Marsico Capital Management’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.6M | Sell |
82,267
-476
| -0.6% | -$489K | 2.29% | 17 |
|
|
2025
Q1 | $65.9M | Buy |
82,743
+7,837
| +10% | +$6.24M | 2.26% | 17 |
|
|
2024
Q4 | $79.4M | Hold |
74,906
| – | – | 2.16% | 15 |
|
|
2024
Q3 | $67M | Sell |
74,906
-45
| -0.1% | -$40.2K | 1.87% | 21 |
|
|
2024
Q2 | $59M | Sell |
74,951
-52,872
| -41% | -$41.6M | 1.76% | 19 |
|
|
2024
Q1 | $97.5M | Hold |
127,823
| – | – | 3.2% | 12 |
|
|
2023
Q4 | $90.3M | Buy |
127,823
+28,569
| +29% | +$20.2M | 3.53% | 10 |
|
|
2023
Q3 | $55.5M | Hold |
99,254
| – | – | 2.38% | 16 |
|
|
2023
Q2 | $55.8M | Sell |
99,254
-25,173
| -20% | -$14.1M | 2.22% | 19 |
|
|
2023
Q1 | $57.8M | Buy |
124,427
+32,682
| +36% | +$15.2M | 2.71% | 17 |
|
|
2022
Q4 | $35.6M | Sell |
91,745
-13,011
| -12% | -$5.05M | 1.84% | 24 |
|
|
2022
Q3 | $39.6M | Sell |
104,756
-24,183
| -19% | -$9.13M | 2.13% | 17 |
|
|
2022
Q2 | $61.3M | Sell |
128,939
-22,443
| -15% | -$10.7M | 2.99% | 12 |
|
|
2022
Q1 | $84.3M | Buy |
151,382
+11,935
| +9% | +$6.65M | 2.94% | 10 |
|
|
2021
Q4 | $90.5M | Buy |
139,447
+1,642
| +1% | +$1.07M | 2.64% | 11 |
|
|
2021
Q3 | $85.8M | Sell |
137,805
-117,761
| -46% | -$73.3M | 2.63% | 13 |
|
|
2021
Q2 | $140M | Sell |
255,566
-76,277
| -23% | -$41.9M | 3.48% | 10 |
|
|
2021
Q1 | $166M | Sell |
331,843
-19,183
| -5% | -$9.59M | 4.33% | 7 |
|
|
2020
Q4 | $193M | Sell |
351,026
-57,405
| -14% | -$31.6M | 5.01% | 6 |
|
|
2020
Q3 | $198M | Sell |
408,431
-10,532
| -3% | -$5.11M | 5.5% | 4 |
|
|
2020
Q2 | $170M | Buy |
418,963
+288,465
| +221% | +$117M | 5.34% | 5 |
|
|
2020
Q1 | $37.4M | Buy |
130,498
+53,077
| +69% | +$15.2M | 1.61% | 18 |
|
|
2019
Q4 | $21.9M | Buy |
77,421
+38,648
| +100% | +$10.9M | 0.78% | 26 |
|
|
2019
Q3 | $9.84M | Sell |
38,773
-5,558
| -13% | -$1.41M | 0.38% | 32 |
|
|
2019
Q2 | $12.2M | Buy |
44,331
+23,284
| +111% | +$6.39M | 0.43% | 30 |
|
|
2019
Q1 | $5.19M | Buy |
+21,047
| New | +$5.19M | 0.19% | 53 |
|