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NAVN NAVAN INC-CL A

2026Q2 · CUSIP 639193101 · Enterprise Software · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
207
Institutions that reported holding it to the SEC
Net increase in holders
+60
Last quarter 147 → now 207
How unusual is that
Top 10%
Stronger buying than 94% of US stocks
What the filings say, in one paragraph

207 funds held NAVN at the end of 2026Q2, up 60 from the quarter before. That is stronger buying than 93.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $702M(YoY +30.8%). NAVN has had 2 buying rushes in its history, and the price moved +51.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Enterprise Software.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2026Q1: holders=147 2026Q2: holders=207 -60 -30 +0 +30 +60 132175218 26Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 2 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10% — —
2026Q1 Top 10% +42.9% +51.0%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
109
Change in large funds
+31
Total value they hold
$3.8B
Funds buying for the first time
96
Funds that sold out entirely
36
Price change that quarter
+56.1%
Funds holding puts (bearish)
4
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
—
EPS (TTM)
$-1.36
EPS YoY
—
Revenue (TTM)
$0.7B
Revenue YoY
+30.8%
Net margin
—
ROE
—
Debt ratio
27.9%
FCF (TTM)
—
Dividend (TTM)
No dividend

As of 2026-01-31 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.