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Marsico Capital Management’s ServiceNow NOW Stock Holding History

Marsico 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
-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

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marsico Capital Management's NOW Position: Q3 2025 in Review

Marsico Capital Management sold out of ServiceNow (NOW) in Q3 2025, closing a stake of 411,335 shares — an estimated $84.6M sold.

Marsico Capital Management first reported a position in NOW in Q1 2019 and held it in 26 quarters. The position peaked at $198M in Q3 2020. 2,247 funds tracked by Wall St. Rank hold NOW as of Q3 2025.

  • Marsico Capital Management reported no remaining ServiceNow position as of Q3 2025 after selling out during the quarter.
  • Marsico Capital Management sold 411,335 ServiceNow shares in Q3 2025, an estimated $84.6M.
  • Marsico Capital Management first reported a position in ServiceNow in Q1 2019 and held it in 26 quarters.
  • Marsico Capital Management's ServiceNow position peaked at $198M in Q3 2020.
  • 2,247 funds tracked by Wall St. Rank held ServiceNow as of Q3 2025.

Based on Marsico Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.