Position in NOW
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$944,086
-$555,490 QoQ
Shares Held
9,030
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Naviter Wealth, LLC holds $9,412,574 across 7 Software - Application names. NOW ranks #6 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
19,113 | $3,272,336 | |
| 2 | CRM |
Salesforce, Inc.
|
7,795 | $1,455,092 | |
| 3 | UBER |
Uber Technologies, Inc
|
19,760 | $1,421,336 | |
| 4 | INTU |
Intuit Inc.
|
2,890 | $1,249,578 | |
| 5 | ADBE |
Adobe Inc.
|
4,395 | $1,068,336 | |
| 6 | NOW |
ServiceNow, Inc.
This page
|
9,030 | $944,086 | |
| 7 | CXAI |
CXApp Inc.
|
10,000 | $1,810 |
All Filings in NOW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $944,086 | 9,030 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,499,576 | 9,789 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $421,120 | 2,288 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $459,346 | 2,234 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $341,703 | 2,146 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $448,218 | 2,114 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $347,381 | 1,942 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $306,014 | 1,945 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $268,517 | 1,761 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $206,718 | 1,463 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $132,138 | 1,182 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $133,299 | 1,186 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $105,119 | 1,131 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $147,542 | 1,900 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $116,303 | 1,540 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $130,387 | 1,371 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||