Position in NOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,410,868
+$125,113 QoQ
Shares Held
14,211
+15.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,040
of 2,203 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $8,528,768 across 10 Software - Application names. NOW ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
20,640 | $1,489,382 | |
| 2 | ADBE |
Adobe Inc.
|
6,947 | $1,424,273 | |
| 3 | NOW |
ServiceNow, Inc.
This page
|
14,211 | $1,410,868 | |
| 4 | CRM |
Salesforce, Inc.
|
8,751 | $1,370,931 | |
| 5 | WK |
Workiva Inc
|
16,640 | $807,206 | |
| 6 | INTU |
Intuit Inc.
|
2,498 | $651,978 | |
| 7 | ADP |
Automatic Data Processing Inc
|
2,743 | $614,294 | |
| 8 | PAYX |
Paychex Inc
|
2,852 | $280,437 |
All Filings in NOW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,410,868 | 14,211 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,285,755 | 12,298 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,263,051 | 8,245 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,357,413 | 1,475 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,062,006 | 1,033 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $753,148 | 946 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $943,506 | 890 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $783,485 | 876 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,269,685 | 1,614 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,300,654 | 1,706 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,107,069 | 1,567 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $741,739 | 1,327 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $810,922 | 1,443 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $680,350 | 1,464 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $659,282 | 1,698 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $638,916 | 1,692 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $781,279 | 1,643 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $608,123 | 1,092 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $667,934 | 1,029 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $624,759 | 1,004 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $490,748 | 893 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $269,059 | 538 | Shares | Sole | 2021-05-06 | |
| 2020-09-30 | $565,510 | 1,166 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $470,274 | 1,161 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $336,731 | 1,175 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||