Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in NAVN held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Lightspeed Management Company, L.L.C. | 49.9M | $661.0M | 0.0% | 21.042% | 66.90% |
| 2 | a16z Capital Management, L.L.C. | 28.2M | $373.6M | +3.8% | 11.894% | 28.95% |
| 3 | GREENOAKS CAPITAL PARTNERS LLC | 14.3M | $190.0M | -10.6% | 6.048% | 8.27% |
| 4 | Cosmic Management, LLC | 7.1M | $94.5M | 0.0% | 3.009% | 41.31% |
| 5 | Napean Trading & Investment Co (Singapore) PTE Ltd | 5.9M | $77.8M | 0.0% | 2.476% | 33.39% |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 5.2M | $69.4M | -5.6% | 2.210% | 0.01% |
| 7 | Capital International Investors | 3.8M | $50.1M | +55.5% | 1.595% | 0.01% |
| 8 | MILLENNIUM MANAGEMENT LLC | 2.8M | $37.6M | +1360.4% | 1.198% | 0.02% |
| 9 | BlackRock, Inc. | 2.8M | $37.4M | -40.8% | 1.192% | 0.00% |
| 10 | ALKEON CAPITAL MANAGEMENT LLC | 2.7M | $35.6M | 0.0% | 1.133% | 0.22% |
| 11 | FULLER & THALER ASSET MANAGEMENT, INC. | 2.4M | $31.5M | β | 1.002% | 0.11% |
| 12 | VISTA EQUITY PARTNERS MANAGEMENT, LLC | 2.1M | $27.6M | -17.8% | 0.879% | 64.75% |
| 13 | VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | $20.8M | β | 0.663% | 0.00% |
| 14 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.5M | $20.3M | β | 0.647% | 0.00% |
| 15 | UBS Group AG | 1.5M | $19.7M | +178.6% | 0.627% | 0.00% |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 1.0M | $13.7M | -2.6% | 0.437% | 0.00% |
| 17 | CITADEL ADVISORS LLC | 970K | $12.8M | -13.4% | 0.409% | 0.01% |
| 18 | STATE STREET CORP | 775K | $10.3M | +15.1% | 0.327% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 685K | $9.1M | -11.1% | 0.289% | 0.00% |
| 20 | FRANKLIN RESOURCES INC | 625K | $8.3M | +5.2% | 0.263% | 0.00% |
| 21 | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 618K | $8.2M | β | 0.260% | 0.05% |
| 22 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 600K | $7.9M | 0.0% | 0.253% | 0.01% |
| 23 | TEACHER RETIREMENT SYSTEM OF TEXAS | 500K | $6.6M | +0.1% | 0.211% | 0.03% |
| 24 | StepStone Group LP | 484K | $6.4M | +13.3% | 0.204% | 3.09% |
| 25 | MARSHALL WACE, LLP | 479K | $6.3M | +63.0% | 0.202% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in NAVN β a direct measure of their conviction.
Filings activity in NAVN during Q1 2026, grouped by how each filer changed its position.
2 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 144 | +30% | 40.62% | 13.21 pp | $1.94B | 25% |
| Q4 2025 | 111 | β | 53.83% | β | $2.56B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying NAVN stock.
Based on Q1 2026 13F filings, institutional ownership of Navan, Inc. stands at 40.6%, held across 144 reporting institutions.
Lightspeed Management Company, L.L.C. is the largest reported institutional holder of NAVN, with approximately 49,921,454 shares worth $0.66B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of NAVN, including MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for NAVN is 54 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
66 institutions opened new positions in NAVN during Q1 2026, while 33 fully exited. 23 added to existing positions and 55 trimmed.
NAVN institutional ownership fell by 13.21 percentage points quarter-over-quarter, with a net change of +33 holders.
The top 10 institutions account for 84.1% of all reported 13F value in NAVN, and the top 25 account for 94.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Navan, Inc. (NAVN) Institutional Ownership