Bornite Capital Management’s ServiceNow NOW Stock Holding History

Bornite 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
2025 Q4	–	Sell	-75,000	Closed	-$13.8M	–	46
2025 Q3	$13.8M	Buy	+75,000	New	+$14M	1.28%	29
2024 Q4	–	Sell	-50,000	Closed	-$8.94M	–	44
2024 Q3	$8.94M	Buy	+50,000	New	+$8.22M	1.58%	32
2023 Q3	–	Sell	-100,000	Closed	-$11.2M	–	54
2023 Q2	$11.2M	Buy	+100,000	New	+$10M	2.17%	24
2023 Q1	–	Sell	-75,000	Closed	-$5.82M	–	56
2022 Q4	$5.82M	Buy	+75,000	New	+$5.86M	1.52%	30
2022 Q3	–	Sell	-150,000	Closed	-$14.3M	–	27
2022 Q2	$14.3M	Buy	+150,000	New	+$14.3M	4.68%	11
2022 Q1	–	Sell	-50,000	Closed	-$6.49M	–	29
2021 Q4	$6.49M	Hold	50,000	–	–	2.25%	17
2021 Q3	$6.22M	Buy	+50,000	New	+$6.05M	3.33%	16

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bornite Capital Management's NOW Position: Q4 2025 in Review

Bornite Capital Management sold out of ServiceNow (NOW) in Q4 2025, closing a stake of 75,000 shares — an estimated $13.8M sold.

Bornite Capital Management first reported a position in NOW in Q3 2021 and held it in 7 quarters. The position peaked at $14.3M in Q2 2022. 2,326 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

Bornite Capital Management reported no remaining ServiceNow position as of Q4 2025 after selling out during the quarter.
Bornite Capital Management sold 75,000 ServiceNow shares in Q4 2025, an estimated $13.8M.
Bornite Capital Management first reported a position in ServiceNow in Q3 2021 and held it in 7 quarters.
Bornite Capital Management's ServiceNow position peaked at $14.3M in Q2 2022.
2,326 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on Bornite Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.