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Equibles

Standard Investments LLC

Position in NOW — ServiceNow, Inc.

CIK 1539436 New York, NY
Back to NOW Full portfolio

Position in NOW

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$142,466,800
+$27,984,550 QoQ
Shares Held
1,435,000
+31.1% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
7.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in NOW Over Time

Shares Held

Position Value (USD)

Derivatives in NOW

reported options exposure · as of Jun 30, 2026
CallValue
$54,604,000
CallShares
550,000
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, 2026

Standard Investments LLC holds $574,186,725 across 4 Software - Application names. NOW ranks #3 (24.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PTC
Ptc Inc.
 1,812,500 $205,918,125
2 ADSK
Autodesk, Inc.
 845,000 $164,284,900
3 NOW
ServiceNow, Inc.
This page 		1,435,000 $142,466,800
4 EVCM
EverCommerce Inc.
 6,115,000 $61,516,900

All Filings in NOW

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $142,466,800 1,435,000
2026-06-30 $54,604,000 550,000
2026-03-31 $114,482,250 1,095,000
2025-12-31 $101,105,400 660,000