Sawgrass Asset Management’s ServiceNow NOW Stock Holding History

Sawgrass Asset 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 Q1	$982K	Sell	9,390 -44,000	-82%	-$5.18M	0.15%	99
2025 Q4	$8.18M	Sell	53,390 -34,435	-39%	-$5.91M	1.02%	35
2025 Q3	$16.2M	Sell	87,825 -17,455	-17%	-$3.26M	2%	9
2025 Q2	$21.6M	Buy	105,280 +25,915	+33%	+$4.89M	2.46%	8
2025 Q1	$12.6M	Buy	79,365 +1,010	+1%	+$195K	1.55%	18
2024 Q4	$16.6M	Sell	78,355 -4,720	-6%	-$956K	1.82%	9
2024 Q3	$14.9M	Sell	83,075 -3,650	-4%	-$600K	1.55%	19
2024 Q2	$13.6M	Sell	86,725 -1,450	-2%	-$213K	1.48%	20
2024 Q1	$13.4M	Sell	88,175 -3,785	-4%	-$573K	1.47%	20
2023 Q4	$13M	Sell	91,960 -2,880	-3%	-$363K	1.46%	22
2023 Q3	$10.6M	Sell	94,840 -4,540	-5%	-$518K	1.29%	25
2023 Q2	$11.2M	Sell	99,380 -1,210	-1%	-$121K	1.38%	26
2023 Q1	$9.35M	Buy	+100,590	New	+$8.76M	1.21%	32

Other funds holding NOW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sawgrass Asset Management's NOW Position: Q1 2026 in Review

Sawgrass Asset Management reduced its ServiceNow (NOW) stake by 82% in Q1 2026, selling an estimated $5.18M and leaving 9,390 shares worth $982K. The position accounts for 0.15% of the portfolio, ranked #99.

Sawgrass Asset Management first reported a position in NOW in Q1 2023 and has held it in 13 quarters since. The position peaked at $21.6M in Q2 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Sawgrass Asset Management held 9,390 shares of ServiceNow worth $982K as of Q1 2026.
Sawgrass Asset Management sold 44,000 ServiceNow shares in Q1 2026, an estimated $5.18M.
ServiceNow made up 0.15% of Sawgrass Asset Management's portfolio in Q1 2026, its #99 holding.
Sawgrass Asset Management first reported a position in ServiceNow in Q1 2023 and has held it in 13 quarters since.
Sawgrass Asset Management's ServiceNow position peaked at $21.6M in Q2 2025.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.