Position in NOW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$242,739
+$36,776 QoQ
Shares Held
2,445
+24.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,762
of 2,215 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Derivatives in NOW
reported options exposure · as of Mar 31, 2026CallValue
$20,910
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Joel Isaacson & Co., LLC holds $5,480,599 across 10 Software - Application names. NOW ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
15,780 | $1,138,684 | |
| 2 | ADP |
Automatic Data Processing Inc
|
4,347 | $973,510 | |
| 3 | CRM |
Salesforce, Inc.
|
5,290 | $828,731 | |
| 4 | LSPD |
Lightspeed Commerce Inc.
|
69,286 | $726,810 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,647 | $709,049 | |
| 6 | SAP |
Sap SE
|
1,733 | $267,072 | |
| 7 | SHOP |
Shopify Inc.
|
2,226 | $254,164 | |
| 8 | NOW |
ServiceNow, Inc.
This page
|
2,445 | $242,739 |
All Filings in NOW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $242,739 | 2,445 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $205,963 | 1,970 | Shares | Sole | 2026-04-23 | |
| 2026-03-31 | $20,910 | 200 | Call | Sole | 2026-04-23 | |
| 2025-12-31 | $239,742 | 1,565 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||