Josh Resnick’s ServiceNow NOW Stock Holding History

Josh Resnick’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	3.15%	15
2016 Q3	$67.5M	Buy	+4,262,120	New	+$62.8M	2.7%	11
2016 Q1	–	Sell	-2,423,730	Closed	-$42M	–	41
2015 Q4	$42M	Buy	+2,423,730	New	+$40M	1.84%	23
2015 Q2	–	Sell	-1,650,000	Closed	-$26M	–	40
2015 Q1	$26M	Buy	+1,650,000	New	+$24.3M	1.72%	25

Other funds holding NOW

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Josh Resnick's NOW Position: Q3 2022 in Review

Josh Resnick sold out of ServiceNow (NOW) in Q3 2022, closing a stake of 910,000 shares — an estimated $86.5M sold.

Josh Resnick first reported a position in NOW in Q1 2015 and held it in 12 quarters. The position peaked at $134M in Q1 2019. 1,321 funds tracked by Wall St. Rank hold NOW as of Q3 2022.

Josh Resnick reported no remaining ServiceNow position as of Q3 2022 after selling out during the quarter.
Josh Resnick sold 910,000 ServiceNow shares in Q3 2022, an estimated $86.5M.
Josh Resnick first reported a position in ServiceNow in Q1 2015 and held it in 12 quarters.
Josh Resnick's ServiceNow position peaked at $134M in Q1 2019.
1,321 funds tracked by Wall St. Rank held ServiceNow as of Q3 2022.

Based on Jericho Capital Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.