Position in NOW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$38,664,596
-$2,402,644 QoQ
Shares Held
389,450
-0.9% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#227
of 2,206 holders
Holding Since
Dec 2022
15 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, 2026FACTORY MUTUAL INSURANCE CO holds $240,043,091 across 8 Software - Application names. NOW ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CDNS |
Cadence Design Systems Inc
|
269,471 | $101,137,855 | |
| 2 | DDOG |
Datadog, Inc.
|
224,791 | $58,526,584 | |
| 3 | NOW |
ServiceNow, Inc.
This page
|
389,450 | $38,664,596 | |
| 4 | INTU |
Intuit Inc.
|
76,600 | $19,992,600 | |
| 5 | UBER |
Uber Technologies, Inc
|
244,600 | $17,650,336 | |
| 6 | SAP |
Sap SE
|
19,324 | $2,978,021 | |
| 7 | HUBS |
Hubspot Inc
|
3,500 | $638,785 | |
| 8 | CRM |
Salesforce, Inc.
|
2,900 | $454,314 |
All Filings in NOW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,664,596 | 389,450 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $41,067,240 | 392,800 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $71,976,321 | 469,850 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $76,567,296 | 83,200 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $81,218,320 | 79,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $51,271,416 | 64,400 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $68,271,728 | 64,400 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $69,672,981 | 77,900 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $62,068,263 | 78,900 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $55,426,480 | 72,700 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $52,633,505 | 74,500 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $41,642,520 | 74,500 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $39,618,885 | 70,500 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $32,762,760 | 70,500 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $13,472,969 | 34,700 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||