Lakehouse Capital’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19M | Buy |
124,338
+69,478
| +127% | +$8.17M | 12.8% | 2 |
|
|
2025
Q4 | $8.4M | Hold |
54,860
| – | – | 6.06% | 10 |
|
|
2025
Q3 | $10.1M | Hold |
54,860
| – | – | 6.17% | 8 |
|
|
2025
Q2 | $11.3M | Hold |
54,860
| – | – | 6.88% | 8 |
|
|
2025
Q1 | $8.73M | Hold |
54,860
| – | – | 5.81% | 9 |
|
|
2024
Q4 | $11.6M | Sell |
54,860
-15,000
| -21% | -$3.04M | 7.84% | 6 |
|
|
2024
Q3 | $12.5M | Sell |
69,860
-19,300
| -22% | -$3.17M | 8.79% | 3 |
|
|
2024
Q2 | $14M | Hold |
89,160
| – | – | 9.83% | 4 |
|
|
2024
Q1 | $13.6M | Sell |
89,160
-5,430
| -6% | -$823K | 10.57% | 3 |
|
|
2023
Q4 | $13.4M | Sell |
94,590
-8,220
| -8% | -$1.04M | 10.68% | 3 |
|
|
2023
Q3 | $11.5M | Sell |
102,810
-14,715
| -13% | -$1.68M | 10.36% | 3 |
|
|
2023
Q2 | $13.2M | Hold |
117,525
| – | – | 11.36% | 2 |
|
|
2023
Q1 | $10.9M | Hold |
117,525
| – | – | 9.66% | 3 |
|
|
2022
Q4 | $9.13M | Hold |
117,525
| – | – | 9.05% | 5 |
|
|
2022
Q3 | $8.88M | Buy |
117,525
+41,490
| +55% | +$3.74M | 9.72% | 4 |
|
|
2022
Q2 | $7.23M | Hold |
76,035
| – | – | 7.05% | 8 |
|
|
2022
Q1 | $8.47M | Hold |
76,035
| – | – | 5.5% | 10 |
|
|
2021
Q4 | $9.87M | Hold |
76,035
| – | – | 5.55% | 10 |
|
|
2021
Q3 | $9.46M | Hold |
76,035
| – | – | 5.35% | 11 |
|
|
2021
Q2 | $8.36M | Buy |
+76,035
| New | +$7.71M | 4.87% | 11 |
|
|
2020
Q4 | $6.05M | Buy |
+54,920
| New | +$5.71M | 4.54% | 11 |
|
|
2020
Q1 | $7.61M | Buy |
+76,035
| New | +$4.75M | 5.3% | 10 |
|
Other funds holding NOW
VCM
VPM
