Tremblant Capital Group’s ServiceNow NOW Stock Holding History

Tremblant Capital Group’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
2019 Q4	–	Sell	-1,254,210	Closed	-$63.7M	–	33
2019 Q3	$63.7M	Buy	+1,254,210	New	+$68.2M	3.66%	11
2019 Q1	–	Sell	-1,234,070	Closed	-$43.9M	–	48
2018 Q4	$43.9M	Buy	+1,234,070	New	+$43.8M	2.97%	19
2018 Q3	–	Sell	-951,040	Closed	-$32.8M	–	50
2018 Q2	$32.8M	Sell	951,040 -456,745	-32%	-$15.8M	1.93%	23
2018 Q1	$46.6M	Sell	1,407,785 -748,055	-35%	-$23.1M	2.96%	12
2017 Q4	$56.2M	Sell	2,155,840 -23,040	-1%	-$573K	2.72%	15
2017 Q3	$51.2M	Buy	2,178,880 +609,850	+39%	+$13.6M	2.27%	16
2017 Q2	$33.3M	Buy	+1,569,030	New	+$30.8M	2.37%	17

Other funds holding NOW

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Tremblant Capital Group's NOW Position: Q4 2019 in Review

Tremblant Capital Group sold out of ServiceNow (NOW) in Q4 2019, closing a stake of 1,254,210 shares — an estimated $63.7M sold.

Tremblant Capital Group first reported a position in NOW in Q2 2017 and held it in 7 quarters. The position peaked at $63.7M in Q3 2019. 851 funds tracked by Wall St. Rank hold NOW as of Q4 2019.

Tremblant Capital Group reported no remaining ServiceNow position as of Q4 2019 after selling out during the quarter.
Tremblant Capital Group sold 1,254,210 ServiceNow shares in Q4 2019, an estimated $63.7M.
Tremblant Capital Group first reported a position in ServiceNow in Q2 2017 and held it in 7 quarters.
Tremblant Capital Group's ServiceNow position peaked at $63.7M in Q3 2019.
851 funds tracked by Wall St. Rank held ServiceNow as of Q4 2019.

Based on Tremblant Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.