As of the latest SEC filings, Navan, Inc. (NAVN) is held by 139 institutional funds. The largest fund shareholder is SMALLCAP World Fund Inc (SMCWX), holding an estimated $50,091,395.12 in market value, representing 0.06% of its portfolio.
Funds holding Navan, Inc. (NAVN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- NAVN
- CIK:
- 0001639723
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
SMCWX
SMALLCAP World Fund Inc
|
MF | Independent / Boutique | 0.06% | $50,091,395.12 | 3,783,338 | Mar 31, 2026 | May 28, 2026 |
|
LADFX
LORD ABBETT DEVELOPING GROWTH FUND INC
|
MF | Independent / Boutique | 1.09% | $24,169,011.24 | 1,381,876 | Apr 30, 2026 | Jun 29, 2026 |
|
VWELX
VANGUARD WELLINGTON FUND
|
MF | Vanguard | 0.02% | $21,677,451.14 | 2,225,611 | Feb 28, 2026 | Apr 28, 2026 |
|
FTXNX
FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH
|
MF | Independent / Boutique | 0.49% | $20,528,620.00 | 1,550,500 | Mar 31, 2026 | May 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $14,522,876.56 | 1,096,894 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.02% | $12,357,368.64 | 933,336 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.01% | $10,619,433.28 | 802,072 | Mar 31, 2026 | May 28, 2026 |
|
FSSAX
Franklin Small Cap Growth Fund
|
MF | Franklin Templeton | 0.40% | $9,809,249.01 | 560,849 | Apr 30, 2026 | Jun 24, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.01% | $6,794,158.96 | 513,154 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.02% | $6,481,409.22 | 370,578 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $5,673,882.84 | 428,541 | Mar 31, 2026 | May 28, 2026 |
|
USSCX
Victory Science & Technology Fund
|
MF | Independent / Boutique | 0.36% | $5,072,764.62 | 290,038 | Apr 30, 2026 | Jun 25, 2026 |
|
PRDSX
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
|
MF | T. Rowe Price | 0.05% | $4,076,569.52 | 307,898 | Mar 31, 2026 | May 28, 2026 |
|
PEGGX
PGIM Jennison Mid-Cap Growth Fund
|
MF | PGIM / Prudential | 0.22% | $4,050,408.22 | 415,853 | Feb 27, 2026 | Apr 23, 2026 |
|
-
Small Cap Growth Stock Portfolio
|
ETF | Independent / Boutique | 0.54% | $3,959,607.36 | 299,064 | Mar 31, 2026 | May 27, 2026 |
|
LFMGX
Lord Abbett Micro-Cap Growth Fund
|
MF | Independent / Boutique | 1.82% | $3,711,762.78 | 212,222 | Apr 30, 2026 | Jun 29, 2026 |
|
PRJIX
T. Rowe Price New Horizons Fund, Inc.
|
MF | T. Rowe Price | 0.03% | $3,446,319.04 | 260,296 | Mar 31, 2026 | May 28, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.03% | $3,243,018.84 | 244,941 | Mar 31, 2026 | May 28, 2026 |
|
SMLF
iShares U.S. Small-Cap Equity Factor ETF
|
ETF | BlackRock / iShares | 0.08% | $2,943,042.30 | 168,270 | Apr 30, 2026 | Jun 26, 2026 |
|
HBSGX
HARTFORD SMALL CAP GROWTH HLS FUND
|
MF | Independent / Boutique | 0.54% | $2,849,645.20 | 215,230 | Mar 31, 2026 | May 22, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.07% | $2,808,876.51 | 160,599 | Apr 30, 2026 | Jun 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $1,911,231.50 | 196,225 | Feb 28, 2026 | Apr 24, 2026 |
|
HSLTX
The Hartford Small Cap Growth Fund
|
MF | Independent / Boutique | 0.62% | $1,885,107.18 | 107,782 | Apr 30, 2026 | Jun 25, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $1,802,094.80 | 185,020 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.01% | $1,749,898.14 | 179,661 | Feb 28, 2026 | Apr 24, 2026 |
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