Position in NOW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$3,421,398
-$12,946,493 QoQ
Shares Held
32,725
-69.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Clearstead Advisors, LLC holds $87,495,445 across 55 Software - Application names. NOW ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
256,508 | $18,450,620 | |
| 2 | CRM |
Salesforce, Inc.
|
93,532 | $17,459,618 | |
| 3 | ZM |
Zoom Communications, Inc.
|
169,533 | $13,628,757 | |
| 4 | SNOW |
Snowflake Inc.
|
70,399 | $10,617,577 | |
| 5 | ADP |
Automatic Data Processing Inc
|
38,251 | $7,771,838 | |
| 6 | ADBE |
Adobe Inc.
|
21,554 | $5,239,346 | |
| 7 | NOW |
ServiceNow, Inc.
This page
|
32,725 | $3,421,398 | |
| 8 | INTU |
Intuit Inc.
|
5,574 | $2,410,086 |
All Filings in NOW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,421,398 | 32,725 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,367,891 | 106,847 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $19,175,874 | 20,837 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,905,684 | 19,362 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,580,289 | 3,241 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,382,842 | 3,191 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,844,160 | 3,180 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,441,823 | 3,104 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $738,003 | 968 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $582,854 | 825 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $354,939 | 635 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $354,603 | 631 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $294,632 | 634 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $99,397 | 256 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $259,040 | 686 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $155,019 | 326 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $178,204 | 320 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $181,101 | 279 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $222,150 | 357 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $132,441 | 241 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $110,524 | 221 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $103,480 | 188 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $91,180 | 188 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $74,125 | 183 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $52,444 | 183 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||