Position in NOW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,167,277
+$1,656,614 QoQ
Shares Held
41,975
+74.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#676
of 2,218 holders
Holding Since
Sep 2020
18 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, 2026CreativeOne Wealth, LLC holds $33,991,772 across 18 Software - Application names. NOW ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
66,064 | $6,496,072 | |
| 2 | NOW |
ServiceNow, Inc.
This page
|
41,975 | $4,167,277 | |
| 3 | SNOW |
Snowflake Inc.
|
14,918 | $3,796,631 | |
| 4 | SHOP |
Shopify Inc.
|
24,795 | $2,831,092 | |
| 5 | DDOG |
Datadog, Inc.
|
10,666 | $2,776,999 | |
| 6 | UBER |
Uber Technologies, Inc
|
36,342 | $2,622,437 | |
| 7 | INTU |
Intuit Inc.
|
6,880 | $1,795,680 | |
| 8 | ZM |
Zoom Communications, Inc.
|
18,305 | $1,579,904 |
All Filings in NOW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,167,277 | 41,975 | Shares | Other | 2026-08-13 | |
| 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 | $2,609,913 | 2,836 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $2,162,052 | 2,103 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $954,571 | 1,199 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,529,752 | 1,443 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,071,478 | 1,198 | Shares | Other | 2024-11-13 | |
| 2024-03-31 | $487,935 | 640 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $247,978 | 352 | Shares | Sole | 2024-02-09 | |
| 2022-06-30 | $217,312 | 457 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $270,648 | 486 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,085,960 | 1,673 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $930,915 | 1,496 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $753,982 | 1,372 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $564,624 | 1,129 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $622,535 | 1,131 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $274,510 | 566 | Shares | Other | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||