Position in NOW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$10,862,125
-$2,454,722 QoQ
Shares Held
109,409
-14.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#433
of 2,169 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, 2026Crestwood Advisors Group, LLC holds $52,284,099 across 28 Software - Application names. NOW ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
86,290 | $13,518,191 | |
| 2 | NOW |
ServiceNow, Inc.
This page
|
109,409 | $10,862,125 | |
| 3 | SHOP |
Shopify Inc.
|
46,910 | $5,356,183 | |
| 4 | INTU |
Intuit Inc.
|
17,055 | $4,451,355 | |
| 5 | ROP |
Roper Technologies Inc
|
10,183 | $3,445,825 | |
| 6 | KVYO |
Klaviyo, Inc.
|
128,408 | $1,938,960 | |
| 7 | ADP |
Automatic Data Processing Inc
|
6,428 | $1,439,550 | |
| 8 | ADBE |
Adobe Inc.
|
6,654 | $1,364,203 |
All Filings in NOW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,862,125 | 109,409 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $13,316,847 | 127,373 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,431,118 | 55,037 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $10,422,171 | 11,325 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $11,363,368 | 11,053 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $8,693,052 | 10,919 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,443,995 | 10,795 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,439,392 | 10,554 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $8,266,328 | 10,508 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $8,063,904 | 10,577 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $7,230,218 | 10,234 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,834,424 | 10,438 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,806,274 | 10,332 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,955,309 | 10,663 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,185,550 | 10,780 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,150,311 | 10,991 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $5,361,012 | 11,274 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $6,221,575 | 11,172 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $7,382,328 | 11,373 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $6,938,932 | 11,151 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $6,070,329 | 11,046 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,426,693 | 10,851 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $5,912,168 | 10,741 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,300,565 | 10,929 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $4,566,241 | 11,273 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,169,861 | 11,061 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||