Fund shareholders of Navan Inc
ISIN US6391931010 · United States · LEI 254900RHRK35UPHTGY05
- Fund shareholders
- 189
- Of which ETFs
- 38 151 other funds
- Value held
- ≈ 733.8M $ 733.5M $ · 290.8K €
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| SMALLCAP World Fund Inc SMALLCAP World Fund Inc | 3,501,628 | 80.1M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 2,637,994 | 60.3M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 2,536,517 | 58M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. | 1,983,565 | 52.8M $ | 2.38 % | as of Jul 31, 2026 ↗ |
| VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS | 1,906,786 | 43.6M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH Capitol Series Trust | 1,560,700 | 35.7M $ | 0.58 % | as of Jun 30, 2026 ↗ |
| VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,206,336 | 27.6M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 1,141,023 | 30.4M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| AB Small Cap Growth Portfolio AB CAP FUND, INC. | 1,097,030 | 25.1M $ | 0.80 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 Growth ETF iShares Trust | 910,301 | 20.8M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 874,298 | 20M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Franklin Small Cap Growth Fund Franklin Strategic Series | 668,439 | 17.8M $ | 0.72 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust | 623,064 | 14.2M $ | 0.25 % | as of Jun 30, 2026 ↗ |
| Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds | 483,480 | 12.9M $ | 0.32 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 448,441 | 10.3M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND | 443,351 | 11.8M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 434,502 | 11.6M $ | 0.47 % | as of Jul 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 430,490 | 9.8M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 374,249 | 8.6M $ | 0.90 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series | 343,359 | 9.1M $ | 0.41 % | as of Jul 31, 2026 ↗ |
| Victory Science & Technology Fund Victory Portfolios III | 290,038 | 7.7M $ | 0.52 % | as of Jul 31, 2026 ↗ |
| Nuveen Quant Small/Mid Cap Equity Fund TIAA-CREF Funds | 264,700 | 7M $ | 0.26 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 260,179 | 6M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 253,401 | 6.7M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Small Cap Growth Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 247,758 | 5.7M $ | 0.63 % | as of Jun 30, 2026 ↗ |
| Osterweis Opportunity Fund Professionally Managed Portfolios | 224,245 | 5.1M $ | 1.34 % | as of Jun 30, 2026 ↗ |
| Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series | 205,824 | 5.5M $ | 0.66 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Large Cap Growth ETF Fidelity Covington Trust | 203,952 | 4.7M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST | 203,265 | 5.4M $ | 2.54 % | as of Jul 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 193,941 | 4.1M $ | 0.01 % | as of May 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 192,246 | 4.1M $ | 0.02 % | as of May 31, 2026 ↗ |
| Select FinTech Portfolio Fidelity Select Portfolios | 188,100 | 4M $ | 4.95 % | as of May 31, 2026 ↗ |
| HARTFORD SMALL CAP GROWTH HLS FUND HARTFORD SERIES FUND INC | 182,931 | 4.2M $ | 0.63 % | as of Jun 30, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 182,038 | 4.2M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 176,827 | 3.8M $ | 0.02 % | as of May 31, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 166,131 | 4.4M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 142,083 | 3M $ | 0.01 % | as of May 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 138,104 | 3M $ | 0.00 % | as of May 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 132,375 | 3.5M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 113,109 | 2.6M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 105,888 | 2.4M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Large Cap Core ETF Fidelity Covington Trust | 104,016 | 2.4M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 103,570 | 2.4M $ | 1.08 % | as of Jun 30, 2026 ↗ |
| SMALLCAP World Fund AMERICAN FUNDS INSURANCE SERIES | 99,066 | 2.3M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 97,823 | 2.2M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 97,771 | 2.2M $ | 0.14 % | as of Jun 30, 2026 ↗ |
| SMALL COMPANY GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 89,291 | 2M $ | 0.12 % | as of Jun 30, 2026 ↗ |
| The Hartford Small Cap Growth Fund HARTFORD MUTUAL FUNDS II, INC | 81,972 | 2.2M $ | 0.79 % | as of Jul 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 77,123 | 1.8M $ | 0.67 % | as of Jun 30, 2026 ↗ |
| Victory RS Science & Technology Fund Victory Portfolios | 74,010 | 1.7M $ | 0.67 % | as of Jun 30, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 73,800 | 1.7M $ | 0.08 % | as of Jun 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 72,632 | 1.6M $ | 0.00 % | as of May 31, 2026 ↗ |
| First Trust US Equity Opportunities ETF First Trust Exchange-Traded Fund | 68,323 | 1.6M $ | 0.09 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 68,210 | 1.5M $ | 0.01 % | as of May 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 67,782 | 1.8M $ | 0.00 % | as of Jul 31, 2026 ↗ |
| VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II | 66,374 | 1.5M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 64,869 | 1.5M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I | 64,407 | 1.5M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 62,777 | 1.4M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 61,800 | 1.4M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc | 58,089 | 1.3M $ | 0.42 % | as of Jun 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 56,908 | 1.2M $ | 0.00 % | as of May 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 52,955 | 1.2M $ | 0.11 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 52,656 | 1.2M $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 49,955 | 1.3M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 48,024 | 1.1M $ | 0.00 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 | 48,000 | 1.3M $ | 0.12 % | as of Jul 31, 2026 ↗ |
| Developing Growth Portfolio LORD ABBETT SERIES FUND INC | 41,893 | 958.1K $ | 1.20 % | as of Jun 30, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 41,400 | 946.8K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Amplify Travel Tech ETF Amplify ETF Trust | 41,093 | 939.8K $ | 3.83 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 40,322 | 922.2K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| BlackRock Advantage Small Cap Growth Fund BlackRock Funds | 37,910 | 867K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 37,500 | 857.6K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | 35,526 | 812.5K $ | 0.84 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 34,641 | 792.2K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Empower Small Cap Growth Fund EMPOWER FUNDS, INC. | 34,059 | 778.9K $ | 0.30 % | as of Jun 30, 2026 ↗ |
| Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST | 32,641 | 868.9K $ | 0.13 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 31,600 | 722.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 31,316 | 716.2K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| JNL/Mellon Information Technology Sector Fund JNL Series Trust | 29,788 | 681.3K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 28,241 | 603.5K $ | 0.04 % | as of May 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 28,027 | 641K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity Hedged Equity ETF Fidelity Greenwood Street Trust | 26,936 | 717K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust | 26,315 | 700.5K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 25,664 | 586.9K $ | 0.00 % | as of Jun 30, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 24,641 | 526.6K $ | 0.00 % | as of May 31, 2026 ↗ |
| AAM Transformers ETF ETF Series Solutions | 23,837 | 634.5K $ | 0.26 % | as of Jul 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 23,700 | 542K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 22,922 | 610.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 21,601 | 494K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 21,031 | 481K $ | 0.84 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 20,968 | 479.5K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 20,782 | 553.2K $ | 0.00 % | as of Jul 31, 2026 ↗ |
| First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust | 19,430 | 444.4K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Brighthouse/Wellington Balanced Portfolio Brighthouse Funds Trust II | 19,007 | 434.7K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Diversified Equity Alpha Master Portfolio Master Investment Portfolio | 18,906 | 432.4K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| YORKTOWN GROWTH FUND American Pension Investors Trust | 18,650 | 496.5K $ | 0.41 % | as of Jul 31, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 18,568 | 494.3K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap Growth ETF iShares Trust | 18,268 | 486.3K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Dunham Small Cap Growth Fund Dunham Funds | 17,732 | 472K $ | 0.59 % | as of Jul 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Select FinTech Portfolio Fidelity Select Portfolios | 4.95 % | as of May 31, 2026 ↗ |
| Amplify Travel Tech ETF Amplify ETF Trust | 3.83 % | as of Jun 30, 2026 ↗ |
| Lord Abbett Micro-Cap Growth Fund LORD ABBETT SECURITIES TRUST | 2.54 % | as of Jul 31, 2026 ↗ |
| LORD ABBETT DEVELOPING GROWTH FUND INC LORD ABBETT DEVELOPING GROWTH FUND, INC. | 2.38 % | as of Jul 31, 2026 ↗ |
| Osterweis Opportunity Fund Professionally Managed Portfolios | 1.34 % | as of Jun 30, 2026 ↗ |
| Developing Growth Portfolio LORD ABBETT SERIES FUND INC | 1.20 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 1.08 % | as of Jun 30, 2026 ↗ |
| Optimum Small-Mid Cap Growth Fund Optimum Fund Trust | 0.90 % | as of Jun 30, 2026 ↗ |
| DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II | 0.84 % | as of Jun 30, 2026 ↗ |
| AB Small Cap Growth Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 0.84 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 188 | +50 | 30,912,177 | +61.2 % |
| 2026Q2 | 138 | +25 | 19,174,793 | +28.5 % |
| 2026Q1 | 113 | +101 | 14,922,823 | +1,052.8 % |
| 2025Q4 | 12 | 1,294,541 |
Institutional managers
141 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. | 49,921,454 | 661M $ | as of Mar 31, 2026 |
| a16z Capital Management, L.L.C. | 28,218,676 | 373.6M $ | as of Mar 31, 2026 |
| Greenoaks Capital Partners LLC | 14,349,328 | 190M $ | as of Mar 31, 2026 |
| COSMIC MANAGEMENT, LLC | 7,138,769 | 94.5M $ | as of Mar 31, 2026 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 5,874,257 | 77.8M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 5,243,445 | 69.4M $ | as of Mar 31, 2026 |
| Capital International Investors | 3,783,338 | 50.1M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 2,842,028 | 37.6M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 2,827,983 | 37.4M $ | as of Mar 31, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | 2,686,828 | 35.6M $ | as of Mar 31, 2026 |
| LORD, ABBETT & CO. LLC | 2,620,406 | 34.7K $ | as of Mar 31, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | 2,378,367 | 31.5M $ | as of Mar 31, 2026 |
| VISTA EQUITY PARTNERS MANAGEMENT, LLC | 2,086,120 | 27.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,488,186 | 19.7M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,036,636 | 13.7M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,032,964 | 13.7K $ | as of Mar 31, 2026 |
| STATE STREET CORP | 774,545 | 10.3M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 634,869 | 8.4M $ | as of Mar 31, 2026 |
| FRANKLIN RESOURCES INC | 624,740 | 8.3M $ | as of Mar 31, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 617,564 | 8.2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 606,520 | 8M $ | as of Mar 31, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 600,000 | 7.9M $ | as of Mar 31, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 500,386 | 6.6M $ | as of Mar 31, 2026 |
| StepStone Group LP | 483,901 | 6.4M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 478,509 | 6.3M $ | as of Mar 31, 2026 |
Declared shareholders of Navan Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Lightspeed Venture Partners X, L.P. and 16 others | 8.40 % | 20,053,562 | as of Jun 30, 2026 · SCHEDULE 13G |
| GREENOAKS LLC and 2 others | 0.42 % | 1,010,000 | as of Jun 30, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Navan Inc". https://titelia.com/en/stocks/navan-inc-US6391931010