Among active 13F managers last quarter, 36 opened and 17 added, while 7 reduced; the largest holder to move was Lightspeed Management Company, L.L.C. (−16%). Over the last 180 days, 6 insiders sold and 1 insider bought, a net -$164.0M in open-market trades.
The legs disagree, or only one of them leans.
167 tracked 13F filers disclose a position in NAVN as of the latest SEC 13F filings, a combined $2.3B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lightspeed Management Company, L.L.C. | 41.7M | $953.6M | ▼−16% Reduced · −8.2M sh | Q2 2026 | |
| 2 | Cosmic Management, LLC | 7.1M | $163.3M | —Held | Q2 2026 | |
| 3 | BlackRock, Inc. | 6.7M | $153.2M | ▲+137% Added · +3.9M sh | Q2 2026 | |
| 4 | Napean Trading & Investment Co (Singapore) PTE Ltd | 5.9M | $134.3M | —Held | Q2 2026 | |
| 5 | Vanguard Portfolio Management LLC | 4.0M | $91.0M | ▲+159% Added · +2.4M sh | Q2 2026 | |
| 6 | Vanguard Capital Management LLC | 3.2M | $72.3M | ▲+101% Added · +1.6M sh | Q2 2026 | |
| 7 | Millennium Management LLC | 2.8M | $37.6M | ▲15× Added · +2.6M sh | Q1 2026 | |
| 8 | Fuller & Thaler Asset Management, Inc. | 2.4M | $55.6M | ▲+2.2% Added · +53K sh | Q2 2026 | |
| 9 | Schonfeld Strategic Advisors LLC | 2.4M | $54.7M | ▲43× Added · +2.3M sh | Q2 2026 | |
| 10 | Alkeon Capital Management LLC | 2.2M | $50.0M | ▼−19% Reduced · −502K sh | Q2 2026 | |
| 11 | Price T Rowe Associates Inc | 2.1M | $47.5M | ▲+101% Added · +1.0M sh | Q2 2026 | |
| 12 | Geode Capital Management, LLC | 2.0M | $46.7M | ▲+97% Added · +1.0M sh | Q2 2026 | |
| 13 | Norges Bank | 2.0M | $34.2M | ▲New +2.0M sh | Q4 2025 | |
| 14 | State Street Corp | 1.8M | $40.3M | ▲+128% Added · +988K sh | Q2 2026 | |
| 15 | Walleye Capital LLC | 1.6M | $35.9M | ▲14× Added · +1.5M sh | Q2 2026 | |
| 16 | UBS Group AG | 1.5M | $19.7M | ▲+179% Added · +954K sh | Q1 2026 | |
| 17 | FMR LLC | 1.1M | $25.9M | ▲491× Added · +1.1M sh | Q2 2026 | |
| 18 | Voloridge Investment Management, LLC | 922K | $21.1M | ▲New +922K sh | Q2 2026 | |
| 19 | United Capital Financial Advisors, LLC | 830K | $19.0M | ▲+34% Added · +213K sh | Q2 2026 | |
| 20 | Occudo Quantitative Strategies LP | 794K | $18.2M | ▲11× Added · +720K sh | Q2 2026 | |
| 21 | E20 Capital Ltd | 747K | $17.1M | ▲New +747K sh | Q2 2026 | |
| 22 | G2 Investment Partners Management LLC | 693K | $15.8M | ▲+504% Added · +578K sh | Q2 2026 | |
| 23 | Citadel Advisors LLC | 646K | $14.8M | ▲+6.5% Added · +40K sh | Q2 2026 | |
| 24 | Goldman Sachs Group Inc | 635K | $8.4M | ▼−9.7% Reduced · −68K sh | Q1 2026 | |
| 25 | Franklin Templeton Inc | 625K | $8.3M | ▲+5.2% Added · +31K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 36 funds opened a new position in NAVN and 17 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 89 funds | $139.7B |
| Amazon.com IncAMZN | 89 funds | $111.1B |
| Nvidia CorpNVDA | 88 funds | $231.6B |
| Alphabet Inc-CL AGOOGL | 86 funds | $94.9B |
| Meta Platforms Inc-Class AMETA | 86 funds | $63.1B |
| Eli Lilly & CoLLY | 84 funds | $50.7B |
| Advanced Micro DevicesAMD | 83 funds | $36.8B |
| Intel CorpINTC | 83 funds | $16.3B |
| Broadcom IncAVGO | 82 funds | $94.3B |
| Visa Inc-Class A SharesV | 82 funds | $36.7B |
| Micron Technology IncMU | 82 funds | $34.5B |
| Lam Research CorpLRCX | 82 funds | $27.6B |
Ranked by how many of NAVN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in NAVN.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 27, 2026 | Cohen Ariel M. | Chairperson and CEO, Director | Sell (S) 4 lots, same day | 393K | $11.9M |
| Jul 8, 2026 | Lightspeed Venture Partners Select II, L.P. | 10% Owner | Sell (S) | 9K | $228K |
| Jul 8, 2026 | Lightspeed Venture Partners X, L.P. | 10% Owner | Sell (S) | 9K | $228K |
| Jul 1, 2026 | Lightspeed Venture Partners Select II, L.P. | 10% Owner | Sell (S) | 11K | $261K |
| Jul 1, 2026 | Lightspeed Venture Partners X, L.P. | 10% Owner | Sell (S) | 11K | $261K |
| Jun 22, 2026 | Sindicich Michael Eric | President | Sell (S) | 2K | $46K |
| Jun 22, 2026 | Twig Ilan Ezra | Chief Technology Officer, Director | Sell (S) | 25K | $521K |
| Jun 22, 2026 | Cohen Ariel M. | Chairperson and CEO, Director | Sell (S) | 42K | $875K |
| Jun 17, 2026 | Janmohamed Arif | Director | Sell (S) 2 lots, same day | 77K | $1.5M |
| Jun 17, 2026 | Lightspeed Venture Partners Select II, L.P. | 10% Owner | Sell (S) 2 lots, same day | 77K | $1.5M |
| Jun 17, 2026 | Lightspeed Venture Partners X, L.P. | 10% Owner | Sell (S) 2 lots, same day | 77K | $1.5M |
| Jun 16, 2026 | Janmohamed Arif | Director | Sell (S) | 399K | $7.6M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 37 | 14 | – |
Insiders Form 4 open-market | 1 | 6 | -$164.0M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for NAVN
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/NAVN/capital-change-brief"
Use Arkolith's capital_change_brief for NAVN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for NAVN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.