Opes Wealth Management LLC

Position in NOW — ServiceNow, Inc.

CIK 1766918 MENLO PARK, CA

Position in NOW

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$269,216

-$108,397 QoQ

Shares Held

2,575

+4.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Opes Wealth Management LLC holds $1,163,365 across 5 Software - Application names. NOW ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDAY	Workday, Inc.	3,053	$396,645
2	NOW	ServiceNow, Inc. This page	2,575	$269,216
3	ADBE	Adobe Inc.	1,076	$261,554
4	CRM	Salesforce, Inc.	1,264	$235,950
5	ONTF	ON24 INC.	22,500	$0

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$269,216	2,575	+4.5%	Shares	Sole	2026-04-29
2025-12-31	$377,613	2,465	+386.2%	Shares	Sole	2026-02-02
2025-09-30	$466,581	507	+3.5%	Shares	Sole	2025-11-24
2025-06-30	$503,759	490	-0.4%	Shares	Sole	2025-07-31
2025-03-31	$391,700	492	-0.4%	Shares	Sole	2025-05-06
2024-12-31	$523,699	494	+0.4%	Shares	Sole	2025-01-30
2024-09-30	$440,039	492	+0.4%	Shares	Sole	2024-10-29
2024-06-30	$385,468	490	-1.2%	Shares	Sole	2024-08-05
2024-03-31	$378,150	496	+0.6%	Shares	Sole	2024-05-03
2023-12-31	$348,299	493	-0.6%	Shares	Sole	2024-01-31
2023-09-30	$277,244	496	+1.2%	Shares	Sole	2023-11-03
2023-06-30	$275,365	490	+2.5%	Shares	Sole	2023-08-03
2023-03-31	$222,136	478	0.0%	Shares	Sole	2023-05-02
2022-06-30	$227,298	478	0.0%	Shares	Sole	2022-08-10
2022-03-31	$266,193	478	0.0%	Shares	Sole	2022-05-05
2021-12-31	$310,274	478	0.0%	Shares	Sole	2022-01-31
2021-09-30	$297,445	478	0.0%	Shares	Sole	2021-10-29
2021-06-30	$262,684	478	0.0%	Shares	Sole	2021-08-03
2021-03-31	$239,052	478	0.0%	Shares	Sole	2021-05-10
2020-12-31	$263,105	478	0.0%	Shares	Sole	2021-01-29
2020-09-30	$231,830	478	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.