NAVN — NAVAN INC
Reported value held$850.55M
Funds holding (latest)41
SectorTechnology
Funds holding (Q2 2026)35
Institutional value$735.85M · 34.21M sh
New / Add / Cut / Exit8 / 18 / 9 / 2
Top-5 / Top-10 concentration58.0% / 78.5%
Institutional holdings change
Accumulating +55.4%
(+12.20M sh)
Institutional value change
Up +164.8%
As of Q2 2026, 35 SEC-registered investment managers reported holding NAVN (NAVAN INC) in their latest 13F filings, with a combined reported value of $735.85M across 34.21M shares. That is +55.4% by share count (+12.20M shares) versus the previous quarter, while reported value moved +164.8%. Ownership is concentrated: the five largest holders account for 58.0% of reported value and the top ten for 78.5%.
Compared with the prior quarter, 8 opened new positions, 18 added to existing stakes, 9 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
NAVN is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 35 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 6.70M | $153.24M | 0.00% | Add |
| Millennium Management history | 4.30M | $98.28M | 0.04% | Add |
| Wellington Management Group history | 3.28M | $74.94M | 0.01% | Reduce |
| Bank of America Corp history | 2.19M | $50.10M | 0.00% | Add |
| Alkeon Capital Management history | 2.19M | $49.98M | 0.12% | Reduce |
| Geode Capital Management history | 2.04M | $46.75M | 0.00% | Add |
| Morgan Stanley history | 1.48M | $33.91M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.13M | $25.87M | 0.00% | Add |
| UBS Group AG history | 1.05M | $24.01M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 864.92K | $20.61M | 0.00% | New |
| Norges Bank Investment Management history | 826.31K | $18.90M | 0.00% | Reduce |
| Franklin Resources history | 715.04K | $16.35M | 0.00% | Add |
| Northern Trust Corp history | 704.24K | $16.11M | 0.00% | Add |
| Arrowstreet Capital history | 624.63K | $14.29M | 0.01% | New |
| Goldman Sachs Group history | 580.09K | $13.27M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 516.06K | $11.80M | 0.00% | Add |
| Principal Global Investors history | 470.56K | $10.76M | 0.01% | New |
| Prudential Financial history | 461.74K | $10.56M | 0.01% | New |
| Two Sigma Investments history | 418.26K | $9.57M | 0.01% | New |
| BNY Mellon history | 340.59K | $7.79M | 0.00% | Add |
| Balyasny Asset Management history | 260.08K | $5.95M | 0.01% | Add |
| Citadel Advisors history | 158.60K | $3.63M | 0.00% | Reduce |
| Wells Fargo & Co history | 157.80K | $3.61M | 0.00% | Add |
| Deutsche Bank AG history | 147.28K | $3.37M | 0.00% | Add |
| Renaissance Technologies history | 125.70K | $2.87M | 0.00% | Reduce |
| AQR Capital Management history | 102.42K | $2.34M | 0.00% | Add |
| CPP Investments history | 57.60K | $1.32M | 0.00% | New |
| Invesco Ltd history | 55.55K | $1.27M | 0.00% | Add |
| Fidelity International (FIL) history | 55.00K | $1.26M | 0.00% | New |
| Manulife Financial history | 52.94K | $1.21M | 0.00% | Add |
| Citigroup Inc history | 49.37K | $1.13M | 0.00% | Add |
| MFS Investment Management history | 12.74K | $291.43K | 0.00% | New |
| Point72 Asset Management history | 10.20K | $233.27K | 0.00% | Reduce |
| Legal & General Investment Management America history | 10.13K | $231.67K | 0.00% | Reduce |
| T. Rowe Price Associates history | 2.07M | $47.45K | 0.01% | Add |
Q1 2026 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 5.24M | $69.42M | 0.01% | Reduce |
| Millennium Management history | 2.84M | $37.63M | 0.02% | Add |
| BlackRock Inc history | 2.83M | $37.44M | 0.00% | Reduce |
| Alkeon Capital Management history | 2.69M | $35.57M | 0.06% | Hold |
| UBS Group AG history | 1.49M | $19.70M | 0.00% | Add |
| Geode Capital Management history | 1.04M | $13.73M | 0.00% | Reduce |
| Citadel Advisors history | 969.72K | $12.84M | 0.00% | Reduce |
| Goldman Sachs Group history | 684.87K | $9.07M | 0.00% | Reduce |
| Franklin Resources history | 624.74K | $8.27M | 0.00% | Add |
| Marshall Wace history | 478.51K | $6.34M | 0.01% | Add |
| Charles Schwab Investment Management history | 345.57K | $4.58M | 0.00% | Add |
| Renaissance Technologies history | 300.42K | $3.98M | 0.01% | New |
| Northern Trust Corp history | 286.74K | $3.80M | 0.00% | Add |
| Morgan Stanley history | 263.89K | $3.49M | 0.00% | Reduce |
| Point72 Asset Management history | 215.10K | $2.85M | 0.00% | Add |
| Bank of America Corp history | 210.52K | $2.79M | 0.00% | Add |
| BNY Mellon history | 100.92K | $1.34M | 0.00% | Add |
| Deutsche Bank AG history | 79.64K | $1.05M | 0.00% | Add |
| Balyasny Asset Management history | 75.72K | $1.00M | 0.00% | Reduce |
| AQR Capital Management history | 70.06K | $927.61K | 0.00% | New |
| Manulife Financial history | 38.21K | $505.93K | 0.00% | Add |
| Wells Fargo & Co history | 29.77K | $394.21K | 0.00% | Reduce |
| Legal & General Investment Management America history | 28.13K | $372.42K | 0.00% | Add |
| Janus Henderson Group history | 27.70K | $367.16K | 0.00% | New |
| Invesco Ltd history | 22.54K | $298.40K | 0.00% | Add |
| Citigroup Inc history | 3.27K | $43.26K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 2.30K | $30.48K | 0.00% | Reduce |
| T. Rowe Price Associates history | 1.03M | $13.68K | 0.00% | Reduce |
Q4 2025 — 31 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Wellington Management Group history | 5.56M | $94.90M | 0.02% | New |
| BlackRock Inc history | 4.78M | $81.63M | 0.00% | New |
| Vanguard Group history | 3.33M | $56.85M | 0.00% | New |
| Alkeon Capital Management history | 2.69M | $45.89M | 0.07% | New |
| Dragoneer Investment Group history | 2.10M | $35.79M | 0.78% | New |
| Norges Bank Investment Management history | 2.00M | $34.16M | 0.00% | New |
| Citadel Advisors history | 1.12M | $19.11M | 0.00% | New |
| Geode Capital Management history | 1.06M | $18.19M | 0.00% | New |
| Balyasny Asset Management history | 931.16K | $15.90M | 0.02% | New |
| Goldman Sachs Group history | 770.54K | $13.16M | 0.00% | New |
| Coatue Management history | 599.28K | $10.24M | 0.03% | New |
| Franklin Resources history | 593.64K | $10.14M | 0.00% | New |
| UBS Group AG history | 534.24K | $9.12M | 0.00% | New |
| Charles Schwab Investment Management history | 318.49K | $5.44M | 0.00% | New |
| D. E. Shaw & Co history | 300.07K | $5.13M | 0.00% | New |
| Marshall Wace history | 293.49K | $5.01M | 0.01% | New |
| Northern Trust Corp history | 274.60K | $4.69M | 0.00% | New |
| Morgan Stanley history | 274.40K | $4.69M | 0.00% | New |
| Millennium Management history | 194.61K | $3.32M | 0.00% | New |
| Point72 Asset Management history | 100.00K | $1.71M | 0.00% | New |
| BNY Mellon history | 84.93K | $1.45M | 0.00% | New |
| Wells Fargo & Co history | 57.27K | $978.17K | 0.00% | New |
| JPMorgan Chase & Co history | 29.53K | $504.36K | 0.00% | New |
| Deutsche Bank AG history | 25.86K | $441.62K | 0.00% | New |
| Bank of America Corp history | 25.25K | $431.32K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 22.97K | $392.35K | 0.00% | New |
| Invesco Ltd history | 22.37K | $382.13K | 0.00% | New |
| Manulife Financial history | 14.68K | $250.70K | 0.00% | New |
| Legal & General Investment Management America history | 3.81K | $65.02K | 0.00% | New |
| T. Rowe Price Associates history | 2.18M | $37.15K | 0.00% | New |
| Citigroup Inc history | 846 | $14.45K | 0.00% | New |
New Positions (Q2 2026)
- JPMorgan Chase & Co 864.92K sh · $20.61M
- Arrowstreet Capital 624.63K sh · $14.29M
- Principal Global Investors 470.56K sh · $10.76M
- Prudential Financial 461.74K sh · $10.56M
- Two Sigma Investments 418.26K sh · $9.57M
- CPP Investments 57.60K sh · $1.32M
- Fidelity International (FIL) 55.00K sh · $1.26M
- MFS Investment Management 12.74K sh · $291.43K
Fully Exited (vs previous quarter)
- Marshall Wace sold 478.51K sh · $6.34M
- Janus Henderson Group sold 27.70K sh · $367.16K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 |
|---|---|---|---|
| BlackRock Inc | 6.70M | 2.83M | 4.78M |
| Millennium Management | 4.30M | 2.84M | 194.61K |
| Wellington Management Group | 3.28M | 5.24M | 5.56M |
| Bank of America Corp | 2.19M | 210.52K | 25.25K |
| Alkeon Capital Management | 2.19M | 2.69M | 2.69M |
| Geode Capital Management | 2.04M | 1.04M | 1.06M |
| Morgan Stanley | 1.48M | 263.89K | 274.40K |
| Fidelity Management & Research (FMR) | 1.13M | 2.30K | 22.97K |
| UBS Group AG | 1.05M | 1.49M | 534.24K |
| JPMorgan Chase & Co | 864.92K | — | 29.53K |
| Norges Bank Investment Management | 826.31K | — | 2.00M |
| Franklin Resources | 715.04K | 624.74K | 593.64K |
| Northern Trust Corp | 704.24K | 286.74K | 274.60K |
| Arrowstreet Capital | 624.63K | — | — |
| Goldman Sachs Group | 580.09K | 684.87K | 770.54K |
| Charles Schwab Investment Management | 516.06K | 345.57K | 318.49K |
| Principal Global Investors | 470.56K | — | — |
| Prudential Financial | 461.74K | — | — |
| Two Sigma Investments | 418.26K | — | — |
| BNY Mellon | 340.59K | 100.92K | 84.93K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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