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Davidson Capital Management’s ServiceNow NOW Stock Holding History

Davidson 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 		$2.93M Buy
29,470
+1,541
+6% +$153K 0.47% 51
2026
Q1 		$2.92M Buy
27,929
+9,825
+54% +$1.16M 0.53% 52
2025
Q4 		$2.77M Buy
18,104
+484
+3% +$83K 0.6% 43
2025
Q3 		$3.24M Buy
17,620
+2,095
+13% +$391K 0.72% 42
2025
Q2 		$3.19M Buy
15,525
+700
+5% +$132K 0.77% 40
2025
Q1 		$2.36M Sell
14,825
-4,490
-23% -$865K 0.64% 51
2024
Q4 		$4.1M Buy
19,315
+600
+3% +$122K 1.08% 15
2024
Q3 		$3.35M Sell
18,715
-2,485
-12% -$409K 0.96% 21
2024
Q2 		$3.34M Buy
21,200
+1,305
+7% +$191K 1.03% 16
2024
Q1 		$3.03M Sell
19,895
-20
-0.1% -$3.03K 0.98% 13
2023
Q4 		$2.81M Buy
19,915
+375
+2% +$47.3K 1.02% 8
2023
Q3 		$2.18M Buy
19,540
+3,400
+21% +$388K 1.09% 11
2023
Q2 		$1.81M Buy
16,140
+85
+0.5% +$8.5K 0.9% 14
2023
Q1 		$1.49M Buy
16,055
+7,000
+77% +$610K 0.91% 20
2022
Q4 		$703K Buy
9,055
+9,025
+30,083% +$705K 0.48% 43
2022
Q3 		$2K Buy
30
+5
+20% +$450 ﹤0.01% 77
2022
Q2 		$2K Sell
25
-11,785
-100% -$1.12M ﹤0.01% 69
2022
Q1 		$1.31M Buy
11,810
+345
+3% +$38.7K 0.49% 37
2021
Q4 		$1.49M Buy
11,465
+415
+4% +$54.5K 0.81% 31
2021
Q3 		$1.38M Sell
11,050
-1,640
-13% -$199K 0.69% 17
2021
Q2 		$1.4M Buy
12,690
+1,430
+13% +$145K 0.67% 17
2021
Q1 		$1.13M Buy
11,260
+2,720
+32% +$287K 0.59% 50
2020
Q4 		$940K Buy
8,540
+225
+3% +$23.4K 0.53% 39
2020
Q3 		$807K Buy
+8,315
New +$743K 0.51% 34

Other funds holding NOW

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Davidson Capital Management increased its ServiceNow (NOW) stake by 5.5% in Q2 2026, buying an estimated $153K and bringing the position to 29,470 shares worth $2.93M. The position accounts for 0.47% of the portfolio, ranked #51.

Davidson Capital Management first reported a position in NOW in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.1M in Q4 2024. 914 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Davidson Capital Management held 29,470 shares of ServiceNow worth $2.93M as of Q2 2026.
  • Davidson Capital Management bought 1,541 ServiceNow shares in Q2 2026, an estimated $153K.
  • ServiceNow made up 0.47% of Davidson Capital Management's portfolio in Q2 2026, its #51 holding.
  • Davidson Capital Management first reported a position in ServiceNow in Q3 2020 and has held it in 24 quarters since.
  • Davidson Capital Management's ServiceNow position peaked at $4.1M in Q4 2024.
  • 914 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Davidson Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.