13FPulse
NA

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
204
Institutions that reported holding it to the SEC
Net increase in holders
+57
Last quarter 147 → now 204
How unusual is that
Top 5%
Stronger buying than 96% of US stocks
What the filings say, in one paragraph

204 funds held NAVN at the end of 2026Q2, up 57 from the quarter before. That is stronger buying than 95.6% 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. 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=204 -57 -28.5 +0 +28.5 +57 132174215 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 5%
2026Q1 Top 10% +42.9%

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
108
Change in large funds
+30
Total value they hold
$3.8B
Funds buying for the first time
95
Funds that sold out entirely
38
Price change that quarter
+48.4%
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.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

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.