CAM
NAVN icon

Congress Asset Management’s Navan Inc NAVN Stock Holding History

Congress Asset Management’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
Q3 		$336K Hold
16,000
– – ﹤0.01% 368
2026
Q2 		$366K Buy
+16,000
New +$293K ﹤0.01% 347

Other funds holding NAVN

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
NW
N10 Wealth Greenwich, Connecticut $348M AUM
NA
N10 Assets Greenwich, Connecticut $263M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Congress Asset Management's NAVN Position: Q3 2026 in Review

Congress Asset Management held its Navan Inc (NAVN) position steady in Q3 2026 at 16,000 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Congress Asset Management first reported a position in NAVN in Q2 2026 and has held it in 2 quarters since. The position peaked at $366K in Q2 2026. 12 funds tracked by Wall St. Rank hold NAVN as of Q3 2026.

  • Congress Asset Management held 16,000 shares of Navan Inc worth $336K as of Q3 2026.
  • Congress Asset Management left its Navan Inc share count unchanged in Q3 2026.
  • Navan Inc made up ﹤0.01% of Congress Asset Management's portfolio in Q3 2026, its #368 holding.
  • Congress Asset Management first reported a position in Navan Inc in Q2 2026 and has held it in 2 quarters since.
  • Congress Asset Management's Navan Inc position peaked at $366K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held Navan Inc as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.