New Insight Wealth Advisors

Position in NOW — ServiceNow, Inc.

CIK 2022328 SAN RAMON, CA

Position in NOW

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

Position Value

$299,329

-$171,146 QoQ

Shares Held

3,015

-33.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,667

of 2,206 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

New Insight Wealth Advisors holds $1,326,389 across 5 Software - Application names. NOW ranks #3 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	3,169	$361,836
2	CRM	Salesforce, Inc.	1,947	$305,017
3	NOW	ServiceNow, Inc. This page	3,015	$299,329
4	UBER	Uber Technologies, Inc	3,917	$282,650
5	BLND	Blend Labs, Inc.	45,355	$77,557

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$299,329	3,015	-33.0%	Shares	Sole	2026-07-28
2026-03-31	$470,475	4,500	-24.9%	Shares	Sole	2026-05-08
2025-12-31	$918,374	5,995	+403.4%	Shares	Sole	2026-02-17
2025-09-30	$1,096,053	1,191	+110.8%	Shares	Sole	2025-10-29
2025-06-30	$580,865	565	+38.5%	Shares	Sole	2025-07-16
2025-03-31	$324,825	408	+41.2%	Shares	Sole	2025-04-30
2024-12-31	$306,374	289	-3.0%	Shares	Sole	2025-02-07
2024-09-30	$266,528	298	-2.9%	Shares	Sole	2024-11-13
2024-06-30	$241,507	307	+3.7%	Shares	Sole	2024-08-15
2024-03-31	$225,670	296	—	Shares	Sole	2024-05-08
No filing history on record for this holder in this stock.