Position in NOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,240,188
-$143,592 QoQ
Shares Held
93,072
+3.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#479
of 2,207 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $85,619,022 across 32 Software - Application names. NOW ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
165,795 | $18,930,473 | |
| 2 | UBER |
Uber Technologies, Inc
|
219,694 | $15,853,119 | |
| 3 | NOW |
ServiceNow, Inc.
This page
|
93,072 | $9,240,188 | |
| 4 | CRM |
Salesforce, Inc.
|
41,230 | $6,459,091 | |
| 5 | SNOW |
Snowflake Inc.
|
23,834 | $6,065,753 | |
| 6 | ZM |
Zoom Communications, Inc.
|
55,422 | $4,783,472 | |
| 7 | APPF |
Appfolio Inc
|
27,360 | $4,387,176 | |
| 8 | ADP |
Automatic Data Processing Inc
|
16,549 | $3,706,148 |
All Filings in NOW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,240,188 | 93,072 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,383,780 | 89,754 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,352,385 | 15,356 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,762,680 | 3,002 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $4,542,057 | 4,418 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,798,480 | 2,259 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,962,282 | 1,851 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,460,538 | 1,633 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,173,711 | 1,492 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,146,649 | 1,504 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,010,987 | 1,431 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $695,346 | 1,244 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $625,472 | 1,113 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $20,912 | 45 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $15,919 | 41 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $310,187 | 557 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $654,951 | 1,009 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $802,106 | 1,289 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $696,279 | 1,267 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $459,100 | 918 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $503,643 | 915 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $485,000 | 1,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $407,085 | 1,005 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||