Polen Capital Management
NOW icon

Polen Capital Management’s ServiceNow NOW Stock Holding History

Polen Capital 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
Q2 		$533M Sell
5,370,172
-1,899,281
-26% -$188M 4.59% 9
2026
Q1 		$760M Buy
7,269,453
+1,588,665
+28% +$187M 5.26% 7
2025
Q4 		$870M Buy
5,680,788
+60,408
+1% +$10.4M 3.72% 11
2025
Q3 		$1.03B Sell
5,620,380
-264,095
-4% -$49.3M 3.36% 12
2025
Q2 		$1.21B Buy
5,884,475
+1,135,835
+24% +$214M 3.71% 11
2025
Q1 		$756M Sell
4,748,640
-3,424,335
-42% -$660M 2.37% 19
2024
Q4 		$1.73B Sell
8,172,975
-2,945,745
-26% -$597M 4.68% 8
2024
Q3 		$1.99B Sell
11,118,720
-1,295,270
-10% -$213M 5.13% 5
2024
Q2 		$1.95B Sell
12,413,990
-900,415
-7% -$132M 4.9% 5
2024
Q1 		$2.03B Sell
13,314,405
-5,667,415
-30% -$859M 4.69% 8
2023
Q4 		$2.68B Sell
18,981,820
-990,850
-5% -$125M 6.46% 3
2023
Q3 		$2.23B Sell
19,972,670
-1,102,165
-5% -$126M 5.87% 5
2023
Q2 		$2.37B Sell
21,074,835
-988,950
-4% -$98.9M 5.87% 5
2023
Q1 		$2.05B Sell
22,063,785
-201,085
-0.9% -$17.5M 5.41% 6
2022
Q4 		$1.73B Buy
22,264,870
+2,498,375
+13% +$195M 5.04% 8
2022
Q3 		$1.49B Buy
19,766,495
+4,136,425
+26% +$372M 4.17% 12
2022
Q2 		$1.49B Sell
15,630,070
-467,930
-3% -$44.6M 3.92% 12
2022
Q1 		$1.79B Buy
16,098,000
+336,925
+2% +$37.8M 3.5% 15
2021
Q4 		$2.05B Buy
15,761,075
+424,810
+3% +$55.8M 3.44% 13
2021
Q3 		$1.91B Sell
15,336,265
-2,217,215
-13% -$268M 3.5% 12
2021
Q2 		$1.93B Buy
17,553,480
+780,800
+5% +$79.2M 3.69% 13
2021
Q1 		$1.68B Buy
16,772,680
+499,030
+3% +$52.7M 3.77% 12
2020
Q4 		$1.79B Buy
16,273,650
+317,605
+2% +$33M 4.16% 12
2020
Q3 		$1.55B Sell
15,956,045
-1,172,005
-7% -$105M 4.14% 11
2020
Q2 		$1.39B Buy
17,128,050
+1,501,700
+10% +$106M 4.19% 12
2020
Q1 		$896M Buy
15,626,350
+5,924,220
+61% +$370M 3.89% 10
2019
Q4 		$548M Buy
+9,702,130
New +$511M 2.16% 20

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Polen Capital Management's NOW Position: Q2 2026 in Review

Polen Capital Management reduced its ServiceNow (NOW) stake by 26% in Q2 2026, selling an estimated $188M and leaving 5,370,172 shares worth $533M. The position accounts for 4.59% of the portfolio, ranked #9.

Polen Capital Management first reported a position in NOW in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.68B in Q4 2023. 2,219 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Polen Capital Management held 5,370,172 shares of ServiceNow worth $533M as of Q2 2026.
  • Polen Capital Management sold 1,899,281 ServiceNow shares in Q2 2026, an estimated $188M.
  • ServiceNow made up 4.59% of Polen Capital Management's portfolio in Q2 2026, its #9 holding.
  • Polen Capital Management first reported a position in ServiceNow in Q4 2019 and has held it in 27 quarters since.
  • Polen Capital Management's ServiceNow position peaked at $2.68B in Q4 2023.
  • 2,219 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.