Position in NOW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$284,337
+$31,954 QoQ
Shares Held
2,864
+18.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,688
of 2,207 holders
Holding Since
Sep 2025
4 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, 2026Cyndeo Wealth Partners, LLC holds $11,079,796 across 11 Software - Application names. NOW ranks #10 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
23,358 | $5,231,024 | |
| 2 | INTU |
Intuit Inc.
|
8,974 | $2,342,214 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
1,529 | $573,864 | |
| 4 | FICO |
Fair Isaac Corp
|
451 | $538,845 | |
| 5 | CRM |
Salesforce, Inc.
|
2,826 | $442,721 | |
| 6 | PAYX |
Paychex Inc
|
4,011 | $394,401 | |
| 7 | UBER |
Uber Technologies, Inc
|
5,026 | $362,676 | |
| 8 | SHOP |
Shopify Inc.
|
3,096 | $353,501 |
All Filings in NOW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,337 | 2,864 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $252,383 | 2,414 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $342,379 | 2,235 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $401,242 | 436 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||