Position in NOW
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$7,022,100
+$6,964,123 QoQ
Shares Held
67,165
+21222.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 99.43422913719944.ToString("F0")%
Shared 0.5657708628005658.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Moran Wealth Management, LLC holds $111,145,547 across 18 Software - Application names. NOW ranks #6 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
104,512 | $29,040,748 | |
| 2 | INTU |
Intuit Inc.
|
36,256 | $15,676,368 | |
| 3 | SSNC |
SS&C Technologies Holdings Inc
|
205,890 | $13,911,987 | |
| 4 | ADSK |
Autodesk, Inc.
|
37,979 | $9,092,171 | |
| 5 | ZM |
Zoom Communications, Inc.
|
107,601 | $8,650,044 | |
| 6 | NOW |
ServiceNow, Inc.
This page
|
67,165 | $7,022,100 | |
| 7 | UBER |
Uber Technologies, Inc
|
76,156 | $5,477,900 | |
| 8 | CRM |
Salesforce, Inc.
|
27,788 | $5,187,185 |
All Filings in NOW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,022,100 | 67,165 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $57,977 | 315 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $261,953 | 1,274 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $187,251 | 1,176 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $237,466 | 1,120 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $210,002 | 1,174 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $134,992 | 858 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $166,965 | 1,095 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $102,582 | 726 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||