Position in NOW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$34,310,382
+$24,929,946 QoQ
Shares Held
328,172
+435.9% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 1.5799641651329182.ToString("F0")%
Shared 0.ToString("F0")%
None 98.42003583486708.ToString("F0")%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026NewEdge Wealth, LLC holds $142,707,494 across 30 Software - Application names. NOW ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
222,098 | $41,459,033 | |
| 2 | NOW |
ServiceNow, Inc.
This page
|
328,172 | $34,310,382 | |
| 3 | UBER |
Uber Technologies, Inc
|
269,613 | $19,393,263 | |
| 4 | SHOP |
Shopify Inc.
|
57,623 | $6,835,240 | |
| 5 | IDCC |
InterDigital, Inc.
|
13,783 | $4,162,466 | |
| 6 | SAP |
Sap SE
|
20,193 | $3,457,243 | |
| 7 | ADBE |
Adobe Inc.
|
12,831 | $3,118,959 | |
| 8 | TTAN |
ServiceTitan, Inc.
|
47,371 | $3,006,163 |
All Filings in NOW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,310,382 | 328,172 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,380,436 | 61,234 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,468,375 | 13,411 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,694,392 | 13,104 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,014,074 | 12,649 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,886,494 | 13,614 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,458,141 | 13,742 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,570,979 | 9,985 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,606,376 | 10,535 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,430,500 | 10,124 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,270,404 | 11,364 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,339,511 | 11,918 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $994,872 | 10,704 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $773,744 | 9,964 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $779,235 | 10,318 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $989,176 | 10,401 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $564,909 | 5,072 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $406,083 | 3,128 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $390,287 | 3,136 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $319,508 | 2,907 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $288,663 | 2,886 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||