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Caldwell Investment Management’s ServiceNow NOW Stock Holding History

Caldwell Investment 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 		$694K Hold
7,000
– – 0.46% 29
2026
Q1 		$736K Hold
7,000
– – 0.29% 50
2025
Q4 		$1.08M Hold
7,000
– – 0.66% 23
2025
Q3 		$1.32M Buy
+7,000
New +$1.31M 0.86% 21

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Caldwell Investment Management's NOW Position: Q2 2026 in Review

Caldwell Investment Management held its ServiceNow (NOW) position steady in Q2 2026 at 7,000 shares worth $694K. The position accounts for 0.46% of the portfolio, ranked #29.

Caldwell Investment Management first reported a position in NOW in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.32M in Q3 2025. 2,237 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Caldwell Investment Management held 7,000 shares of ServiceNow worth $694K as of Q2 2026.
  • Caldwell Investment Management left its ServiceNow share count unchanged in Q2 2026.
  • ServiceNow made up 0.46% of Caldwell Investment Management's portfolio in Q2 2026, its #29 holding.
  • Caldwell Investment Management first reported a position in ServiceNow in Q3 2025 and has held it in 4 quarters since.
  • Caldwell Investment Management's ServiceNow position peaked at $1.32M in Q3 2025.
  • 2,237 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

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