UBS Group’s Navan Inc NAVN Stock Holding History

UBS Group’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	$19.7M	Buy	1,488,186 +953,943	+179%	+$11.3M	﹤0.01%	2604
2025 Q4	$9.12M	Buy	+534,243	New	+$8.49M	﹤0.01%	3389

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

Cosmic Management West Hollywood, California $229M AUM

NTIC

Napean Trading & Investment Company Singapore $233M AUM 51.82% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

UBS Group's NAVN Position: Q1 2026 in Review

UBS Group increased its Navan Inc (NAVN) stake by 179% in Q1 2026, buying an estimated $11.3M and bringing the position to 1,488,186 shares worth $19.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2604.

UBS Group first reported a position in NAVN in Q4 2025 and has held it in 2 quarters since. 148 funds tracked by Wall St. Rank hold NAVN as of Q1 2026.

UBS Group held 1,488,186 shares of Navan Inc worth $19.7M as of Q1 2026.
UBS Group bought 953,943 Navan Inc shares in Q1 2026, an estimated $11.3M.
Navan Inc made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2604 holding.
UBS Group first reported a position in Navan Inc in Q4 2025 and has held it in 2 quarters since.
148 funds tracked by Wall St. Rank held Navan Inc as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.