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 $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

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS AM Chicago, Illinois $550B AUM 43.33% 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

Norges Bank Oslo, Norway $1T AUM

Avalon Global Asset Management's NOW Position: Q2 2026 in Review

Avalon Global Asset Management increased its ServiceNow (NOW) stake by 30% in Q2 2026, buying an estimated $3.96M and bringing the position to 174,600 shares worth $17.3M. The position accounts for 1.89% of the portfolio, ranked #23.

Avalon Global Asset Management first reported a position in NOW in Q4 2013 and has held it in 51 quarters since. The position peaked at $27M in Q4 2024. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Avalon Global Asset Management held 174,600 shares of ServiceNow worth $17.3M as of Q2 2026.
Avalon Global Asset Management bought 40,000 ServiceNow shares in Q2 2026, an estimated $3.96M.
ServiceNow made up 1.89% of Avalon Global Asset Management's portfolio in Q2 2026, its #23 holding.
Avalon Global Asset Management first reported a position in ServiceNow in Q4 2013 and has held it in 51 quarters since.
Avalon Global Asset Management's ServiceNow position peaked at $27M in Q4 2024.
2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Avalon Global Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.