Compass Ion Advisors, LLC

Position in NOW — ServiceNow, Inc.

CIK 1621100 CONSHOHOCKEN, PA

Position in NOW

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

Position Value

$378,256

-$25,097 QoQ

Shares Held

3,810

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,541

of 2,206 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Technology · as of Jun 30, 2026

Compass Ion Advisors, LLC holds $5,109,406 across 4 Software - Application names. NOW ranks #3 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	43,182	$3,753,811
2	CRM	Salesforce, Inc.	3,856	$604,080
3	NOW	ServiceNow, Inc. This page	3,810	$378,256
4	PAYX	Paychex Inc	3,796	$373,259

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$378,256	3,810	-1.2%	Shares	Sole	2026-08-12
2026-03-31	$403,353	3,858	+1.7%	Shares	Other	2026-04-13
2025-12-31	$581,356	3,795	+387.8%	Shares	Sole	2026-01-29
2025-09-30	$715,977	778	-0.5%	Shares	Sole	2025-10-29
2025-06-30	$803,958	782	+2.6%	Shares	Sole	2025-07-11
2025-03-31	$606,658	762	-1.2%	Shares	Sole	2025-04-22
2024-12-31	$817,352	771	0.0%	Shares	Sole	2025-02-11
2024-09-30	$689,574	771	+0.5%	Shares	Sole	2024-10-18
2024-06-30	$603,375	767	0.0%	Shares	Sole	2024-07-12
2024-03-31	$584,760	767	-0.4%	Shares	Sole	2024-04-18
2023-12-31	$543,997	770	-1.3%	Shares	Sole	2024-01-24
2023-09-30	$435,988	780	+7.6%	Shares	Sole	2023-11-03
2023-06-30	$407,428	725	0.0%	Shares	Sole	2023-08-11
2023-03-31	$336,922	725	0.0%	Shares	Sole	2023-04-18
2022-12-31	$281,495	725	0.0%	Shares	Sole	2023-01-18
2022-09-30	$273,767	725	0.0%	Shares	Sole	2022-10-18
2022-06-30	$344,752	725	0.0%	Shares	Sole	2022-08-02
2022-03-31	$403,745	725	-2.0%	Shares	Sole	2022-04-20
2021-12-31	$480,341	740	0.0%	Shares	Sole	2022-02-02
2021-09-30	$460,479	740	0.0%	Shares	Sole	2021-10-28
2021-06-30	$406,667	740	0.0%	Shares	Sole	2021-07-15
2021-03-31	$370,081	740	+1.1%	Shares	Sole	2021-04-19
2020-12-31	$402,914	732	0.0%	Shares	Sole	2021-02-11
2020-09-30	$355,020	732	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.