Alkeon Capital Management’s ServiceNow NOW Stock Holding History

Alkeon 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	-60,170	Closed	-$9.22M	–	116
2025 Q4	$9.22M	Buy	+60,170	New	+$10.3M	0.01%	108
2022 Q1	–	Sell	-176,855	Closed	-$23M	–	154
2021 Q4	$23M	Hold	176,855	–	–	0.04%	122
2021 Q3	$22M	Hold	176,855	–	–	0.04%	131
2021 Q2	$19.4M	Sell	176,855 -2,353,630	-93%	-$239M	0.03%	145
2021 Q1	$253M	Buy	2,530,485 +612,965	+32%	+$64.7M	0.38%	57
2020 Q4	$211M	Sell	1,917,520 -297,480	-13%	-$30.9M	0.34%	59
2020 Q3	$215M	Sell	2,215,000 -885,000	-29%	-$79M	0.4%	49
2020 Q2	$251M	Buy	3,100,000 +3,000,000	+3,000%	+$212M	0.64%	33
2020 Q1	$5.73M	Hold	100,000	–	–	0.02%	119
2019 Q4	$5.65M	Hold	100,000	–	–	0.02%	113
2019 Q3	$5.08M	Hold	100,000	–	–	0.02%	123
2019 Q2	$5.49M	Hold	100,000	–	–	0.02%	121
2019 Q1	$4.93M	Buy	+100,000	New	+$4.4M	0.02%	113
2014 Q4	–	Sell	-2,504,390	Closed	-$29.4M	–	65
2014 Q3	$29.4M	Sell	2,504,390 -3,000,000	-55%	-$35.4M	0.58%	50
2014 Q2	$68.2M	Buy	5,504,390 +872,350	+19%	+$9.32M	1.25%	35
2014 Q1	$55.5M	Buy	4,632,040 +2,760,500	+147%	+$35.1M	0.94%	39
2013 Q4	$21M	Sell	1,871,540 -1,000,000	-35%	-$10.6M	0.35%	59
2013 Q3	$29.8M	Sell	2,871,540 -2,754,400	-49%	-$25.3M	0.58%	53
2013 Q2	$45.4M	Buy	+5,625,940	New	+$42.9M	1.02%	41

Other funds holding NOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Alkeon Capital Management sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 60,170 shares — an estimated $9.22M sold.

Alkeon Capital Management first reported a position in NOW in Q2 2013 and held it in 19 quarters. The position peaked at $253M in Q1 2021. 2,208 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Alkeon Capital Management reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
Alkeon Capital Management sold 60,170 ServiceNow shares in Q1 2026, an estimated $9.22M.
Alkeon Capital Management first reported a position in ServiceNow in Q2 2013 and held it in 19 quarters.
Alkeon Capital Management's ServiceNow position peaked at $253M in Q1 2021.
2,208 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Alkeon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.