Navan, Inc. (NAVN) — Institutional Holders, Q2 2026 (page 3)
209 institutional investment managers reported a NAVN position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 209. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
NAVN 13F holders ranked 201–209 of 209
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Physician Wealth Advisors#201 · 36 sh | 36 | $824.00 | — | 0.0% |
| 202 | Stone House Investment Management#202 · 36 sh | 36 | $823.00 | — | New |
| 203 | Strategic Blueprint#203 · 28 sh | 28 | $640.00 | — | New |
| 204 | Cornerstone Financial Management#204 · 23 sh | 23 | $526.00 | <0.01% | -34.3% |
| 205 | True Wealth Design#205 · 19 sh | 19 | $435.00 | — | New |
| 206 | SJS Investment Consulting#206 · 6 sh | 6 | $138.00 | — | New |
| 207 | JPL Wealth Management#207 · 4 sh | 4 | $92.00 | 0.00% | New |
| 208 | Clearstead Advisors#208 · 1 sh | 1 | $23.00 | 0.00% | New |
| 209 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#209 · 1,437 sh | 1,437 | — | — | -29.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.