Position in NOW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$568,576
+$143,058 QoQ
Shares Held
5,727
+40.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,363
of 2,203 holders
Holding Since
Dec 2020
18 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 Jun 30, 2026CallValue
$99,280
CallShares
1,000
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, 2026Dynamic Advisor Solutions LLC holds $16,705,372 across 16 Software - Application names. NOW ranks #10 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
21,591 | $3,382,446 | |
| 2 | INTU |
Intuit Inc.
|
12,571 | $3,281,031 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
4,645 | $1,743,361 | |
| 4 | ADBE |
Adobe Inc.
|
5,149 | $1,055,647 | |
| 5 | ROP |
Roper Technologies Inc
|
2,800 | $947,492 | |
| 6 | UBER |
Uber Technologies, Inc
|
13,019 | $939,451 | |
| 7 | RSSS |
Research Solutions, Inc.
|
365,599 | $848,189 | |
| 8 | MSTR |
Strategy Inc
|
9,266 | $805,493 |
All Filings in NOW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,280 | 1,000 | Call | Sole | 2026-07-07 | |
| 2026-06-30 | $568,576 | 5,727 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $425,518 | 4,070 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $519,620 | 3,392 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $888,070 | 965 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $997,237 | 970 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,274,620 | 1,601 | Shares | Sole | 2025-04-17 | |
| 2024-09-30 | $3,065,074 | 3,427 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $2,507,903 | 3,188 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,442,729 | 3,204 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,256,139 | 1,778 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,029,045 | 1,841 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $898,028 | 1,598 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $728,216 | 1,567 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $674,813 | 1,738 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $585,295 | 1,550 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $613,896 | 1,291 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $751,244 | 1,349 | Shares | Sole | 2022-04-11 | |
| 2020-12-31 | $324,203 | 589 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||