Marathon Capital Management’s ServiceNow NOW Stock Holding History

Marathon Capital Management’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	–	Sell	-975	Closed	-$200K	–	171
2025 Q2	$200K	Buy	+975	New	+$184K	0.05%	152
2025 Q1	–	Sell	-975	Closed	-$207K	–	163
2024 Q4	$207K	Buy	+975	New	+$198K	0.05%	142
2021 Q4	–	Sell	-2,420	Closed	-$302K	–	204
2021 Q3	$302K	Buy	+2,420	New	+$293K	0.07%	157

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

JP Morgan Chase

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

T. Rowe Price Associates

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

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

Geode Capital Management

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

Fidelity Investments

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return