LPL Financial
NAVN

LPL Financial’s Navan Inc NAVN Stock Holding History

LPL Financial’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 		$624K Sell
47,100
-400
-0.8% -$4.75K ﹤0.01% 4565
2025
Q4 		$811K Buy
+47,500
New +$755K ﹤0.01% 4276

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

LPL Financial's NAVN Position: Q1 2026 in Review

LPL Financial reduced its Navan Inc (NAVN) stake by 0.84% in Q1 2026, selling an estimated $4.75K and leaving 47,100 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #4565.

LPL Financial first reported a position in NAVN in Q4 2025 and has held it in 2 quarters since. The position peaked at $811K in Q4 2025. 148 funds tracked by Wall St. Rank hold NAVN as of Q1 2026.

  • LPL Financial held 47,100 shares of Navan Inc worth $624K as of Q1 2026.
  • LPL Financial sold 400 Navan Inc shares in Q1 2026, an estimated $4.75K.
  • Navan Inc made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4565 holding.
  • LPL Financial first reported a position in Navan Inc in Q4 2025 and has held it in 2 quarters since.
  • LPL Financial's Navan Inc position peaked at $811K in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Navan Inc as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.