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Barrier Capital Management’s ServiceNow NOW Stock Holding History

Barrier 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
2026
Q1 		$6.2M Buy
+59,273
New +$6.97M 5.44% 7
2025
Q4 		– Sell
-695
Closed -$128K – 17
2025
Q3 		$128K Sell
695
-64,795
-99% -$12.1M 0.09% 12
2025
Q2 		$13.5M Sell
65,490
-4,285
-6% -$808K 9.19% 5
2025
Q1 		$11.1M Buy
69,775
+14,565
+26% +$2.81M 10.64% 3
2024
Q4 		$11.7M Sell
55,210
-260
-0.5% -$52.7K 9.44% 4
2024
Q3 		$9.92M Sell
55,470
-6,000
-10% -$986K 9.2% 5
2024
Q2 		$9.67M Buy
+61,470
New +$9.02M 9.44% 3
2024
Q1 		– Sell
-34,640
Closed -$4.89M – 14
2023
Q4 		$4.89M Sell
34,640
-12,430
-26% -$1.57M 5.49% 11
2023
Q3 		$5.26M Buy
47,070
+15,045
+47% +$1.72M 6.39% 10
2023
Q2 		$3.6M Sell
32,025
-8,500
-21% -$850K 3.77% 15
2023
Q1 		$3.77M Sell
40,525
-8,500
-17% -$740K 4.44% 11
2022
Q4 		$3.81M Sell
49,025
-34,500
-41% -$2.7M 5.64% 9
2022
Q3 		$6.31M Sell
83,525
-17,490
-17% -$1.58M 8.78% 4
2022
Q2 		$9.61M Buy
101,015
+11,780
+13% +$1.12M 12.43% 1
2022
Q1 		$9.94M Buy
+89,235
New +$10M 8.79% 7

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Barrier Capital Management's NOW Position: Q1 2026 in Review

Barrier Capital Management opened a new position in ServiceNow (NOW) in Q1 2026: 59,273 shares worth $6.2M. The stake represents 5.44% of the portfolio and ranks #7 among its holdings. This is a return to the name: Barrier Capital Management previously reported a position in NOW as recently as Q3 2025.

Barrier Capital Management first reported a position in NOW in Q1 2022 and has held it in 15 quarters since. The position peaked at $13.5M in Q2 2025. 2,197 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Barrier Capital Management held 59,273 shares of ServiceNow worth $6.2M as of Q1 2026.
  • ServiceNow was a new Barrier Capital Management position in Q1 2026.
  • ServiceNow made up 5.44% of Barrier Capital Management's portfolio in Q1 2026, its #7 holding.
  • Barrier Capital Management first reported a position in ServiceNow in Q1 2022 and has held it in 15 quarters since.
  • Barrier Capital Management's ServiceNow position peaked at $13.5M in Q2 2025.
  • 2,197 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

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