Position in NOW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$26,309
-$1,396 QoQ
Shares Held
265
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,026
of 2,207 holders
Holding Since
Mar 2020
26 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, 2026Center for Financial Planning, Inc. holds $2,685,558 across 14 Software - Application names. NOW ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
10,051 | $1,574,589 | |
| 2 | ADBE |
Adobe Inc.
|
2,371 | $486,102 | |
| 3 | UBER |
Uber Technologies, Inc
|
3,583 | $258,549 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
397 | $149,002 | |
| 5 | INTU |
Intuit Inc.
|
283 | $73,863 | |
| 6 | ADP |
Automatic Data Processing Inc
|
205 | $45,909 | |
| 7 | ASAN |
Asana, Inc.
|
6,000 | $42,000 | |
| 8 | NOW |
ServiceNow, Inc.
This page
|
265 | $26,309 |
All Filings in NOW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,309 | 265 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $27,705 | 265 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $151,658 | 990 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $182,215 | 198 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $203,559 | 198 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $157,635 | 198 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $209,903 | 198 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $47,402 | 53 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $41,693 | 53 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $40,407 | 53 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $37,443 | 53 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $29,624 | 53 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $29,784 | 53 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $24,630 | 53 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $20,578 | 53 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $20,013 | 53 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $25,202 | 53 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $29,515 | 53 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $34,402 | 53 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $32,980 | 53 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $29,126 | 53 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $41,509 | 83 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $29,172 | 53 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $25,705 | 53 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $21,468 | 53 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $15,188 | 53 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||