Navan, Inc.· NAVN

🇺🇸 US · MidBroad USNASDAQ

TechnologySoftware - ApplicationWebsite

Price: $27.87
Day: +1.42%
Mkt Cap: $6.66B
52W Range: $8.11 – $28.22
Volume: 3.23M
Beta: 1.08

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

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Navan, Inc.

NAVN|Technology|Software - Application

Current price: $28

Smart Money

Dimension 5 of 5

Insider Activity, N/A

Latest scored quarter, net flow, and top transactions by value

No insider activity recorded in N/A.

Institutional Ownership, Q1 2026

Ownership share, position changes, share flow, and top holders

Ownership59.8%

13F share flow-31.2%

Investors holding155

+171 adding-55 reducing

105

New 66Inc 105Red 24Closed 31

Top Institutional Holders

Institution

Value

Change

LIGHTSPEED MANAGEMENT COMPANY, L.L.C.

$661.0M

0.0%

AH CAPITAL MANAGEMENT, L.L.C.

$373.6M

+3.8%

GREENOAKS CAPITAL PARTNERS LLC

$190.0M

-10.6%

NAPEAN TRADING & INVESTMENT CO (SINGAPORE) PTE LTD

$77.8M

0.0%

ETF & Mutual Fund Activity, Q2 2026

Latest meaningful quarter: fund-by-fund buying / unchanged / selling

Funds reporting46

Total shares held9.1M

Share flow+15.7%

19 buying9 selling

Buying 19Unchanged 18Selling 9

Top Fund Holders

Fund

Weight

Change

VANGUARD WELLINGTON FUND

2.2M

0.46%

FIDELITY CONCORD STREET TRUST

465.6K

0.17%

-10.1K

VANGUARD SCOTTSDALE FUNDS

229.0K

0.01%

+8.2K

SCHWAB STRATEGIC TRUST

201.5K

0.06%

-2.8K

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore NAVN on stockoscope.com→

Generated August 5, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

NAVN Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

4.0/5

Bullish

Weighted across 3 components

Component Breakdown (2 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

+44

Fund Flow

10% weight

+60

Overall Smart Money sentiment of 4.0/5 (Bullish) based on a weighted combination of 2 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated August 4, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

No insider trading data available for NAVN.

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Ownership Over Time for NAVN

Total dollar value invested by institutions each quarter

Bullish Signal

Institutions accumulating in Q1 2026

59.8% institutional ownership

Strong accumulation: 171 institutions adding vs 55 reducing positions

13F shares decreased by 1.7%, a modest change

Momentum weakening from prior quarter

Position Changes

Q2 2026: how are institutions adjusting their positions?

+51 growing-136 shrinkingNet: -85

133

New (21)

Increased (30)

Reduced (3)

Closed (133)

Top Institutional Holders, NAVN

Largest 8 institutional positions by ownership percentage as of Q2 2026

WALLEYE CAPITAL LLC

1.6M

$35.9M

Ownership

0.63%

+1318.7%

PRINCIPAL FINANCIAL GROUP INC

470.6K

$10.8M

Ownership

0.19%

+100.0%

PIER CAPITAL, LLC

264.7K

$6.1M

Ownership

0.11%

+100.0%

ROCKINGSTONE ADVISORS LLC

201.7K

$4.6M

Ownership

0.08%

+100.0%

LUNATE CAPITAL LTD

200.0K

$4.6M

Ownership

0.08%

No change

ARDSLEY ADVISORY PARTNERS LP

200.0K

$4.6M

Ownership

0.08%

+100.0%

WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD

70.0K

$1.6M

Ownership

0.03%

+100.0%

CITIGROUP INC

49.4K

$1.1M

Ownership

0.02%

+1411.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 46 ETFs and mutual funds reporting

19 buying9 sellingNet: +10

Buying (19)

Unchanged (18)

Selling (9)

Very Bullish

Funds accumulating in Q2 2026

46 ETFs and mutual funds reporting

19 funds buying vs 9 selling

Top Fund Holders, NAVN

Largest 8 ETF and mutual fund positions by shares held as of latest filing

VANGUARD WELLINGTON FUND

2.2M

Weight

0.46%

No change

FIDELITY CONCORD STREET TRUST

465.6K

Weight

0.17%

Decreased

VANGUARD SCOTTSDALE FUNDS

229.0K

Weight

0.01%

Increased

SCHWAB STRATEGIC TRUST

201.5K

Weight

0.06%

Decreased

FIDELITY SELECT PORTFOLIOS

188.1K

Weight

0.34%

Increased

Fidelity Rutland Square Trust II

138.1K

Weight

0.01%

No change

FIDELITY COMMONWEALTH TRUST

68.2K

Weight

1.66%

Increased

T. Rowe Price Index Trust, Inc.

20.4K

Weight

0.08%

No change

Navan, Inc.· NAVN

Holdings Analysis

Insider Trading Activity

Institutional Ownership Analysis

2.4Detailed Holdings64Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

Institutional Ownership Analysis

2.4Detailed Holdings64Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights