Position in NOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,450,230
-$19,450 QoQ
Shares Held
24,680
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#850
of 2,199 holders
Holding Since
Mar 2020
26 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, 2026Institute for Wealth Management, LLC. holds $17,365,129 across 36 Software - Application names. NOW ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADBE |
Adobe Inc.
|
17,361 | $3,559,352 | |
| 2 | CRM |
Salesforce, Inc.
|
16,328 | $2,557,944 | |
| 3 | NOW |
ServiceNow, Inc.
This page
|
24,680 | $2,450,230 | |
| 4 | SHOP |
Shopify Inc.
|
20,436 | $2,333,382 | |
| 5 | DDOG |
Datadog, Inc.
|
4,940 | $1,286,178 | |
| 6 | SNOW |
Snowflake Inc.
|
3,449 | $877,770 | |
| 7 | WDAY |
Workday, Inc.
|
6,786 | $830,742 | |
| 8 | FICO |
Fair Isaac Corp
|
602 | $719,257 |
All Filings in NOW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,450,230 | 24,680 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,469,680 | 23,622 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,111,724 | 13,785 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,972,504 | 3,230 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,200,413 | 3,113 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,542,075 | 3,193 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,779,634 | 2,622 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,335,252 | 2,611 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,060,288 | 2,619 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,982,240 | 2,600 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,836,874 | 2,600 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,521,489 | 2,722 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,544,293 | 2,748 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,278,444 | 2,751 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,059,977 | 2,730 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,332,208 | 3,528 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,656,711 | 3,484 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,927,396 | 3,461 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,100,519 | 3,236 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,030,467 | 3,263 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,784,388 | 3,247 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,573,846 | 3,147 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,701,379 | 3,091 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,342,480 | 2,768 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,066,522 | 2,633 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $744,821 | 2,599 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||