CAM
NAVN

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
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 $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

Cresset Asset Management's NAVN Position: Q1 2026 in Review

Cresset Asset Management increased its Navan Inc (NAVN) stake by 33% in Q1 2026, buying an estimated $59.4K and bringing the position to 20,005 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Cresset Asset Management first reported a position in NAVN in Q4 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold NAVN as of Q1 2026.

  • Cresset Asset Management held 20,005 shares of Navan Inc worth $265K as of Q1 2026.
  • Cresset Asset Management bought 5,000 Navan Inc shares in Q1 2026, an estimated $59.4K.
  • Navan Inc made up ﹤0.01% of Cresset Asset Management's portfolio in Q1 2026, its #1330 holding.
  • Cresset Asset Management first reported a position in Navan Inc in Q4 2025 and has held it in 2 quarters since.
  • 148 funds tracked by Wall St. Rank held Navan Inc as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.