RWM
NAVN

Rialto Wealth Management’s Navan Inc NAVN Stock Holding History

Rialto Wealth Management’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
-32
Closed -$547 – 1819
2025
Q4 		$547 Buy
+32
New +$508 ﹤0.01% 1220

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

Rialto Wealth Management's NAVN Position: Q1 2026 in Review

Rialto Wealth Management sold out of Navan Inc (NAVN) in Q1 2026, closing a stake of 32 shares — an estimated $547 sold.

Rialto Wealth Management first reported a position in NAVN in Q4 2025 and held it in 1 quarter. The position peaked at $547 in Q4 2025. 148 funds tracked by Wall St. Rank hold NAVN as of Q1 2026.

  • Rialto Wealth Management reported no remaining Navan Inc position as of Q1 2026 after selling out during the quarter.
  • Rialto Wealth Management sold 32 Navan Inc shares in Q1 2026, an estimated $547.
  • Rialto Wealth Management first reported a position in Navan Inc in Q4 2025 and held it in 1 quarter.
  • Rialto Wealth Management's Navan Inc position peaked at $547 in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Navan Inc as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.