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Davis Capital Management’s ServiceNow NOW Stock Holding History

Davis 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 		$13.7K Buy
138
+124
+886% +$12.3K 0.01% 243
2026
Q1 		$1.46K Buy
14
+9
+180% +$1.06K ﹤0.01% 309
2025
Q4 		$766 Sell
5
-5
-50% -$858 ﹤0.01% 358
2025
Q3 		$1.84K Buy
+10
New +$1.87K ﹤0.01% 303
2024
Q3 		– Sell
-350
Closed -$55.2K – 345
2024
Q2 		$55.2K Buy
+350
New +$51.4K 0.05% 125

Other funds holding NOW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
KGAMU
KPS Global Asset Management (UK) London, United Kingdom $620M AUM 14.15% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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

Davis Capital Management increased its ServiceNow (NOW) stake by 886% in Q2 2026, buying an estimated $12.3K and bringing the position to 138 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #243.

Davis Capital Management first reported a position in NOW in Q2 2024 and has held it in 5 quarters since. The position peaked at $55.2K in Q2 2024. 622 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Davis Capital Management held 138 shares of ServiceNow worth $13.7K as of Q2 2026.
  • Davis Capital Management bought 124 ServiceNow shares in Q2 2026, an estimated $12.3K.
  • ServiceNow made up 0.01% of Davis Capital Management's portfolio in Q2 2026, its #243 holding.
  • Davis Capital Management first reported a position in ServiceNow in Q2 2024 and has held it in 5 quarters since.
  • Davis Capital Management's ServiceNow position peaked at $55.2K in Q2 2024.
  • 622 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.