Wellspring Financial Advisors, LLC

Position in NOW — ServiceNow, Inc.

CIK 1811308 CLEVELAND, OH

Position in NOW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$339,140

-$383,195 QoQ

Shares Held

3,416

-50.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,601

of 2,207 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Wellspring Financial Advisors, LLC holds $1,283,257 across 4 Software - Application names. NOW ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc.	3,010	$471,546
2	NOW	ServiceNow, Inc. This page	3,416	$339,140
3	WDAY	Workday, Inc.	2,112	$258,551
4	INTU	Intuit Inc.	820	$214,020

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$339,140	3,416	-50.6%	Shares	Sole	2026-07-20
2026-03-31	$722,335	6,909	+205.0%	Shares	Sole	2026-05-15
2025-12-31	$346,975	2,265	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.