AF
NAVN

Allworth Financial’s Navan Inc NAVN Stock Holding History

Allworth Financial’s Portfolio NAVN Stock Details NAVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.51K Buy
+265
New +$3.15K ﹤0.01% 4146

Other funds holding NAVN

LMC
Lightspeed Management Company Menlo Park, California $988M AUM 7.5% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $1.29B AUM 26.81% 1-Year Est. Return
GCP
Greenoaks Capital Partners Orinda, California $2.3B AUM 19.87% 1-Year Est. Return
CM
Cosmic Management West Hollywood, California $229M AUM
NTIC
Napean Trading & Investment Company Singapore $233M AUM 51.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Allworth Financial's NAVN Position: Q1 2026 in Review

Allworth Financial opened a new position in Navan Inc (NAVN) in Q1 2026: 265 shares worth $3.51K. The stake represents ﹤0.01% of the portfolio and ranks #4146 among its holdings.

148 funds tracked by Wall St. Rank hold NAVN as of Q1 2026.

  • Allworth Financial held 265 shares of Navan Inc worth $3.51K as of Q1 2026.
  • Navan Inc was a new Allworth Financial position in Q1 2026.
  • Navan Inc made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4146 holding.
  • 148 funds tracked by Wall St. Rank held Navan Inc as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.