Position in NAVN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$369,647
New position
Shares Held
16,163
first reported quarter
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#140
of 208 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Application
Technology · as of Jun 30, 2026Coastal Bridge Advisors, LLC holds $9,966,932 across 9 Software - Application names. NAVN ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,476 | $2,111,150 | |
| 2 | INTU |
Intuit Inc.
|
7,422 | $1,937,142 | |
| 3 | QNT |
Quantinuum Inc.
|
22,180 | $1,812,993 | |
| 4 | ADP |
Automatic Data Processing Inc
|
7,992 | $1,789,808 | |
| 5 | PAYX |
Paychex Inc
|
9,013 | $886,248 | |
| 6 | UBER |
Uber Technologies, Inc
|
8,749 | $631,327 | |
| 7 | NAVN |
Navan, Inc.
This page
|
16,163 | $369,647 | |
| 8 | WDAY |
Workday, Inc.
|
2,967 | $363,220 |
All Filings in NAVN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,647 | 16,163 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||