Position in NOW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,492,678
+$6,127,359 QoQ
Shares Held
167,314
+125.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Integrated Wealth Concepts LLC holds $87,098,216 across 43 Software - Application names. NOW ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
This page
|
167,314 | $17,492,678 | |
| 2 | KVYO |
Klaviyo, Inc.
|
429,820 | $8,364,297 | |
| 3 | CRM |
Salesforce, Inc.
|
38,729 | $7,229,542 | |
| 4 | UBER |
Uber Technologies, Inc
|
97,467 | $7,010,801 | |
| 5 | ZM |
Zoom Communications, Inc.
|
72,805 | $5,852,793 | |
| 6 | SHOP |
Shopify Inc.
|
46,835 | $5,555,567 | |
| 7 | ADBE |
Adobe Inc.
|
20,728 | $5,038,562 | |
| 8 | SNOW |
Snowflake Inc.
|
18,767 | $2,830,438 |
All Filings in NOW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,492,678 | 167,314 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $11,365,319 | 74,191 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $5,216,515 | 28,342 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $5,120,660 | 24,904 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,766,904 | 17,377 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $3,646,176 | 17,197 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,316,219 | 18,539 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,890,697 | 18,373 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,793,433 | 18,320 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,621,643 | 18,554 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,130,308 | 19,056 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,174,374 | 19,346 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,513,685 | 16,286 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $216,033 | 2,782 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $99,915 | 1,323 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $126,583 | 1,331 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $166,398 | 1,494 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $181,620 | 1,399 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $178,093 | 1,431 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $124,088 | 1,129 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $110,124 | 1,101 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $128,910 | 1,171 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $92,635 | 955 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $82,146 | 1,014 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $43,617 | 761 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||