SCGE Management’s ServiceNow NOW Stock Holding History

SCGE 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	$119M	Hold	1,135,000	–	–	3.6%	11
2025 Q4	$174M	Hold	1,135,000	–	–	3.96%	12
2025 Q3	$209M	Sell	1,135,000 -85,000	-7%	-$15.9M	4.08%	11
2025 Q2	$251M	Sell	1,220,000 -955,000	-44%	-$180M	5.26%	8
2025 Q1	$346M	Sell	2,175,000 -2,765,000	-56%	-$533M	9.98%	2
2024 Q4	$1.05B	Hold	4,940,000	–	–	19.36%	1
2024 Q3	$884M	Hold	4,940,000	–	–	19.26%	1
2024 Q2	$777M	Hold	4,940,000	–	–	15.19%	1
2024 Q1	$753M	Hold	4,940,000	–	–	14.27%	1
2023 Q4	$698M	Hold	4,940,000	–	–	15.59%	1
2023 Q3	$552M	Hold	4,940,000	–	–	14.36%	1
2023 Q2	$555M	Hold	4,940,000	–	–	13.09%	1
2023 Q1	$459M	Buy	4,940,000 +264,500	+6%	+$23M	12.61%	1
2022 Q4	$363M	Hold	4,675,500	–	–	12.83%	2
2022 Q3	$353M	Hold	4,675,500	–	–	11.92%	2
2022 Q2	$445M	Hold	4,675,500	–	–	12.76%	1
2022 Q1	$521M	Buy	4,675,500 +510,000	+12%	+$57.1M	8.04%	3
2021 Q4	$541M	Hold	4,165,500	–	–	6.13%	4
2021 Q3	$518M	Hold	4,165,500	–	–	4.81%	6
2021 Q2	$458M	Hold	4,165,500	–	–	4.29%	8
2021 Q1	$417M	Hold	4,165,500	–	–	4.68%	9
2020 Q4	$459M	Hold	4,165,500	–	–	5.33%	6
2020 Q3	$404M	Hold	4,165,500	–	–	6.29%	5
2020 Q2	$337M	Buy	4,165,500 +160,000	+4%	+$11.3M	6.52%	4
2020 Q1	$230M	Buy	4,005,500 +500	+0%	+$31.3K	7.22%	4
2019 Q4	$226M	Buy	4,005,000 +375,000	+10%	+$19.8M	9.14%	2
2019 Q3	$184M	Buy	3,630,000 +565,000	+18%	+$30.7M	9.31%	3
2019 Q2	$168M	Hold	3,065,000	–	–	8.41%	3
2019 Q1	$151M	Hold	3,065,000	–	–	9.42%	3
2018 Q4	$109M	Buy	3,065,000 +445,000	+17%	+$15.8M	9.65%	2
2018 Q3	$103M	Buy	2,620,000 +245,000	+10%	+$9.27M	8.61%	4
2018 Q2	$81.9M	Buy	2,375,000 +250,000	+12%	+$8.66M	8.42%	5
2018 Q1	$70.3M	Hold	2,125,000	–	–	8.17%	5
2017 Q4	$55.4M	Buy	2,125,000 +375,000	+21%	+$9.32M	8.69%	4
2017 Q3	$41.1M	Hold	1,750,000	–	–	8.56%	4
2017 Q2	$37.1M	Hold	1,750,000	–	–	9.41%	4
2017 Q1	$30.6M	Sell	1,750,000 -335,000	-16%	-$5.84M	7.95%	6
2016 Q4	$31M	Buy	2,085,000 +535,000	+35%	+$8.63M	10.33%	6
2016 Q3	$24.5M	Sell	1,550,000 -75,000	-5%	-$1.11M	6.83%	7
2016 Q2	$21.6M	Buy	1,625,000 +1,000,000	+160%	+$13.9M	6.68%	9
2016 Q1	$7.65M	Hold	625,000	–	–	1.28%	17
2015 Q4	$10.8M	Sell	625,000 -625,000	-50%	-$10.3M	1.64%	17
2015 Q3	$17.4M	Hold	1,250,000	–	–	2.81%	13
2015 Q2	$18.6M	Hold	1,250,000	–	–	2.47%	17
2015 Q1	$19.7M	Sell	1,250,000 -2,350,000	-65%	-$34.6M	2.83%	16
2014 Q4	$48.9M	Hold	3,600,000	–	–	6.77%	4
2014 Q3	$42.3M	Buy	+3,600,000	New	+$42.5M	5.25%	8

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

SCGE Management's NOW Position: Q1 2026 in Review

SCGE Management held its ServiceNow (NOW) position steady in Q1 2026 at 1,135,000 shares worth $119M. The position accounts for 3.6% of the portfolio, ranked #11.

SCGE Management first reported a position in NOW in Q3 2014 and has held it in 47 quarters since. The position peaked at $1.05B in Q4 2024. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

SCGE Management held 1,135,000 shares of ServiceNow worth $119M as of Q1 2026.
SCGE Management left its ServiceNow share count unchanged in Q1 2026.
ServiceNow made up 3.6% of SCGE Management's portfolio in Q1 2026, its #11 holding.
SCGE Management first reported a position in ServiceNow in Q3 2014 and has held it in 47 quarters since.
SCGE Management's ServiceNow position peaked at $1.05B in Q4 2024.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on SCGE Management's 13F filing for Q1 2026, filed 15 May 2026.