UBS AM’s Navan Inc NAVN Stock Holding History

UBS AM’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	$1.24K	Sell	54 -66,000	-100%	-$1.21M	﹤0.01%	3597
2026 Q1	$875K	Buy	+66,054	New	+$784K	﹤0.01%	2389

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

Cosmic Management West Hollywood, California $382M AUM

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

BIT Capital Berlin, Germany $3.38B AUM 214.12% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

UBS AM's NAVN Position: Q2 2026 in Review

UBS AM reduced its Navan Inc (NAVN) stake by 100% in Q2 2026, selling an estimated $1.21M and leaving 54 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #3597.

UBS AM first reported a position in NAVN in Q1 2026 and has held it in 2 quarters since. The position peaked at $875K in Q1 2026. 208 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

UBS AM held 54 shares of Navan Inc worth $1.24K as of Q2 2026.
UBS AM sold 66,000 Navan Inc shares in Q2 2026, an estimated $1.21M.
Navan Inc made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3597 holding.
UBS AM first reported a position in Navan Inc in Q1 2026 and has held it in 2 quarters since.
UBS AM's Navan Inc position peaked at $875K in Q1 2026.
208 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.