Navan (NAVN)a16z Capital Management, L.L.C. opened a new position $464M

27.2M

Shares reported

29.4%

Disclosed portfolio weight

$464M

Reported value

Holdings as of

Dec 31, 2025

Filed

Feb 17, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jan 28, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On January 28, 2026, the Board of Directors (the “Board”) of Navan, Inc. (the “Company”) increased the size of the Board from nine to ten directors and elected Shai Weiss to serve as a Class III director of the Company, in each case effective as of such date.”
2. Feb 11, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On February 11, 2026, Navan, Inc. (the “Company”) announced that its Board of Directors (the “Board”) has appointed Aurélien Nolf to serve as the Company’s Chief Financial Officer, effective March 2, 2026 (the “Effective Date”).”

What came next

1. Mar 25, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
2. Apr 13, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“Effective April 17, 2026 (the “Effective Date”), Anne Giviskos will depart from her role as Senior Vice President, Strategic Finance and Chief Accounting Officer of Navan, Inc. (the “Company”).”
3. Jun 10, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Navan

OQRO holds no insider, Congress, fund or contract record for Navan dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its NAVN page.

How this filing works

• SEC Form 13F

Other disclosures at Navan

• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 15, 2026
• SEC Form 13F-HRMay 15, 2026

Everything OQRO holds on this company is on its NAVN page.