Position in NOW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$54,888
-$172,599 QoQ
Shares Held
525
-64.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $38,758,908 across 14 Software - Application names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTAN |
ServiceTitan, Inc.
|
135,580 | $9,586,861 | |
| 2 | NAVN |
Navan, Inc.
|
337,640 | $7,721,826 | |
| 3 | DAVE |
Dave Inc./DE
|
17,672 | $6,584,410 | |
| 4 | AGYS |
Agilysys Inc
|
62,440 | $6,524,980 | |
| 5 | CHYM |
Chime Financial, Inc.
|
164,890 | $3,376,947 | |
| 6 | ADSK |
Autodesk, Inc.
|
12,000 | $2,333,040 | |
| 7 | FICO |
Fair Isaac Corp
|
1,292 | $1,543,655 | |
| 8 | WDAY |
Workday, Inc.
|
6,493 | $794,873 |
All Filings in NOW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $54,888 | 525 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $227,487 | 1,485 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $273,323 | 297 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $305,339 | 297 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $130,566 | 164 | Shares | Sole | 2025-06-05 | |
| 2024-12-31 | $173,859 | 164 | Shares | Sole | 2025-06-05 | |
| 2024-09-30 | $146,679 | 164 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $129,013 | 164 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $125,033 | 164 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $115,864 | 164 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $91,669 | 164 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $92,163 | 164 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $76,214 | 164 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||