Marsico Capital Management’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-411,335
| Closed | -$84.6M | – | 84 |
|
|
2025
Q2 | $84.6M | Sell |
411,335
-2,380
| -0.6% | -$449K | 2.29% | 17 |
|
|
2025
Q1 | $65.9M | Buy |
413,715
+39,185
| +10% | +$7.55M | 2.26% | 17 |
|
|
2024
Q4 | $79.4M | Hold |
374,530
| – | – | 2.16% | 15 |
|
|
2024
Q3 | $67M | Sell |
374,530
-225
| -0.1% | -$37K | 1.87% | 21 |
|
|
2024
Q2 | $59M | Sell |
374,755
-264,360
| -41% | -$38.8M | 1.76% | 19 |
|
|
2024
Q1 | $97.5M | Hold |
639,115
| – | – | 3.2% | 12 |
|
|
2023
Q4 | $90.3M | Buy |
639,115
+142,845
| +29% | +$18M | 3.53% | 10 |
|
|
2023
Q3 | $55.5M | Hold |
496,270
| – | – | 2.38% | 16 |
|
|
2023
Q2 | $55.8M | Sell |
496,270
-125,865
| -20% | -$12.6M | 2.22% | 19 |
|
|
2023
Q1 | $57.8M | Buy |
622,135
+163,410
| +36% | +$14.2M | 2.71% | 17 |
|
|
2022
Q4 | $35.6M | Sell |
458,725
-65,055
| -12% | -$5.08M | 1.84% | 24 |
|
|
2022
Q3 | $39.6M | Sell |
523,780
-120,915
| -19% | -$10.9M | 2.13% | 17 |
|
|
2022
Q2 | $61.3M | Sell |
644,695
-112,215
| -15% | -$10.7M | 2.99% | 12 |
|
|
2022
Q1 | $84.3M | Buy |
756,910
+59,675
| +9% | +$6.69M | 2.94% | 10 |
|
|
2021
Q4 | $90.5M | Buy |
697,235
+8,210
| +1% | +$1.08M | 2.64% | 11 |
|
|
2021
Q3 | $85.8M | Sell |
689,025
-588,805
| -46% | -$71.3M | 2.63% | 13 |
|
|
2021
Q2 | $140M | Sell |
1,277,830
-381,385
| -23% | -$38.7M | 3.48% | 10 |
|
|
2021
Q1 | $166M | Sell |
1,659,215
-95,915
| -5% | -$10.1M | 4.33% | 7 |
|
|
2020
Q4 | $193M | Sell |
1,755,130
-287,025
| -14% | -$29.8M | 5.01% | 6 |
|
|
2020
Q3 | $198M | Sell |
2,042,155
-52,660
| -3% | -$4.7M | 5.5% | 4 |
|
|
2020
Q2 | $170M | Buy |
2,094,815
+1,442,325
| +221% | +$102M | 5.34% | 5 |
|
|
2020
Q1 | $37.4M | Buy |
652,490
+265,385
| +69% | +$16.6M | 1.61% | 18 |
|
|
2019
Q4 | $21.9M | Buy |
387,105
+193,240
| +100% | +$10.2M | 0.78% | 26 |
|
|
2019
Q3 | $9.84M | Sell |
193,865
-27,790
| -13% | -$1.51M | 0.38% | 32 |
|
|
2019
Q2 | $12.2M | Buy |
221,655
+116,420
| +111% | +$6.12M | 0.43% | 30 |
|
|
2019
Q1 | $5.19M | Buy |
+105,235
| New | +$4.63M | 0.19% | 53 |
|