Lion Street Advisors’s ServiceNow NOW Stock Holding History

Lion Street Advisors’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 Q3	$320K	Sell	2,295 -910	-28%	-$170K	0.11%	157
2025 Q2	$659K	Sell	3,205 -115	-3%	-$21.7K	0.2%	113
2025 Q1	$529K	Buy	3,320 +130	+4%	+$25.1K	0.17%	133
2024 Q4	$676K	Sell	3,190 -745	-19%	-$151K	0.22%	103
2024 Q3	$704K	Sell	3,935 -30	-0.8%	-$4.93K	0.25%	90
2024 Q2	$624K	Buy	3,965 +755	+24%	+$111K	0.23%	98
2024 Q1	$454K	Hold	3,210	–	–	0.19%	122
2023 Q4	$454K	Sell	3,210 -730	-19%	-$92K	0.19%	121
2023 Q3	$440K	Buy	3,940 +1,595	+68%	+$182K	0.14%	134
2023 Q2	$327K	Sell	2,345 -1,000	-30%	-$100K	0.11%	162
2023 Q1	$311K	Buy	3,345 +1,375	+70%	+$120K	0.1%	174
2022 Q4	$275K	Sell	1,970 -1,060	-35%	-$82.8K	0.14%	115
2022 Q3	$231K	Buy	3,030 +1,060	+54%	+$95.5K	0.12%	117
2022 Q2	$275K	Sell	1,970 -1,060	-35%	-$101K	0.14%	115
2022 Q1	$337K	Buy	3,030 +1,065	+54%	+$119K	0.17%	93
2021 Q4	$252K	Sell	1,965 -10	-0.5%	-$1.31K	0.12%	131
2021 Q3	$246K	Buy	+1,975	New	+$239K	0.13%	123

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lion Street Advisors's NOW Position: Q3 2025 in Review

Lion Street Advisors reduced its ServiceNow (NOW) stake by 28% in Q3 2025, selling an estimated $170K and leaving 2,295 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #157.

Lion Street Advisors first reported a position in NOW in Q3 2021 and has held it in 17 quarters since. The position peaked at $704K in Q3 2024. 2,247 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

Lion Street Advisors held 2,295 shares of ServiceNow worth $320K as of Q3 2025.
Lion Street Advisors sold 910 ServiceNow shares in Q3 2025, an estimated $170K.
ServiceNow made up 0.11% of Lion Street Advisors's portfolio in Q3 2025, its #157 holding.
Lion Street Advisors first reported a position in ServiceNow in Q3 2021 and has held it in 17 quarters since.
Lion Street Advisors's ServiceNow position peaked at $704K in Q3 2024.
2,247 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.