Bowie Capital Management’s ServiceNow NOW Stock Holding History

Bowie 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 Q2	$23.2M	Buy	233,502 +224,503	+2,495%	+$22.2M	0.99%	28
2026 Q1	$941K	Buy	8,999 +4,394	+95%	+$517K	0.03%	34
2025 Q4	$705K	Sell	4,605 -197,945	-98%	-$34M	0.03%	32
2025 Q3	$37.3M	Buy	202,550 +2,095	+1%	+$391K	1.62%	20
2025 Q2	$41.2M	Buy	200,455 +69,750	+53%	+$13.2M	1.93%	20
2025 Q1	$20.8M	Buy	+130,705	New	+$25.2M	0.98%	24
2023 Q4	–	Sell	-70,000	Closed	-$7.83M	–	35
2023 Q3	$7.83M	Sell	70,000 -30,000	-30%	-$3.42M	0.67%	30
2023 Q2	$11.2M	Sell	100,000 -25,000	-20%	-$2.5M	1.32%	24
2023 Q1	$11.6M	Sell	125,000 -60,000	-32%	-$5.23M	1.35%	25
2022 Q4	$14.4M	Buy	185,000 +5,000	+3%	+$391K	1.84%	24
2022 Q3	$13.6M	Buy	180,000 +80,000	+80%	+$7.2M	1.43%	24
2022 Q2	$9.51M	Buy	100,000 +5,000	+5%	+$477K	1.33%	28
2022 Q1	$10.6M	Buy	95,000 +5,000	+6%	+$560K	1.34%	24
2021 Q4	$11.7M	Hold	90,000	–	–	1.35%	26
2021 Q3	$11.2M	Sell	90,000 -15,000	-14%	-$1.82M	1.2%	28
2021 Q2	$11.5M	Buy	105,000 +35,000	+50%	+$3.55M	1.44%	26
2021 Q1	$7M	Buy	70,000 +50,000	+250%	+$5.28M	0.95%	29
2020 Q4	$2.2M	Hold	20,000	–	–	0.33%	32
2020 Q3	$1.94M	Buy	+20,000	New	+$1.79M	0.31%	35

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

Bowie Capital Management's NOW Position: Q2 2026 in Review

Bowie Capital Management increased its ServiceNow (NOW) stake by 2,495% in Q2 2026, buying an estimated $22.2M and bringing the position to 233,502 shares worth $23.2M. The position accounts for 0.99% of the portfolio, ranked #28.

Bowie Capital Management first reported a position in NOW in Q3 2020 and has held it in 19 quarters since. The position peaked at $41.2M in Q2 2025. 2,230 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Bowie Capital Management held 233,502 shares of ServiceNow worth $23.2M as of Q2 2026.
Bowie Capital Management bought 224,503 ServiceNow shares in Q2 2026, an estimated $22.2M.
ServiceNow made up 0.99% of Bowie Capital Management's portfolio in Q2 2026, its #28 holding.
Bowie Capital Management first reported a position in ServiceNow in Q3 2020 and has held it in 19 quarters since.
Bowie Capital Management's ServiceNow position peaked at $41.2M in Q2 2025.
2,230 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.