Position in NOW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,264,127
-$214,356 QoQ
Shares Held
32,878
-1.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#753
of 2,203 holders
Holding Since
Sep 2021
19 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, 2026Summit Financial, LLC holds $48,999,682 across 18 Software - Application names. NOW ranks #7 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
|
94,890 | $8,087,155 | |
| 2 | UBER |
Uber Technologies, Inc
|
104,348 | $7,529,751 | |
| 3 | CRM |
Salesforce, Inc.
|
32,105 | $5,029,569 | |
| 4 | SNOW |
Snowflake Inc.
|
16,252 | $4,136,134 | |
| 5 | SSNC |
SS&C Technologies Holdings Inc
|
59,089 | $3,666,472 | |
| 6 | ADP |
Automatic Data Processing Inc
|
16,342 | $3,659,790 | |
| 7 | NOW |
ServiceNow, Inc.
This page
|
32,878 | $3,264,127 | |
| 8 | ROP |
Roper Technologies Inc
|
9,442 | $3,195,078 |
All Filings in NOW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,264,127 | 32,878 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,478,483 | 33,271 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,878,262 | 12,261 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,251,004 | 2,446 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,215,834 | 3,128 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,653,582 | 2,077 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,144,622 | 2,023 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,609,902 | 1,800 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,264,178 | 1,607 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $777,648 | 1,020 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $808,224 | 1,144 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $702,612 | 1,257 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $649,075 | 1,155 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $281,155 | 605 | Shares | Sole | 2023-05-03 | |
| 2022-09-30 | $381,008 | 1,009 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $424,163 | 892 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $364,206 | 654 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $369,343 | 569 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $317,357 | 510 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||