Dmitry Balyasny’s ServiceNow NOW Stock Holding History

Dmitry Balyasny’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	$2.3M	Buy	23,200 +20,400	+729%	+$2.02M	﹤0.01%	1745
2026 Q1	$293K	Sell	2,800 -71,200	-96%	-$8.38M	﹤0.01%	2567
2025 Q4	$11.3M	Sell	74,000 -42,500	-36%	-$7.29M	0.01%	969
2025 Q3	$21.4M	Buy	116,500 +107,500	+1,194%	+$20.1M	0.03%	689
2025 Q2	$1.85M	Sell	9,000 -6,000	-40%	-$1.13M	﹤0.01%	1773
2025 Q1	$2.39M	Sell	15,000 -6,000	-29%	-$1.16M	﹤0.01%	1624
2024 Q4	$4.45M	Sell	21,000 -1,000	-5%	-$203K	0.01%	1338
2024 Q3	$3.94M	Sell	22,000 -9,000	-29%	-$1.48M	0.01%	1374
2024 Q2	$4.88M	Sell	31,000 -16,500	-35%	-$2.42M	0.01%	1184
2024 Q1	$7.24M	Sell	47,500 -500	-1%	-$75.8K	0.01%	1074
2023 Q4	$6.78M	Buy	48,000 +41,000	+586%	+$5.17M	0.01%	1016
2023 Q3	$783K	Buy	+7,000	New	+$799K	﹤0.01%	1626
2023 Q1	–	Sell	-22,500	Closed	-$1.75M	–	2988
2022 Q4	$1.75M	Hold	22,500	–	–	﹤0.01%	1471
2022 Q3	$1.7M	Buy	+22,500	New	+$2.03M	0.01%	1571
2017 Q4	–	Sell	-100,000	Closed	-$2.35M	–	2223
2017 Q3	$2.35M	Buy	+100,000	New	+$2.22M	0.01%	916
2016 Q3	–	Sell	-550,000	Closed	-$7.3M	–	1191
2016 Q2	$7.3M	Buy	+550,000	New	+$7.64M	0.05%	429

Other funds holding NOW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dmitry Balyasny's NOW Position: Q2 2026 in Review

Dmitry Balyasny increased its ServiceNow (NOW) stake by 14,144% in Q2 2026, buying an estimated $219M and bringing the position to 2,223,764 shares worth $221M. The position accounts for 0.28% of the portfolio, ranked #59.

Dmitry Balyasny first reported a position in NOW in Q2 2013 and has held it in 45 quarters since. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Dmitry Balyasny held 2,223,764 shares of ServiceNow worth $221M as of Q2 2026.
Dmitry Balyasny bought 2,208,152 ServiceNow shares in Q2 2026, an estimated $219M.
ServiceNow made up 0.28% of Dmitry Balyasny's portfolio in Q2 2026, its #59 holding.
Dmitry Balyasny first reported a position in ServiceNow in Q2 2013 and has held it in 45 quarters since.
2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.