Dorsal Capital Management’s ServiceNow NOW Stock Holding History

Dorsal 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
2023 Q1	–	Sell	-1,375,000	Closed	-$107M	–	31
2022 Q4	$107M	Buy	1,375,000 +500,000	+57%	+$39.1M	6.34%	6
2022 Q3	$66.1M	Buy	+875,000	New	+$78.8M	4.11%	14
2019 Q3	–	Sell	-2,000,000	Closed	-$110M	–	20
2019 Q2	$110M	Buy	2,000,000 +500,000	+33%	+$26.3M	6.07%	8
2019 Q1	$73.9M	Buy	+1,500,000	New	+$65.9M	4.84%	11

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dorsal Capital Management's NOW Position: Q1 2023 in Review

Dorsal Capital Management sold out of ServiceNow (NOW) in Q1 2023, closing a stake of 1,375,000 shares — an estimated $107M sold.

Dorsal Capital Management first reported a position in NOW in Q1 2019 and held it in 4 quarters. The position peaked at $110M in Q2 2019. 1,407 funds tracked by Wall St. Rank hold NOW as of Q1 2023.

Dorsal Capital Management reported no remaining ServiceNow position as of Q1 2023 after selling out during the quarter.
Dorsal Capital Management sold 1,375,000 ServiceNow shares in Q1 2023, an estimated $107M.
Dorsal Capital Management first reported a position in ServiceNow in Q1 2019 and held it in 4 quarters.
Dorsal Capital Management's ServiceNow position peaked at $110M in Q2 2019.
1,407 funds tracked by Wall St. Rank held ServiceNow as of Q1 2023.

Based on Dorsal Capital Management's 13F filing for Q1 2023, filed 15 May 2023.