HCM
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HMI Capital Management’s ServiceNow NOW Stock Holding History

HMI 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
2026
Q1 		$26.1M Buy
+249,800
New +$29.4M 3.46% 11
2020
Q1 		– Sell
-852,010
Closed -$48.1M – 13
2019
Q4 		$48.1M Buy
+852,010
New +$44.9M 3.84% 10

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HMI Capital Management's NOW Position: Q1 2026 in Review

HMI Capital Management opened a new position in ServiceNow (NOW) in Q1 2026: 249,800 shares worth $26.1M. The stake represents 3.46% of the portfolio and ranks #11 among its holdings. This is a return to the name: HMI Capital Management previously reported a position in NOW as recently as Q4 2019.

HMI Capital Management first reported a position in NOW in Q4 2019 and has held it in 2 quarters since. The position peaked at $48.1M in Q4 2019. 2,192 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • HMI Capital Management held 249,800 shares of ServiceNow worth $26.1M as of Q1 2026.
  • ServiceNow was a new HMI Capital Management position in Q1 2026.
  • ServiceNow made up 3.46% of HMI Capital Management's portfolio in Q1 2026, its #11 holding.
  • HMI Capital Management first reported a position in ServiceNow in Q4 2019 and has held it in 2 quarters since.
  • HMI Capital Management's ServiceNow position peaked at $48.1M in Q4 2019.
  • 2,192 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on HMI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.