Philippe Laffont’s ServiceNow NOW Stock Holding History

Philippe Laffont’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 Q1	–	Sell	-1,846,710	Closed	-$392M	–	81
2024 Q4	$392M	Buy	+1,846,710	New	+$374M	1.32%	27
2024 Q2	–	Sell	-794,710	Closed	-$121M	–	89
2024 Q1	$121M	Sell	794,710 -395,800	-33%	-$60M	0.48%	37
2023 Q4	$168M	Buy	+1,190,510	New	+$150M	0.71%	30
2020 Q3	–	Sell	-282,500	Closed	-$22.9M	–	92
2020 Q2	$22.9M	Sell	282,500 -112,055	-28%	-$7.91M	0.2%	42
2020 Q1	$22.6M	Sell	394,555 -13,289,240	-97%	-$831M	0.29%	37
2019 Q4	$773M	Buy	13,683,795 +93,270	+0.7%	+$4.91M	6.15%	3
2019 Q3	$690M	Sell	13,590,525 -128,085	-0.9%	-$6.96M	5.91%	2
2019 Q2	$753M	Buy	13,718,610 +128,085	+0.9%	+$6.73M	6.37%	2
2019 Q1	$670M	Buy	13,590,525 +2,941,265	+28%	+$129M	7.42%	2
2018 Q4	$379M	Buy	10,649,260 +2,963,795	+39%	+$105M	4.5%	10
2018 Q3	$301M	Buy	7,685,465 +2,016,055	+36%	+$76.3M	3.15%	14
2018 Q2	$196M	Buy	+5,669,410	New	+$196M	1.64%	20
2017 Q3	–	Sell	-8,694,190	Closed	-$184M	–	48
2017 Q2	$184M	Buy	+8,694,190	New	+$170M	1.66%	23

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Philippe Laffont's NOW Position: Q1 2025 in Review

Philippe Laffont sold out of ServiceNow (NOW) in Q1 2025, closing a stake of 1,846,710 shares — an estimated $392M sold.

Philippe Laffont first reported a position in NOW in Q2 2017 and held it in 13 quarters. The position peaked at $773M in Q4 2019. 2,158 funds tracked by Wall St. Rank hold NOW as of Q1 2025.

Philippe Laffont reported no remaining ServiceNow position as of Q1 2025 after selling out during the quarter.
Philippe Laffont sold 1,846,710 ServiceNow shares in Q1 2025, an estimated $392M.
Philippe Laffont first reported a position in ServiceNow in Q2 2017 and held it in 13 quarters.
Philippe Laffont's ServiceNow position peaked at $773M in Q4 2019.
2,158 funds tracked by Wall St. Rank held ServiceNow as of Q1 2025.

Based on Coatue Management's 13F filing for Q1 2025, filed 15 May 2025.