Robertson Stephens Wealth Management, LLC
Position in NOW — ServiceNow, Inc.
CIK 1767307
San Francisco, CA
Position in NOW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$356,911
+$151,784 QoQ
Shares Held
3,595
+83.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,578
of 2,203 holders
Holding Since
Sep 2020
9 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, 2026Robertson Stephens Wealth Management, LLC holds $10,124,379 across 11 Software - Application names. NOW ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNG |
RingCentral, Inc.
|
63,981 | $2,493,979 | |
| 2 | UBER |
Uber Technologies, Inc
|
33,732 | $2,434,101 | |
| 3 | CRM |
Salesforce, Inc.
|
14,817 | $2,321,231 | |
| 4 | ADBE |
Adobe Inc.
|
2,433 | $498,813 | |
| 5 | ADP |
Automatic Data Processing Inc
|
2,127 | $476,341 | |
| 6 | DDOG |
Datadog, Inc.
|
1,634 | $425,428 | |
| 7 | MSTR |
Strategy Inc
|
4,876 | $423,870 | |
| 8 | NOW |
ServiceNow, Inc.
This page
|
3,595 | $356,911 |
All Filings in NOW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,911 | 3,595 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $205,127 | 1,962 | Shares | Sole | 2026-04-28 | |
| 2025-06-30 | $236,458 | 230 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $357,260 | 337 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,073,268 | 1,200 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $287,921 | 366 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $241,680 | 317 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $201,349 | 285 | Shares | Sole | 2024-02-06 | |
| 2020-09-30 | $391,880 | 808 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||