Position in NAVN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,176,547
New position
Shares Held
617,564
first reported quarter
Ownership
0.243%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $157,671,041 across 44 Software - Application names. NAVN ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
129,326 | $24,141,284 | |
| 2 | NOW |
ServiceNow, Inc.
|
204,654 | $21,396,575 | |
| 3 | INTU |
Intuit Inc.
|
37,206 | $16,087,130 | |
| 4 | UBER |
Uber Technologies, Inc
|
188,189 | $13,536,434 | |
| 5 | SNOW |
Snowflake Inc.
|
70,436 | $10,623,157 | |
| 6 | ADP |
Automatic Data Processing Inc
|
44,849 | $9,112,419 | |
| 7 | ROP |
Roper Technologies Inc
|
23,199 | $8,209,198 | |
| 8 | NAVN |
Navan, Inc.
This page
|
617,564 | $8,176,547 |
All Filings in NAVN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,176,547 | 617,564 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||