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Concurrent Investment Advisors’s ServiceNow NOW Stock Holding History

Concurrent Investment Advisors’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 		$8.47M Buy
80,972
+29,614
+58% +$3.48M 0.09% 239
2025
Q4 		$7.87M Buy
51,358
+29,183
+132% +$5.01M 0.09% 234
2025
Q3 		$4.08M Buy
22,175
+1,145
+5% +$214K 0.07% 277
2025
Q2 		$4.32M Buy
21,030
+1,995
+10% +$376K 0.08% 250
2025
Q1 		$3.03M Buy
19,035
+4,225
+29% +$814K 0.07% 276
2024
Q4 		$3.14M Buy
14,810
+1,640
+12% +$332K 0.08% 236
2024
Q3 		$2.36M Buy
13,170
+3,610
+38% +$593K 0.07% 270
2024
Q2 		$1.5M Buy
9,560
+1,250
+15% +$183K 0.05% 348
2024
Q1 		$1.27M Buy
8,310
+465
+6% +$70.5K 0.05% 333
2023
Q4 		$1.11M Buy
+7,845
New +$989K 0.05% 320

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Concurrent Investment Advisors's NOW Position: Q1 2026 in Review

Concurrent Investment Advisors increased its ServiceNow (NOW) stake by 58% in Q1 2026, buying an estimated $3.48M and bringing the position to 80,972 shares worth $8.47M. The position accounts for 0.09% of the portfolio, ranked #239.

Concurrent Investment Advisors first reported a position in NOW in Q4 2023 and has held it in 10 quarters since. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Concurrent Investment Advisors held 80,972 shares of ServiceNow worth $8.47M as of Q1 2026.
  • Concurrent Investment Advisors bought 29,614 ServiceNow shares in Q1 2026, an estimated $3.48M.
  • ServiceNow made up 0.09% of Concurrent Investment Advisors's portfolio in Q1 2026, its #239 holding.
  • Concurrent Investment Advisors first reported a position in ServiceNow in Q4 2023 and has held it in 10 quarters since.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.