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Stephen Mandel’s ServiceNow NOW Stock Holding History

Stephen Mandel’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
2022
Q3 		– Sell
-6,461,995
Closed -$615M – 34
2022
Q2 		$615M Sell
6,461,995
-3,433,745
-35% -$327M 5.79% 6
2022
Q1 		$1.1B Sell
9,895,740
-132,190
-1% -$14.8M 6.56% 4
2021
Q4 		$1.3B Sell
10,027,930
-941,775
-9% -$124M 5.33% 8
2021
Q3 		$1.37B Sell
10,969,705
-1,374,285
-11% -$166M 4.6% 5
2021
Q2 		$1.36B Buy
12,343,990
+4,950,365
+67% +$502M 4.37% 9
2021
Q1 		$740M Buy
7,393,625
+1,340,695
+22% +$142M 2.69% 16
2020
Q4 		$666M Sell
6,052,930
-2,801,575
-32% -$291M 2.42% 21
2020
Q3 		$859M Sell
8,854,505
-90,670
-1% -$8.1M 3.69% 14
2020
Q2 		$725M Buy
8,945,175
+2,101,735
+31% +$148M 3.66% 13
2020
Q1 		$392M Sell
6,843,440
-869,005
-11% -$54.3M 2.33% 18
2019
Q4 		$435M Sell
7,712,445
-776,680
-9% -$40.9M 2.31% 22
2019
Q3 		$431M Buy
8,489,125
+1,931,500
+29% +$105M 2.54% 18
2019
Q2 		$360M Sell
6,557,625
-1,971,845
-23% -$104M 2.24% 21
2019
Q1 		$420M Sell
8,529,470
-4,681,115
-35% -$206M 2.46% 21
2018
Q4 		$470M Sell
13,210,585
-2,622,600
-17% -$93.1M 3.18% 20
2018
Q3 		$619M Buy
15,833,185
+761,920
+5% +$28.8M 3.19% 18
2018
Q2 		$520M Buy
15,071,265
+1,685,675
+13% +$58.4M 2.75% 22
2018
Q1 		$443M Sell
13,385,590
-7,195,375
-35% -$222M 2.24% 22
2017
Q4 		$537M Sell
20,580,965
-5,777,140
-22% -$144M 2.8% 20
2017
Q3 		$620M Buy
26,358,105
+10,253,405
+64% +$228M 3.01% 14
2017
Q2 		$341M Buy
+16,104,700
New +$316M 1.74% 23

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stephen Mandel's NOW Position: Q3 2022 in Review

Stephen Mandel sold out of ServiceNow (NOW) in Q3 2022, closing a stake of 6,461,995 shares — an estimated $615M sold.

Stephen Mandel first reported a position in NOW in Q2 2017 and held it in 21 quarters. The position peaked at $1.37B in Q3 2021. 1,321 funds tracked by Wall St. Rank hold NOW as of Q3 2022.

  • Stephen Mandel reported no remaining ServiceNow position as of Q3 2022 after selling out during the quarter.
  • Stephen Mandel sold 6,461,995 ServiceNow shares in Q3 2022, an estimated $615M.
  • Stephen Mandel first reported a position in ServiceNow in Q2 2017 and held it in 21 quarters.
  • Stephen Mandel's ServiceNow position peaked at $1.37B in Q3 2021.
  • 1,321 funds tracked by Wall St. Rank held ServiceNow as of Q3 2022.

Based on Lone Pine Capital's 13F filing for Q3 2022, filed 14 Nov 2022.