a16z Capital Management, L.L.C. — NAVAN INC NAVN: Quarterly 13F Position History
a16z Capital Management, L.L.C. has reported NAVAN INC (NAVN) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 28,218,676 shares ($373.6M market value, 28.95% of the equity book). Quarter-over-quarter share count change: + 1,023,312 (+3.8%) .
- 28,218,676Shares Held (Latest Filing)
- $373.6MReported Market Value (Latest Filing)
- 28.95%Portfolio Weight (% of 13F Equity Book)
- +1,023,312Quarter-over-Quarter Share Change
- -$90.9MQuarter-over-Quarter Value Change
- 28,218,676Peak Reported Shares (Historical)
Recent initiation: a16z Capital Management, L.L.C. first reported NAVN on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 28,218,676 | +1,023,312 | +3.8% | $373.6M | 28.95% | $13.24 |
| Q4 2025 | 27,195,364 | — | — | $464.5M | 29.40% | $17.08 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did a16z Capital Management, L.L.C. first disclose a NAVN position in 13F-HR filings?
a16z Capital Management, L.L.C. first reported NAVAN INC (NAVN) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was a16z Capital Management, L.L.C.'s most recent quarter-over-quarter share-count change in NAVN?
Between Q4 2025 and Q1 2026, a16z Capital Management, L.L.C. added 1,023,312 shares of NAVN (+3.8%), bringing the total reported position to 28,218,676 shares at a market value of $373.6M.
Does the implied price-per-share represent a16z Capital Management, L.L.C.'s cost basis in NAVN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.