Position in NOW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$606,104
+$969 QoQ
Shares Held
6,105
+5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,329
of 2,206 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026BSW Wealth Partners holds $5,104,567 across 11 Software - Application names. NOW ranks #5 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
3,384 | $757,846 | |
| 2 | CRM |
Salesforce, Inc.
|
4,555 | $713,586 | |
| 3 | SAP |
Sap SE
|
4,246 | $654,351 | |
| 4 | UBER |
Uber Technologies, Inc
|
8,533 | $615,741 | |
| 5 | NOW |
ServiceNow, Inc.
This page
|
6,105 | $606,104 | |
| 6 | INTU |
Intuit Inc.
|
2,002 | $522,522 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,128 | $423,360 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,425 | $277,048 |
All Filings in NOW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $606,104 | 6,105 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $605,135 | 5,788 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $649,219 | 4,238 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $935,004 | 1,016 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,017,799 | 990 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $664,776 | 835 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,000,753 | 944 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $743,238 | 831 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $591,575 | 752 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $492,510 | 646 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $515,031 | 729 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $378,974 | 678 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $242,209 | 431 | Shares | Sole | 2023-08-11 | |
| 2022-09-30 | $256,774 | 680 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $218,263 | 459 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $419,974 | 647 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $317,357 | 510 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||