Position in NOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$58,482,571
+$57,956,685 QoQ
Shares Held
589,067
+11611.1% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#172
of 2,203 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 4%
None 3%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Evercore Wealth Management, LLC holds $176,795,992 across 10 Software - Application names. NOW ranks #2 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
1,219,547 | $88,002,510 | |
| 2 | NOW |
ServiceNow, Inc.
This page
|
589,067 | $58,482,571 | |
| 3 | ADP |
Automatic Data Processing Inc
|
54,502 | $12,205,722 | |
| 4 | ROP |
Roper Technologies Inc
|
29,760 | $10,070,485 | |
| 5 | CRM |
Salesforce, Inc.
|
24,691 | $3,868,092 | |
| 6 | ADBE |
Adobe Inc.
|
13,346 | $2,736,196 | |
| 7 | PAYX |
Paychex Inc
|
7,541 | $741,506 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
4,410 | $273,640 |
All Filings in NOW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,482,571 | 589,067 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $525,886 | 5,030 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $896,927 | 5,855 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,103,415 | 1,199 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,232,667 | 1,199 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $952,183 | 1,196 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,306,067 | 1,232 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,101,888 | 1,232 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $969,177 | 1,232 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $951,475 | 1,248 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $989,086 | 1,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $607,030 | 1,086 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $312,455 | 556 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $262,566 | 565 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $249,269 | 642 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $290,382 | 769 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $267,242 | 562 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $333,020 | 598 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $383,624 | 591 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $364,650 | 586 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $409,414 | 745 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $375,082 | 750 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,077,741 | 1,958 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $937,990 | 1,934 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $795,537 | 1,964 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $555,965 | 1,940 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||