SkyOak Wealth, LLC

Position in NOW — ServiceNow, Inc.

CIK 1800379 SOUTHFIELD, MI

Position in NOW

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,403,819

-$140,907 QoQ

Shares Held

14,140

-4.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,046

of 2,215 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SkyOak Wealth, LLC holds $2,502,391 across 4 Software - Application names. NOW ranks #1 (56.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc. This page	14,140	$1,403,819
2	UBER	Uber Technologies, Inc	8,765	$632,482
3	IDCC	InterDigital, Inc.	902	$255,383
4	CRM	Salesforce, Inc.	1,345	$210,707

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,403,819	14,140	-4.3%	Shares	Sole	2026-07-30
2026-03-31	$1,544,726	14,775	+9.1%	Shares	Sole	2026-04-30
2025-12-31	$2,074,958	13,545	+400.0%	Shares	Sole	2026-02-05
2025-09-30	$2,493,038	2,709	0.0%	Shares	Sole	2025-10-23
2025-06-30	$2,785,068	2,709	0.0%	Shares	Sole	2025-07-30
2025-03-31	$2,156,743	2,709	0.0%	Shares	Sole	2025-05-01
2024-12-31	$2,871,865	2,709	-0.1%	Shares	Sole	2025-01-24
2024-09-30	$2,425,585	2,712	-3.6%	Shares	Sole	2024-11-04
2024-06-30	$2,212,116	2,812	-0.4%	Shares	Sole	2024-08-12
2024-03-31	$2,153,017	2,824	-1.5%	Shares	Sole	2024-04-29
2023-12-31	$2,025,506	2,867	0.0%	Shares	Sole	2024-01-12
2023-09-30	$1,602,538	2,867	0.0%	Shares	Sole	2023-10-24
2023-06-30	$1,611,167	2,867	-2.5%	Shares	Sole	2023-07-20
2023-03-31	$1,367,206	2,942	+5.6%	Shares	Sole	2023-05-02
2022-12-31	$1,081,720	2,786	0.0%	Shares	Sole	2023-01-26
2022-09-30	$1,052,021	2,786	-2.2%	Shares	Sole	2022-10-25
2022-06-30	$1,354,280	2,848	-5.8%	Shares	Sole	2022-07-26
2022-03-31	$1,682,921	3,022	0.0%	Shares	Sole	2022-04-18
2021-12-31	$1,961,610	3,022	-1.1%	Shares	Sole	2022-01-24
2021-09-30	$1,901,034	3,055	0.0%	Shares	Sole	2021-10-21
2021-06-30	$1,678,875	3,055	-3.7%	Shares	Sole	2021-07-19
2021-03-31	$1,586,348	3,172	-1.4%	Shares	Sole	2021-04-29
2020-12-31	$1,770,182	3,216	0.0%	Shares	Sole	2021-02-02
2020-09-30	$1,559,760	3,216	-40.2%	Shares	Sole	2020-11-03
2020-06-30	$2,179,222	5,380	+8.0%	Shares	Sole	2020-08-10
2020-03-31	$1,427,168	4,980	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.