MISSION WEALTH MANAGEMENT, LP

Position in NOW — ServiceNow, Inc.

CIK 1645382 Santa Barbara, CA

Back to NOW Full portfolio

Position in NOW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,600,441

-$279,493 QoQ

Shares Held

26,193

-4.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#827

of 2,203 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, 2026

CallValue

CallShares

PutValue

$1,092,080

PutShares

11,000

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, 2026

MISSION WEALTH MANAGEMENT, LP holds $37,641,380 across 27 Software - Application names. NOW ranks #5 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	37,028	$8,292,420
2	CDNS	Cadence Design Systems Inc	12,056	$4,524,857
3	CRM	Salesforce, Inc.	17,471	$2,737,006
4	SHOP	Shopify Inc.	23,152	$2,643,495
5	NOW	ServiceNow, Inc. This page	26,193	$2,600,441
6	INTU	Intuit Inc.	8,949	$2,335,689
7	APPF	Appfolio Inc	14,067	$2,255,643
8	ADBE	Adobe Inc.	7,340	$1,504,846

All Filings in NOW

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42 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,600,441	26,193	-4.9%	Shares	Sole	2026-07-20
2026-06-30	$1,092,080	11,000	+358.3%	Put	Sole	2026-07-20
2026-03-31	$1,254,600	12,000	0.0%	Put	Sole	2026-05-15
2026-03-31	$2,879,934	27,546	+3.5%	Shares	Sole	2026-05-15
2025-12-31	$1,838,280	12,000	+313.8%	Put	Sole	2026-02-05
2025-12-31	$4,077,764	26,619	+411.7%	Shares	Sole	2026-02-05
2025-09-30	$4,787,296	5,202	-6.0%	Shares	Sole	2025-11-04
2025-09-30	$2,668,812	2,900	+11.5%	Put	Sole	2025-11-04
2025-06-30	$5,687,338	5,532	-27.4%	Shares	Sole	2025-08-05
2025-06-30	$2,467,392	2,400	0.0%	Put	Sole	2025-08-05
2025-03-31	$6,065,790	7,619	+15.8%	Shares	Sole	2025-04-17
2025-03-31	$1,910,736	2,400	0.0%	Put	Sole	2025-04-17
2024-12-31	$6,974,529	6,579	-7.7%	Shares	Sole	2025-02-06
2024-12-31	$2,544,288	2,400	0.0%	Put	Sole	2025-02-06
2024-09-30	$6,372,528	7,125	+6.5%	Shares	Sole	2024-10-31
2024-09-30	$2,146,536	2,400	0.0%	Put	Sole	2024-10-31
2024-06-30	$5,265,182	6,693	+7.8%	Shares	Sole	2024-08-05
2024-06-30	$1,888,008	2,400	0.0%	Put	Sole	2024-08-05
2024-03-31	$1,829,760	2,400	0.0%	Put	Sole	2024-04-30
2024-03-31	$4,734,503	6,210	+42.0%	Shares	Sole	2024-04-30
2023-12-31	$3,088,774	4,372	+3.3%	Shares	Sole	2024-02-05
2023-09-30	$2,366,077	4,233	-0.7%	Shares	Sole	2023-10-24
2023-06-30	$2,394,554	4,261	-37.8%	Shares	Sole	2023-08-04
2023-03-31	$1,115,328	2,400	0.0%	Put	Sole	2023-04-07
2023-03-31	$3,181,473	6,846	+0.3%	Shares	Sole	2023-04-07
2022-12-31	$2,649,942	6,825	-2.9%	Shares	Sole	2023-02-02
2022-12-31	$931,848	2,400	+50.0%	Put	Sole	2023-02-02
2022-09-30	$2,654,220	7,029	+1.3%	Shares	Sole	2022-10-12
2022-09-30	$604,176	1,600	-38.5%	Put	Sole	2022-10-12
2022-06-30	$1,236,352	2,600	—	Put	Sole	2022-07-27
2022-06-30	$3,300,584	6,941	-1.7%	Shares	Sole	2022-07-27
2022-03-31	$3,932,757	7,062	+4.2%	Shares	Sole	2022-04-25
2022-03-31	$1,447,914	2,600	+100.0%	Put	Sole	2022-04-25
2021-12-31	$4,399,667	6,778	+0.5%	Shares	Sole	2022-02-11
2021-12-31	$843,843	1,300	—	Put	Sole	2022-02-11
2021-09-30	$4,197,833	6,746	+138.6%	Shares	Sole	2021-11-05
2021-06-30	$1,553,577	2,827	-6.8%	Shares	Sole	2021-08-10
2021-03-31	$1,516,833	3,033	+37.8%	Shares	Sole	2021-05-10
2020-12-31	$1,211,496	2,201	+14.2%	Shares	Sole	2021-01-19
2020-09-30	$935,080	1,928	-17.9%	Shares	Sole	2020-10-16
2020-06-30	$951,485	2,349	-10.5%	Shares	Sole	2020-08-03
2020-03-31	$752,272	2,625	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.