Position in NOW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,806,541
+$2,388,927 QoQ
Shares Held
48,414
+109.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#634
of 2,207 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $166,064,763 across 30 Software - Application names. NOW ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
271,679 | $69,142,305 | |
| 2 | ADP |
Automatic Data Processing Inc
|
152,174 | $34,079,367 | |
| 3 | CRM |
Salesforce, Inc.
|
133,602 | $20,930,089 | |
| 4 | SSNC |
SS&C Technologies Holdings Inc
|
97,461 | $6,047,455 | |
| 5 | UBER |
Uber Technologies, Inc
|
81,136 | $5,854,773 | |
| 6 | NOW |
ServiceNow, Inc.
This page
|
48,414 | $4,806,541 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
11,383 | $4,272,267 | |
| 8 | INTU |
Intuit Inc.
|
13,119 | $3,424,059 |
All Filings in NOW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,806,541 | 48,414 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,417,614 | 23,124 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,951,842 | 25,797 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $3,932,406 | 3,825 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,914,668 | 3,661 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,941,526 | 3,718 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,020,355 | 3,377 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,735,394 | 2,206 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,540,048 | 2,020 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,488,574 | 2,107 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $703,730 | 1,259 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $2,533,360 | 4,508 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,611,339 | 20,682 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $488,443 | 1,258 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $1,719,004 | 3,615 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $599,770 | 1,077 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $446,587 | 688 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $413,809 | 665 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $406,117 | 739 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $342,075 | 684 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $276,315 | 502 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||