PB INVESTMENT PARTNERS, L.P.

Position in NAVN — Navan, Inc.

CIK 1910391 BURLINGAME, CA

Position in NAVN

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,618,788

+$3,471,553 QoQ

Shares Held

376,860

-3.1% QoQ

Ownership

0.148%

of shares outstanding

% of Portfolio

5.74%

of 13F equity value

Holder Rank

#48

of 204 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

PB INVESTMENT PARTNERS, L.P. holds $26,426,574 across 3 Software - Application names. NAVN ranks #2 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NICE	NICE Ltd.	124,232	$11,286,477
2	NAVN	Navan, Inc. This page	376,860	$8,618,788
3	WLTH	Wealthfront Corp	729,453	$6,521,309

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,618,788	376,860	-3.1%	Shares	Sole	2026-08-14
2026-03-31	$5,147,235	388,764	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.