Glen Kacher’s ServiceNow NOW Stock Holding History

Glen Kacher’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
2022 Q1	–	Sell	-286,320	Closed	-$37.2M	–	48
2021 Q4	$37.2M	Sell	286,320 -51,375	-15%	-$6.75M	2.22%	24
2021 Q3	$42M	Sell	337,695 -105,525	-24%	-$12.8M	2.11%	23
2021 Q2	$48.7M	Sell	443,220 -107,830	-20%	-$10.9M	2.11%	18
2021 Q1	$55.1M	Buy	+551,050	New	+$58.2M	2.95%	14
2020 Q1	–	Sell	-947,500	Closed	-$53.5M	–	49
2019 Q4	$53.5M	Buy	+947,500	New	+$49.9M	3.2%	14
2016 Q2	–	Sell	-1,000,000	Closed	-$12.2M	–	26
2016 Q1	$12.2M	Buy	+1,000,000	New	+$12.7M	2.08%	18
2014 Q3	–	Sell	-200,000	Closed	-$2.48M	–	40
2014 Q2	$2.48M	Sell	200,000 -109,420	-35%	-$1.17M	0.34%	40
2014 Q1	$3.71M	Sell	309,420 -190,640	-38%	-$2.43M	0.68%	31
2013 Q4	$5.6M	Sell	500,060 -299,940	-37%	-$3.17M	1.16%	30
2013 Q3	$8.31M	Buy	800,000 +500,000	+167%	+$4.6M	2.62%	17
2013 Q2	$2.42M	Buy	+300,000	New	+$2.29M	1.04%	30

Other funds holding NOW

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Glen Kacher's NOW Position: Q1 2022 in Review

Glen Kacher sold out of ServiceNow (NOW) in Q1 2022, closing a stake of 286,320 shares — an estimated $37.2M sold.

Glen Kacher first reported a position in NOW in Q2 2013 and held it in 11 quarters. The position peaked at $55.1M in Q1 2021. 1,405 funds tracked by Wall St. Rank hold NOW as of Q1 2022.

Glen Kacher reported no remaining ServiceNow position as of Q1 2022 after selling out during the quarter.
Glen Kacher sold 286,320 ServiceNow shares in Q1 2022, an estimated $37.2M.
Glen Kacher first reported a position in ServiceNow in Q2 2013 and held it in 11 quarters.
Glen Kacher's ServiceNow position peaked at $55.1M in Q1 2021.
1,405 funds tracked by Wall St. Rank held ServiceNow as of Q1 2022.

Based on Light Street Capital Management's 13F filing for Q1 2022, filed 16 May 2022.