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
Q2 		$74.9M Sell
3,276,813
-1,966,632
-38% -$36M 0.01% 618
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 $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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group's NAVN Position: Q2 2026 in Review

Wellington Management Group reduced its Navan Inc (NAVN) stake by 38% in Q2 2026, selling an estimated $36M and leaving 3,276,813 shares worth $74.9M. The position accounts for 0.01% of the portfolio, ranked #618.

Wellington Management Group first reported a position in NAVN in Q4 2025 and has held it in 3 quarters since. The position peaked at $94.9M in Q4 2025. 208 funds tracked by Wall St. Rank hold NAVN as of Q2 2026.

  • Wellington Management Group held 3,276,813 shares of Navan Inc worth $74.9M as of Q2 2026.
  • Wellington Management Group sold 1,966,632 Navan Inc shares in Q2 2026, an estimated $36M.
  • Navan Inc made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #618 holding.
  • Wellington Management Group first reported a position in Navan Inc in Q4 2025 and has held it in 3 quarters since.
  • Wellington Management Group's Navan Inc position peaked at $94.9M in Q4 2025.
  • 208 funds tracked by Wall St. Rank held Navan Inc as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.