Compound Planning, Inc.

Position in NOW — ServiceNow, Inc.

CIK 1978879 NEW YORK, NY

Position in NOW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$5,760,026

+$3,773,995 QoQ

Shares Held

58,018

+205.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#588

of 2,219 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Compound Planning, Inc. holds $45,135,702 across 33 Software - Application names. NOW ranks #2 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIG	Figma, Inc.	809,025	$14,635,261
2	NOW	ServiceNow, Inc. This page	58,018	$5,760,026
3	SHOP	Shopify Inc.	28,597	$3,265,205
4	UBER	Uber Technologies, Inc	38,771	$2,797,715
5	ADP	Automatic Data Processing Inc	9,591	$2,147,904
6	CRM	Salesforce, Inc.	12,013	$1,881,956
7	VIA	Via Transportation, Inc.	87,620	$1,589,425
8	SAP	Sap SE	10,200	$1,571,921

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,760,026	58,018	+205.4%	Shares	Sole	2026-08-04
2026-03-31	$1,986,031	18,996	+31.5%	Shares	Sole	2026-05-14
2025-12-31	$2,213,594	14,450	+415.3%	Shares	Sole	2026-02-19
2025-09-30	$2,580,465	2,804	+3.4%	Shares	Sole	2025-11-10
2025-06-30	$2,789,181	2,713	+12.5%	Shares	Sole	2025-08-14
2025-03-31	$1,920,289	2,412	+8.0%	Shares	Sole	2025-05-14
2024-12-31	$2,367,247	2,233	+12.5%	Shares	Sole	2025-01-17
2024-09-30	$1,775,364	1,985	-1.6%	Shares	Sole	2024-10-08
2024-06-30	$1,586,713	2,017	+18.7%	Shares	Sole	2024-07-26
2024-03-31	$1,295,317	1,699	+6.7%	Shares	Sole	2024-05-07
2023-12-31	$1,124,732	1,592	+48.8%	Shares	Sole	2024-02-08
2023-09-30	$598,087	1,070	+40.2%	Shares	Sole	2023-11-09
2023-06-30	$428,783	763	+2.8%	Shares	Sole	2023-08-03
2023-03-31	$344,822	742	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.