Hudson Bay Capital Management’s ServiceNow NOW Stock Holding History

Hudson Bay 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 Q2	$30.1M	Buy	+303,100	New	+$30M	0.08%	175
2026 Q1	–	Sell	-465,000	Closed	-$71.2M	–	1530
2025 Q4	$71.2M	Buy	465,000 +384,730	+479%	+$66M	0.23%	87
2025 Q3	$14.8M	Buy	80,270 +52,860	+193%	+$9.87M	0.05%	274
2025 Q2	$5.64M	Sell	27,410 -224,150	-89%	-$42.3M	0.02%	516
2025 Q1	$40.1M	Sell	251,560 -21,260	-8%	-$4.1M	0.12%	157
2024 Q4	$57.8M	Buy	+272,820	New	+$55.3M	0.2%	109
2024 Q3	–	Sell	-50,670	Closed	-$7.97M	–	983
2024 Q2	$7.97M	Buy	+50,670	New	+$7.44M	0.04%	274
2024 Q1	–	Sell	-350,000	Closed	-$49.5M	–	838
2023 Q4	$49.5M	Buy	+350,000	New	+$44.1M	0.31%	56
2020 Q2	–	Sell	-48,250	Closed	-$2.77M	–	537
2020 Q1	$2.77M	Buy	+48,250	New	+$3.02M	0.07%	225
2019 Q4	–	Sell	-9,500	Closed	-$482K	–	477
2019 Q3	$482K	Buy	+9,500	New	+$517K	0.01%	350
2017 Q4	–	Sell	-29,500	Closed	-$693K	–	526
2017 Q3	$693K	Sell	29,500 -6,500	-18%	-$145K	0.02%	316
2017 Q2	$763K	Buy	+36,000	New	+$706K	0.02%	433

Other funds holding NOW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Hudson Bay Capital Management's NOW Position: Q2 2026 in Review

Hudson Bay Capital Management opened a new position in ServiceNow (NOW) in Q2 2026: 303,100 shares worth $30.1M. The stake represents 0.08% of the portfolio and ranks #175 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in NOW as recently as Q4 2025.

Hudson Bay Capital Management first reported a position in NOW in Q2 2017 and has held it in 12 quarters since. The position peaked at $71.2M in Q4 2025. 2,230 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Hudson Bay Capital Management held 303,100 shares of ServiceNow worth $30.1M as of Q2 2026.
ServiceNow was a new Hudson Bay Capital Management position in Q2 2026.
ServiceNow made up 0.08% of Hudson Bay Capital Management's portfolio in Q2 2026, its #175 holding.
Hudson Bay Capital Management first reported a position in ServiceNow in Q2 2017 and has held it in 12 quarters since.
Hudson Bay Capital Management's ServiceNow position peaked at $71.2M in Q4 2025.
2,230 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.