Position in NOW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,181,224
+$4,419,578 QoQ
Shares Held
52,188
+616.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#610
of 2,219 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Wealthspire Advisors, LLC holds $33,858,836 across 19 Software - Application names. NOW ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
38,180 | $5,981,278 | |
| 2 | UBER |
Uber Technologies, Inc
|
75,428 | $5,442,884 | |
| 3 | NOW |
ServiceNow, Inc.
This page
|
52,188 | $5,181,224 | |
| 4 | SHOP |
Shopify Inc.
|
44,716 | $5,105,672 | |
| 5 | ADP |
Automatic Data Processing Inc
|
12,886 | $2,885,819 | |
| 6 | MSTR |
Strategy Inc
|
21,715 | $1,887,684 | |
| 7 | PAYX |
Paychex Inc
|
13,969 | $1,373,571 | |
| 8 | INTU |
Intuit Inc.
|
4,783 | $1,248,363 |
All Filings in NOW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,181,224 | 52,188 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $761,646 | 7,285 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,486,120 | 16,229 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,749,452 | 1,901 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,345,050 | 2,281 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,799,276 | 2,260 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,393,750 | 2,258 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,793,251 | 2,005 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,304,298 | 1,658 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,283,119 | 1,683 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,149,459 | 1,627 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $505,299 | 904 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $558,036 | 993 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $337,851 | 727 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $461,264 | 1,188 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $267,347 | 708 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $283,409 | 596 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $721,810 | 1,112 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $897,935 | 1,443 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $3,135,689 | 6,270 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,111,580 | 5,653 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,295,020 | 4,732 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,700,846 | 4,199 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $994,432 | 3,470 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||