Echo Street Capital Management’s ServiceNow NOW Stock Holding History

Echo Street 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 Q4	–	Sell	-12,540	Closed	-$1.4M	–	293
2023 Q3	$1.4M	Buy	12,540 +3,380	+37%	+$386K	0.01%	114
2023 Q2	$1.03M	Sell	9,160 -4,750	-34%	-$475K	0.01%	137
2023 Q1	$1.29M	Sell	13,910 -32,785	-70%	-$2.86M	0.01%	108
2022 Q4	$3.63M	Buy	46,695 +15,115	+48%	+$1.18M	0.04%	85
2022 Q3	$2.38M	Buy	+31,580	New	+$2.84M	0.02%	103
2022 Q2	–	Sell	-838,190	Closed	-$93.4M	–	658
2022 Q1	$93.4M	Sell	838,190 -107,800	-11%	-$12.1M	0.67%	77
2021 Q4	$123M	Sell	945,990 -102,770	-10%	-$13.5M	0.82%	54
2021 Q3	$131M	Sell	1,048,760 -45,120	-4%	-$5.46M	0.92%	46
2021 Q2	$120M	Buy	1,093,880 +92,100	+9%	+$9.34M	0.93%	44
2021 Q1	$100M	Buy	1,001,780 +15,180	+2%	+$1.6M	0.9%	51
2020 Q4	$109M	Buy	986,600 +276,020	+39%	+$28.7M	1.09%	33
2020 Q3	$68.9M	Sell	710,580 -119,155	-14%	-$10.6M	1.19%	33
2020 Q2	$67.2M	Buy	829,735 +233,050	+39%	+$16.5M	0.8%	41
2020 Q1	$34.2M	Buy	596,685 +22,775	+4%	+$1.42M	0.74%	51
2019 Q4	$32.4M	Sell	573,910 -243,695	-30%	-$12.8M	0.5%	79
2019 Q3	$41.5M	Buy	817,605 +77,010	+10%	+$4.19M	0.7%	55
2019 Q2	$40.7M	Buy	740,595 +49,395	+7%	+$2.6M	0.72%	43
2019 Q1	$34.1M	Buy	691,200 +200,255	+41%	+$8.8M	0.67%	58
2018 Q4	$17.5M	Sell	490,945 -153,275	-24%	-$5.44M	0.44%	78
2018 Q3	$25.2M	Buy	644,220 +332,880	+107%	+$12.6M	0.56%	70
2018 Q2	$10.7M	Buy	311,340 +41,215	+15%	+$1.43M	0.26%	112
2018 Q1	$8.94M	Sell	270,125 -334,800	-55%	-$10.3M	0.26%	111
2017 Q4	$15.8M	Buy	604,925 +5,695	+1%	+$142K	0.48%	77
2017 Q3	$14.1M	Buy	599,230 +83,235	+16%	+$1.85M	0.48%	75
2017 Q2	$10.9M	Sell	515,995 -227,940	-31%	-$4.47M	0.41%	79
2017 Q1	$13M	Buy	+743,935	New	+$13M	0.44%	83

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Echo Street Capital Management's NOW Position: Q4 2023 in Review

Echo Street Capital Management sold out of ServiceNow (NOW) in Q4 2023, closing a stake of 12,540 shares — an estimated $1.4M sold.

Echo Street Capital Management first reported a position in NOW in Q1 2017 and held it in 26 quarters. The position peaked at $131M in Q3 2021. 1,751 funds tracked by Wall St. Rank hold NOW as of Q4 2023.

Echo Street Capital Management reported no remaining ServiceNow position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 12,540 ServiceNow shares in Q4 2023, an estimated $1.4M.
Echo Street Capital Management first reported a position in ServiceNow in Q1 2017 and held it in 26 quarters.
Echo Street Capital Management's ServiceNow position peaked at $131M in Q3 2021.
1,751 funds tracked by Wall St. Rank held ServiceNow as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.