Position in NOW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$43,986,500
-$21,738,334 QoQ
Shares Held
443,055
-29.5% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#208
of 2,207 holders
Holding Since
Mar 2020
26 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, 2026Allen Investment Management, LLC holds $168,862,999 across 8 Software - Application names. NOW ranks #3 (26.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
519,490 | $59,315,368 | |
| 2 | SNOW |
Snowflake Inc.
|
191,020 | $48,614,590 | |
| 3 | NOW |
ServiceNow, Inc.
This page
|
443,055 | $43,986,500 | |
| 4 | WDAY |
Workday, Inc.
|
61,533 | $7,532,869 | |
| 5 | UBER |
Uber Technologies, Inc
|
70,031 | $5,053,436 | |
| 6 | CRM |
Salesforce, Inc.
|
25,052 | $3,924,646 | |
| 7 | YOU |
Clear Secure, Inc.
|
4,000 | $222,920 | |
| 8 | FICO |
Fair Isaac Corp
|
178 | $212,670 |
All Filings in NOW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,986,500 | 443,055 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $65,724,834 | 628,645 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $121,156,745 | 790,892 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $121,883,723 | 132,442 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $153,531,411 | 149,338 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $119,026,910 | 149,505 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $148,590,659 | 140,164 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $116,711,634 | 130,493 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $97,892,428 | 124,439 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $92,225,240 | 120,967 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $80,649,365 | 114,155 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $63,211,668 | 113,088 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $67,084,044 | 119,373 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $55,284,485 | 118,963 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $45,669,482 | 117,623 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $44,451,116 | 117,717 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $56,127,052 | 118,033 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $65,607,767 | 117,811 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $77,105,180 | 118,786 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $74,501,898 | 119,726 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $76,806,756 | 139,763 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $69,894,373 | 139,758 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $76,341,888 | 138,695 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $67,296,175 | 138,755 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $69,502,625 | 171,586 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $49,173,115 | 171,586 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||