Position in NOW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,602,871
-$970,355 QoQ
Shares Held
36,290
-17.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#179
of 829 holders
Holding Since
Mar 2020
26 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
$9,928
CallShares
100
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, 2026Sequoia Financial Advisors, LLC holds $99,948,699 across 55 Software - Application names. NOW ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
191,112 | $29,939,605 | |
| 2 | SNOW |
Snowflake Inc.
|
39,598 | $10,077,691 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
16,776 | $6,296,368 | |
| 4 | UBER |
Uber Technologies, Inc
|
61,439 | $4,433,438 | |
| 5 | DT |
Dynatrace, Inc.
|
100,563 | $4,415,721 | |
| 6 | NOW |
ServiceNow, Inc.
This page
|
36,290 | $3,602,871 | |
| 7 | ROP |
Roper Technologies Inc
|
10,295 | $3,483,725 | |
| 8 | ADBE |
Adobe Inc.
|
16,753 | $3,434,700 |
All Filings in NOW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,928 | 100 | Call | Sole | 2026-07-17 | |
| 2026-06-30 | $3,602,871 | 36,290 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,573,226 | 43,742 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,500,899 | 35,909 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,008,508 | 6,529 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,341,644 | 6,525 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $9,279,807 | 11,656 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $22,526,489 | 21,249 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $20,172,966 | 22,555 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $19,156,201 | 24,351 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $19,110,318 | 25,066 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $18,175,161 | 25,726 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $12,458,100 | 22,288 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $16,358,384 | 29,109 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $14,414,220 | 31,017 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $10,831,568 | 27,897 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,678,699 | 20,335 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $9,703,461 | 20,406 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $11,159,518 | 20,039 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,815,749 | 18,203 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $3,726,152 | 5,988 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $8,864,791 | 16,131 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $7,034,547 | 14,066 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $7,511,167 | 13,646 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,571,265 | 13,549 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $7,980,492 | 19,702 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $5,124,336 | 17,881 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||