NAVN

Navan Inc

148 hedge funds and large institutions have $1.98B invested in Navan Inc in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 36 increasing their positions, 25 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more call options, than puts

Call options by funds: $ | Put options by funds: $

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

1.12% less ownership

Funds ownership: 65.22%64.1% (-1.1%)

24% less capital invested

Capital invested by funds: $2.6B → $1.98B (-$619M)

Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.18M
Puts
$6.69M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
126
Hollencrest Capital Management
California
$13.2K
PA
127
Parallel Advisors
California
$9.93K
SA
128
Scarborough Advisors
Maryland
$6.62K
SCM
129
Sterling Capital Management
North Carolina
$5.81K
AAP
130
Arax Advisory Partners
Colorado
$5.16K
GI
131
GAMMA Investing
California
$3.64K
AF
132
Allworth Financial
California
$3.51K
Jones Financial Companies
133
Jones Financial Companies
Missouri
$2.33K
EP
134
Essential Partners
California
$1.6K
RPA
135
Redwood Park Advisors
California
$1.59K
MAM
136
Morse Asset Management
Connecticut
$1.35K
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.15K
BTI
138
Blue Trust Inc
Georgia
$1.13K
MCM
139
MAI Capital Management
Ohio
$1.05K
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$1K
RIL
141
Rothschild Investment LLC
Illinois
$953
FFA
142
Farther Finance Advisors
California
$847
SS
143
SBI Securities
Japan
$516
PWA
144
Physician Wealth Advisors
Utah
$477
CFM
145
Cornerstone Financial Management
Massachusetts
$463
EWA
146
EverSource Wealth Advisors
Alabama
$357
ASN
147
Advisory Services Network
Georgia
$357
DIG
148
Dragoneer Investment Group
California
Norges Bank
149
Norges Bank
Norway
Jennison Associates
150
Jennison Associates
New York