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Totem Point Management’s ServiceNow NOW Stock Holding History

Totem Point 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
2025
Q1 		– Sell
-12,405
Closed -$2.63M – 16
2024
Q4 		$2.63M Sell
12,405
-3,370
-21% -$683K 2.79% 14
2024
Q3 		$2.82M Sell
15,775
-12,150
-44% -$2M 2.98% 12
2024
Q2 		$4.39M Buy
+27,925
New +$4.1M 6.43% 8
2022
Q2 		– Sell
-64,210
Closed -$7.15M – 19
2022
Q1 		$7.15M Buy
+64,210
New +$7.2M 5.59% 11
2020
Q2 		– Sell
-132,140
Closed -$7.57M – 18
2020
Q1 		$7.57M Buy
132,140
+1,985
+2% +$124K 3.88% 10
2019
Q4 		$7.35M Sell
130,155
-4,140
-3% -$218K 3.14% 12
2019
Q3 		$6.82M Sell
134,295
-57,595
-30% -$3.13M 3.75% 10
2019
Q2 		$10.5M Buy
191,890
+54,750
+40% +$2.88M 5.07% 9
2019
Q1 		$6.76M Buy
+137,140
New +$6.03M 4.32% 12

Other funds holding NOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Totem Point Management's NOW Position: Q1 2025 in Review

Totem Point Management sold out of ServiceNow (NOW) in Q1 2025, closing a stake of 12,405 shares — an estimated $2.63M sold.

Totem Point Management first reported a position in NOW in Q1 2019 and held it in 9 quarters. The position peaked at $10.5M in Q2 2019. 2,158 funds tracked by Wall St. Rank hold NOW as of Q1 2025.

  • Totem Point Management reported no remaining ServiceNow position as of Q1 2025 after selling out during the quarter.
  • Totem Point Management sold 12,405 ServiceNow shares in Q1 2025, an estimated $2.63M.
  • Totem Point Management first reported a position in ServiceNow in Q1 2019 and held it in 9 quarters.
  • Totem Point Management's ServiceNow position peaked at $10.5M in Q2 2019.
  • 2,158 funds tracked by Wall St. Rank held ServiceNow as of Q1 2025.

Based on Totem Point Management's 13F filing for Q1 2025, filed 15 May 2025.