Position in NOW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$55,358,179
-$7,430,878 QoQ
Shares Held
529,490
+29.2% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.4345691136754235.ToString("F0")%
Shared 0.ToString("F0")%
None 99.56543088632458.ToString("F0")%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Derivatives in NOW
reported options exposure · as of Mar 31, 2021CallValue
$140,030
CallShares
1,400
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 Mar 31, 2026Creative Planning holds $742,225,652 across 109 Software - Application names. NOW ranks #2 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
384,586 | $71,790,668 | |
| 2 | NOW |
ServiceNow, Inc.
This page
|
529,490 | $55,358,179 | |
| 3 | SHOP |
Shopify Inc.
|
440,326 | $52,231,469 | |
| 4 | INTU |
Intuit Inc.
|
92,850 | $40,146,482 | |
| 5 | ADBE |
Adobe Inc.
|
152,209 | $36,998,963 | |
| 6 | SNOW |
Snowflake Inc.
|
237,364 | $35,799,238 | |
| 7 | UBER |
Uber Technologies, Inc
|
474,134 | $34,104,457 | |
| 8 | BSY |
Bentley Systems Inc
|
882,370 | $30,988,833 |
All Filings in NOW
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $55,358,179 | 529,490 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $62,789,057 | 409,877 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $13,913,529 | 75,594 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,794,339 | 57,361 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,138,731 | 57,394 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,936,621 | 51,582 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,996,953 | 55,887 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $8,136,832 | 51,717 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,981,100 | 26,109 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,943,378 | 20,831 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,577,811 | 23,059 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $2,601,471 | 23,146 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $2,080,086 | 22,380 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,546,945 | 19,921 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,403,802 | 18,588 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,145,831 | 22,563 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,290,599 | 20,566 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,040,282 | 15,716 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,292,442 | 18,420 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,531,556 | 23,033 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $140,030 | 1,400 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $1,773,990 | 17,736 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $110,084 | 1,000 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $1,947,201 | 17,688 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $67,900 | 700 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $1,025,969 | 10,577 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $56,707 | 700 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $655,306 | 8,089 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $438,868 | 7,657 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $40,120 | 700 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||