SPW
NAVN

Sonoma Private Wealth’s Navan Inc NAVN Stock Holding History

Sonoma Private Wealth’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 		$3.35M Buy
+146,296
New +$2.68M 3.59% 6

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

Sonoma Private Wealth's NAVN Position: Q2 2026 in Review

Sonoma Private Wealth opened a new position in Navan Inc (NAVN) in Q2 2026: 146,296 shares worth $3.35M. The stake represents 3.59% of the portfolio and ranks #6 among its holdings.

208 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • Sonoma Private Wealth held 146,296 shares of Navan Inc worth $3.35M as of Q2 2026.
  • Navan Inc was a new Sonoma Private Wealth position in Q2 2026.
  • Navan Inc made up 3.59% of Sonoma Private Wealth's portfolio in Q2 2026, its #6 holding.
  • 208 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.