RIL
NAVN

Rothschild Investment LLC’s Navan Inc NAVN Stock Holding History

Rothschild Investment LLC’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 		$1.74K Buy
76
+4
+6% +$73 ﹤0.01% 2810
2026
Q1 		$953 Buy
+72
New +$855 ﹤0.01% 2892

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

Rothschild Investment LLC's NAVN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Navan Inc (NAVN) stake by 5.6% in Q2 2026, buying an estimated $73 and bringing the position to 76 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #2810.

Rothschild Investment LLC 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.

  • Rothschild Investment LLC held 76 shares of Navan Inc worth $1.74K as of Q2 2026.
  • Rothschild Investment LLC bought 4 Navan Inc shares in Q2 2026, an estimated $73.
  • Navan Inc made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2810 holding.
  • Rothschild Investment LLC 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 Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.