John Overdeck’s ServiceNow NOW Stock Holding History

John Overdeck’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	$5.61M	Buy	56,500 +22,100	+64%	+$2.19M	﹤0.01%	2031
2026 Q1	$3.6M	Buy	+34,400	New	+$4.05M	﹤0.01%	2271
2022 Q1	–	Sell	-24,000	Closed	-$3.12M	–	3791
2021 Q4	$3.12M	Buy	24,000 +2,500	+12%	+$328K	0.01%	1544
2021 Q3	$2.68M	Buy	21,500 +11,500	+115%	+$1.39M	0.01%	1710
2021 Q2	$1.1M	Sell	10,000 -30,000	-75%	-$3.04M	﹤0.01%	2394
2021 Q1	$4M	Sell	40,000 -25,000	-38%	-$2.64M	0.01%	1204
2020 Q4	$7.16M	Buy	65,000 +53,500	+465%	+$5.56M	0.02%	743
2020 Q3	$1.12M	Sell	11,500 -42,000	-79%	-$3.75M	﹤0.01%	1680
2020 Q2	$4.33M	Sell	53,500 -20,000	-27%	-$1.41M	0.02%	707
2020 Q1	$4.21M	Sell	73,500 -313,500	-81%	-$19.6M	0.03%	577
2019 Q4	$21.9M	Buy	387,000 +91,000	+31%	+$4.79M	0.07%	349
2019 Q3	$15M	Buy	296,000 +232,500	+366%	+$12.6M	0.05%	421
2019 Q2	$3.49M	Buy	63,500 +53,500	+535%	+$2.81M	0.01%	1091
2019 Q1	$493K	Buy	+10,000	New	+$440K	﹤0.01%	2282
2018 Q4	–	Sell	-65,000	Closed	-$2.54M	–	3351
2018 Q3	$2.54M	Sell	65,000 -141,000	-68%	-$5.33M	0.01%	1324
2018 Q2	$7.11M	Buy	+206,000	New	+$7.14M	0.02%	840
2018 Q1	–	Sell	-10,000	Closed	-$261K	–	3394
2017 Q4	$261K	Sell	10,000 -42,500	-81%	-$1.06M	﹤0.01%	2796
2017 Q3	$1.23M	Buy	+52,500	New	+$1.17M	﹤0.01%	1595
2015 Q4	–	Sell	-15,000	Closed	-$208K	–	2881
2015 Q3	$208K	Buy	+15,000	New	+$224K	﹤0.01%	1967

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

John Overdeck's NOW Position: Q2 2026 in Review

John Overdeck reduced its ServiceNow (NOW) stake by 98% in Q2 2026, selling an estimated $449M and leaving 102,222 shares worth $10.1M. The position accounts for 0.01% of the portfolio, ranked #1511.

John Overdeck first reported a position in NOW in Q2 2013 and has held it in 39 quarters since. The position peaked at $485M in Q1 2026. 2,223 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

John Overdeck held 102,222 shares of ServiceNow worth $10.1M as of Q2 2026.
John Overdeck sold 4,533,997 ServiceNow shares in Q2 2026, an estimated $449M.
ServiceNow made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1511 holding.
John Overdeck first reported a position in ServiceNow in Q2 2013 and has held it in 39 quarters since.
John Overdeck's ServiceNow position peaked at $485M in Q1 2026.
2,223 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.