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 Q2	–	Sell	-47,100	Closed	-$624K	–	6389
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 $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

Cosmic Management West Hollywood, California $382M AUM

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

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LPL Financial's NAVN Position: Q2 2026 in Review

LPL Financial sold out of Navan Inc (NAVN) in Q2 2026, closing a stake of 47,100 shares — an estimated $624K sold.

LPL Financial first reported a position in NAVN in Q4 2025 and held it in 2 quarters. The position peaked at $811K in Q4 2025. 207 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

LPL Financial reported no remaining Navan Inc position as of Q2 2026 after selling out during the quarter.
LPL Financial sold 47,100 Navan Inc shares in Q2 2026, an estimated $624K.
LPL Financial first reported a position in Navan Inc in Q4 2025 and held it in 2 quarters.
LPL Financial's Navan Inc position peaked at $811K in Q4 2025.
207 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.