UCFA
NAVN

United Capital Financial Advisors’s Navan Inc NAVN Stock Holding History

United Capital Financial Advisors’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 		$8.18M Buy
+617,564
New +$7.33M 0.05% 267

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
CM
Cosmic Management West Hollywood, California $229M AUM
NTIC
Napean Trading & Investment Company Singapore $233M AUM 51.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

United Capital Financial Advisors's NAVN Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Navan Inc (NAVN) in Q1 2026: 617,564 shares worth $8.18M. The stake represents 0.05% of the portfolio and ranks #267 among its holdings.

148 funds tracked by Wall St. Rank hold NAVN as of Q1 2026.

  • United Capital Financial Advisors held 617,564 shares of Navan Inc worth $8.18M as of Q1 2026.
  • Navan Inc was a new United Capital Financial Advisors position in Q1 2026.
  • Navan Inc made up 0.05% of United Capital Financial Advisors's portfolio in Q1 2026, its #267 holding.
  • 148 funds tracked by Wall St. Rank held Navan Inc as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.