Andreessen Horowitz LSV Fund I, L.P.
Ten-percent owner · NAVN, IOT
As of 2026-09-16, Andreessen Horowitz LSV Fund I, L.P. has 256 Form 4 transactions on record across 2 companies — 172 in the trailing 12 months.
Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.
Reconstructed holdings
- Direct $0
- Indirect $188.1M
| NAVN | indirect | 8,346,792 sh | $188.1M |
Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.
Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.
Trades by company
Filing ledger
| Date | Company | Action | Shares @ price | Value | Ownership Δ | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-01-07 | NAVN | Purchase | 46,337 @ $18.11 | $839K | +0.6% of holding | 8,346,792 | Form 4 |
| 2026-01-06 | NAVN | Purchase | 308,188 @ $16.74 | $5.2M | +3.9% of holding | 8,300,455 | Form 4 |
| 2026-01-05 | NAVN | Purchase | 202,729 @ $15.77 | $3.2M | +2.6% of holding | 7,992,267 | Form 4 |
| 2026-01-02 | NAVN | Purchase | 466,058 @ $16.27 | $7.6M | +6.4% of holding | 7,789,538 | Form 4 |
| 2025-12-29 | NAVN | Purchase | 99,502 @ $16.16 | $1.6M | +1.4% of holding | 7,323,480 | Form 4 |
| 2025-12-26 | NAVN | Purchase | 229,917 @ $15.57 | $3.6M | +3.3% of holding | 7,223,978 | Form 4 |
| 2025-12-24 | NAVN | Purchase | 167,519 @ $15.83 | $2.7M | +2.5% of holding | 6,994,061 | Form 4 |
| 2025-12-23 | NAVN | Purchase | 225,484 @ $15.84 | $3.6M | +3.4% of holding | 6,826,542 | Form 4 |
| 2025-12-22 | NAVN | Purchase | 334,112 @ $15.90 | $5.3M | +5.3% of holding | 6,601,058 | Form 4 |
| 2025-12-19 | NAVN | Purchase | 240,835 @ $14.70 | $3.5M | +4.0% of holding | 6,266,946 | Form 4 |
| 2025-12-18 | NAVN | Purchase | 103,960 @ $13.61 | $1.4M | +1.8% of holding | 6,026,111 | Form 4 |
| 2025-12-17 | NAVN | Purchase | 347,600 @ $12.65 | $4.4M | +6.2% of holding | 5,922,151 | Form 4 |
| 2025-09-09 | IOT | Sale | 268,420 @ $38.78 | $10.4M | −84.1% of holding | 50,712 | Form 4 |
| 2025-09-09 | IOT | Sale | 183,868 @ $37.90 | $7.0M | −36.6% of holding | 319,132 | Form 4 |
| 2025-09-09 | IOT | Sale | 137,145 @ $38.78 | $5.3M | −84.1% of holding | 25,911 | Form 4 |
| 2025-09-09 | IOT | Sale | 93,944 @ $37.90 | $3.6M | −36.6% of holding | 163,056 | Form 4 |
| 2025-09-09 | IOT | Sale | 50,712 @ $39.67 | $2.0M | −100.0% of holding | 0 | Form 4 |
| 2025-09-09 | IOT | Sale | 25,911 @ $39.67 | $1.0M | −100.0% of holding | 0 | Form 4 |
| 2025-09-09 | IOT | Sale | 18,163 @ $38.79 | $705K | −84.6% of holding | 3,308 | Form 4 |
| 2025-09-09 | IOT | Sale | 11,860 @ $37.91 | $450K | −35.6% of holding | 21,471 | Form 4 |
| 2025-09-09 | IOT | Sale | 3,308 @ $39.70 | $131K | −100.0% of holding | 0 | Form 4 |
| 2025-06-10 | IOT | Sale | 107,015 @ $41.13 | $4.4M | −54.3% of holding | 90,098 | Form 4 |
| 2025-06-10 | IOT | Sale | 90,098 @ $41.65 | $3.8M | −100.0% of holding | 0 | Form 4 |
| 2025-06-10 | IOT | Sale | 70,975 @ $41.59 | $3.0M | −100.0% of holding | 0 | Form 4 |
| 2025-06-10 | IOT | Sale | 33,022 @ $41.13 | $1.4M | −54.3% of holding | 27,802 | Form 4 |
| 2025-06-10 | IOT | Sale | 30,395 @ $41.59 | $1.3M | −100.0% of holding | 0 | Form 4 |
| 2025-06-10 | IOT | Sale | 27,802 @ $41.65 | $1.2M | −100.0% of holding | 0 | Form 4 |
| 2025-06-10 | IOT | Sale | 15,135 @ $40.05 | $606K | −7.1% of holding | 197,113 | Form 4 |
| 2025-06-10 | IOT | Sale | 13,943 @ $40.76 | $568K | −16.4% of holding | 70,975 | Form 4 |
| 2025-06-10 | IOT | Sale | 5,971 @ $40.76 | $243K | −16.4% of holding | 30,395 | Form 4 |
| 2025-06-10 | IOT | Sale | 4,670 @ $40.05 | $187K | −7.1% of holding | 60,824 | Form 4 |
| 2025-03-10 | IOT | Sale | 169,818 @ $34.06 | $5.8M | −77.3% of holding | 49,880 | Form 4 |
| 2025-03-10 | IOT | Sale | 56,606 @ $34.06 | $1.9M | −77.3% of holding | 16,627 | Form 4 |
| 2025-03-10 | IOT | Sale | 49,880 @ $34.62 | $1.7M | −100.0% of holding | 0 | Form 4 |
| 2025-03-10 | IOT | Sale | 16,627 @ $34.62 | $576K | −100.0% of holding | 0 | Form 4 |
| 2024-12-10 | IOT | Sale | 50,428 @ $45.47 | $2.3M | −66.1% of holding | 25,823 | Form 4 |
| 2024-12-10 | IOT | Sale | 26,729 @ $45.40 | $1.2M | −74.0% of holding | 9,400 | Form 4 |
| 2024-12-10 | IOT | Sale | 14,579 @ $46.48 | $678K | −56.5% of holding | 11,244 | Form 4 |
| 2024-12-10 | IOT | Sale | 11,075 @ $47.43 | $525K | −98.5% of holding | 169 | Form 4 |
| 2024-12-10 | IOT | Sale | 5,888 @ $47.51 | $280K | −96.8% of holding | 196 | Form 4 |
| 2024-12-10 | IOT | Sale | 3,316 @ $46.40 | $154K | −35.3% of holding | 6,084 | Form 4 |
| 2024-12-10 | IOT | Sale | 196 @ $48.05 | $9K | −100.0% of holding | 0 | Form 4 |
| 2024-12-10 | IOT | Sale | 169 @ $48.04 | $8K | −100.0% of holding | 0 | Form 4 |
213 award / exercise / gift records — not counted as purchases
| Date | Company | Action | Shares | Owned after | Filing |
|---|---|---|---|---|---|
| 2025-10-31 | NAVN | Conversion | 765,736 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 765,736 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 603,920 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 6,245,316 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 31,226,580 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 41,635 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 20,244,280 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 9,763,156 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 2,309,297 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 9,274 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 1,201,643 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 6,757,090 | 6,757,090 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 4,305,906 | 5,574,551 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 607,161 | 607,161 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 6,245,316 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 31,226,580 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 41,635 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 20,244,280 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 9,763,156 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 2,309,297 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 9,274 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 1,201,643 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 6,757,090 | 6,757,090 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 10,408,860 | 10,408,860 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 765,736 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 603,920 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 6,245,316 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 31,226,580 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 41,635 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 4,305,906 | 5,574,551 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 607,161 | 607,161 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 2,081,772 | 2,081,772 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 4,305,906 | 5,574,551 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 607,161 | 607,161 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 2,081,772 | 2,081,772 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 17,001 | 17,001 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 10,408,860 | 10,408,860 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 765,736 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 603,920 | 0 | Form 4 |
| 2025-10-31 | NAVN | Conversion | 6,245,316 | 0 | Form 4 |
Source: SEC Form 4 filings. Each row links to its original filing.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.