 13F filings for Q2 2026, worth $3.83B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Navan, Inc. as of Jun 30, 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
- 207
- +62 vs. Q1 2026
- Shares held
- 168.3M
- +18.8M (+12.6%) vs. Q1 2026
- Total value
- $3.83B
- +$1.85B (+93.3%) vs. Q1 2026
- New holders
- 95
- 66 more added
- Sold out
- 33
- 30 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 207 | $3.83B |
| Q1 2026 | 148 | $1.98B |
| Q4 2025 | 112 | $2.60B |
| Q3 2025 | 0 | $0 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Navan, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 1 | $23 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 4 | $92 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 6 | $138 | 0.00% | +6 | New |
| True Wealth Design, LLC | 19 | $435 | 0.00% | +19 | New |
| Cornerstone Financial Management LLC | 23 | $526 | 0.00% | −12−34.3% | Reduced |
| Strategic Blueprint, LLC | 28 | $640 | 0.00% | +28 | New |
| Stone House Investment Management, LLC | 36 | $823 | 0.00% | +36 | New |
| UMA Financial Services, Inc. | 36 | $824 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 49 | $1.00K | 0.00% | +35+250.0% | Added |
| UBS Asset Management Americas Inc | 54 | $1.24K | 0.00% | −66,000−99.9% | Reduced |
| SBI Securities Co., Ltd. | 65 | $1.49K | 0.00% | +26+66.7% | Added |
| Farther Finance Advisors, LLC | 69 | $1.58K | 0.00% | +2+3.0% | Added |
| Rothschild Investment LLC | 76 | $1.74K | 0.00% | +4+5.6% | Added |
| Ronald Blue Trust, Inc. | 85 | $1.94K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 87 | $1.99K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 97 | $2.22K | 0.00% | −24−19.8% | Reduced |
| Redwood Park Advisors LLC | 120 | $2.75K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 211 | $4.83K | 0.00% | +184+681.5% | Added |
| Quarry LP | 216 | $4.94K | 0.00% | +216 | New |
| Vanguard Asset Management, Ltd | 300 | $6.86K | 0.00% | −31,364−99.1% | Reduced |
| Allworth Financial LP | 361 | $8.26K | 0.00% | +96+36.2% | Added |
| Sterling Capital Management LLC | 366 | $8.37K | 0.00% | −73−16.6% | Reduced |
| Jones Financial Companies LLLP | 390 | $8.90K | 0.00% | +199+104.2% | Added |
| IFP Advisors, Inc | 416 | $9.51K | 0.00% | −1,450−77.7% | Reduced |
| GAMMA Investing LLC | 504 | $11.5K | 0.00% | +229+83.3% | Added |
| Kemnay Advisory Services Inc. | 666 | $15.2K | 0.00% | +666 | New |
| Parallel Advisors, LLC | 750 | $17.2K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 960 | $22.0K | 0.00% | +960 | New |
| Bogart Wealth, LLC | 1,000 | $22.9K | 0.00% | +1,000 | New |
| Close Asset Management Ltd | 1,050 | $24.0K | 0.00% | +1,050 | New |
| Caitong International Asset Management Co., Ltd | 1,431 | $32.7K | 0.00% | +1,431 | New |
| California State Teachers Retirement System | 1,437 | $32.9K | 0.00% | −587−29.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,612 | $36.9K | 0.00% | +1,612 | New |
| Freestone Grove Partners LP | 2,336 | $53.4K | 0.00% | +2,336 | New |
| Orion Capital Management LLC | 2,377 | $54.4K | 0.02% | +2,377 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,614 | $60.0K | 0.00% | +2,614 | New |
| Nisa Investment Advisors, LLC | 3,230 | $73.9K | 0.00% | +1,130+53.8% | Added |
| Royal Bank of Canada | 4,421 | $101.0K | 0.00% | +4,322+4,365.7% | Added |
| Advisor Group Holdings, Inc. | 4,769 | $109.1K | 0.00% | +566+13.5% | Added |
| SRS Capital Advisors, Inc. | 5,522 | $126.3K | 0.00% | +5,132+1,315.9% | Added |
| EMC Capital Management | 5,000 | $130.0K | 0.05% | +5,000 | New |
| Versant Capital Management, Inc | 5,785 | $132.3K | 0.01% | +1,091+23.2% | Added |
| Tower Research Capital LLC (TRC) | 6,433 | $147.1K | 0.00% | −447−6.5% | Reduced |
| Global Retirement Partners, LLC | 7,002 | $160.1K | 0.00% | +7,002 | New |
| Penn Mutual Asset Management, LLC | 8,299 | $189.8K | 0.97% | +8,299 | New |
| J. Safra Sarasin Holding AG | 15,360 | $203.4K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 8,954 | $204.8K | 0.00% | +8,954 | New |
| Ameritas Investment Partners, Inc. | 9,470 | $216.6K | 0.01% | +6,434+211.9% | Added |
| Trifecta Capital Advisors, LLC | 9,880 | $226.0K | 0.03% | +9,880 | New |
| Xponance, Inc. | 9,929 | $227.1K | 0.00% | +9,929 | New |
| Buckland Partners Management Co LLC | 10,000 | $228.7K | 0.11% | 00.0% | Unchanged |
| Legal & General Group Plc | 10,132 | $231.7K | 0.00% | −17,996−64.0% | Reduced |
| N10 Wealth, LLC | 11,949 | $273.3K | 0.10% | +11,949 | New |
| Twinbeech Capital LP | 12,233 | $279.8K | 0.05% | +12,233 | New |
| FNY Investment Advisers, LLC | 12,500 | $285.0K | 0.10% | −60,251−82.8% | Reduced |
| Cornerstone Investment Partners, LLC | 12,489 | $285.6K | 0.01% | +12,489 | New |
| Massachusetts Financial Services Co | 12,743 | $291.4K | 0.00% | +12,743 | New |
| Landscape Capital Management, L.L.C. | 12,839 | $293.6K | 0.02% | −6,344−33.1% | Reduced |
| ProShare Advisors LLC | 13,663 | $312.5K | 0.00% | +13,663 | New |
| Prelude Capital Management, LLC | 13,665 | $312.5K | 0.02% | +2,191+19.1% | Added |
| Mariner, LLC | 14,016 | $322.0K | 0.00% | +2,551+22.3% | Added |
| Magnetar Financial LLC | 14,219 | $325.2K | 0.00% | +2,513+21.5% | Added |
| Vanguard Global Advisers, LLC | 14,685 | $335.8K | 0.00% | 00.0% | Unchanged |
| Rede Wealth, LLC | 14,871 | $340.1K | 0.11% | +14,871 | New |
| Oversea-Chinese Banking CORP Ltd | 15,000 | $343.1K | 0.01% | 00.0% | Unchanged |
| Congress Asset Management Co | 16,000 | $365.9K | 0.00% | +16,000 | New |
| Coastal Bridge Advisors, LLC | 16,163 | $369.6K | 0.02% | +16,163 | New |
| Hamilton Lane Advisors LLC | 16,651 | $380.8K | 0.26% | +16,651 | New |
| Zevenbergen Capital Investments LLC | 16,700 | $381.9K | 0.01% | +16,700 | New |
| Russell Investments Group, Ltd. | 17,640 | $403.4K | 0.00% | +14,677+495.3% | Added |
| Entropy Technologies, LP | 18,188 | $416.0K | 0.02% | +18,188 | New |
| Range Financial Group LLC | 18,490 | $422.9K | 0.12% | +18,490 | New |
| Bridgefront Capital, LLC | 18,612 | $425.7K | 0.11% | +18,612 | New |
| Yorktown Management & Research Co Inc | 18,650 | $426.5K | 0.26% | +18,650 | New |
| Mercer Global Advisors Inc | 18,823 | $430.5K | 0.00% | −388−2.0% | Reduced |
| Voya Investment Management LLC | 19,916 | $455.5K | 0.00% | +19,916 | New |
| Los Angeles Capital Management LLC | 20,031 | $458.1K | 0.00% | +11,111+124.6% | Added |
| Intech Investment Management LLC | 20,344 | $465.3K | 0.00% | +20,344 | New |
| Vident Advisory, LLC | 20,918 | $478.4K | 0.00% | −6,281−23.1% | Reduced |
| Acadian Asset Management LLC | 21,013 | $480.0K | 0.00% | +21,013 | New |
| Cisco Systems, Inc. | 21,398 | $489.4K | 0.12% | +21,398 | New |
| US Bancorp | 22,275 | $509.4K | 0.00% | +22,275 | New |
| Jain Global LLC | 23,400 | $535.2K | 0.01% | +23,400 | New |
| American Century Companies Inc | 23,835 | $545.1K | 0.00% | +23,835 | New |
| Raymond James Financial Inc | 23,882 | $546.2K | 0.00% | −11,858−33.2% | Reduced |
| Vinva Investment Management Ltd | 16,387 | $564.7K | 0.00% | +16,387 | New |
| Brown Advisory Inc | 25,088 | $573.8K | 0.00% | +25,088 | New |
| Handelsbanken Fonder AB | 25,300 | $579.0K | 0.00% | +25,300 | New |
| Pier 88 Investment Partners LLC | 27,500 | $628.9K | 0.15% | +27,500 | New |
| SG Americas Securities, LLC | 30,197 | $691.0K | 0.00% | +30,197 | New |
| Police & Firemen's Retirement System of New Jersey | 30,776 | $703.8K | 0.01% | +21,142+219.5% | Added |
| Utah Retirement Systems | 31,929 | $730.2K | 0.01% | +31,929 | New |
| New York State Common Retirement Fund | 36,700 | $839.3K | 0.00% | +25,000+213.7% | Added |
| Abdiel Capital Advisors, LP | 37,000 | $846.2K | 1.63% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 41,022 | $938.2K | 0.03% | +41,022 | New |
| Toroso Investments, LLC | 41,093 | $939.8K | 0.00% | −47,658−53.7% | Reduced |
| Legato Capital Management LLC | 42,785 | $978.5K | 0.08% | +42,785 | New |
| CenterBook Partners LP | 45,828 | $1.05M | 0.05% | +45,828 | New |
| Fifth Third Bancorp | 47,728 | $1.09M | 0.00% | −1,066−2.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 48,050 | $1.10M | 0.00% | +30,211+169.4% | Added |