139 tracked 13F filers disclose a position in NAVN as of the latest SEC 13F filings, a combined $1.1B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Lightspeed Management Company, L.L.C. | $661.0M | 49.9M | —Held | Q1 2026 | |
| 2 | MILLENNIUM MANAGEMENT LLC | $37.6M | 2.8M | ▲15× Added · +2.6M sh | Q1 2026 | |
| 3 | BlackRock, Inc. | $37.4M | 2.8M | ▼−41% Reduced · −2.0M sh | Q1 2026 | |
| 4 | ALKEON CAPITAL MANAGEMENT LLC | $35.6M | 2.7M | —Held | Q1 2026 | |
| 5 | FULLER & THALER ASSET MANAGEMENT, INC. | $31.5M | 2.4M | ▲New +2.4M sh | Q1 2026 | |
| 6 | NORGES BANK | $34.2M | 2.0M | ▲New +2.0M sh | Q4 2025 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $20.8M | 1.6M | →First observed position No prior filed position | Q1 2026 | |
| 8 | Walleye Capital LLC | $35.9M | 1.6M | ▲14× Added · +1.5M sh | Q2 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $20.3M | 1.5M | →First observed position No prior filed position | Q1 2026 | |
| 10 | UBS Group AG | $19.7M | 1.5M | ▲+179% Added · +954K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $13.7M | 1.0M | ▼−2.6% Reduced · −28K sh | Q1 2026 | |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | $13.7M | 1.0M | ▼−53% Reduced · −1.1M sh | Q1 2026 | |
| 13 | STATE STREET CORP | $10.3M | 775K | ▲+15% Added · +102K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $8.4M | 635K | ▼−9.7% Reduced · −68K sh | Q1 2026 | |
| 15 | FRANKLIN RESOURCES INC | $8.3M | 625K | ▲+5.2% Added · +31K sh | Q1 2026 | |
| 16 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $8.2M | 618K | ▲New +618K sh | Q1 2026 | |
| 17 | CITADEL ADVISORS LLC | $8.0M | 607K | ▼−38% Reduced · −371K sh | Q1 2026 | |
| 18 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $7.9M | 600K | —Held | Q1 2026 | |
| 19 | TEACHER RETIREMENT SYSTEM OF TEXAS | $6.6M | 500K | ▲+0.1% Added · +386 sh | Q1 2026 | |
| 20 | StepStone Group LP | $6.4M | 484K | ▲+13% Added · +57K sh | Q1 2026 | |
| 21 | MARSHALL WACE, LLP | $6.3M | 479K | ▲+63% Added · +185K sh | Q1 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.6M | 346K | ▲+8.5% Added · +27K sh | Q1 2026 | |
| 23 | RENAISSANCE TECHNOLOGIES LLC | $4.0M | 300K | ▲New +300K sh | Q1 2026 | |
| 24 | Electric Capital Partners, LLC | $3.9M | 292K | —Held | Q1 2026 | |
| 25 | NORTHERN TRUST CORP | $3.8M | 287K | ▲+4.4% Added · +12K 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, 32 funds opened a new position in NAVN and 7 added to an existing one, while 7 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 63 funds | $212.5B |
| MICROSOFT CORPMSFT | 62 funds | $144.4B |
| META PLATFORMS INC-CLASS AMETA | 62 funds | $62.2B |
| ALPHABET INC-CL AGOOGL | 61 funds | $75.6B |
| APPLE INCAAPL | 60 funds | $157.4B |
| AMAZON.COM INCAMZN | 59 funds | $102.9B |
| BROADCOM INCAVGO | 58 funds | $84.8B |
| LAM RESEARCH CORPLRCX | 57 funds | $17.4B |
| BLOOM ENERGY CORP- ABE | 57 funds | $2.1B |
| ALPHABET INC-CL CGOOG | 56 funds | $71.5B |
| ADVANCED MICRO DEVICESAMD | 56 funds | $17.0B |
| MICRON TECHNOLOGY INCMU | 56 funds | $16.3B |
Ranked by how many of NAVN's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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) | 48K | $898K |
| Jun 17, 2026 | Janmohamed Arif | Director | Sell (S) | 29K | $576K |
| Jun 17, 2026 | Lightspeed Venture Partners Select II, L.P. | 10% Owner | Sell (S) | 48K | $898K |
| Jun 17, 2026 | Lightspeed Venture Partners Select II, L.P. | 10% Owner | Sell (S) | 29K | $576K |
| Jun 17, 2026 | Lightspeed Venture Partners X, L.P. | 10% Owner | Sell (S) | 48K | $898K |
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.