Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Navient Corporation (NAVI)

250 + Investors. Track Smart Money conviction in NAVI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — NAVI

Based on 244 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added NAVI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
244 hedge funds hold NAVI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding NAVI is almost the same as a year ago (+2 funds, +1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

134 buying110 selling
Last quarter: 134 funds bought or added vs 110 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new NAVI position: 25 → 34 → 31 → 53. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 16% new
167 out of 244 hedge funds have held NAVI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +141% but shares only +4% — price-driven

Value
+140%
Shares
+3%
Last quarter: the total dollar value of institutional holdings rose +141%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

30 → 25 → 34 → 31 → 53 new funds/Q
New funds entering each quarter: 25 → 34 → 31 → 53. A growing number of institutions are discovering NAVI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 74% veterans vs 16% newcomers

■ 74% veterans ■ 10% 1-2yr ■ 16% new
Entry-cohort mix of 254 holders: 187 (74%) are 2+ year veterans, 26 entered 1–2 years ago, and 41 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 85% AUM from top-100 funds

85% from top-100 AUM funds
52 of 243 holders are among the 100 largest funds by AUM, controlling 85% of total institutional value in NAVI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NAVI

In 2026 Q1, 134 hedge funds were net buyers of NAVI (53 opened a new position, 81 added to an existing one), while 110 reduced or exited (68 trimmed, 42 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 85% of total institutional value in NAVI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 244.

Hedge Fund Ownership: NAVI

How many hedge funds hold NAVI — quarterly history vs. share price
Quarterly hedge fund ownership of NAVI vs. share price

Market Analysis: NAVI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NAVI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Navient Corporation (NAVI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NAVI has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 52d ago
NAVI
+8.7%
XLF
+7.2%

NAVI outperformed XLF by +1.5% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 7d ago
NAVI
+0.9%
XLF
-1.2%

Since the filing became public, NAVI outperformed XLF by +2.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 2 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: NAVI
250 + Investors

Track Smart Money conviction in NAVI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 250 244 2.46%
13F Shares 98M 97M 1.45%
Total Value $829M $2.92B -71.61%
New Positions 49 53 -4
Increased Positions 90 80 +10
Closed Positions 42 42 -
Reduced Positions 75 66 +9
Total Calls 6 6 -
Total Puts 6 5 20.0%
PUT/CALL Ratio 1.0 0.83 Neutral

Statistics: NAVI

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

250 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NAVI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NAVI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sherborne Investors Management LP 100.00% 29,449,997 $250.6M
2 Arbiter Partners Capital Management LLC 2.97% 662,548 $5.6M
3 Gator Capital Management, LLC 2.84% 1,590,727 $13.5M
4 Knightsbridge Asset Management, LLC 1.00% 546,304 $7.1M
5 Daytona Street Capital LLC 0.67% 110,821 $922K
6 CenterBook Partners LP 0.31% 740,706 $6.3M
7 PDT Partners, LLC 0.23% 521,197 $4.4M
8 Georgetown University 0.23% 66,726 $568K
9 Park Capital Management, LLC / WI 0.17% 34,343 $292K
10 Landscape Capital Management, L.L.C. 0.16% 297,331 $2.5M
11 Bridgeway Capital Management, LLC 0.08% 553,898 $4.7M
12 iSAM Funds (UK) Ltd 0.08% 13,400 $114K
13 Caxton Associates LLP 0.07% 459,127 $3.9M
14 Jupiter Asset Management Ltd 0.06% 1,479,131 $12.6M
15 Anchyra Partners LLC 0.06% 28,588 $243K
16 Lighthouse Investment Partners, LLC 0.05% 223,928 $1.9M
17 WINTON GROUP Ltd 0.05% 188,946 $1.6M
18 Y-Intercept (Hong Kong) Ltd 0.05% 289,552 $2.5M
19 Able Wealth Management LLC 0.04% 23,038 $196K
20 Hotchkis & Wiley Capital Management LLC 0.04% 1,610,764 $13.7M
21 Fox Run Management, L.L.C. 0.03% 22,557 $192K
22 Susquehanna Fundamental Investments, LLC 0.03% 177,433 $1.5M
23 Boothbay Fund Management, LLC 0.03% 250,000 $2.1M
24 Trexquant Investment LP 0.03% 518,584 $4.4M
25 Blueshift Asset Management, LLC 0.02% 10,658 $91K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Navient Corporation (NAVI)

What does the Smart Money Trend signal show for NAVI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added NAVI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NAVI?

Slight buying edge — 55% buying: Last quarter: 134 funds bought or added vs 110 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NAVI holders?

Elite ownership — 85% AUM from top-100 funds: 52 of 243 holders are among the 100 largest funds by AUM, controlling 85% of total institutional value in NAVI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NAVI?

68% of holders stayed for 2+ years: 167 out of 244 hedge funds have held NAVI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Navient Corporation (NAVI) following the 2026 Q2 hedge fund 13F filings?

As of today, NAVI has moved +0.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.2% for the XLF sector ETF — an outperformance of +2.1%. Since the quarter end (June 30, 2026), NAVI has gained +8.7% vs +7.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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