Position in NOW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$201,439
+$14,818 QoQ
Shares Held
2,029
+13.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,848
of 2,207 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Derivatives in NOW
reported options exposure · as of Mar 31, 2026CallValue
$20,910
CallShares
200
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, 2026SFMG, LLC holds $9,460,538 across 8 Software - Application names. NOW ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
25,409 | $3,980,573 | |
| 2 | ADBE |
Adobe Inc.
|
16,038 | $3,288,110 | |
| 3 | PAYX |
Paychex Inc
|
6,468 | $635,998 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,585 | $578,910 | |
| 5 | UBER |
Uber Technologies, Inc
|
6,509 | $469,689 | |
| 6 | PAYC |
Paycom Software, Inc.
|
1,909 | $239,923 | |
| 7 | NOW |
ServiceNow, Inc.
This page
|
2,029 | $201,439 | |
| 8 | SOUN |
Soundhound Ai, Inc.
|
10,185 | $65,896 |
All Filings in NOW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,439 | 2,029 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $186,621 | 1,785 | Shares | Sole | 2026-05-12 | |
| 2026-03-31 | $20,910 | 200 | Call | Sole | 2026-05-12 | |
| 2025-09-30 | $206,142 | 224 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $262,160 | 255 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $214,957 | 270 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $280,931 | 265 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $225,386 | 252 | Shares | Sole | 2024-11-25 | |
| 2024-03-31 | $230,244 | 302 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $214,772 | 304 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||