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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
Q2 		$8.26K Buy
361
+96
+36% +$1.76K ﹤0.01% 3836
2026
Q1 		$3.51K Buy
+265
New +$3.15K ﹤0.01% 4146

Other funds holding NAVN

LMC
Lightspeed Management Company Menlo Park, California $2.4B AUM 7.07% 1-Year Est. Return
ACM
AH Capital Management Menlo Park, California $14.2B AUM 20.01% 1-Year Est. Return
CM
Cosmic Management West Hollywood, California $382M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NTIC
Napean Trading & Investment Company Singapore $291M AUM 61.93% 1-Year Est. Return
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Allworth Financial's NAVN Position: Q2 2026 in Review

Allworth Financial increased its Navan Inc (NAVN) stake by 36% in Q2 2026, buying an estimated $1.76K and bringing the position to 361 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #3836.

Allworth Financial first reported a position in NAVN in Q1 2026 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • Allworth Financial held 361 shares of Navan Inc worth $8.26K as of Q2 2026.
  • Allworth Financial bought 96 Navan Inc shares in Q2 2026, an estimated $1.76K.
  • Navan Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3836 holding.
  • Allworth Financial first reported a position in Navan Inc in Q1 2026 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.