Rooted Wealth Advisors, Inc.

Position in NOW — ServiceNow, Inc.

CIK 1963732 BOURBONNAIS, IL

Position in NOW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$626,158

+$284,803 QoQ

Shares Held

6,307

+93.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.90%

of 13F equity value

Holder Rank

#1,313

of 2,206 holders

Holding Since

Sep 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Rooted Wealth Advisors, Inc. holds $1,624,735 across 5 Software - Application names. NOW ranks #1 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc. This page	6,307	$626,158
2	INTU	Intuit Inc.	1,288	$336,168
3	FICO	Fair Isaac Corp	204	$243,735
4	UBER	Uber Technologies, Inc	2,958	$213,449
5	ADBE	Adobe Inc.	1,001	$205,225

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$626,158	6,307	+93.2%	Shares	Sole	2026-07-28
2026-03-31	$341,355	3,265	+1195.6%	Shares	Sole	2026-04-21
2024-12-31	$267,150	252	-1.6%	Shares	Sole	2025-01-30
2024-09-30	$228,963	256	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.