Sonoma Private Wealth LLC

Position in NAVN — Navan, Inc.

CIK 1965757 San Francisco, CA

Position in NAVN

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

Position Value

$3,345,789

New position

Shares Held

146,296

first reported quarter

Ownership

0.058%

of shares outstanding

% of Portfolio

6.70%

of 13F equity value

Holder Rank

#72

of 204 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sonoma Private Wealth LLC holds $5,054,587 across 3 Software - Application names. NAVN ranks #1 (66.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NAVN	Navan, Inc. This page	146,296	$3,345,789
2	DDOG	Datadog, Inc.	5,214	$1,357,517
3	PCOR	Procore Technologies, Inc.	8,648	$351,281

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,345,789	146,296	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.