Position in NOW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$26,541,514
-$996,537 QoQ
Shares Held
267,340
+1.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#291
of 2,203 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Derivatives in NOW
reported options exposure · as of Jun 30, 2026CallValue
$407,048
CallShares
4,100
PutValue
$1,866,464
PutShares
18,800
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, 2026Lido Advisors, LLC holds $188,357,886 across 35 Software - Application names. NOW ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
283,141 | $44,356,868 | |
| 2 | SNOW |
Snowflake Inc.
|
114,212 | $29,066,954 | |
| 3 | NOW |
ServiceNow, Inc.
This page
|
267,340 | $26,541,514 | |
| 4 | UBER |
Uber Technologies, Inc
|
228,189 | $16,466,116 | |
| 5 | SHOP |
Shopify Inc.
|
86,291 | $9,852,706 | |
| 6 | ADP |
Automatic Data Processing Inc
|
40,364 | $9,039,516 | |
| 7 | INTU |
Intuit Inc.
|
31,525 | $8,228,025 | |
| 8 | ADBE |
Adobe Inc.
|
32,145 | $6,590,366 |
All Filings in NOW
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,048 | 4,100 | Call | Sole | 2026-08-07 | |
| 2026-06-30 | $1,866,464 | 18,800 | Put | Sole | 2026-08-07 | |
| 2026-06-30 | $26,541,514 | 267,340 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $27,538,051 | 263,396 | Shares | Defined | 2026-05-13 | |
| 2026-03-31 | $470,475 | 4,500 | Put | Sole | 2026-05-13 | |
| 2025-12-31 | $30,638 | 200 | Call | Sole | 2026-02-10 | |
| 2025-12-31 | $352,337 | 2,300 | Put | Sole | 2026-02-10 | |
| 2025-12-31 | $17,116,071 | 111,731 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $39,700,877 | 43,140 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $184,056 | 200 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $2,116,644 | 2,300 | Put | Sole | 2025-11-14 | |
| 2025-06-30 | $31,345,130 | 30,489 | Shares | Defined | 2025-08-13 | |
| 2025-06-30 | $1,747,736 | 1,700 | Put | Sole | 2025-08-13 | |
| 2025-06-30 | $205,616 | 200 | Call | Sole | 2025-08-13 | |
| 2025-03-31 | $1,433,052 | 1,800 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $16,944,245 | 21,283 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $23,022,625 | 21,717 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $2,544,288 | 2,400 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $6,529,047 | 7,300 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $19,959,205 | 22,316 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,671,400 | 32,633 | Shares | Defined | 2024-08-15 | |
| 2024-06-30 | $5,664,024 | 7,200 | Put | Sole | 2024-08-15 | |
| 2024-03-31 | $15,877,741 | 20,826 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $5,031,840 | 6,600 | Put | Sole | 2024-05-15 | |
| 2023-12-31 | $4,662,834 | 6,600 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $13,686,830 | 19,373 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,245,197 | 16,540 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $2,906,592 | 5,200 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $12,567,896 | 22,364 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $2,922,244 | 5,200 | Put | Sole | 2023-08-09 | |
| 2023-03-31 | $10,102,547 | 21,739 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,251,966 | 5,800 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $6,514,781 | 16,779 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,265,660 | 6,000 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $5,598,823 | 14,827 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,090,880 | 6,500 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $5,695,303 | 11,977 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,812,435 | 12,233 | Shares | Sole | 2022-05-17 | |
| 2022-03-31 | $4,900,632 | 8,800 | Put | Sole | 2022-05-17 | |
| 2021-12-31 | $10,385,760 | 16,000 | Put | Sole | 2022-02-15 | |
| 2021-12-31 | $9,318,623 | 14,356 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,360,258 | 5,400 | Put | Sole | 2022-02-15 | |
| 2021-09-30 | $8,671,332 | 13,935 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $8,014,637 | 14,584 | Shares | Sole | 2021-08-12 | |
| 2021-06-30 | $2,747,750 | 5,000 | Put | Sole | 2021-08-12 | |
| 2021-03-31 | $7,653,683 | 15,304 | Shares | Sole | 2021-05-13 | |
| 2021-03-31 | $2,500,550 | 5,000 | Put | Sole | 2021-11-12 | |
| 2020-12-31 | $10,413,034 | 18,918 | Shares | Sole | 2021-02-08 | |
| 2020-12-31 | $2,752,150 | 5,000 | Put | Sole | 2021-11-12 | |
| 2020-09-30 | $6,412,670 | 13,222 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||