Polen Capital Management’s ServiceNow NOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21B | Buy |
1,176,895
+227,167
| +24% | +$234M | 3.71% | 11 |
|
|
2025
Q1 | $756M | Sell |
949,728
-684,867
| -42% | -$545M | 2.37% | 19 |
|
|
2024
Q4 | $1.73B | Sell |
1,634,595
-589,149
| -26% | -$625M | 4.68% | 8 |
|
|
2024
Q3 | $1.99B | Sell |
2,223,744
-259,054
| -10% | -$232M | 5.13% | 5 |
|
|
2024
Q2 | $1.95B | Sell |
2,482,798
-180,083
| -7% | -$142M | 4.9% | 5 |
|
|
2024
Q1 | $2.03B | Sell |
2,662,881
-1,133,483
| -30% | -$864M | 4.69% | 8 |
|
|
2023
Q4 | $2.68B | Sell |
3,796,364
-198,170
| -5% | -$140M | 6.46% | 3 |
|
|
2023
Q3 | $2.23B | Sell |
3,994,534
-220,433
| -5% | -$123M | 5.87% | 5 |
|
|
2023
Q2 | $2.37B | Sell |
4,214,967
-197,790
| -4% | -$111M | 5.87% | 5 |
|
|
2023
Q1 | $2.05B | Sell |
4,412,757
-40,217
| -0.9% | -$18.7M | 5.41% | 6 |
|
|
2022
Q4 | $1.73B | Buy |
4,452,974
+499,675
| +13% | +$194M | 5.04% | 8 |
|
|
2022
Q3 | $1.49B | Buy |
3,953,299
+827,285
| +26% | +$312M | 4.17% | 12 |
|
|
2022
Q2 | $1.49B | Sell |
3,126,014
-93,586
| -3% | -$44.5M | 3.92% | 12 |
|
|
2022
Q1 | $1.79B | Buy |
3,219,600
+67,385
| +2% | +$37.5M | 3.5% | 15 |
|
|
2021
Q4 | $2.05B | Buy |
3,152,215
+84,962
| +3% | +$55.1M | 3.44% | 13 |
|
|
2021
Q3 | $1.91B | Sell |
3,067,253
-443,443
| -13% | -$276M | 3.5% | 12 |
|
|
2021
Q2 | $1.93B | Buy |
3,510,696
+156,160
| +5% | +$85.8M | 3.69% | 13 |
|
|
2021
Q1 | $1.68B | Buy |
3,354,536
+99,806
| +3% | +$49.9M | 3.77% | 12 |
|
|
2020
Q4 | $1.79B | Buy |
3,254,730
+63,521
| +2% | +$35M | 4.16% | 12 |
|
|
2020
Q3 | $1.55B | Sell |
3,191,209
-234,401
| -7% | -$114M | 4.14% | 11 |
|
|
2020
Q2 | $1.39B | Buy |
3,425,610
+300,340
| +10% | +$122M | 4.19% | 12 |
|
|
2020
Q1 | $896M | Buy |
3,125,270
+1,184,844
| +61% | +$340M | 3.89% | 10 |
|
|
2019
Q4 | $548M | Buy |
+1,940,426
| New | +$548M | 2.16% | 20 |
|