Avalon Global Asset Management’s ServiceNow NOW Stock Holding History

Avalon Global Asset 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
2021 Q4	–	Sell	-100,000	Closed	-$12.4M	–	45
2021 Q3	$12.4M	Buy	+100,000	New	+$12.1M	2%	20
2020 Q1	–	Sell	-200,000	Closed	-$11.3M	–	47
2019 Q4	$11.3M	Buy	+200,000	New	+$10.5M	2.44%	5
2016 Q3	–	Sell	-150,000	Closed	-$1.99M	–	47
2016 Q2	$1.99M	Buy	+150,000	New	+$2.08M	1.15%	36
2014 Q2	–	Sell	-150,000	Closed	-$1.8M	–	66
2014 Q1	$1.8M	Buy	+150,000	New	+$1.91M	1.2%	36

Other funds holding NOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Avalon Global Asset Management's NOW Position: Q1 2026 in Review

Avalon Global Asset Management increased its ServiceNow (NOW) stake by 3.9% in Q1 2026, buying an estimated $588K and bringing the position to 134,600 shares worth $14.1M. The position accounts for 1.94% of the portfolio, ranked #21.

Avalon Global Asset Management first reported a position in NOW in Q4 2013 and has held it in 50 quarters since. The position peaked at $27M in Q4 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Avalon Global Asset Management held 134,600 shares of ServiceNow worth $14.1M as of Q1 2026.
Avalon Global Asset Management bought 5,000 ServiceNow shares in Q1 2026, an estimated $588K.
ServiceNow made up 1.94% of Avalon Global Asset Management's portfolio in Q1 2026, its #21 holding.
Avalon Global Asset Management first reported a position in ServiceNow in Q4 2013 and has held it in 50 quarters since.
Avalon Global Asset Management's ServiceNow position peaked at $27M in Q4 2024.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Avalon Global Asset Management's 13F filing for Q1 2026, filed 14 May 2026.