Position in NOW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,675,151
+$595,464 QoQ
Shares Held
16,873
+63.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#986
of 2,207 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Derivatives in NOW
reported options exposure · as of Jun 30, 2026CallValue
$49,640
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $14,625,820 across 16 Software - Application names. NOW ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
83,572 | $6,030,555 | |
| 2 | NOW |
ServiceNow, Inc.
This page
|
16,873 | $1,675,151 | |
| 3 | CRM |
Salesforce, Inc.
|
8,237 | $1,290,408 | |
| 4 | SNOW |
Snowflake Inc.
|
3,525 | $897,112 | |
| 5 | CDNS |
Cadence Design Systems Inc
|
1,954 | $733,375 | |
| 6 | SHOP |
Shopify Inc.
|
5,269 | $601,614 | |
| 7 | ADSK |
Autodesk, Inc.
|
2,900 | $563,818 | |
| 8 | MSTR |
Strategy Inc
|
6,046 | $525,578 |
All Filings in NOW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,675,151 | 16,873 | Shares | Sole | 2026-07-14 | |
| 2026-06-30 | $49,640 | 500 | Call | Sole | 2026-07-14 | |
| 2026-03-31 | $1,079,687 | 10,327 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,088,745 | 13,635 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,247,323 | 2,442 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,632,912 | 2,561 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $2,724,508 | 2,570 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $3,476,493 | 3,887 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $3,905,029 | 4,964 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $8,758,451 | 11,488 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $9,667,609 | 13,684 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $6,421,332 | 11,488 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $7,165,117 | 12,750 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,934,861 | 10,619 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $1,339,531 | 3,450 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $1,364,304 | 3,613 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $2,071,840 | 4,357 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $2,456,997 | 4,412 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $4,026,429 | 6,203 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $3,690,683 | 5,931 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $3,019,777 | 5,495 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $9,627,617 | 19,251 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $4,211,889 | 7,652 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $6,263,290 | 12,914 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $3,351,870 | 8,275 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $2,692,991 | 9,397 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||