# EDGAR Filing Document

**Accession Number:** 0001753516
**File Stem:** 0001753516-25-000005
**Filing Date:** 2025-10
**Character Count:** 6817
**Document Hash:** 4c12505db4b83c0a2f0dabd1cfb48a06
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001753516-25-000005.hdr.sgml**: 20251029

**ACCESSION NUMBER**: 0001753516-25-000005

**CONFORMED SUBMISSION TYPE**: 3

**PUBLIC DOCUMENT COUNT**: 1

**CONFORMED PERIOD OF REPORT**: 20251029

**FILED AS OF DATE**: 20251029

**DATE AS OF CHANGE**: 20251029

**REPORTING-OWNER**: 

**OWNER DATA:**
- **COMPANY CONFORMED NAME:** Kaveripatnam Sandesh
- **CENTRAL INDEX KEY:** 0001753516

**ORGANIZATION NAME:**

**FILING VALUES:**
- **FORM TYPE:** 3
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42922
- **FILM NUMBER:** 251431869

**MAIL ADDRESS:**
- **STREET 1:** 50 HAWTHORNE STREET
- **CITY:** SAN FRANCISCO
- **STATE:** CA
- **ZIP:** 94107
**ISSUER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Navan, Inc.
- **CENTRAL INDEX KEY:** 0001639723
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-PREPACKAGED SOFTWARE [7372]
- **ORGANIZATION NAME:** 06 Technology
- **EIN:** 473424780
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 0131

**BUSINESS ADDRESS:**
- **STREET 1:** 3045 PARK BOULEVARD
- **CITY:** PALO ALTO
- **STATE:** CA
- **ZIP:** 94306
- **BUSINESS PHONE:** 650-988-8500

**MAIL ADDRESS:**
- **STREET 1:** 3045 PARK BOULEVARD
- **CITY:** PALO ALTO
- **STATE:** CA
- **ZIP:** 94306

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** TripActions, Inc.
- **DATE OF NAME CHANGE:** 20150415

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM 3

### INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

[ ] Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

---

| | | |
|:---|:---|:---|
| **1. Name and Address of Reporting Person**<sup>*</sup><br>Kaveripatnam Sandesh<br><sub>(Last) (First) (Middle)</sub><br>C/O NAVAN, INC.<br>3045 PARK BOULEVARD<br><sub>(Street)</sub><br>PALO ALTO, CA 94306<br><sub>(City) (State) (Zip)</sub> | **3. Issuer Name and Ticker or Trading Symbol**<br>Navan, Inc. [ NAVN ] | **5. If Amendment, Date of Original Filed (Month/Day/Year)**<br>  |
| **2. Date of Event Requiring Statement (Month/Day/Year)**<br>2025-10-29 | **4. Relationship of Reporting Person(s) to Issuer**<br>(Check all applicable)<br>[X] Director   [ ] 10% Owner<br>[ ] Officer (give title below)   [ ] Other (specify below)<br>_ _ | **6. Individual or Joint/Group Filing (Check Applicable Line)**<br>[X] Form filed by One Reporting Person<br>[ ] Form filed by More than One Reporting Person |

---

## Table I - Non-Derivative Securities Beneficially Owned

---

|  |  |  |  |
| --- | --- | --- | --- |
| 1. Title of Security | 2. Amount of Securities Beneficially Owned | 3. Ownership Form | 4. Nature of Indirect Beneficial Ownership |

---

## Table II - Derivative Securities Beneficially Owned

---

|  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 1. Title of Derivative Security | 2. Date Exercisable and Expiration Date (Month/Day/Year) | 2. Date Exercisable and Expiration Date (Month/Day/Year) | 3. Title and Amount of Underlying Securities | 3. Title and Amount of Underlying Securities | 4. Conversion or Exercise Price | 5. Ownership Form | 6. Nature of Indirect Beneficial Ownership |
| 1. Title of Derivative Security | Date Exercisable | Expiration Date | Title | Amount or Number of Shares | 4. Conversion or Exercise Price | 5. Ownership Form | 6. Nature of Indirect Beneficial Ownership |
| Series G Preferred Stock | <sup>(1)</sup> | <sup>(1)</sup> | Class A Common Stock | 2705707 | <sup>(1)</sup> | I | By PI Opportunities Fund II<sup>(2)</sup> |
| Simple Agreement for Future Equity | <sup>(3)</sup> | <sup>(3)</sup> | Class A Common Stock | 5089572 | <sup>(3)</sup> | I | By Napean Trading and Investment Company (Singapore) PTE. LTC.<sup>(4)</sup> |
| Simple Agreement for Future Equity | <sup>(5)</sup> | <sup>(5)</sup> | Class A Common Stock | 30537 | <sup>(5)</sup> | D |  |
| Warrant (Right to Buy) | <sup>(6)</sup> | <sup>(6)</sup> | Class A Common Stock | 784685 | $0.03 | I | By Napean Trading and Investment Company (Singapore) PTE. LTC.<sup>(4)</sup> |
| Warrant (Right to Buy) | <sup>(6)</sup> | <sup>(6)</sup> | Class A Common Stock | 4708 | $0.03 | D |  |

---

### Footnotes:

(1) The Series G Preferred Stock is convertible into Class A Common Stock on a ratio dependent on the public offering price of the Class A Common Stock in the Issuer's initial public offering (the "IPO") and has no expiration date. Upon the closing of the IPO, all shares of Series G Preferred Stock will be converted into shares of Class A Common Stock of the Issuer.

(2) These securities are held by PI Opportunities Fund II ("PI Fund II"), a fund within the Premji Invest Group ("PI"). The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by PI Fund II except to the extent of his pecuniary interest, if any, therein.

(3) This Simple Agreement for Future Equity in the principal amount of $100,000,000, plus accrued interest thereon in the aggregate amount of $8,153,424.66, will automatically convert into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and has no expiration date.

(4) These securities are held by Napean Trading and Investment Company (Singapore) Pte Ltd ("Napean Singapore"), an entity within PI. The Reporting Person is employed by PI International Holdings LLC, an entity within PI, and is a managing partner within PI. The Reporting Person disclaims beneficial ownership of the securities held by Napean Singapore except to the extent of his pecuniary interest, if any, therein.

(5) This Simple Agreement for Future Equity in the principal amount of $600,000, plus accrued interest thereon in the aggregate amount of $48,920.55, will automatically convert into shares of Class A Common Stock at $21.25 per share upon the closing of the IPO and has no expiration date.

(6) The holder of these warrants has irrevocably committed to exercise the warrants upon the closing of the IPO.

**Signature:** /s/ Sandesh Patnam  
**Date:** 2025-10-29

### Remarks:

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.

* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).

** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.

**Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.**