LMC
NAVN

Lightspeed Management Company’s Navan Inc NAVN Stock Holding History

Lightspeed Management Company’s Portfolio NAVN Stock Details NAVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$954M Sell
41,698,258
-8,223,196
-16% -$151M 39.65% 2
2026
Q1 		$661M Hold
49,921,454
– – 66.9% 1
2025
Q4 		$853M Buy
+49,921,454
New +$793M 61.06% 1

Other funds holding NAVN

ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return
CM
Cosmic Management West Hollywood, California $382M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NTIC
Napean Trading & Investment Company Singapore $291M AUM 61.93% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Lightspeed Management Company's NAVN Position: Q2 2026 in Review

Lightspeed Management Company reduced its Navan Inc (NAVN) stake by 16% in Q2 2026, selling an estimated $151M and leaving 41,698,258 shares worth $954M. The position accounts for 39.65% of the portfolio, ranked #2.

Lightspeed Management Company first reported a position in NAVN in Q4 2025 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • Lightspeed Management Company held 41,698,258 shares of Navan Inc worth $954M as of Q2 2026.
  • Lightspeed Management Company sold 8,223,196 Navan Inc shares in Q2 2026, an estimated $151M.
  • Navan Inc made up 39.65% of Lightspeed Management Company's portfolio in Q2 2026, its #2 holding.
  • Lightspeed Management Company first reported a position in Navan Inc in Q4 2025 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on Lightspeed Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.