Lakehouse Capital’s ServiceNow NOW Stock Holding History

Lakehouse Capital’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	$12.3M	Hold	124,338	–	–	13.65%	2
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

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

Lakehouse Capital's NOW Position: Q2 2026 in Review

Lakehouse Capital held its ServiceNow (NOW) position steady in Q2 2026 at 124,338 shares worth $12.3M. The position accounts for 13.65% of the portfolio, ranked #2.

Lakehouse Capital first reported a position in NOW in Q1 2020 and has held it in 23 quarters since. The position peaked at $19M in Q1 2026. 2,238 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Lakehouse Capital held 124,338 shares of ServiceNow worth $12.3M as of Q2 2026.
Lakehouse Capital left its ServiceNow share count unchanged in Q2 2026.
ServiceNow made up 13.65% of Lakehouse Capital's portfolio in Q2 2026, its #2 holding.
Lakehouse Capital first reported a position in ServiceNow in Q1 2020 and has held it in 23 quarters since.
Lakehouse Capital's ServiceNow position peaked at $19M in Q1 2026.
2,238 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Lakehouse Capital's 13F filing for Q2 2026, filed 22 Jul 2026.