Position in NOW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$260,510
-$76,245 QoQ
Shares Held
2,624
-18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,723
of 2,206 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, 2026Holistic Financial Partners holds $840,129 across 3 Software - Application names. NOW ranks #3 (31.0% of the industry book) .
All Filings in NOW
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,510 | 2,624 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $336,755 | 3,221 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $418,208 | 2,730 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $521,798 | 567 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $534,601 | 520 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $429,915 | 540 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $534,300 | 504 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $513,379 | 574 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $457,841 | 582 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $452,103 | 593 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $469,109 | 664 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $382,328 | 684 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $386,635 | 688 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $352,257 | 758 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $268,294 | 691 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $260,928 | 691 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $319,549 | 672 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $343,044 | 616 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $363,501 | 560 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $355,316 | 571 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $283,567 | 516 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $262,557 | 525 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $352,275 | 640 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $332,710 | 686 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $281,516 | 695 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $208,916 | 729 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||