Marc Stad’s Navan Inc NAVN Stock Holding History

Marc Stad’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	–	Sell	-2,095,507	Closed	-$35.8M	–	27
2025 Q4	$35.8M	Buy	+2,095,507	New	+$33.3M	0.78%	20

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

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Cosmic Management West Hollywood, California $382M AUM

NTIC

Napean Trading & Investment Company Singapore $291M AUM 61.93% 1-Year Est. Return

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Marc Stad's NAVN Position: Q1 2026 in Review

Marc Stad sold out of Navan Inc (NAVN) in Q1 2026, closing a stake of 2,095,507 shares — an estimated $35.8M sold.

Marc Stad first reported a position in NAVN in Q4 2025 and held it in 1 quarter. The position peaked at $35.8M in Q4 2025. 148 funds tracked by Wall St. Rank hold NAVN as of Q1 2026.

Marc Stad reported no remaining Navan Inc position as of Q1 2026 after selling out during the quarter.
Marc Stad sold 2,095,507 Navan Inc shares in Q1 2026, an estimated $35.8M.
Marc Stad first reported a position in Navan Inc in Q4 2025 and held it in 1 quarter.
Marc Stad's Navan Inc position peaked at $35.8M in Q4 2025.
148 funds tracked by Wall St. Rank held Navan Inc as of Q1 2026.

Based on Dragoneer Investment Group's 13F filing for Q1 2026, filed 15 May 2026.