Position in NOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$567,385
-$174,815 QoQ
Shares Held
5,715
-19.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,364
of 2,203 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $24,836,848 across 15 Software - Application names. NOW ranks #11 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROP |
Roper Technologies Inc
|
16,543 | $5,597,985 | |
| 2 | UBER |
Uber Technologies, Inc
|
48,242 | $3,481,142 | |
| 3 | WDAY |
Workday, Inc.
|
27,655 | $3,385,525 | |
| 4 | INTU |
Intuit Inc.
|
12,190 | $3,181,590 | |
| 5 | ADP |
Automatic Data Processing Inc
|
10,474 | $2,345,652 | |
| 6 | ADSK |
Autodesk, Inc.
|
9,668 | $1,879,652 | |
| 7 | SHOP |
Shopify Inc.
|
10,930 | $1,247,987 | |
| 8 | CRM |
Salesforce, Inc.
|
4,979 | $780,010 |
All Filings in NOW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,385 | 5,715 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $742,200 | 7,099 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $515,943 | 3,368 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $1,588,403 | 1,726 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,529,783 | 1,488 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $597,105 | 750 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $266,524,769 | 251,410 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $224,608,160 | 251,130 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $197,867,171 | 251,525 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $191,706,242 | 251,451 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $177,511,264 | 251,258 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $140,309,580 | 251,019 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $140,984,223 | 250,875 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $116,213,459 | 250,072 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $97,097,396 | 250,077 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $94,464,050 | 250,163 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $119,208,584 | 250,691 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $139,484,795 | 250,471 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $162,591,669 | 250,484 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||