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Lightspeed Management Company’s ServiceNow NOW Stock Holding History

Lightspeed Management Company’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 		– Sell
-1,530,400
Closed -$160M – 10
2026
Q1 		$160M Sell
1,530,400
-253,145
-14% -$29.8M 16.2% 2
2025
Q4 		$273M Buy
+1,783,545
New +$306M 19.57% 2

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lightspeed Management Company's NOW Position: Q2 2026 in Review

Lightspeed Management Company sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 1,530,400 shares — an estimated $160M sold.

Lightspeed Management Company first reported a position in NOW in Q4 2025 and held it in 2 quarters. The position peaked at $273M in Q4 2025. 2,230 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Lightspeed Management Company reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
  • Lightspeed Management Company sold 1,530,400 ServiceNow shares in Q2 2026, an estimated $160M.
  • Lightspeed Management Company first reported a position in ServiceNow in Q4 2025 and held it in 2 quarters.
  • Lightspeed Management Company's ServiceNow position peaked at $273M in Q4 2025.
  • 2,230 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Lightspeed Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.