DaveManuel.com · Institutional Ownership · Who Owns It
NAVAN INC (NAVN)
Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.
212
Reporting holders
$3.9B
Reported value
0.6%
Calls
0.3%
Puts
+62
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | $953.6M | 41,698,258 | 39.65% | 3q | -16.5%-$188.1M |
| a16z Capital Management, L.L.C. | $645.4M | 28,218,676 | 4.54% | 3q | HELD |
| COSMIC MANAGEMENT, LLC | $163.3M | 7,138,769 | 42.74% | 3q | HELD |
| BlackRock, Inc. | $153.2M | 6,700,627 | 0.00% | 3q | +136.9%+$88.6M |
| Napean Trading & Investment Co (Singapore) PTE Ltd | $134.3M | 5,874,257 | 46.15% | 3q | HELD |
| BIT Capital GmbH | $119.2M | 5,210,700 | 3.53% | 2q | +2167.5%+$113.9M |
| MILLENNIUM MANAGEMENT LLC | $98.3M | 4,297,483 | 0.04% | 3q | +51.2%+$33.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $91.0M | 3,979,837 | 0.00% | 2q | +159.3%+$55.9M |
| Capital International Investors | $82.3M | 3,600,694 | 0.02% | 3q | -4.8%-$4.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $74.9M | 3,276,813 | 0.01% | 3q | -37.5%-$45.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $72.3M | 3,162,155 | 0.00% | 2q | +100.9%+$36.3M |
| LORD, ABBETT & CO. LLC | $60.7M | 2,653,071 | 0.17% | 2q | +1.2%+$747.1K |
| FULLER & THALER ASSET MANAGEMENT, INC. | $55.6M | 2,431,172 | 0.15% | 2q | +2.2%+$1.2M |
| Schonfeld Strategic Advisors LLC | $54.7M | 2,390,155 | 0.20% | 3q | +4229.0%+$53.4M |
| BANK OF AMERICA CORP /DE/ | $50.1M | 2,190,666 | 0.00% | 3q | +940.6%+$45.3M |
| ALKEON CAPITAL MANAGEMENT LLC | $50.0M | 2,185,278 | 0.07% | 3q | -18.7%-$11.5M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $47.5M | 2,074,910 | 0.00% | 3q | +100.9%+$23.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $46.7M | 2,043,728 | 0.00% | 3q | +97.2%+$23.0M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $46.3M | 2,022,843 | 0.06% | 3q | +237.1%+$32.5M |
| STATE STREET CORP | $40.3M | 1,762,623 | 0.00% | 3q | +127.6%+$22.6M |
| Walleye Capital LLC | $35.9M | 1,568,063 | 0.13% | 3q | +1318.7%+$33.3M |
| MORGAN STANLEY | $33.9M | 1,482,905 | 0.00% | 3q | +461.9%+$27.9M |
| Nuveen, LLC | $32.2M | 1,409,410 | 0.01% | 3q | +3195.6%+$31.3M |
| ALLIANCEBERNSTEIN L.P. | $31.5M | 2,378,447 | 0.01% | 3q | +8245.4%+$31.1M |
| BNP PARIBAS FINANCIAL MARKETS | $30.8M | 1,345,461 | 0.01% | 3q | +16449.3%+$30.6M |
| AMERIPRISE FINANCIAL INC | $29.6M | 1,293,483 | 0.01% | new | NEW |
| FMR LLC | $25.9M | 1,131,318 | 0.00% | 3q | +49045.0%+$25.8M |
| UBS Group AG | $24.0M | 1,049,955 | 0.00% | 3q | -29.4%-$10.0M |
| CITADEL ADVISORS LLC | $23.5M incl. $8.7M options CALL+PUT | 646,200 | 0.00% | 3q | +6.5%+$1.4M |
| GREENOAKS LLC | $23.1M | 1,010,000 | 0.98% | 3q | -93.0%-$305.1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $21.1M | 921,853 | 0.09% | new | NEW |
| JPMORGAN CHASE & CO | $20.6M | 864,917 | 0.00% | 3q | +385.2%+$16.4M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $19.0M | 830,393 | 0.10% | 2q | +34.5%+$4.9M |
| NORGES BANK | $18.9M | 826,309 | 0.00% | 2q | -58.7%-$26.8M |
| OCCUDO QUANTITATIVE STRATEGIES LP | $18.2M | 794,022 | 0.96% | 2q | +978.4%+$16.5M |
| E20 Capital Ltd | $17.1M | 747,136 | 1.38% | new | NEW |
| FRANKLIN RESOURCES INC | $16.4M | 715,037 | 0.00% | 3q | +14.5%+$2.1M |
| NORTHERN TRUST CORP | $16.1M | 704,241 | 0.00% | 3q | +145.6%+$9.5M |
| G2 Investment Partners Management LLC | $15.8M | 692,719 | 2.89% | 2q | +503.9%+$13.2M |
| FEDERATED HERMES, INC. | $15.0M | 656,132 | 0.02% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $14.3M | 624,628 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.9M incl. $12.3M options CALL+PUT | 71,775 | 0.00% | 3q | -47.7%-$12.7M |
| GOLDMAN SACHS GROUP INC | $13.3M | 580,085 | 0.00% | 3q | -8.6%-$1.3M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $11.8M | 516,057 | 0.00% | 3q | +49.3%+$3.9M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $11.4M | 500,000 | 0.03% | 3q | HELD |
| PRINCIPAL FINANCIAL GROUP INC | $10.8M | 470,556 | 0.01% | new | NEW |
| PRUDENTIAL FINANCIAL INC | $10.6M | 461,744 | 0.01% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $9.6M | 418,265 | 0.01% | new | NEW |
| Meridiem Capital Partners LP | $9.2M | 401,404 | 0.41% | new | NEW |
| JANE STREET GROUP, LLC | $8.8M incl. $2.8M options CALL+PUT | 263,917 | 0.00% | 3q | HELD |
| PB INVESTMENT PARTNERS, L.P. | $8.6M | 376,860 | 5.74% | 2q | -3.1%-$272.2K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $8.6M | 374,249 | 0.01% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $8.5M | 371,850 | 0.00% | 2q | +40.5%+$2.5M |
| Bank of New York Mellon Corp | $7.8M | 340,588 | 0.00% | 3q | +237.5%+$5.5M |
| OSTERWEIS CAPITAL MANAGEMENT INC | $7.7M | 337,640 | 0.36% | new | NEW |
| BARCLAYS PLC | $7.6M | 330,476 | 0.00% | 3q | +1511.7%+$7.1M |
| Jump Financial, LLC | $6.9M | 302,100 | 0.06% | 2q | +775.7%+$6.1M |
| Electric Capital Partners, LLC | $6.7M | 292,256 | 6.55% | 3q | HELD |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $6.5M | 284,343 | 0.01% | new | NEW |
| Verition Fund Management LLC | $6.4M | 282,000 | 0.03% | new | NEW |
| Roubaix Capital, LLC | $6.1M | 265,887 | 2.18% | new | NEW |
| Pier Capital, LLC | $6.1M | 264,663 | 0.80% | new | NEW |
| Balyasny Asset Management L.P. | $5.9M | 260,076 | 0.01% | 3q | +243.5%+$4.2M |
| Aquatic Capital Management LLC | $5.5M | 241,977 | 0.19% | new | NEW |
| Voleon Capital Management LP | $4.6M | 203,292 | 0.08% | new | NEW |
| Rockingstone Advisors LLC | $4.6M | 201,650 | 1.85% | new | NEW |
| ARDSLEY ADVISORY PARTNERS LP | $4.6M | 200,000 | 0.48% | new | NEW |
| Lunate Capital Ltd | $4.6M | 200,000 | 2.33% | 3q | HELD |
| Point72 Asset Management, L.P. | $4.2M incl. $233.3K options PUT | 171,277 | 0.00% | 3q | HELD |
| Trexquant Investment LP | $3.6M | 158,665 | 0.02% | new | NEW |
| WELLS FARGO & COMPANY/MN | $3.6M | 157,803 | 0.00% | 3q | +430.0%+$2.9M |
| GROUP ONE TRADING LLC | $3.6M CALL+PUT | options only | 0.01% | 3q | OPTIONS |
| Liberty Mutual Group Asset Management Inc. | $3.4M | 148,227 | 0.30% | new | NEW |
| DEUTSCHE BANK AG\ | $3.4M | 147,280 | 0.00% | 3q | +84.9%+$1.5M |
| Sonoma Private Wealth LLC | $3.3M | 146,296 | 3.59% | new | NEW |
| Ibex Investors LLC | $3.3M | 146,208 | 1.72% | new | NEW |
| Quantinno Capital Management LP | $3.2M | 139,026 | 0.00% | 2q | +20.2%+$534.7K |
| IMC-Chicago, LLC | $3.2M CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| BOOTHBAY FUND MANAGEMENT, LLC | $3.2M | 138,300 | 0.04% | 2q | +342.1%+$2.4M |
| RENAISSANCE TECHNOLOGIES LLC | $2.9M | 125,700 | 0.00% | 2q | -58.2%-$4.0M |
| RHUMBLINE ADVISERS | $2.8M | 122,011 | 0.00% | 3q | +174.7%+$1.8M |
| Lisanti Capital Growth, LLC | $2.7M | 120,075 | 0.60% | new | NEW |
| ANTIPODES PARTNERS Ltd | $2.6M | 114,908 | 0.05% | 2q | -14.4%-$443.6K |
| Quantbot Technologies LP | $2.5M | 111,146 | 0.10% | 2q | +716.5%+$2.2M |
| Board of Trustees of The Leland Stanford Junior University | $2.5M | 110,554 | 0.47% | 3q | HELD |
| State of Tennessee, Department of Treasury | $2.5M | 108,250 | 0.01% | new | NEW |
| SIMPLEX TRADING, LLC | $2.4M CALL+PUT | options only | 0.00% | 3q | OPTIONS |
| AQR CAPITAL MANAGEMENT LLC | $2.3M | 102,420 | 0.00% | 2q | +46.2%+$740.1K |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $2.1M | 91,321 | 0.01% | 3q | -23.2%-$630.3K |
| HRT FINANCIAL LP | $2.1M incl. $2.1M options OPT | 90,000 | 0.00% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $1.9M | 83,074 | 0.00% | 2q | +12.2%+$207.3K |
| Qube Research & Technologies Ltd | $1.9M | 81,287 | 0.00% | new | NEW |
| Persistent Asset Partners Ltd | $1.8M | 79,842 | 0.54% | new | NEW |
| Jackson Creek Investment Advisors LLC | $1.8M | 66,452 | 0.59% | new | NEW |
| SEI INVESTMENTS CO | $1.7M | 73,909 | 0.00% | new | NEW |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $1.7M | 73,556 | 0.07% | new | NEW |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | $1.6M | 70,000 | 0.44% | new | NEW |
| FIRST TRUST ADVISORS LP | $1.6M | 69,125 | 0.00% | new | NEW |
| Man Group plc | $1.5M | 63,413 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $1.4M | 61,110 | 0.01% | 3q | +186.7%+$910.2K |
Showing the largest 100 of 212 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-09 | 2026-10-05 | Material agreement entered | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-15 | Janmohamed Arif | Director | Sold | 1,004,231 | $20.5M ×2 |
| 2026-06-12 | Janmohamed Arif | Director | Sold | 1,019,900 | $20.4M ×3 |
| 2026-08-27 | Cohen Ariel M. | Chairperson and CEO | Sold | 393,378 | $11.9M ×4 |
| 2026-06-16 | Janmohamed Arif | Director | Sold | 398,546 | $7.6M |
| 2026-06-17 | Janmohamed Arif | Director | Sold | 77,323 | $1.5M ×2 |
| 2026-09-21 | Cohen Ariel M. | Chairperson and CEO | Sold | 50,647 | $1.1M |
| 2026-05-28 | Sindicich Michael Eric | President | Sold | 51,169 | $1.0M |
| 2026-06-22 | Cohen Ariel M. | Chairperson and CEO | Sold | 41,530 | $874.8K |
| 2026-09-21 | Twig Ilan Ezra | Chief Technology Officer | Sold | 36,040 | $766.7K |
| 2026-06-22 | Twig Ilan Ezra | Chief Technology Officer | Sold | 24,726 | $520.8K |
| 2026-09-21 | Sindicich Michael Eric | President | Sold | 8,977 | $191.0K |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-15 | Lightspeed Venture Partners X, L.P. | 10% owner | Sold | 1,004,231 | $20.5M ×2 |
| 2026-06-15 | Lightspeed Venture Partners Select II, L.P. | 10% owner | Sold | 1,004,231 | $20.5M ×2 |
| 2026-06-12 | Lightspeed Venture Partners X, L.P. | 10% owner | Sold | 1,019,900 | $20.4M ×3 |
| 2026-06-12 | Lightspeed Venture Partners Select II, L.P. | 10% owner | Sold | 1,019,900 | $20.4M ×3 |
| 2026-06-16 | Lightspeed Venture Partners X, L.P. | 10% owner | Sold | 398,546 | $7.6M |
| 2026-06-16 | Lightspeed Venture Partners Select II, L.P. | 10% owner | Sold | 398,546 | $7.6M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 39 | $22.7M | 1,086,350 | 15 | 10 | 4 | 0.0% |
| Q2 2026 | 212 | $3.9B | 168,420,029 | 94 | 65 | 30 | 0.9% |
| Q1 2026 | 150 | $2.0B | 149,576,260 | 60 | 35 | 24 | 0.7% |
| Q4 2025 | 115 | $2.6B | 152,184,764 | 118 | 0 | 0 | 0.5% |