Position in NOW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$613,550
-$284,743 QoQ
Shares Held
6,180
-28.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,325
of 2,206 holders
Holding Since
Mar 2020
25 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, 2026WEALTH ALLIANCE, LLC holds $8,197,747 across 13 Software - Application names. NOW ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
17,546 | $1,725,298 | |
| 2 | ADP |
Automatic Data Processing Inc
|
6,652 | $1,489,715 | |
| 3 | DDOG |
Datadog, Inc.
|
3,306 | $860,750 | |
| 4 | UBER |
Uber Technologies, Inc
|
10,558 | $761,865 | |
| 5 | NOW |
ServiceNow, Inc.
This page
|
6,180 | $613,550 | |
| 6 | SNOW |
Snowflake Inc.
|
2,316 | $589,422 | |
| 7 | SHOP |
Shopify Inc.
|
4,079 | $465,740 | |
| 8 | CRM |
Salesforce, Inc.
|
2,435 | $381,467 |
All Filings in NOW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $613,550 | 6,180 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $898,293 | 8,592 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $785,098 | 5,125 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $704,014 | 765 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $903,682 | 879 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $610,639 | 767 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $942,446 | 889 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $889,918 | 995 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $746,549 | 949 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $677,011 | 888 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $700,838 | 992 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $535,483 | 958 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $653,571 | 1,163 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $553,946 | 1,192 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $446,122 | 1,149 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $266,592 | 706 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $482,266 | 866 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $596,531 | 919 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $594,889 | 956 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $572,631 | 1,042 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $516,113 | 1,032 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $588,409 | 1,069 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $506,340 | 1,044 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $450,426 | 1,112 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $290,018 | 1,012 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||