FFM
NOW icon

Forum Financial Management’s ServiceNow NOW Stock Holding History

Forum Financial 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
Q1 		– Sell
-5,619
Closed -$861K – 755
2025
Q4 		$861K Buy
5,619
+189
+3% +$32.4K 0.01% 284
2025
Q3 		$999K Sell
5,430
-155
-3% -$29K 0.01% 236
2025
Q2 		$1.15M Buy
5,585
+1,115
+25% +$210K 0.02% 193
2025
Q1 		$712K Buy
4,470
+440
+11% +$84.8K 0.01% 269
2024
Q4 		$855K Buy
4,030
+1,390
+53% +$282K 0.01% 228
2024
Q3 		$472K Buy
2,640
+95
+4% +$15.6K 0.01% 348
2024
Q2 		$400K Buy
2,545
+5
+0.2% +$734 0.01% 383
2024
Q1 		$387K Hold
2,540
– – 0.01% 411
2023
Q4 		$359K Buy
2,540
+5
+0.2% +$630 0.01% 385
2023
Q3 		$284K Buy
2,535
+135
+6% +$15.4K 0.01% 438
2023
Q2 		$270K Hold
2,400
– – 0.01% 473
2023
Q1 		$223K Buy
+2,400
New +$209K 0.01% 511
2022
Q3 		– Sell
-2,580
Closed -$245K – 586
2022
Q2 		$245K Sell
2,580
-630
-20% -$60K 0.01% 436
2022
Q1 		$357K Hold
3,210
– – 0.02% 318
2021
Q4 		$417K Buy
+3,210
New +$421K 0.02% 288

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Forum Financial Management's NOW Position: Q1 2026 in Review

Forum Financial Management sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 5,619 shares — an estimated $861K sold.

Forum Financial Management first reported a position in NOW in Q4 2021 and held it in 15 quarters. The position peaked at $1.15M in Q2 2025. 2,200 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Forum Financial Management reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,619 ServiceNow shares in Q1 2026, an estimated $861K.
  • Forum Financial Management first reported a position in ServiceNow in Q4 2021 and held it in 15 quarters.
  • Forum Financial Management's ServiceNow position peaked at $1.15M in Q2 2025.
  • 2,200 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.