Navient

NAVI • NASDAQ

Navient is a financial - credit services company in the financial services sector on NASDAQ, led by David L. Yowan, with a market cap of $1.2B. As of Q3 2025, 99% of shares are held by 236 institutional investors, with Sherborne Investors Management LP as the largest holder at 29.62%.

CEODavid L. Yowan

Market Cap$1.2B

Financial - Credit Services

Financial Services

Employees4.5K

Websitenavient.com

Country

United States of America

Overview

Overview of institutional ownership in NAVI as of Q3 2025 with a market cap of $1.3B

All Institutions

Institutions: 236
Value Held: $1.3B
Shares Held: 98.1M
Avg Position: $5.5M
Median Position: $290.8K

Hedge Funds

Hedge Funds: 35
Value Held: $449.2M
Shares Held: 34.1M
Avg Position: $12.8M
Median Position: $582.5K

Ownership Breakdown

Institutional (non-HF)

64.32%

$840.9M

Hedge Funds

34.36%

$449.2M

Retail & Other

1.33%

$17.3M

Based on market cap of $1.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in NAVI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
S Sherborne Investors Management LP Hedge Fund•Activist	Stephen L Welker Director	$387.3M 100.00% of portfolio	29.62% 29.4M shares	Q4 2022 Held for 2y 11m	$387.3M
B BlackRock, Inc. Institution	-	$151.3M 0.00% of portfolio	11.57% 11.5M shares	Q2 2014 Held for 11y 5m	$5.67T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$104.7M 0.02% of portfolio	8.00% 8.0M shares	Q2 2014 Held for 11y 5m	$466.32B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$99.4M 0.00% of portfolio	7.60% 7.6M shares	Q2 2014 Held for 11y 5m	$6.69T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$46.4M 0.00% of portfolio	3.55% 3.5M shares	Q2 2014 Held for 11y 5m	$2.88T
L LSV ASSET MANAGEMENT Long Only Manager	Josef Nmn Lakonishok CEO	$44.4M 0.10% of portfolio	3.39% 3.4M shares	Q2 2014 Held for 11y 5m	$45.1B
O Orbis Allan Gray Ltd RIA/Wealth	Don Lynn Ray Managing Partner	$39.8M 0.17% of portfolio	3.04% 3.0M shares	Q3 2023 Held for 2y 2m	$23.3B
A AMERICAN CENTURY COMPANIES INC Institution	-	$28.4M 0.01% of portfolio	2.17% 2.2M shares	Q4 2018 Held for 6y 11m	$195.93B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$27.2M 0.00% of portfolio	2.08% 2.1M shares	Q2 2014 Held for 11y 5m	$620.51B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$22.9M 0.00% of portfolio	1.75% 1.7M shares	Q2 2014 Held for 11y 5m	$1.57T

Net Capital Flow

Institutional buying and selling activity for NAVI in Q3 2025

Traded: −$28.2M
Buyers: 106
Sellers: 115
Total Bought: +$65.7M
Total Sold: −$93.9M
Avg Position: $4.9M

Biggest Buyers

Institution	Net Bought	Current Position
Lighthouse Investment Partners, LLC Fund of Funds	+$18.6M +1.4M shares	$20.9M 1.6M shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$4.8M +365.7K shares	$11.7M 888.2K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$4.5M +344.5K shares	$27.2M 2.1M shares
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	+$3.1M +235.1K shares	$7.8M 590.6K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	+$3.0M +230.1K shares	$4.0M 306.2K shares
A Allianz Asset Management AG Institution	+$2.8M +215.1K shares	$9.2M 696.7K shares
UBS Group AG Institution	+$2.5M +188.7K shares	$5.9M 452.0K shares
O Orbis Allan Gray Ltd RIA/Wealth	+$2.3M +174.5K shares	$39.8M 3.0M shares
K KNIGHTSBRIDGE ASSET MANAGEMENT, LLC Institution	+$2.1M +160.1K shares	$2.1M 160.1K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$1.8M +138.0K shares	$28.4M 2.2M shares

Biggest Sellers

Institution	Net Sold	Current Position
P Philadelphia Financial Management of San Francisco, LLC Hedge Fund•Sector	−$24.0M −1.7M shares	Sold Off 0 shares
VANGUARD GROUP INC Institution	−$8.7M −664.8K shares	$99.4M 7.6M shares
B BlackRock, Inc. Institution	−$8.6M −652.9K shares	$151.3M 11.5M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$7.3M −557.5K shares	$11.2M 855.1K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	−$4.7M −358.3K shares	$104.7M 8.0M shares
L LSV ASSET MANAGEMENT Long Only Manager	−$4.5M −340.5K shares	$44.4M 3.4M shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$3.4M −261.9K shares	$2.3M 176.8K shares
D D. E. Shaw & Co., Inc. Institution	−$3.3M −252.4K shares	$2.6M 199.8K shares
Marshall Wace LLP Institution	−$2.3M −177.2K shares	$1.4M 109.9K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$1.9M −146.9K shares	$970.5K 73.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited NAVI in Q3 2025

New Positions: 8
New Value: $2.4M
Exited Positions: 26
Exited Value: $29.4M

New Positions

Institution	Position Value
F Fort Hoosac Management, LLC Hedge Fund•Multi-Strategy	$1.4M 105.7K shares
Vinva Investment Management Ltd Hedge Fund•Quant	$454.7K 22.8K shares
P Polymer Capital Management LTD Hedge Fund•Multi-Strategy	$287.9K 21.9K shares
Diametric Capital, LP Hedge Fund•Long/Short	$242.9K 18.5K shares
SRS Capital Advisors, Inc. RIA/Wealth	$37.3K 2.8K shares
S Salomon & Ludwin, LLC Institution	$9.0K 679.0 shares
Steigerwald, Gordon & Koch Inc. RIA/Wealth	$8.9K 675.0 shares
C Cedar Mountain Advisors, LLC RIA/Wealth	$13.0 1.0 shares

Exited Positions

Institution	Previous Position
P Philadelphia Financial Management of San Francisco, LLC Hedge Fund•Sector	$24.0M 1.7M shares
N NATIXIS Institution	$1.0M 72.3K shares
Trexquant Investment LP Hedge Fund•Quant	$894.1K 63.4K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$693.3K 49.2K shares
T TWO SIGMA SECURITIES, LLC Institution	$489.2K 34.7K shares
E Ensign Peak Advisors, Inc Institution	$421.4K 29.9K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	$348.4K 24.7K shares
M Maryland State Retirement & Pension System Institution	$304.8K 21.6K shares
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro	$287.5K 20.4K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$230.8K 16.4K shares

Options Activity

Institutions with the largest Call and Put options positions in NAVI as of Q3 2025

Call Positions: 4
Call Value: $3.1M
Put Positions: 4
Put Value: $6.3M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.2M 1.7K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$572.0K 435.0 contracts
J JANE STREET GROUP, LLC Institution	$384.0K 292.0 contracts
W WOLVERINE TRADING, LLC Institution	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$3.3M 2.5K contracts
J JANE STREET GROUP, LLC Institution	$1.8M 1.3K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$869.2K 661.0 contracts
W WOLVERINE TRADING, LLC Institution	$425.4K 325.0 contracts

Most Committed Institutions

Institutions with NAVI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
S Sherborne Investors Management LP Hedge Fund•Activist	Stephen L Welker Director	100.00% $387.3M	29.62% 29.4M shares	Q4 2022 Held for 2y 11m	$387.3M
F Fort Hoosac Management, LLC Hedge Fund•Multi-Strategy	Paul Jerome Isaac President	0.95% $1.4M	0.11% 105.7K shares	Q3 2025 Held for 2 months	$145.9M
Lighthouse Investment Partners, LLC Fund of Funds	Sean Gerard Mcgould CEO	0.76% $20.9M	1.60% 1.6M shares	Q4 2024 Held for 11 months	$2.7B
K KNIGHTSBRIDGE ASSET MANAGEMENT, LLC Institution	-	0.36% $2.1M	0.16% 160.1K shares	Q3 2025 Held for 2 months	$591.0M
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	John Noland Ryan Montgomery CEO	0.25% $11.5M	0.88% 874.9K shares	Q4 2020 Held for 4y 11m	$4.7B
DENALI ADVISORS LLC Long Only Manager	Robert Guenther Snigaroff CIO	0.24% $2.1M	0.16% 162.1K shares	Q4 2023 Held for 1y 11m	$885.1M
Optimize Financial Inc RIA/Wealth	Casey Elizabeth Witters CEO	0.23% $432.4K	0.03% 32.9K shares	Q4 2024 Held for 11 months	$192.0M
O Orbis Allan Gray Ltd RIA/Wealth	Don Lynn Ray Managing Partner	0.17% $39.8M	3.04% 3.0M shares	Q3 2023 Held for 2y 2m	$23.3B
Gator Capital Management, LLC Hedge Fund•Long/Short	Derek Steven Pilecki CIO	0.13% $522.3K	0.04% 39.7K shares	Q4 2021 Held for 3y 11m	$390.0M
I INCEPTIONR LLC Hedge Fund•Quant	Li Nmn Lu Managing Partner	0.10% $427.1K	0.03% 32.5K shares	Q2 2025 Held for 5 months	$414.3M

Hedge Fund Spotlight

Discover hedge funds investing in NAVI

TWO SIGMA ADVISERS, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $50.0B
Positions: 2,312
Last Reported: Q3 2025

Sector Allocation

Position in Navient

Market Value: $2.8M
Shares Held: 209.2K
Portfolio Weight: 0.01%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
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3 Apple AAPL	Consumer Electronics Technology	$1.4B	2.79%