UBS Group
NAVN

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
Q2 		$24M Sell
1,049,955
-438,231
-29% -$8.02M ﹤0.01% 2493
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 $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

UBS Group's NAVN Position: Q2 2026 in Review

UBS Group reduced its Navan Inc (NAVN) stake by 29% in Q2 2026, selling an estimated $8.02M and leaving 1,049,955 shares worth $24M. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

UBS Group first reported a position in NAVN in Q4 2025 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • UBS Group held 1,049,955 shares of Navan Inc worth $24M as of Q2 2026.
  • UBS Group sold 438,231 Navan Inc shares in Q2 2026, an estimated $8.02M.
  • Navan Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2493 holding.
  • UBS Group first reported a position in Navan Inc in Q4 2025 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

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