Fermata Advisors’s ServiceNow NOW Stock Holding History

Fermata Advisors’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	$284K	Sell	2,119 -416	-16%	-$51.1K	0.05%	222
2026 Q2	$252K	Buy	+2,535	New	+$251K	0.05%	222
2025 Q2	–	Sell	-3,185	Closed	-$507K	–	261
2025 Q1	$507K	Buy	3,185 +2,095	+192%	+$404K	0.09%	159
2024 Q4	$231K	Sell	1,090 -1,065	-49%	-$216K	0.04%	238
2024 Q3	$385K	Sell	2,155 -20	-0.9%	-$3.29K	0.08%	151
2024 Q2	$342K	Buy	+2,175	New	+$319K	0.08%	153

Other funds holding NOW

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Fermata Advisors's NOW Position: Q3 2026 in Review

Fermata Advisors reduced its ServiceNow (NOW) stake by 16% in Q3 2026, selling an estimated $51.1K and leaving 2,119 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #222.

Fermata Advisors first reported a position in NOW in Q2 2024 and has held it in 6 quarters since. The position peaked at $507K in Q1 2025. 467 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

Fermata Advisors held 2,119 shares of ServiceNow worth $284K as of Q3 2026.
Fermata Advisors sold 416 ServiceNow shares in Q3 2026, an estimated $51.1K.
ServiceNow made up 0.05% of Fermata Advisors's portfolio in Q3 2026, its #222 holding.
Fermata Advisors first reported a position in ServiceNow in Q2 2024 and has held it in 6 quarters since.
Fermata Advisors's ServiceNow position peaked at $507K in Q1 2025.
467 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Fermata Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.