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Marc Stad’s ServiceNow NOW Stock Holding History

Marc Stad’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
2020
Q4 		– Sell
-711,025
Closed -$69M – 41
2020
Q3 		$69M Sell
711,025
-811,900
-53% -$72.5M 1.55% 19
2020
Q2 		$123M Sell
1,522,925
-129,825
-8% -$9.17M 4.09% 10
2020
Q1 		$94.7M Sell
1,652,750
-326,185
-16% -$20.4M 4.23% 8
2019
Q4 		$112M Hold
1,978,935
– – 4.64% 9
2019
Q3 		$100M Buy
1,978,935
+405,750
+26% +$22.1M 4.25% 8
2019
Q2 		$86.4M Sell
1,573,185
-315,700
-17% -$16.6M 3.44% 9
2019
Q1 		$93.1M Sell
1,888,885
-87,500
-4% -$3.85M 5.63% 7
2018
Q4 		$70.4M Hold
1,976,385
– – 5.48% 9
2018
Q3 		$77.3M Hold
1,976,385
– – 6.31% 6
2018
Q2 		$68.2M Sell
1,976,385
-100,000
-5% -$3.47M 5.98% 6
2018
Q1 		$68.7M Sell
2,076,385
-413,500
-17% -$12.8M 9.73% 3
2017
Q4 		$64.9M Hold
2,489,885
– – 10.64% 2
2017
Q3 		$58.5M Hold
2,489,885
– – 9.6% 3
2017
Q2 		$52.8M Buy
2,489,885
+1,005,000
+68% +$19.7M 9.08% 5
2017
Q1 		$26M Sell
1,484,885
-175,000
-11% -$3.05M 4.63% 10
2016
Q4 		$24.7M Sell
1,659,885
-57,250
-3% -$924K 5.83% 8
2016
Q3 		$27.2M Sell
1,717,135
-745,000
-30% -$11M 6.14% 8
2016
Q2 		$32.7M Buy
2,462,135
+1,254,410
+104% +$17.4M 8.28% 6
2016
Q1 		$14.8M Buy
+1,207,725
New +$15.3M 4.65% 11

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Marc Stad's NOW Position: Q4 2020 in Review

Marc Stad sold out of ServiceNow (NOW) in Q4 2020, closing a stake of 711,025 shares — an estimated $69M sold.

Marc Stad first reported a position in NOW in Q1 2016 and held it in 19 quarters. The position peaked at $123M in Q2 2020. 1,273 funds tracked by Wall St. Rank hold NOW as of Q4 2020.

  • Marc Stad reported no remaining ServiceNow position as of Q4 2020 after selling out during the quarter.
  • Marc Stad sold 711,025 ServiceNow shares in Q4 2020, an estimated $69M.
  • Marc Stad first reported a position in ServiceNow in Q1 2016 and held it in 19 quarters.
  • Marc Stad's ServiceNow position peaked at $123M in Q2 2020.
  • 1,273 funds tracked by Wall St. Rank held ServiceNow as of Q4 2020.

Based on Dragoneer Investment Group's 13F filing for Q4 2020, filed 16 Feb 2021.