Position in NOW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,510,663
-$111,336 QoQ
Shares Held
24,014
+40.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026CreativeOne Wealth, LLC holds $28,768,192 across 18 Software - Application names. NOW ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
61,674 | $5,681,408 | |
| 2 | INTU |
Intuit Inc.
|
8,811 | $3,809,699 | |
| 3 | NOW |
ServiceNow, Inc.
This page
|
24,014 | $2,510,663 | |
| 4 | CRM |
Salesforce, Inc.
|
13,230 | $2,469,643 | |
| 5 | UBER |
Uber Technologies, Inc
|
31,562 | $2,270,254 | |
| 6 | SHOP |
Shopify Inc.
|
17,785 | $2,109,656 | |
| 7 | ZM |
Zoom Communications, Inc.
|
20,319 | $1,633,443 | |
| 8 | ADP |
Automatic Data Processing Inc
|
7,589 | $1,541,932 |
All Filings in NOW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,510,663 | 24,014 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,621,999 | 17,116 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $521,982 | 2,836 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $432,410 | 2,103 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $190,913 | 1,199 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $305,950 | 1,443 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $214,295 | 1,198 | Shares | Other | 2024-11-13 | |
| 2024-03-31 | $97,586 | 640 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $49,736 | 352 | Shares | Sole | 2024-02-09 | |
| 2022-06-30 | $43,462 | 457 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $54,129 | 486 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $217,192 | 1,673 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $186,182 | 1,496 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $150,796 | 1,372 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $112,924 | 1,129 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $124,507 | 1,131 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $54,902 | 566 | Shares | Other | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||