| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
| Insider | Role | Shares | Value | Buys | Sells |
|---|---|---|---|---|---|
| Date | Ticker | Insider | Role | Type | Shares | Price | Value | Chg% | SEC |
|---|---|---|---|---|---|---|---|---|---|
10% Owner
2 companies
Andreessen Horowitz Lsv Fund III, L.P. is 10% Owner at NAVN, with reported holdings spanning 2 companies.
Our model assigns Andreessen Horowitz Lsv Fund III, L.P. a below-average insider score of 46/100, based on 24 past trades. Over a 12-month horizon, 33.3% of those trades were profitable, with an average 12-month return of -23.6%.
Andreessen Horowitz Lsv Fund III, L.P.'s largest disclosed position is in NAVN as 10% Owner, worth about $207.0M. Net of sales, the NAVN filings show accumulation of 2,772,241 shares.
Andreessen Horowitz Lsv Fund III, L.P. has 21 Form 4 filings on record from December 2021 to January 2026, across 2 companies: 10% Owner at Navan (NAVN), 2025–2026; 10% Owner at Samsara (IOT), 2021–2025.
The 132 reported transactions were 55 open-market sales, 35 conversions, 29 other transactions and 13 open-market purchases.
Counted by filing, the open-market trades come to 5 purchases worth about $134.8M and 11 sales worth about $124.6M.
The largest open-market purchase was 3,995,652 shares of IOT at an average $23.00 on December 17, 2021, about $91.9M. Twelve months later IOT was down 43%.
The largest open-market sale was 793,331 shares of IOT at an average $38.55 on September 9, 2025, about $30.6M. Twelve months later IOT was up 0%.
None of the 9 sales since April 2023 was marked as made under a Rule 10b5-1 trading plan.
| Date | Ticker | Role | Type | Shares | Price | Value | Chg% | 3M | 12M | SEC |
|---|---|---|---|---|---|---|---|---|---|---|
| Jan 7, 2026 | NAVN Navan, Inc. | 10% Owner | Buy | 46,337 | $18.11 | $839,163.07 | +0.6% | -31.0% | - | |
| Jan 6, 2026 | NAVN Navan, Inc. | 10% Owner | Buy | 976,975 | $16.31 | $15,938,867.11 | +13.3% | -25.9% | - | |
| Dec 29, 2025 | NAVN Navan, Inc. | 10% Owner | Buy | 1,056,534 | $15.83 | $16,723,633.14 | +16.9% | -27.3% | - | |
| Dec 19, 2025 | NAVN Navan, Inc. | 10% Owner | Buy | 692,395 | $13.51 | $9,352,310.10 | +12.4% | -39.8% | - | |
| Sep 9, 2025 | IOT Samsara Inc. | 10% Owner | Sell | 793,331 | $38.55 | $30,582,002.88 | -100% | +13.4% | +0.1% | |
| Jun 10, 2025 | IOT Samsara Inc. | 10% Owner | Sell | 399,026 | $41.33 | $16,491,120.00 | - | -1.0% | -22.2% | |
| Mar 10, 2025 | IOT Samsara Inc. | 10% Owner | Sell | 292,931 | $34.19 | $10,014,473.78 | - | +31.2% | -3.4% | |
| Dec 10, 2024 | IOT Samsara Inc. | 10% Owner | Sell | 112,380 | $45.92 | $5,160,514.77 | - | -25.0% | -0.9% | |
| Sep 11, 2024 | IOT Samsara Inc. | - | Sell | 330,538 | $45.06 | $14,895,073.26 | - | -1.3% | -15.9% | |
| Jun 13, 2024 | IOT Samsara Inc. | 10% Owner | Sell | 277,484 | $28.88 | $8,013,381.60 | - | +60.9% | +37.1% |