Position in NOW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$60,957
-$125,978 QoQ
Shares Held
614
-65.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,960
of 2,206 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Caldwell Trust Co holds $8,184,204 across 14 Software - Application names. NOW ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
11,075 | $2,480,246 | |
| 2 | PAYX |
Paychex Inc
|
18,036 | $1,773,479 | |
| 3 | CRM |
Salesforce, Inc.
|
10,716 | $1,678,768 | |
| 4 | SNOW |
Snowflake Inc.
|
3,000 | $763,500 | |
| 5 | UBER |
Uber Technologies, Inc
|
4,476 | $322,988 | |
| 6 | ADBE |
Adobe Inc.
|
1,558 | $319,420 | |
| 7 | ROP |
Roper Technologies Inc
|
675 | $228,412 | |
| 8 | INTU |
Intuit Inc.
|
853 | $222,633 |
All Filings in NOW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,957 | 614 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $186,935 | 1,788 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $460,182 | 3,004 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $492,349 | 535 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $505,815 | 492 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $350,301 | 440 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $332,877 | 314 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $231,647 | 259 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $127,440 | 162 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $107,498 | 141 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $124,342 | 176 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $55,337 | 99 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $47,767 | 85 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $39,501 | 85 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $33,002 | 85 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $32,096 | 85 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $40,419 | 85 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $47,335 | 85 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $55,174 | 85 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $52,892 | 85 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $46,711 | 85 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $42,509 | 85 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $46,786 | 85 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $41,225 | 85 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $34,430 | 85 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $24,359 | 85 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||