Position in NOW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,360,433
-$172,897 QoQ
Shares Held
13,703
-6.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,049
of 2,203 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Derivatives in NOW
reported options exposure · as of Jun 30, 2026CallValue
$19,856
CallShares
200
PutValue
$0
PutShares
0
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, 2026Valeo Financial Advisors, LLC holds $16,781,757 across 17 Software - Application names. NOW ranks #7 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
19,443 | $3,045,940 | |
| 2 | SHOP |
Shopify Inc.
|
19,821 | $2,263,161 | |
| 3 | SNOW |
Snowflake Inc.
|
8,567 | $2,180,301 | |
| 4 | UBER |
Uber Technologies, Inc
|
24,089 | $1,738,262 | |
| 5 | DDOG |
Datadog, Inc.
|
5,785 | $1,506,182 | |
| 6 | ADP |
Automatic Data Processing Inc
|
6,551 | $1,467,096 | |
| 7 | NOW |
ServiceNow, Inc.
This page
|
13,703 | $1,360,433 | |
| 8 | SAP |
Sap SE
|
3,173 | $488,991 |
All Filings in NOW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,856 | 200 | Call | Sole | 2026-07-08 | |
| 2026-06-30 | $1,360,433 | 13,703 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,533,330 | 14,666 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,336,607 | 15,253 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,418,495 | 2,628 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,587,677 | 2,517 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,800,868 | 2,262 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,194,448 | 2,070 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,793,251 | 2,005 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,615,033 | 2,053 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,537,760 | 2,017 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,321,136 | 1,870 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $994,948 | 1,780 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $613,109 | 1,091 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $593,447 | 1,277 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $318,769 | 821 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $297,936 | 535 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $231,083 | 356 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $265,709 | 427 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $2,491,548 | 4,982 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,709,766 | 4,923 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $61,110 | 126 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $47,392 | 117 | Shares | Sole | 2020-07-20 | |
| 2020-06-30 | $40,506 | 100 | Call | Sole | 2020-07-20 | |
| 2020-03-31 | $28,658 | 100 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||