Position in NOW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$825,116
-$124,198 QoQ
Shares Held
8,311
-8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,214
of 2,207 holders
Holding Since
Mar 2024
10 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, 2026Dynasty Wealth Management, LLC holds $5,288,455 across 7 Software - Application names. NOW ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
31,159 | $2,248,433 | |
| 2 | NOW |
ServiceNow, Inc.
This page
|
8,311 | $825,116 | |
| 3 | SHOP |
Shopify Inc.
|
6,679 | $762,608 | |
| 4 | U |
Unity Software Inc.
|
15,391 | $439,874 | |
| 5 | INTU |
Intuit Inc.
|
1,649 | $430,389 | |
| 6 | DDOG |
Datadog, Inc.
|
1,379 | $359,036 | |
| 7 | ROP |
Roper Technologies Inc
|
659 | $222,999 |
All Filings in NOW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $825,116 | 8,311 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $949,314 | 9,080 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,430,028 | 9,335 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,663,866 | 1,808 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,522,586 | 1,481 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,516,646 | 1,905 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,351,039 | 3,161 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,371,850 | 3,770 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,487,308 | 4,433 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,236,388 | 4,245 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||