Charles Schwab
NAVN

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
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 $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

Charles Schwab's NAVN Position: Q1 2026 in Review

Charles Schwab increased its Navan Inc (NAVN) stake by 8.5% in Q1 2026, buying an estimated $322K and bringing the position to 345,566 shares worth $4.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

Charles Schwab first reported a position in NAVN in Q4 2025 and has held it in 2 quarters since. The position peaked at $5.44M in Q4 2025. 148 funds tracked by Wall St. Rank hold NAVN as of Q1 2026.

  • Charles Schwab held 345,566 shares of Navan Inc worth $4.58M as of Q1 2026.
  • Charles Schwab bought 27,076 Navan Inc shares in Q1 2026, an estimated $322K.
  • Navan Inc made up ﹤0.01% of Charles Schwab's portfolio in Q1 2026, its #2442 holding.
  • Charles Schwab first reported a position in Navan Inc in Q4 2025 and has held it in 2 quarters since.
  • Charles Schwab's Navan Inc position peaked at $5.44M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Navan Inc as of Q1 2026.

Based on Charles Schwab's 13F filing for Q1 2026, filed 15 May 2026.