Position in NOW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$451,128
-$247,475 QoQ
Shares Held
4,544
-32.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,469
of 2,206 holders
Holding Since
Dec 2021
16 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, 2026Legacy Financial Advisors, Inc. holds $9,391,865 across 17 Software - Application names. NOW ranks #9 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
13,125 | $2,056,162 | |
| 2 | SHOP |
Shopify Inc.
|
11,309 | $1,291,261 | |
| 3 | ADP |
Automatic Data Processing Inc
|
3,074 | $688,422 | |
| 4 | ADBE |
Adobe Inc.
|
3,260 | $668,365 | |
| 5 | ADSK |
Autodesk, Inc.
|
3,422 | $665,305 | |
| 6 | ROP |
Roper Technologies Inc
|
1,743 | $589,813 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,455 | $546,090 | |
| 8 | ZM |
Zoom Communications, Inc.
|
5,623 | $485,321 |
All Filings in NOW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,128 | 4,544 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $698,603 | 6,682 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,942,296 | 12,679 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $945,127 | 1,027 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,078,455 | 1,049 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $734,837 | 923 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,038,917 | 980 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $781,696 | 874 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $648,216 | 824 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $593,909 | 779 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $539,758 | 764 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $374,503 | 670 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $283,794 | 505 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $206,800 | 445 | Shares | Sole | 2023-05-03 | |
| 2022-03-31 | $252,271 | 453 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $201,873 | 311 | Shares | Sole | 2022-02-04 | |
| No filing history on record for this holder in this stock. | ||||||