EXENCIAL WEALTH ADVISORS, LLC

Position in NOW — ServiceNow, Inc.

CIK 1576151 OKLAHOMA CITY, OK

Position in NOW

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$269,634

-$149,187 QoQ

Shares Held

2,579

-5.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $30,285,394 across 13 Software - Application names. NOW ranks #10 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	47,689	$8,902,105
2	PAYX	Paychex Inc	78,355	$7,218,062
3	ADBE	Adobe Inc.	23,332	$5,671,542
4	SSNC	SS&C Technologies Holdings Inc	46,893	$3,168,560
5	SAP	Sap SE	17,223	$2,948,749
6	INTU	Intuit Inc.	1,221	$527,935
7	UBER	Uber Technologies, Inc	6,529	$469,630
8	YOU	Clear Secure, Inc.	6,663	$322,555

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$269,634	2,579	-5.7%	Shares	Sole	2026-04-28
2025-12-31	$418,821	2,734	+396.2%	Shares	Sole	2026-01-30
2025-09-30	$507,074	551	+7.4%	Shares	Sole	2025-10-27
2025-06-30	$527,405	513	-10.3%	Shares	Sole	2025-07-30
2025-03-31	$455,392	572	+2.5%	Shares	Sole	2025-05-09
2024-12-31	$591,546	558	+16.5%	Shares	Sole	2025-02-06
2024-09-30	$428,412	479	+22.5%	Shares	Sole	2024-10-31
2024-06-30	$307,587	391	-96.6%	Shares	Sole	2024-08-12
2022-09-30	$4,370,080	11,573	-8.1%	Shares	Sole	2022-11-08
2022-06-30	$5,990,125	12,597	-4.4%	Shares	Sole	2022-08-11
2022-03-31	$7,340,923	13,182	+3.4%	Shares	Sole	2022-05-12
2021-12-31	$8,272,906	12,745	-19.5%	Shares	Sole	2022-02-10
2021-09-30	$9,847,422	15,825	+42.2%	Shares	Sole	2021-11-04
2021-06-30	$6,115,941	11,129	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.