RFP
NOW icon

Root Financial Partners’s ServiceNow NOW Stock Holding History

Root Financial Partners’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 		$137K Buy
1,313
+735
+127% +$86.5K 0.01% 441
2025
Q4 		$88.5K Sell
578
-442
-43% -$75.8K ﹤0.01% 509
2025
Q3 		$188K Buy
+1,020
New +$191K 0.01% 294
2025
Q2 		– Sell
-1,615
Closed -$257K – 263
2025
Q1 		$257K Buy
+1,615
New +$311K 0.03% 174

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Root Financial Partners's NOW Position: Q1 2026 in Review

Root Financial Partners increased its ServiceNow (NOW) stake by 127% in Q1 2026, buying an estimated $86.5K and bringing the position to 1,313 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #441.

Root Financial Partners first reported a position in NOW in Q1 2025 and has held it in 4 quarters since. The position peaked at $257K in Q1 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Root Financial Partners held 1,313 shares of ServiceNow worth $137K as of Q1 2026.
  • Root Financial Partners bought 735 ServiceNow shares in Q1 2026, an estimated $86.5K.
  • ServiceNow made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #441 holding.
  • Root Financial Partners first reported a position in ServiceNow in Q1 2025 and has held it in 4 quarters since.
  • Root Financial Partners's ServiceNow position peaked at $257K in Q1 2025.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.