Portfolio Stocks

Distillfolio is for informational and educational purposes only and does not constitute investment advice. Distillfolio is not a registered investment advisor. Past performance is not indicative of future results. Always do your own research before making any investment decisions.

© 2026–present Distillfolio

NAVN

Navan, Inc.TechnologyMkt Cap $5.0B

Distillfolio Position

2026-05-26

Long #14

Score +0.2061

Weight 3.7%

2026-02-24 → 2026-05-22

Analyst

Insider

BullishBearish

1 month

+0.0%

2 months

+0.0%

3 months

+0.0%

13F · Hedge Fund

2025-12-31 → 2026-03-31 · top 5 of 20 funds

MILLENNIUM MANAGEMENT LLC
$3.3M → $37.6M
+$34.3M
Schonfeld Strategic Advisors LLC
$19.0M → $731K
-$18.2M
BALYASNY ASSET MANAGEMENT L.P.
$15.9M → $1.0M
-$14.9M
ALKEON CAPITAL MANAGEMENT LLC
$45.9M → $35.6M
-$10.3M
COATUE MANAGEMENT LLC
$10.2M → exited
-$10.2M

13F · Asset Manager

2025-12-31 → 2026-03-31 · top 5 of 25 managers

VANGUARD GROUP INC
$56.8M → exited
-$56.8M
BlackRock, Inc.
$81.6M → $37.4M
-$44.2M
JENNISON ASSOCIATES LLC
$31.2M → exited
-$31.2M
WELLINGTON MANAGEMENT GROUP LLP
$94.9M → $69.4M
-$25.5M
Capital International Investors
$41.6M → $50.1M
+$8.5M

13F · Other Institutional

2025-12-31 → 2026-03-31 · top 5 of 23 institutions

NORGES BANK
Bank
$34.2M → exited
-$34.2M
UBS Group AG
Bank
$9.1M → $19.7M
+$10.6M
GOLDMAN SACHS GROUP INC
Bank
$12.0M → $8.4M
-$3.6M
BANK OF AMERICA CORP /DE/
Bank
$431K → $2.8M
+$2.4M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
Pension
$10.2M → $7.9M
-$2.3M

Analyst Ratings

2026-05-14 · 60d ·6 Bullish0 Bearish0 Neutral

Bullish
BMO Capital
2026-05-14
Outperform
Bullish
Morgan Stanley
2026-05-05
Overweight
Bullish
Oppenheimer
2026-04-21
Outperform
Bullish
TD Cowen
2026-04-15
Buy
Bullish
B of A Securities
2026-04-07
Buy

Price Momentum

2025-05-23 → 2026-05-25

1 month
from 2026-04-27
—
3 months
from 2026-02-25
—
6 months
from 2025-11-21
—
9 months
from 2025-08-25
—
12 months
from 2025-05-23
—

Short Interest

2026-02-27 → 2026-04-30 · 5 periods

2026-04-30
5.96M shares short
2.86d
+0.60d
2026-04-15
7.21M shares short
2.26d
+0.86d
2026-03-31
6.72M shares short
1.40d
-4.18d
2026-03-13
7.47M shares short
5.59d
+1.80d
2026-02-27
5.53M shares short
3.79d

Insider Transactions

2026-03-30 · 5 most recent transactions

BuyOther
Williams Anre D
2026-03-30
$1.2M
SellPresident
Sindicich Michael Eric
2026-03-20
$19K
SellCTO
Twig Ilan Ezra
2026-03-20
$424K
SellCEO
Cohen Ariel M.
2026-03-20
$1.3M
SellOther
Giviskos Anne Mary
2026-03-03
$297K

Congressional Trades

—

No congressional transactions

ARK Holdings

—

Not held by any ARK ETF