Position in NOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,988,310
-$505,080 QoQ
Shares Held
110,680
+0.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#445
of 2,221 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $82,314,935 across 34 Software - Application names. NOW ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
134,727 | $21,106,331 | |
| 2 | NOW |
ServiceNow, Inc.
This page
|
110,680 | $10,988,310 | |
| 3 | ADBE |
Adobe Inc.
|
28,373 | $5,817,032 | |
| 4 | DSGX |
Descartes Systems Group Inc
|
80,543 | $5,576,797 | |
| 5 | INTU |
Intuit Inc.
|
20,135 | $5,255,235 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
13,627 | $5,114,485 | |
| 7 | ADP |
Automatic Data Processing Inc
|
19,052 | $4,266,695 | |
| 8 | ROP |
Roper Technologies Inc
|
10,865 | $3,676,607 |
All Filings in NOW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,988,310 | 110,680 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,493,390 | 109,932 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,310,000 | 28,135 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,106,520 | 2,289 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,378,977 | 2,314 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,648,009 | 2,070 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,952,741 | 1,842 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $784,380 | 877 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $551,454 | 701 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||