Alkeon Capital Management
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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
2025
Q2 		– Sell
-2,495,500
Closed -$397M – 114
2025
Q1 		$397M Hold
2,495,500
– – 0.83% 26
2024
Q4 		$529M Sell
2,495,500
-1,042,000
-29% -$211M 1.08% 14
2024
Q3 		$633M Buy
3,537,500
+1,537,500
+77% +$253M 1.08% 14
2024
Q2 		$315M Buy
2,000,000
+500,000
+33% +$73.4M 0.52% 30
2024
Q1 		$229M Buy
+1,500,000
New +$227M 0.39% 44
2019
Q4 		– Sell
-6,250,000
Closed -$317M – 146
2019
Q3 		$317M Hold
6,250,000
– – 1.12% 9
2019
Q2 		$343M Buy
6,250,000
+1,257,500
+25% +$66.1M 1.36% 7
2019
Q1 		$246M Buy
+4,992,500
New +$219M 1.23% 14

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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. 2,192 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.
  • 2,192 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.