Davidson Capital Management
NOW icon

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
Q3 		$4.09M Buy
30,498
+1,028
+3% +$126K 0.68% 45
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 		$1.32M 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Davidson Capital Management's NOW Position: Q3 2026 in Review

Davidson Capital Management increased its ServiceNow (NOW) stake by 3.5% in Q3 2026, buying an estimated $126K and bringing the position to 30,498 shares worth $4.09M. The position accounts for 0.68% of the portfolio, ranked #45.

Davidson Capital Management first reported a position in NOW in Q3 2020 and has held it in 25 quarters since. The position peaked at $4.1M in Q4 2024. 2,038 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Davidson Capital Management held 30,498 shares of ServiceNow worth $4.09M as of Q3 2026.
  • Davidson Capital Management bought 1,028 ServiceNow shares in Q3 2026, an estimated $126K.
  • ServiceNow made up 0.68% of Davidson Capital Management's portfolio in Q3 2026, its #45 holding.
  • Davidson Capital Management first reported a position in ServiceNow in Q3 2020 and has held it in 25 quarters since.
  • Davidson Capital Management's ServiceNow position peaked at $4.1M in Q4 2024.
  • 2,038 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Davidson Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.