LPL Financial
NOW icon

LPL Financial’s ServiceNow NOW Stock Holding History

LPL Financial’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
Q1 		$251K Buy
+2,400
New +$282K ﹤0.01% 5327
2024
Q3 		– Sell
-2,500
Closed -$393K – 5257
2024
Q2 		$393K Buy
2,500
+2,475
+9,900% +$363K ﹤0.01% 4060
2024
Q1 		$381K Buy
+25
New +$3.79K ﹤0.01% 4009

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial's NOW Position: Q1 2026 in Review

LPL Financial increased its ServiceNow (NOW) stake by 13% in Q1 2026, buying an estimated $28M and bringing the position to 2,043,851 shares worth $214M. The position accounts for 0.06% of the portfolio, ranked #321.

LPL Financial first reported a position in NOW in Q3 2013 and has held it in 47 quarters since. The position peaked at $298M in Q3 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • LPL Financial held 2,043,851 shares of ServiceNow worth $214M as of Q1 2026.
  • LPL Financial bought 237,679 ServiceNow shares in Q1 2026, an estimated $28M.
  • ServiceNow made up 0.06% of LPL Financial's portfolio in Q1 2026, its #321 holding.
  • LPL Financial first reported a position in ServiceNow in Q3 2013 and has held it in 47 quarters since.
  • LPL Financial's ServiceNow position peaked at $298M in Q3 2025.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.