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Montag & Caldwell’s ServiceNow NOW Stock Holding History

Montag & Caldwell’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
Q2 		$13.2M Sell
64,005
-1,925
-3% -$363K 2.88% 19
2025
Q1 		$10.5M Sell
65,930
-2,655
-4% -$512K 2.44% 21
2024
Q4 		$14.5M Buy
68,585
+9,010
+15% +$1.83M 3.1% 10
2024
Q3 		$10.7M Buy
59,575
+1,415
+2% +$233K 2.16% 21
2024
Q2 		$9.15M Buy
+58,160
New +$8.53M 1.85% 24

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Montag & Caldwell's NOW Position: Q2 2025 in Review

Montag & Caldwell reduced its ServiceNow (NOW) stake by 2.9% in Q2 2025, selling an estimated $363K and leaving 64,005 shares worth $13.2M. The position accounts for 2.88% of the portfolio, ranked #19.

Montag & Caldwell first reported a position in NOW in Q2 2024 and has held it in 5 quarters since. The position peaked at $14.5M in Q4 2024. 2,291 funds tracked by Wall St. Rank hold NOW as of Q2 2025.

  • Montag & Caldwell held 64,005 shares of ServiceNow worth $13.2M as of Q2 2025.
  • Montag & Caldwell sold 1,925 ServiceNow shares in Q2 2025, an estimated $363K.
  • ServiceNow made up 2.88% of Montag & Caldwell's portfolio in Q2 2025, its #19 holding.
  • Montag & Caldwell first reported a position in ServiceNow in Q2 2024 and has held it in 5 quarters since.
  • Montag & Caldwell's ServiceNow position peaked at $14.5M in Q4 2024.
  • 2,291 funds tracked by Wall St. Rank held ServiceNow as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.