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Synergy Investment Management’s ServiceNow NOW Stock Holding History

Synergy Investment 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 		$96.7K Buy
928
+377
+68% +$37.3K 0.02% 269
2026
Q1 		$57.6K Buy
+551
New +$64.8K 0.02% 266
2025
Q2 		– Sell
-75
Closed -$11.9K – 402
2025
Q1 		$11.9K Hold
75
– – 0.01% 366
2024
Q4 		$15.9K Buy
+75
New +$15.2K 0.01% 346

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

Synergy Investment Management's NOW Position: Q2 2026 in Review

Synergy Investment Management increased its ServiceNow (NOW) stake by 68% in Q2 2026, buying an estimated $37.3K and bringing the position to 928 shares worth $96.7K. The position accounts for 0.02% of the portfolio, ranked #269.

Synergy Investment Management first reported a position in NOW in Q4 2024 and has held it in 4 quarters since. 2,222 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Synergy Investment Management held 928 shares of ServiceNow worth $96.7K as of Q2 2026.
  • Synergy Investment Management bought 377 ServiceNow shares in Q2 2026, an estimated $37.3K.
  • ServiceNow made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #269 holding.
  • Synergy Investment Management first reported a position in ServiceNow in Q4 2024 and has held it in 4 quarters since.
  • 2,222 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.