LGL Partners’s ServiceNow NOW Stock Holding History

LGL Partners’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
2025 Q1	–	Sell	-1,805	Closed	-$383K	–	99
2024 Q4	$383K	Sell	1,805 -185	-9%	-$37.5K	0.06%	81
2024 Q3	$356K	Sell	1,990 -70	-3%	-$11.5K	0.05%	84
2024 Q2	$324K	Buy	+2,060	New	+$302K	0.05%	82

Other funds holding NOW

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

LGL Partners's NOW Position: Q1 2025 in Review

LGL Partners sold out of ServiceNow (NOW) in Q1 2025, closing a stake of 1,805 shares — an estimated $383K sold.

LGL Partners first reported a position in NOW in Q2 2024 and held it in 3 quarters. The position peaked at $383K in Q4 2024. 2,158 funds tracked by Wall St. Rank hold NOW as of Q1 2025.

LGL Partners reported no remaining ServiceNow position as of Q1 2025 after selling out during the quarter.
LGL Partners sold 1,805 ServiceNow shares in Q1 2025, an estimated $383K.
LGL Partners first reported a position in ServiceNow in Q2 2024 and held it in 3 quarters.
LGL Partners's ServiceNow position peaked at $383K in Q4 2024.
2,158 funds tracked by Wall St. Rank held ServiceNow as of Q1 2025.

Based on LGL Partners's 13F filing for Q1 2025, filed 15 May 2025.