$NAVN

$27.08 -$0.12 (0.44%) Close

$NAVN Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 256.4M shares outstanding

Who owns NAVN?

By type of holder

Institutions 65.6% Insiders 0.0% Everyone else 34.4%

Concentration Top 10 holders own 42.9%

Lightspeed Management Company, L.L.C. 16.3% · a16z Capital Management, L.L.C. 11.0%

Institutional ownership

65.6%

+7.3 pts vs last qtr

Institutional holders

206

+58 vs last qtr

Net shares bought

+18.7M

by institutions in Q2 2026

New / sold out

95 / 37

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BIT Capital GmbH +5.0M
BlackRock, Inc. +3.9M

Biggest sellers in Q2 2026

Greenoaks LLC −13.3M
Lightspeed Management Company, L.L.C. −8.2M

Who is planning to sell?

Notices of proposed sale, last 12 months

$82.9M

23 notices from 16 people

Shares covered

4.0M

1.55% of the company

Arranged in advance

19%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Lightspeed Opportunity Fund, LP Affiliate $50M
2008 Zeev Children's Trust Affiliate $10.4M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2024–FY2026

+119.4%

+48.11% a year

Each share's claim on the business

−54.4%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $335M

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years0% Under 1 year100%

Quarterly turnover

26.7%

of institutional shares changed hands

Top 10 managers, median time held

2 quarters

Super Investors

Investment managers reporting NAVN on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
LM Lightspeed Management Company, L.L.C.	41.7M	16.26%	−8.2M (−16.5%)	Q4 '25	39.7%
Shares held by quarter Peak holding49.9M (Q4'25) Change over 8 quarters+41.7M Share of the company16.260% Lightspeed Management Company, L.L.C.'s full portfolio →
AC a16z Capital Management, L.L.C.	28.2M	11.01%	Unchanged	Q4 '25	4.5%
Shares held by quarter Peak holding28.2M (Q1'26) Change over 8 quarters+28.2M Share of the company11.010% a16z Capital Management, L.L.C.'s full portfolio →

Lightspeed Management Company, L.L.C.

41.7M

% of company

16.26%

Change vs last qtr

−8.2M (−16.5%)

Held since

Q4 '25

a16z Capital Management, L.L.C.

28.2M

% of company

11.01%

Change vs last qtr

Unchanged

Held since

Q4 '25

28 more super investors behind a free account

See every manager holding Navan, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting NAVN on Form N-PORT; together they hold 13.0% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$80.1M	3.5M	1.37%	0.08%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$60.3M	2.6M	1.03%	0.00%	June 30, 2026

SMALLCAP World Fund Inc

Position value

$80.1M

% of company

1.37%

% of the fund

0.08%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$60.3M

% of company

1.03%

% of the fund

0.00%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Navan, Inc. and how much of the fund the position is.

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