Navan Inc-cl A (NAVN) — 13F Filings Explorer (Q2 2026)

NAVN ranks #2899 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

NAVN is a disclosed holding of Marc Andreessen (Andreessen Horowitz (a16z)), one of the tracked superinvestors on AlphaSMO — it makes up 4.5% of that fund's own 13F portfolio.

NAVN is a top-conviction position for Napean Trading & Investment Co — at 46.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in NAVN belongs to Lightspeed Management Company, L.L.C., but the position matters far more to Napean Trading & Investment Co, who has 46.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Israel Englander has added to its NAVN position for two straight quarters, increasing it by $95.0M to reach $98.3M today.

Greenoaks LLC has trimmed its NAVN position for two straight quarters, cutting it by $251.0M while still holding $23.1M.

NAVN is down 6.8% today, but institutions show net buying of $552.0M this quarter — a divergence between today's price move and the underlying institutional flow.

NAVN reported a net loss of $357.3M over the trailing twelve months.

• Not yet profitable — net loss of $357.3M over the trailing twelve months
• Net income declined year over year, from -$192.7M to -$357.3M
• Generated $33.7M in positive operating cash flow
• Current ratio of 4.07x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.41x equity — within a conventional range