Perigon Wealth Management
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Perigon Wealth Management’s ServiceNow NOW Stock Holding History

Perigon Wealth 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
2026
Q3 		$5.2M Sell
38,782
-15,855
-29% -$1.95M 0.08% 220
2026
Q2 		$5.42M Buy
54,637
+907
+2% +$89.8K 0.09% 219
2026
Q1 		$5.62M Buy
53,730
+17,135
+47% +$2.02M 0.1% 191
2025
Q4 		$5.61M Buy
36,595
+3,180
+10% +$545K 0.1% 186
2025
Q3 		$6.15M Buy
33,415
+4,015
+14% +$750K 0.13% 164
2025
Q2 		$6.05M Buy
29,400
+3,160
+12% +$596K 0.14% 146
2025
Q1 		$4.18M Buy
26,240
+2,090
+9% +$403K 0.11% 189
2024
Q4 		$5.11M Buy
24,150
+2,845
+13% +$576K 0.13% 158
2024
Q3 		$3.81M Buy
21,305
+3,060
+17% +$503K 0.1% 189
2024
Q2 		$2.87M Sell
18,245
-1,110
-6% -$163K 0.08% 207
2024
Q1 		$2.95M Buy
19,355
+6,660
+52% +$1.01M 0.09% 201
2023
Q4 		$1.79M Buy
12,695
+315
+3% +$39.7K 0.06% 240
2023
Q3 		$1.38M Sell
12,380
-890
-7% -$102K 0.06% 251
2023
Q2 		$1.49M Buy
13,270
+6,125
+86% +$612K 0.06% 243
2023
Q1 		$664K Sell
7,145
-415
-5% -$36.1K 0.04% 342
2022
Q4 		$587K Buy
7,560
+595
+9% +$46.5K 0.04% 359
2022
Q3 		$526K Buy
6,965
+2,645
+61% +$238K 0.05% 324
2022
Q2 		$411K Buy
4,320
+525
+14% +$50K 0.03% 361
2022
Q1 		$423K Sell
3,795
-2,215
-37% -$248K 0.03% 394
2021
Q4 		$780K Buy
6,010
+990
+20% +$130K 0.06% 259
2021
Q3 		$625K Buy
5,020
+890
+22% +$108K 0.05% 269
2021
Q2 		$454K Sell
4,130
-265
-6% -$26.9K 0.04% 326
2021
Q1 		$440K Sell
4,395
-855
-16% -$90.3K 0.04% 317
2020
Q4 		$578K Buy
5,250
+430
+9% +$44.7K 0.07% 227
2020
Q3 		$468K Buy
4,820
+545
+13% +$48.7K 0.07% 237
2020
Q2 		$346K Buy
+4,275
New +$302K 0.05% 248

Other funds holding NOW

Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KPS Global Asset Management (UK)
KPS Global Asset Management (UK) London, United Kingdom $625M AUM 17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Perigon Wealth Management's NOW Position: Q3 2026 in Review

Perigon Wealth Management reduced its ServiceNow (NOW) stake by 29% in Q3 2026, selling an estimated $1.95M and leaving 38,782 shares worth $5.2M. The position accounts for 0.08% of the portfolio, ranked #220.

Perigon Wealth Management first reported a position in NOW in Q2 2020 and has held it in 26 quarters since. The position peaked at $6.15M in Q3 2025. 646 funds tracked by Wall St. Rank hold NOW as of Q3 2026.

  • Perigon Wealth Management held 38,782 shares of ServiceNow worth $5.2M as of Q3 2026.
  • Perigon Wealth Management sold 15,855 ServiceNow shares in Q3 2026, an estimated $1.95M.
  • ServiceNow made up 0.08% of Perigon Wealth Management's portfolio in Q3 2026, its #220 holding.
  • Perigon Wealth Management first reported a position in ServiceNow in Q2 2020 and has held it in 26 quarters since.
  • Perigon Wealth Management's ServiceNow position peaked at $6.15M in Q3 2025.
  • 646 funds tracked by Wall St. Rank held ServiceNow as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.