Position in NOW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,114,797
-$2,850,532 QoQ
Shares Held
91,809
-19.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#481
of 2,206 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $89,276,281 across 10 Software - Application names. NOW ranks #5 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
52,693 | $19,776,736 | |
| 2 | SHOP |
Shopify Inc.
|
167,421 | $19,116,129 | |
| 3 | SNOW |
Snowflake Inc.
|
57,775 | $14,703,737 | |
| 4 | UBER |
Uber Technologies, Inc
|
192,912 | $13,920,529 | |
| 5 | NOW |
ServiceNow, Inc.
This page
|
91,809 | $9,114,797 | |
| 6 | INTU |
Intuit Inc.
|
21,838 | $5,699,718 | |
| 7 | GWRE |
Guidewire Software, Inc.
|
26,780 | $3,295,279 | |
| 8 | WDAY |
Workday, Inc.
|
16,125 | $1,974,022 |
All Filings in NOW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,114,797 | 91,809 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $11,965,329 | 114,446 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $19,973,678 | 130,385 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,345,087 | 26,454 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $27,238,979 | 26,495 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $20,499,012 | 25,748 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $27,606,584 | 26,041 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $23,404,397 | 26,168 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $20,509,273 | 26,071 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $18,681,087 | 24,503 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $17,436,173 | 24,680 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $14,124,919 | 25,270 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $14,316,185 | 25,475 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,777,398 | 25,343 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $9,844,197 | 25,354 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $9,604,132 | 25,434 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $12,239,409 | 25,739 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $14,251,928 | 25,592 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $16,758,721 | 25,818 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $15,896,509 | 25,546 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $13,837,669 | 25,180 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $11,947,127 | 23,889 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $12,806,304 | 23,266 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $11,103,590 | 22,894 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $9,168,533 | 22,635 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $6,150,579 | 21,462 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||