Position in NOW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$764,456
-$211,622 QoQ
Shares Held
7,700
-17.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,243
of 2,203 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $6,097,224 across 11 Software - Application names. NOW ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,063 | $949,829 | |
| 2 | UBER |
Uber Technologies, Inc
|
13,117 | $946,522 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,727 | $834,661 | |
| 4 | NOW |
ServiceNow, Inc.
This page
|
7,700 | $764,456 | |
| 5 | DDOG |
Datadog, Inc.
|
1,678 | $436,884 | |
| 6 | SHOP |
Shopify Inc.
|
3,755 | $428,745 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,088 | $408,348 | |
| 8 | INTU |
Intuit Inc.
|
1,426 | $372,186 |
All Filings in NOW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,456 | 7,700 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $976,078 | 9,336 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $311,741 | 2,035 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $416,886 | 453 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $454,411 | 442 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $416,381 | 523 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $526,879 | 497 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $436,462 | 488 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $275,334 | 350 | Shares | Sole | 2024-08-06 | |
| 2023-03-31 | $301,603 | 649 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $247,327 | 637 | Shares | Sole | 2023-02-06 | |
| 2022-03-31 | $616,477 | 1,107 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $738,038 | 1,137 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $228,995 | 368 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $226,964 | 413 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||