Dan Polen - Polen Capital Management
Holding/activity history for ServiceNow, Inc. (NOW)
← All NOW superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 7,269,453 | 5.26 | Add 27.97% | 1.15 | $98.00–153.20 · VW $114.64i | $760,021,232 | SEC |
| 2025 Q4 | 5,680,788 | 3.72 | Add 1.07% | 0.04 | $151.15–192.97 · VW $169.89i | $870,239,781 | SEC |
| 2025 Q3 | 5,620,380 | 3.36 | Reduce 4.49% | 0.17 | $168.01–211.48 · VW $186.36i | $1,034,464,284 | SEC |
| 2025 Q2 | 5,884,475 | 3.71 | Add 23.92% | 0.72 | $135.73–209.20 · VW $187.60i | $1,209,941,837 | SEC |
| 2025 Q1 | 4,748,640 | 2.37 | Reduce 41.90% | 1.96 | $151.57–239.62 · VW $188.07i | $756,116,174 | SEC |
| 2024 Q4 | 8,172,975 | 4.68 | Reduce 26.49% | 1.36 | $172.65–231.58 · VW $200.87i | $1,732,867,253 | SEC |
| 2024 Q3 | 11,118,720 | 5.13 | Reduce 10.43% | 0.51 | $145.85–189.09 · VW $166.03i | $1,988,894,217 | SEC |
| 2024 Q2 | 12,413,990 | 4.90 | Reduce 6.76% | 0.32 | $127.60–159.09 · VW $143.64i | $1,953,142,963 | SEC |
| 2024 Q1 | 13,314,405 | 4.69 | Reduce 29.86% | 1.93 | $134.24–163.06 · VW $151.92i | $2,030,180,180 | SEC |
| 2023 Q4 | 18,981,820 | 6.47 | Reduce 4.96% | 0.29 | $105.45–144.14 · VW $126.59i | $2,682,188,531 | SEC |
| 2023 Q3 | 19,972,670 | 5.88 | Reduce 5.23% | 0.31 | $105.60–122.87 · VW $114.81i | $2,232,784,659 | SEC |
| 2023 Q2 | 21,074,835 | 5.88 | Reduce 4.48% | 0.24 | $85.54–115.34 · VW $100.94i | $2,368,684,976 | SEC |
| 2023 Q1 | 22,063,785 | 5.41 | Reduce 0.90% | 0.05 | $70.72–98.92 · VW $87.97i | $2,050,696,549 | SEC |
| 2022 Q4 | 22,264,870 | 5.05 | Add 12.64% | 0.57 | $67.40–86.68 · VW $79.56i | $1,728,956,071 | SEC |
| 2022 Q3 | 19,766,495 | 4.18 | Add 26.46% | 0.87 | $73.54–104.32 · VW $88.35i | $1,492,805,000 | SEC |
| 2022 Q2 | 15,630,070 | 3.92 | Reduce 2.91% | 0.10 | $81.29–115.16 · VW $95.12i | $1,486,482,000 | SEC |
| 2022 Q1 | 16,098,000 | 3.50 | Add 2.14% | 0.07 | $95.87–130.28 · VW $112.89i | $1,792,963,000 | SEC |
| 2021 Q4 | 15,761,075 | 3.44 | Add 2.77% | 0.09 | $117.40–141.52 · VW $130.74i | $2,046,134,000 | SEC |
| 2021 Q3 | 15,336,265 | 3.50 | Reduce 12.63% | 0.47 | $107.95–136.22 · VW $122.10i | $1,908,660,000 | SEC |
| 2021 Q2 | 17,553,480 | 3.70 | Add 4.66% | 0.16 | $89.65–113.06 · VW $101.38i | $1,929,303,000 | SEC |
| 2021 Q1 | 16,772,680 | 3.78 | Add 3.07% | 0.11 | $92.50–119.67 · VW $105.75i | $1,677,637,000 | SEC |
| 2020 Q4 | 16,273,650 | 4.17 | Add 1.99% | 0.08 | $94.40–113.35 · VW $104.12i | $1,791,501,000 | SEC |
| 2020 Q3 | 15,956,045 | 4.15 | Reduce 6.84% | 0.29 | $78.17–100.36 · VW $90.88i | $1,547,736,000 | SEC |
| 2020 Q2 | 17,128,050 | 4.20 | Add 9.61% | 0.37 | $49.33–81.96 · VW $71.55i | $1,387,577,000 | SEC |
| 2020 Q1 | 15,626,350 | 3.89 | Add 61.06% | 1.47 | $47.79–72.59 · VW $62.02i | $895,640,000 | SEC |
| 2019 Q4 | 9,702,130 | 2.16 | Buy | 2.16 | $42.80–57.62 · VW $52.33i | $547,821,000 | SEC |
Price snapshot:
Current price$111.26
Avg. buy price$97.92
+/- since buy13.62%
52-week low$81.24
52-week high$210.20