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Allen Investment Management’s ServiceNow NOW Stock Holding History

Allen Investment 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 		$65.7M Sell
628,645
-162,247
-21% -$19.1M 0.81% 31
2025
Q4 		$121M Buy
790,892
+128,682
+19% +$22.1M 1.34% 21
2025
Q3 		$122M Sell
662,210
-84,480
-11% -$15.8M 1.35% 20
2025
Q2 		$154M Sell
746,690
-835
-0.1% -$158K 1.67% 16
2025
Q1 		$119M Buy
747,525
+46,705
+7% +$9M 1.39% 16
2024
Q4 		$149M Buy
700,820
+48,355
+7% +$9.8M 1.72% 15
2024
Q3 		$117M Buy
652,465
+30,270
+5% +$4.98M 1.39% 16
2024
Q2 		$97.9M Buy
622,195
+17,360
+3% +$2.55M 1.19% 16
2024
Q1 		$92.2M Buy
604,835
+34,060
+6% +$5.16M 1.16% 18
2023
Q4 		$80.6M Buy
570,775
+5,335
+0.9% +$672K 1.08% 19
2023
Q3 		$63.2M Sell
565,440
-31,425
-5% -$3.59M 0.92% 21
2023
Q2 		$67.1M Buy
596,865
+2,050
+0.3% +$205K 0.99% 21
2023
Q1 		$55.3M Buy
594,815
+6,700
+1% +$584K 0.93% 23
2022
Q4 		$45.7M Sell
588,115
-470
-0.1% -$36.7K 0.73% 25
2022
Q3 		$44.5M Sell
588,585
-1,580
-0.3% -$142K 0.77% 25
2022
Q2 		$56.1M Buy
590,165
+1,110
+0.2% +$106K 0.91% 25
2022
Q1 		$65.6M Sell
589,055
-4,875
-0.8% -$546K 0.88% 26
2021
Q4 		$77.1M Sell
593,930
-4,700
-0.8% -$617K 0.97% 25
2021
Q3 		$74.5M Sell
598,630
-100,185
-14% -$12.1M 1.02% 23
2021
Q2 		$76.8M Buy
698,815
+25
+0% +$2.53K 1.03% 24
2021
Q1 		$69.9M Buy
698,790
+5,315
+0.8% +$561K 1.07% 23
2020
Q4 		$76.3M Sell
693,475
-300
-0% -$31.2K 1.3% 23
2020
Q3 		$67.3M Sell
693,775
-164,155
-19% -$14.7M 1.25% 22
2020
Q2 		$69.5M Hold
857,930
– – 1.46% 20
2020
Q1 		$49.2M Sell
857,930
-153,510
-15% -$9.6M 1.47% 19
2019
Q4 		$57.1M Sell
1,011,440
-7,955
-0.8% -$419K 1.36% 21
2019
Q3 		$51.8M Sell
1,019,395
-1,845
-0.2% -$100K 1.37% 21
2019
Q2 		$56.1M Sell
1,021,240
-9,435
-0.9% -$496K 1.6% 19
2019
Q1 		$50.8M Sell
1,030,675
-142,615
-12% -$6.27M 1.59% 19
2018
Q4 		$41.8M Sell
1,173,290
-146,190
-11% -$5.19M 1.68% 20
2018
Q3 		$51.6M Sell
1,319,480
-130,910
-9% -$4.95M 1.77% 17
2018
Q2 		$50M Sell
1,450,390
-79,820
-5% -$2.77M 1.91% 19
2018
Q1 		$50.6M Sell
1,530,210
-314,455
-17% -$9.71M 2.11% 19
2017
Q4 		$48.1M Sell
1,844,665
-36,705
-2% -$913K 2.15% 20
2017
Q3 		$44.2M Sell
1,881,370
-258,810
-12% -$5.76M 2.02% 21
2017
Q2 		$45.4M Buy
+2,140,180
New +$42M 2.18% 18

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

Allen Investment Management's NOW Position: Q1 2026 in Review

Allen Investment Management reduced its ServiceNow (NOW) stake by 21% in Q1 2026, selling an estimated $19.1M and leaving 628,645 shares worth $65.7M. The position accounts for 0.81% of the portfolio, ranked #31.

Allen Investment Management first reported a position in NOW in Q2 2017 and has held it in 36 quarters since. The position peaked at $154M in Q2 2025. 2,192 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Allen Investment Management held 628,645 shares of ServiceNow worth $65.7M as of Q1 2026.
  • Allen Investment Management sold 162,247 ServiceNow shares in Q1 2026, an estimated $19.1M.
  • ServiceNow made up 0.81% of Allen Investment Management's portfolio in Q1 2026, its #31 holding.
  • Allen Investment Management first reported a position in ServiceNow in Q2 2017 and has held it in 36 quarters since.
  • Allen Investment Management's ServiceNow position peaked at $154M in Q2 2025.
  • 2,192 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.