Jericho Capital Asset Management’s ServiceNow NOW Stock Holding History

Jericho Capital Asset 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
2022 Q3	–	Sell	-910,000	Closed	-$86.5M	–	35
2022 Q2	$86.5M	Buy	+910,000	New	+$86.7M	5.43%	8
2021 Q2	–	Sell	-1,091,175	Closed	-$109M	–	63
2021 Q1	$109M	Buy	1,091,175 +536,175	+97%	+$56.6M	2.88%	10
2020 Q4	$61.1M	Buy	+555,000	New	+$57.7M	1.44%	31
2019 Q4	–	Sell	-2,620,000	Closed	-$133M	–	31
2019 Q3	$133M	Buy	+2,620,000	New	+$142M	7.59%	5
2019 Q2	–	Sell	-2,728,210	Closed	-$134M	–	34
2019 Q1	$134M	Sell	2,728,210 -340,000	-11%	-$14.9M	6.08%	4
2018 Q4	$109M	Buy	+3,068,210	New	+$109M	11.11%	2
2018 Q1	–	Sell	-1,400,115	Closed	-$36.5M	–	29
2017 Q4	$36.5M	Buy	+1,400,115	New	+$34.8M	1.91%	20
2017 Q2	–	Sell	-3,728,050	Closed	-$65.2M	–	41
2017 Q1	$65.2M	Buy	3,728,050 +265,000	+8%	+$4.62M	4.54%	8
2016 Q4	$51.5M	Sell	3,463,050 -799,070	-19%	-$12.9M	3.18%	15
2016 Q3	$67.5M	Buy	+4,262,120	New	+$62.8M	3.4%	11
2016 Q1	–	Sell	-2,423,730	Closed	-$42M	–	41
2015 Q4	$42M	Buy	+2,423,730	New	+$40M	2.01%	23
2015 Q2	–	Sell	-1,650,000	Closed	-$26M	–	40
2015 Q1	$26M	Buy	+1,650,000	New	+$24.3M	1.77%	25

Other funds holding NOW

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

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

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management

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