Navan Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 05/15/2026 | 49.92 M | $660.96 M | 0.00% | 19.95% |
| AH CAPITAL MANAGEMENT, L.L.C. | 05/15/2026 | 28.22 M | $373.62 M | 3.76% | 11.27% |
| GREENOAKS CAPITAL PARTNERS LLC | 05/15/2026 | 14.35 M | $189.99 M | -10.58% | 5.73% |
| 05/13/2026 | 7.14 M | $94.52 M | 0.00% | 2.85% | |
| NAPEAN TRADING & INVESTMENT CO (SINGAPORE) PTE LTD | 05/12/2026 | 5.87 M | $77.78 M | 0.00% | 2.35% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 5.24 M | $69.42 M | -5.63% | 2.10% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 3.78 M | $50.09 M | 55.49% | 1.51% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 2.84 M | $37.63 M | 1,360.40% | 1.14% |
| BLACKROCK, INC. | 05/13/2026 | 2.83 M | $37.44 M | -40.82% | 1.13% |
| ALKEON CAPITAL MANAGEMENT LLC | 05/15/2026 | 2.69 M | $35.57 M | 0.00% | 1.07% |
| LORD, ABBETT & CO. LLC | 05/14/2026 | 2.62 M | $34.69 M | 100.00% | 1.05% |
| FULLER & THALER ASSET MANAGEMENT, INC. | 05/14/2026 | 2.38 M | $31.49 M | 100.00% | 0.95% |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | 05/15/2026 | 2.09 M | $27.62 M | -17.82% | 0.83% |
| 05/15/2026 | 1.57 M | $20.84 M | 100.00% | 0.63% | |
| 05/08/2026 | 1.54 M | $20.32 M | 100.00% | 0.61% | |
| UBS GROUP AG | 05/05/2026 | 1.49 M | $19.70 M | 178.56% | 0.59% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.04 M | $13.73 M | -2.65% | 0.41% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 1.03 M | $13.68 M | -52.51% | 0.41% |
| STATE STREET CORP | 05/15/2026 | 774.55 K | $10.25 M | 15.11% | 0.31% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 634.87 K | $8.41 M | -9.68% | 0.25% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 624.74 K | $8.27 M | 5.24% | 0.25% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 05/15/2026 | 617.56 K | $8.18 M | 100.00% | 0.25% |
| CITADEL ADVISORS LLC | 05/15/2026 | 606.52 K | $8.03 M | -37.96% | 0.24% |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 05/14/2026 | 600.00 K | $7.94 M | 0.00% | 0.24% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 04/30/2026 | 500.39 K | $6.63 M | 0.08% | 0.20% |
| STEPSTONE GROUP LP | 05/15/2026 | 483.90 K | $6.41 M | 13.32% | 0.19% |
| MARSHALL WACE, LLP | 05/15/2026 | 478.51 K | $6.34 M | 63.04% | 0.19% |
| PB INVESTMENT PARTNERS, L.P. | 05/08/2026 | 388.76 K | $5.15 M | 100.00% | 0.16% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 345.57 K | $4.58 M | 8.50% | 0.14% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 300.42 K | $3.98 M | 100.00% | 0.12% |
| BURKEHILL GLOBAL MANAGEMENT, LP | 05/15/2026 | 300.00 K | $3.97 M | 0.00% | 0.12% |
| 05/15/2026 | 292.26 K | $3.87 M | 0.00% | 0.12% | |
| NORTHERN TRUST CORP | 05/14/2026 | 286.74 K | $3.80 M | 4.42% | 0.11% |
| CITADEL ADVISORS LLC | 05/15/2026 | 278.80 K | $3.69 M | 571.81% | 0.11% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 264.68 K | $3.50 M | 100.00% | 0.11% |
| MORGAN STANLEY | 05/15/2026 | 263.89 K | $3.49 M | -3.83% | 0.11% |
| LMR PARTNERS LLP | 05/15/2026 | 248.75 K | $3.29 M | -19.43% | 0.10% |
| BIT CAPITAL GMBH | 05/13/2026 | 229.80 K | $3.04 M | 100.00% | 0.09% |
| GF FUND MANAGEMENT CO. LTD. | 04/15/2026 | 229.02 K | $3.03 M | 100.00% | 0.09% |
| TUDOR INVESTMENT CORP ET AL | 05/15/2026 | 228.43 K | $3.02 M | 100.00% | 0.09% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 215.10 K | $2.85 M | 115.10% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 210.52 K | $2.79 M | 733.66% | 0.08% |
| WOODLINE PARTNERS LP | 05/15/2026 | 200.68 K | $2.66 M | 0.00% | 0.08% |
| LUNATE CAPITAL LTD | 04/16/2026 | 200.00 K | $2.65 M | 0.00% | 0.08% |
| WEISS ASSET MANAGEMENT LP | 05/15/2026 | 190.69 K | $2.52 M | 100.00% | 0.08% |
| JPMORGAN CHASE & CO | 05/13/2026 | 178.27 K | $2.14 M | 503.72% | 0.07% |
| FORMULA GROWTH LTD | 05/14/2026 | 140.00 K | $1.85 M | 180.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 137.32 K | $1.82 M | -12.73% | 0.05% |
| ANTIPODES PARTNERS LTD | 05/05/2026 | 134.31 K | $1.78 M | 100.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 126.90 K | $1.68 M | 67.86% | 0.05% |
Navan Inc. institutional Ownership - FAQ's
During the previous two years, 195 institutional investors and hedge funds held shares of Navan Inc.. The most heavily invested institutionals were:
Walleye Capital LLC: 1.57 M
PRINCIPAL FINANCIAL GROUP INC: 470,556
Bank of New York Mellon Corp: 340,588
Universal- Beteiligungs- und Servicegesellschaft mbH: 284,343
Pier Capital, LLC: 264,663
Rockingstone Advisors LLC: 201,650
59.76% of Navan Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 147.95 M shares in the last 24 months. This purchase volume represents approximately $1.46 B in transactions.