Position in NOW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,417,614
-$1,534,228 QoQ
Shares Held
23,124
-10.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 94.67220204116936.ToString("F0")%
Shared 0.ToString("F0")%
None 5.3277979588306525.ToString("F0")%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026EP Wealth Advisors, LLC holds $106,704,311 across 35 Software - Application names. NOW ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
114,345 | $23,232,617 | |
| 2 | CRM |
Salesforce, Inc.
|
116,293 | $21,708,414 | |
| 3 | INTU |
Intuit Inc.
|
35,794 | $15,476,609 | |
| 4 | ADBE |
Adobe Inc.
|
63,094 | $15,336,889 | |
| 5 | SNOW |
Snowflake Inc.
|
46,585 | $7,025,949 | |
| 6 | UBER |
Uber Technologies, Inc
|
70,594 | $5,077,826 | |
| 7 | SHOP |
Shopify Inc.
|
21,248 | $2,520,437 | |
| 8 | NOW |
ServiceNow, Inc.
This page
|
23,124 | $2,417,614 |
All Filings in NOW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $786,481 | 3,825 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $582,933 | 3,661 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $788,305 | 3,718 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $604,071 | 3,377 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $347,078 | 2,206 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $308,009 | 2,020 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $297,714 | 2,107 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $140,746 | 1,259 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $506,672 | 4,508 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,922,267 | 20,682 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $97,688 | 1,258 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $343,800 | 3,615 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $119,954 | 1,077 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $89,317 | 688 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $82,761 | 665 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $81,223 | 739 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $68,415 | 684 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $55,263 | 502 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||