Circle Wealth Management, LLC

Position in NOW — ServiceNow, Inc.

CIK 1578242 SUMMIT, NJ

Position in NOW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$224,074

-$1,209,515 QoQ

Shares Held

2,257

-83.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,788

of 2,207 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Circle Wealth Management, LLC holds $13,301,583 across 10 Software - Application names. NOW ranks #10 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	12,395	$3,154,527
2	ZM	Zoom Communications, Inc.	23,813	$2,055,300
3	SHOP	Shopify Inc.	16,897	$1,929,299
4	CDNS	Cadence Design Systems Inc	4,446	$1,668,672
5	WDAY	Workday, Inc.	12,462	$1,525,598
6	CRM	Salesforce, Inc.	7,224	$1,131,711
7	SAP	Sap SE	5,629	$867,485
8	UBER	Uber Technologies, Inc	7,016	$506,274

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$224,074	2,257	-83.5%	Shares	Sole	2026-08-12
2026-03-31	$1,433,589	13,712	-21.0%	Shares	Sole	2026-05-12
2025-12-31	$2,659,072	17,358	+356.2%	Shares	Sole	2026-02-13
2025-09-30	$3,501,665	3,805	+8.3%	Shares	Sole	2025-11-14
2025-06-30	$3,610,616	3,512	+7.7%	Shares	Sole	2025-08-14
2025-03-31	$2,597,008	3,262	+20.9%	Shares	Sole	2025-05-14
2024-12-31	$2,859,143	2,697	0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,412,169	2,697	+106.8%	Shares	Sole	2024-11-14
2024-06-30	$1,025,817	1,304	+64.0%	Shares	Sole	2024-08-13
2023-09-30	$444,373	795	-74.9%	Shares	Sole	2023-11-15
2020-12-31	$1,745,963	3,172	-1.5%	Shares	Sole	2021-02-18
2020-09-30	$1,561,700	3,220	-21.6%	Shares	Sole	2020-11-16
2020-06-30	$1,663,581	4,107	+7.2%	Shares	Sole	2020-08-14
2020-03-31	$1,098,174	3,832	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.