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Suncoast Equity Management’s ServiceNow NOW Stock Holding History

Suncoast Equity 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
Q2 		$12.8M Sell
128,734
-10,177
-7% -$1.01M 1.6% 23
2026
Q1 		$14.5M Buy
+138,911
New +$16.3M 1.74% 21

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Suncoast Equity Management's NOW Position: Q2 2026 in Review

Suncoast Equity Management reduced its ServiceNow (NOW) stake by 7.3% in Q2 2026, selling an estimated $1.01M and leaving 128,734 shares worth $12.8M. The position accounts for 1.6% of the portfolio, ranked #23.

Suncoast Equity Management first reported a position in NOW in Q1 2026 and has held it in 2 quarters since. The position peaked at $14.5M in Q1 2026. 2,219 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Suncoast Equity Management held 128,734 shares of ServiceNow worth $12.8M as of Q2 2026.
  • Suncoast Equity Management sold 10,177 ServiceNow shares in Q2 2026, an estimated $1.01M.
  • ServiceNow made up 1.6% of Suncoast Equity Management's portfolio in Q2 2026, its #23 holding.
  • Suncoast Equity Management first reported a position in ServiceNow in Q1 2026 and has held it in 2 quarters since.
  • Suncoast Equity Management's ServiceNow position peaked at $14.5M in Q1 2026.
  • 2,219 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Suncoast Equity Management's 13F filing for Q2 2026, filed 4 Aug 2026.