Position in NOW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$847,850
+$273,348 QoQ
Shares Held
8,540
+55.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,209
of 2,207 holders
Holding Since
Mar 2022
16 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, 2026WealthPlan Investment Management, LLC holds $5,223,203 across 7 Software - Application names. NOW ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
23,907 | $1,725,128 | |
| 2 | ADBE |
Adobe Inc.
|
5,809 | $1,190,961 | |
| 3 | NOW |
ServiceNow, Inc.
This page
|
8,540 | $847,850 | |
| 4 | ADP |
Automatic Data Processing Inc
|
2,331 | $522,026 | |
| 5 | ROP |
Roper Technologies Inc
|
1,241 | $419,941 | |
| 6 | SHOP |
Shopify Inc.
|
2,615 | $298,579 | |
| 7 | INTU |
Intuit Inc.
|
838 | $218,718 |
All Filings in NOW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,850 | 8,540 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $574,502 | 5,495 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $694,563 | 4,534 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $253,077 | 275 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $238,514 | 232 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,151,170 | 2,702 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,010,740 | 2,840 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,872,780 | 3,212 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,335,765 | 1,698 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,247,286 | 1,636 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,312,658 | 1,858 | Shares | Sole | 2024-01-05 | |
| 2023-06-30 | $188,821 | 336 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $156,145 | 336 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $211,218 | 544 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $206,930 | 548 | Shares | Sole | 2022-12-12 | |
| 2022-03-31 | $315,756 | 567 | Shares | Sole | 2022-09-07 | |
| No filing history on record for this holder in this stock. | ||||||