CAM
NAVN icon

Cresset Asset Management’s Navan Inc NAVN Stock Holding History

Cresset 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
Q2 		– Sell
-20,005
Closed -$265K – 1865
2026
Q1 		$265K Buy
20,005
+5,000
+33% +$59.4K ﹤0.01% 1330
2025
Q4 		$256K Buy
+15,005
New +$238K ﹤0.01% 1377

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

Cresset Asset Management's NAVN Position: Q2 2026 in Review

Cresset Asset Management sold out of Navan Inc (NAVN) in Q2 2026, closing a stake of 20,005 shares — an estimated $265K sold.

Cresset Asset Management first reported a position in NAVN in Q4 2025 and held it in 2 quarters. The position peaked at $265K in Q1 2026. 207 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • Cresset Asset Management reported no remaining Navan Inc position as of Q2 2026 after selling out during the quarter.
  • Cresset Asset Management sold 20,005 Navan Inc shares in Q2 2026, an estimated $265K.
  • Cresset Asset Management first reported a position in Navan Inc in Q4 2025 and held it in 2 quarters.
  • Cresset Asset Management's Navan Inc position peaked at $265K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.