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Alcosta Capital Management’s ServiceNow NOW Stock Holding History

Alcosta Capital Management’s Portfolio NOW Stock Details NOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-29,755
Closed -$4.56M – 24
2025
Q4 		$4.56M Sell
29,755
-28,465
-49% -$4.88M 2.87% 15
2025
Q3 		$10.7M Sell
58,220
-910
-2% -$170K 5.77% 4
2025
Q2 		$12.2M Sell
59,130
-250
-0.4% -$47.2K 6.78% 2
2025
Q1 		$9.45M Sell
59,380
-330
-0.6% -$63.6K 6.31% 3
2024
Q4 		$12.7M Buy
59,710
+145
+0.2% +$29.4K 7.38% 2
2024
Q3 		$10.7M Buy
59,565
+440
+0.7% +$72.3K 6.37% 2
2024
Q2 		$9.3M Sell
59,125
-340
-0.6% -$49.9K 5.73% 4
2024
Q1 		$9.07M Sell
59,465
-200
-0.3% -$30.3K 6.08% 3
2023
Q4 		$8.43M Sell
59,665
-350
-0.6% -$44.1K 6.11% 1
2023
Q3 		$6.71M Buy
60,015
+215
+0.4% +$24.5K 5.59% 2
2023
Q2 		$6.72M Sell
59,800
-100
-0.2% -$10K 5.45% 4
2023
Q1 		$5.57M Sell
59,900
-5,630
-9% -$490K 5.33% 3
2022
Q4 		$5.09M Sell
65,530
-1,470
-2% -$115K 5.13% 6
2022
Q3 		$5.06M Sell
67,000
-1,970
-3% -$177K 4.96% 6
2022
Q2 		$6.56M Sell
68,970
-155
-0.2% -$14.8K 6.24% 3
2022
Q1 		$7.7M Sell
69,125
-1,405
-2% -$157K 5.54% 2
2021
Q4 		$9.16M Buy
70,530
+340
+0.5% +$44.6K 5.5% 2
2021
Q3 		$8.73M Buy
70,190
+450
+0.6% +$54.5K 5.33% 3
2021
Q2 		$7.67M Buy
69,740
+5,345
+8% +$542K 4.72% 6
2021
Q1 		$6.44M Sell
64,395
-790
-1% -$83.4K 4.68% 6
2020
Q4 		$7.18M Buy
+65,185
New +$6.78M 5.31% 4

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alcosta Capital Management's NOW Position: Q1 2026 in Review

Alcosta Capital Management sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 29,755 shares — an estimated $4.56M sold.

Alcosta Capital Management first reported a position in NOW in Q4 2020 and held it in 21 quarters. The position peaked at $12.7M in Q4 2024. 2,200 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Alcosta Capital Management reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • Alcosta Capital Management sold 29,755 ServiceNow shares in Q1 2026, an estimated $4.56M.
  • Alcosta Capital Management first reported a position in ServiceNow in Q4 2020 and held it in 21 quarters.
  • Alcosta Capital Management's ServiceNow position peaked at $12.7M in Q4 2024.
  • 2,200 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Alcosta Capital Management's 13F filing for Q1 2026, filed 14 May 2026.