Andreessen Horowitz LSV Fund I, L.P. bought $17M of NAVN
owner at Navan, Inc.. 1,056,534 shares at an average of $15.83, traded Dec 22, 2025, filed Dec 29, 2025.
Score components
- +12Role10% owner
- +25Trade size$16.7M at market
- +3Relative to holdingsHoldings up 17%
- +4Price context22% below the 52-week high
- +15Cluster5 insiders buying within 14 days
- +5Repeat buying2 buys in 90 days
- 0Track recordToo few past buys to judge (0 with prices)
- -5Outside holderA 10% owner who is not an officer or director
What happened after comparable buys
Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.
This signal so far: 1m -17.8%, 3m -27.3%, 6m +43.7%.
Price around the trade, and since
From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.
Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™
Rows in this filing
Every transaction in Form 4 0001231919-25-000664, as filed. Open on EDGAR
| Date | Transaction | Shares | Price | Value | Holdings after | Filed |
|---|---|---|---|---|---|---|
| Dec 22, 2025 | POpen-market purchase Class A Common Stockindirect: By Andreessen Horowitz LSV Fund II, L.P. | +334,112 | $15.90 | $5.3M | 6,601,058 | Dec 29, 2025 |
| Dec 23, 2025 | POpen-market purchase Class A Common Stockindirect: By Andreessen Horowitz LSV Fund II, L.P. | +225,484 | $15.84 | $3.6M | 6,826,542 | Dec 29, 2025 |
| Dec 24, 2025 | POpen-market purchase Class A Common Stockindirect: By Andreessen Horowitz LSV Fund II, L.P. | +167,519 | $15.83 | $2.7M | 6,994,061 | Dec 29, 2025 |
| Dec 26, 2025 | POpen-market purchase Class A Common Stockindirect: By Andreessen Horowitz LSV Fund II, L.P. | +229,917 | $15.57 | $3.6M | 7,223,978 | Dec 29, 2025 |
| Dec 29, 2025 | POpen-market purchase Class A Common Stockindirect: By Andreessen Horowitz LSV Fund II, L.P. | +99,502 | $16.16 | $1.6M | 7,323,480 | Dec 29, 2025 |
Related signals
Other insiders at Navan, Inc. and this insider’s other filings.
| Score | Company | Insider | Value | Holdings | Filed |
|---|---|---|---|---|---|
| 65Notable | Navan, Inc. | Ariel M. Cohen Chairperson and CEO | $1.1M 50,647 shares | -5% | |
| 47Moderate | Navan, Inc. | Michael Eric Sindicich President | $191k 8,977 shares | -2% | |
| 52Moderate | Navan, Inc. | Ilan Ezra Twig Chief Technology Officer | $767k 36,040 shares | -4% | |
| 40Moderate | Navan, Inc. | Ariel M. Cohen Chairperson and CEO | $12M 393,378 shares | -31% | |
| 53Moderate | Navan, Inc. | Lightspeed Venture Partners Select II, L.P. owner | $228k 8,983 shares | -100% | |
| 53Moderate | Navan, Inc. | Lightspeed Venture Partners X, L.P. owner | $228k 8,983 shares | -100% | |
| 60Notable | Navan, Inc. | Lightspeed Venture Partners Select II, L.P. owner | $261k 10,569 shares | -100% | |
| 60Notable | Navan, Inc. | Lightspeed Venture Partners X, L.P. owner | $261k 10,569 shares | -100% | |
| 63Notable | Navan, Inc. | Ariel M. Cohen Chairperson and CEO | $875k 41,530 shares | -3% | |
| 41Moderate | Navan, Inc. | Michael Eric Sindicich President | $46k 2,176 shares | -0% |
Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.