CFM
NAVN

Cornerstone Financial Management’s Navan Inc NAVN Stock Holding History

Cornerstone Financial 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
Q2 		$526 Sell
23
-12
-34% -$220 ﹤0.01% 1356
2026
Q1 		$463 Buy
+35
New +$416 ﹤0.01% 1240

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

Cornerstone Financial Management's NAVN Position: Q2 2026 in Review

Cornerstone Financial Management reduced its Navan Inc (NAVN) stake by 34% in Q2 2026, selling an estimated $220 and leaving 23 shares worth $526. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Cornerstone Financial Management first reported a position in NAVN in Q1 2026 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • Cornerstone Financial Management held 23 shares of Navan Inc worth $526 as of Q2 2026.
  • Cornerstone Financial Management sold 12 Navan Inc shares in Q2 2026, an estimated $220.
  • Navan Inc made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1356 holding.
  • Cornerstone Financial Management first reported a position in Navan Inc in Q1 2026 and has held it in 2 quarters since.
  • 208 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.