IA
NAVN

IFP Advisors’s Navan Inc NAVN Stock Holding History

IFP Advisors’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 		$9.51K Sell
416
-1,450
-78% -$26.5K ﹤0.01% 3429
2026
Q1 		$24.7K Buy
+1,866
New +$22.2K ﹤0.01% 2671

Other funds holding NAVN

Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RA
Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
LC
Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates $196M AUM 84.21% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
P8IP
Pier 88 Investment Partners San Francisco, California $421M AUM 14.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

IFP Advisors's NAVN Position: Q2 2026 in Review

IFP Advisors reduced its Navan Inc (NAVN) stake by 78% in Q2 2026, selling an estimated $26.5K and leaving 416 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #3429.

IFP Advisors first reported a position in NAVN in Q1 2026 and has held it in 2 quarters since. The position peaked at $24.7K in Q1 2026. 37 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • IFP Advisors held 416 shares of Navan Inc worth $9.51K as of Q2 2026.
  • IFP Advisors sold 1,450 Navan Inc shares in Q2 2026, an estimated $26.5K.
  • Navan Inc made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3429 holding.
  • IFP Advisors first reported a position in Navan Inc in Q1 2026 and has held it in 2 quarters since.
  • IFP Advisors's Navan Inc position peaked at $24.7K in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.