MIG Capital’s ServiceNow NOW Stock Holding History

MIG Capital’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 Q4	$2.58M	Sell	16,810 -77,020	-82%	-$13.2M	0.44%	42
2025 Q3	$17.3M	Buy	93,830 +82,075	+698%	+$15.3M	2.51%	16
2025 Q2	$2.42M	Buy	11,755 +4,745	+68%	+$895K	0.25%	54
2025 Q1	$1.12M	Buy	7,010 +5,455	+351%	+$1.05M	0.14%	26
2024 Q4	$330K	Buy	+1,555	New	+$315K	0.03%	55

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

MIG Capital's NOW Position: Q4 2025 in Review

MIG Capital reduced its ServiceNow (NOW) stake by 82% in Q4 2025, selling an estimated $13.2M and leaving 16,810 shares worth $2.58M. The position accounts for 0.44% of the portfolio, ranked #42.

MIG Capital first reported a position in NOW in Q4 2024 and has held it in 5 quarters since. The position peaked at $17.3M in Q3 2025. 2,312 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

MIG Capital held 16,810 shares of ServiceNow worth $2.58M as of Q4 2025.
MIG Capital sold 77,020 ServiceNow shares in Q4 2025, an estimated $13.2M.
ServiceNow made up 0.44% of MIG Capital's portfolio in Q4 2025, its #42 holding.
MIG Capital first reported a position in ServiceNow in Q4 2024 and has held it in 5 quarters since.
MIG Capital's ServiceNow position peaked at $17.3M in Q3 2025.
2,312 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on MIG Capital's 13F filing for Q4 2025, filed 17 Feb 2026.