Balyasny Asset Management’s ServiceNow NOW Stock Holding History

Balyasny 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
2026 Q1	$4.88M	Buy	46,700 +30,300	+185%	+$3.56M	0.01%	1367
2025 Q4	$2.51M	Buy	16,400 +13,400	+447%	+$2.3M	﹤0.01%	1750
2025 Q3	$552K	Sell	3,000 -1,000	-25%	-$187K	﹤0.01%	2361
2025 Q2	$822K	Sell	4,000 -39,500	-91%	-$7.45M	﹤0.01%	2109
2025 Q1	$6.93M	Buy	43,500 +18,000	+71%	+$3.47M	0.01%	1102
2024 Q4	$5.41M	Sell	25,500 -3,500	-12%	-$709K	0.01%	1243
2024 Q3	$5.19M	Buy	29,000 +23,000	+383%	+$3.78M	0.01%	1235
2024 Q2	$944K	Buy	6,000 +4,000	+200%	+$587K	﹤0.01%	1819
2024 Q1	$305K	Sell	2,000 -13,000	-87%	-$1.97M	﹤0.01%	2258
2023 Q4	$2.12M	Buy	15,000 +8,500	+131%	+$1.07M	﹤0.01%	1432
2023 Q3	$727K	Buy	+6,500	New	+$742K	﹤0.01%	1649
2020 Q1	–	Sell	-330,000	Closed	-$18.6M	–	1410
2019 Q4	$18.6M	Buy	330,000 +240,000	+267%	+$12.6M	0.11%	277
2019 Q3	$4.57M	Buy	+90,000	New	+$4.89M	0.03%	565
2018 Q2	–	Sell	-75,000	Closed	-$2.48M	–	2036
2018 Q1	$2.48M	Sell	75,000 -50,000	-40%	-$1.54M	0.01%	927
2017 Q4	$3.26M	Sell	125,000 -250,000	-67%	-$6.22M	0.01%	996
2017 Q3	$8.81M	Buy	+375,000	New	+$8.34M	0.03%	545
2016 Q3	–	Sell	-175,000	Closed	-$2.32M	–	1190
2016 Q2	$2.32M	Buy	+175,000	New	+$2.43M	0.02%	659
2016 Q1	–	Sell	-250,000	Closed	-$4.33M	–	1444
2015 Q4	$4.33M	Buy	250,000 +150,000	+150%	+$2.48M	0.03%	527
2015 Q3	$1.39M	Buy	+100,000	New	+$1.49M	0.01%	703
2013 Q3	–	Sell	-250,000	Closed	-$2.02M	–	671
2013 Q2	$2.02M	Buy	+250,000	New	+$1.91M	0.03%	437

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

Balyasny Asset Management's NOW Position: Q1 2026 in Review

Balyasny Asset Management reduced its ServiceNow (NOW) stake by 79% in Q1 2026, selling an estimated $6.99M and leaving 15,612 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Balyasny Asset Management first reported a position in NOW in Q2 2013 and has held it in 44 quarters since. The position peaked at $151M in Q3 2023. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Balyasny Asset Management held 15,612 shares of ServiceNow worth $1.63M as of Q1 2026.
Balyasny Asset Management sold 59,424 ServiceNow shares in Q1 2026, an estimated $6.99M.
ServiceNow made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1873 holding.
Balyasny Asset Management first reported a position in ServiceNow in Q2 2013 and has held it in 44 quarters since.
Balyasny Asset Management's ServiceNow position peaked at $151M in Q3 2023.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

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