EP
NAVN icon

Essential Partners’s Navan Inc NAVN Stock Holding History

Essential Partners’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 		$2.04K Hold
97
– – ﹤0.01% 1910
2026
Q2 		$2.22K Sell
97
-24
-20% -$439 ﹤0.01% 1932
2026
Q1 		$1.6K Buy
+121
New +$1.44K ﹤0.01% 2087

Other funds holding NAVN

Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
NW
N10 Wealth Greenwich, Connecticut $348M AUM
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
NA
N10 Assets Greenwich, Connecticut $263M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
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

Essential Partners's NAVN Position: Q3 2026 in Review

Essential Partners held its Navan Inc (NAVN) position steady in Q3 2026 at 97 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Essential Partners first reported a position in NAVN in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.22K in Q2 2026. 13 funds tracked by Wall St. Rank hold NAVN as of Q3 2026.

  • Essential Partners held 97 shares of Navan Inc worth $2.04K as of Q3 2026.
  • Essential Partners left its Navan Inc share count unchanged in Q3 2026.
  • Navan Inc made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1910 holding.
  • Essential Partners first reported a position in Navan Inc in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's Navan Inc position peaked at $2.22K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Navan Inc as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.