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 Q1	–	Sell	-465,000	Closed	-$71.2M	–	1531
2025 Q4	$71.2M	Buy	+465,000	New	+$79.8M	0.23%	88
2025 Q3	–	Sell	-32,000	Closed	-$6.58M	–	1552
2025 Q2	$6.58M	Sell	32,000 -222,000	-87%	-$41.9M	0.02%	480
2025 Q1	$40.4M	Buy	254,000 +4,000	+2%	+$771K	0.12%	154
2024 Q4	$53M	Buy	+250,000	New	+$50.6M	0.19%	119

Other funds holding NOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hudson Bay Capital Management's NOW Position: Q1 2026 in Review

Hudson Bay Capital Management sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 465,000 shares — an estimated $71.2M sold.

Hudson Bay Capital Management first reported a position in NOW in Q2 2017 and held it in 11 quarters. The position peaked at $71.2M in Q4 2025. 2,193 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Hudson Bay Capital Management reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
Hudson Bay Capital Management sold 465,000 ServiceNow shares in Q1 2026, an estimated $71.2M.
Hudson Bay Capital Management first reported a position in ServiceNow in Q2 2017 and held it in 11 quarters.
Hudson Bay Capital Management's ServiceNow position peaked at $71.2M in Q4 2025.
2,193 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

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