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Navan Inc Cl A shares owned by UMA Financial Services

Quarter-by-quarter ownership of Navan Inc Cl A shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Navan Inc Cl A

Tip: Access up to 7 years of quarterly data

All positions including Navan Inc Cl A held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Navan Inc Cl A by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $614 36 17.08

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Navan Inc Cl A

Vanguard Group
Jennison Associates
UBS Group
Teacher Retirement System Of Texas
Lunate Capital
IMC-Chicago
SG Americas Securities
Universal- Beteiligungs- und Servicegesellschaft mbH
OVERSEA-CHINESE BANKING Corp
Teachers Retirement System Of The State Of Kentucky
FNY Investment Advisers
OTR - Nominee Name for The State Teachers Retirement Board of Ohio
Efficient Wealth Management
UMA Financial Services
North Star Investment Management

View all funds holding Navan Inc Cl A