Raymond James Financial
NAVN

Raymond James Financial’s Navan Inc NAVN Stock Holding History

Raymond James 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 		$546K Sell
23,882
-11,858
-33% -$217K ﹤0.01% 4442
2026
Q1 		$473K Buy
+35,740
New +$424K ﹤0.01% 4388

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
CM
Cosmic Management West Hollywood, California $382M AUM
BlackRock
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
BC
BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Raymond James Financial's NAVN Position: Q2 2026 in Review

Raymond James Financial reduced its Navan Inc (NAVN) stake by 33% in Q2 2026, selling an estimated $217K and leaving 23,882 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #4442.

Raymond James Financial first reported a position in NAVN in Q1 2026 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • Raymond James Financial held 23,882 shares of Navan Inc worth $546K as of Q2 2026.
  • Raymond James Financial sold 11,858 Navan Inc shares in Q2 2026, an estimated $217K.
  • Navan Inc made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4442 holding.
  • Raymond James Financial first reported a position in Navan Inc in Q1 2026 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.