OF
NOW icon

Optimize Financial’s ServiceNow NOW Stock Holding History

Optimize Financial’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
2026
Q1 		– Sell
-7,674
Closed -$1.18M – 408
2025
Q4 		$1.18M Buy
7,674
+104
+1% +$17.8K 0.59% 39
2025
Q3 		$1.39M Sell
7,570
-2,765
-27% -$516K 0.73% 38
2025
Q2 		$2.13M Sell
10,335
-70
-0.7% -$13.2K 1.3% 17
2025
Q1 		$1.66M Sell
10,405
-15
-0.1% -$2.89K 1.2% 29
2024
Q4 		$2.21M Buy
+10,420
New +$2.11M 1.66% 8

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Optimize Financial's NOW Position: Q1 2026 in Review

Optimize Financial sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 7,674 shares — an estimated $1.18M sold.

Optimize Financial first reported a position in NOW in Q4 2024 and held it in 5 quarters. The position peaked at $2.21M in Q4 2024. 2,200 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Optimize Financial reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 7,674 ServiceNow shares in Q1 2026, an estimated $1.18M.
  • Optimize Financial first reported a position in ServiceNow in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's ServiceNow position peaked at $2.21M in Q4 2024.
  • 2,200 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.