Position in NOW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,669,046
+$6,176,368 QoQ
Shares Held
238,407
+42.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#313
of 2,219 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, 2026Integrated Wealth Concepts LLC holds $102,661,288 across 139 Software - Application names. NOW ranks #1 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
This page
|
238,407 | $23,669,046 | |
| 2 | UBER |
Uber Technologies, Inc
|
108,316 | $7,816,082 | |
| 3 | ZM |
Zoom Communications, Inc.
|
86,742 | $7,486,702 | |
| 4 | KVYO |
Klaviyo, Inc.
|
435,581 | $6,577,273 | |
| 5 | SHOP |
Shopify Inc.
|
57,168 | $6,527,442 | |
| 6 | CRM |
Salesforce, Inc.
|
36,398 | $5,702,110 | |
| 7 | SNOW |
Snowflake Inc.
|
19,550 | $4,975,475 | |
| 8 | ADBE |
Adobe Inc.
|
20,172 | $4,135,663 |
All Filings in NOW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,669,046 | 238,407 | Shares | Sole | 2026-08-12 | |
| 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 | $26,082,575 | 28,342 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $25,603,304 | 24,904 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $13,834,524 | 17,377 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $18,230,883 | 17,197 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $16,581,096 | 18,539 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $14,453,487 | 18,373 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $13,967,168 | 18,320 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $13,108,215 | 18,554 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $10,651,541 | 19,056 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $10,871,871 | 19,346 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $7,568,429 | 16,286 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,080,167 | 2,782 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $499,578 | 1,323 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $632,917 | 1,331 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $831,993 | 1,494 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $908,104 | 1,399 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $890,468 | 1,431 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $620,441 | 1,129 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $550,621 | 1,101 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $644,553 | 1,171 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $463,175 | 955 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $410,730 | 1,014 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $218,087 | 761 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||