Wellington Management Group
NAVN

Wellington Management Group’s Navan Inc NAVN Stock Holding History

Wellington Management 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 		$69.4M Sell
5,243,445
-312,626
-6% -$3.71M 0.01% 633
2025
Q4 		$94.9M Buy
+5,556,071
New +$88.3M 0.02% 561

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
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
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Wellington Management Group's NAVN Position: Q1 2026 in Review

Wellington Management Group reduced its Navan Inc (NAVN) stake by 5.6% in Q1 2026, selling an estimated $3.71M and leaving 5,243,445 shares worth $69.4M. The position accounts for 0.01% of the portfolio, ranked #633.

Wellington Management Group first reported a position in NAVN in Q4 2025 and has held it in 2 quarters since. The position peaked at $94.9M in Q4 2025. 148 funds tracked by Wall St. Rank hold NAVN as of Q1 2026.

  • Wellington Management Group held 5,243,445 shares of Navan Inc worth $69.4M as of Q1 2026.
  • Wellington Management Group sold 312,626 Navan Inc shares in Q1 2026, an estimated $3.71M.
  • Navan Inc made up 0.01% of Wellington Management Group's portfolio in Q1 2026, its #633 holding.
  • Wellington Management Group first reported a position in Navan Inc in Q4 2025 and has held it in 2 quarters since.
  • Wellington Management Group's Navan Inc position peaked at $94.9M in Q4 2025.
  • 148 funds tracked by Wall St. Rank held Navan Inc as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.