Position in NOW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,971
-$51,754 QoQ
Shares Held
40
-92.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,160
of 2,207 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)
Position in Software - Application
Technology · as of Jun 30, 2026Clearstead Trust, LLC holds $6,126,741 across 21 Software - Application names. NOW ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
14,838 | $3,322,970 | |
| 2 | UBER |
Uber Technologies, Inc
|
16,767 | $1,209,906 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,986 | $745,385 | |
| 4 | CRM |
Salesforce, Inc.
|
1,953 | $305,956 | |
| 5 | INTU |
Intuit Inc.
|
982 | $256,302 | |
| 6 | FICO |
Fair Isaac Corp
|
84 | $100,361 | |
| 7 | SAP |
Sap SE
|
268 | $41,301 | |
| 8 | ADSK |
Autodesk, Inc.
|
203 | $39,467 |
All Filings in NOW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,971 | 40 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $55,725 | 533 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,994,711 | 19,549 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,793,394 | 4,122 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,855,621 | 4,723 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,827,044 | 4,807 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,146,882 | 4,855 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,315,431 | 4,825 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,701,282 | 4,705 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,558,883 | 4,668 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,170,727 | 4,488 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,338,688 | 4,184 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,141,667 | 3,811 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,758,500 | 3,784 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,680,820 | 4,329 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,621,834 | 4,295 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,111,308 | 4,440 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,108,177 | 7,377 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,724,222 | 7,278 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,351,534 | 6,993 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,972,147 | 7,228 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,375,242 | 6,749 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,559,630 | 6,467 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,012,335 | 6,211 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $2,371,626 | 5,855 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,899,165 | 6,627 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||