Charles Schwab
NAVN icon

Charles Schwab’s Navan Inc NAVN Stock Holding History

Charles Schwab’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 		$11.8M Buy
516,057
+170,491
+49% +$3.12M ﹤0.01% 2078
2026
Q1 		$4.58M Buy
345,566
+27,076
+9% +$322K ﹤0.01% 2442
2025
Q4 		$5.44M Buy
+318,490
New +$5.06M ﹤0.01% 2409

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

Charles Schwab's NAVN Position: Q2 2026 in Review

Charles Schwab increased its Navan Inc (NAVN) stake by 49% in Q2 2026, buying an estimated $3.12M and bringing the position to 516,057 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Charles Schwab first reported a position in NAVN in Q4 2025 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • Charles Schwab held 516,057 shares of Navan Inc worth $11.8M as of Q2 2026.
  • Charles Schwab bought 170,491 Navan Inc shares in Q2 2026, an estimated $3.12M.
  • Navan Inc made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2078 holding.
  • Charles Schwab first reported a position in Navan Inc in Q4 2025 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.