Twin Lakes Capital Management’s ServiceNow NOW Stock Holding History

Twin Lakes Capital 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	$4.97M	Hold	50,054	–	–	1.9%	15
2026 Q1	$5.23M	Buy	50,054 +23,569	+89%	+$2.77M	2.38%	12
2025 Q4	$4.06M	Sell	26,485 -500	-2%	-$85.8K	1.8%	17
2025 Q3	$4.97M	Hold	26,985	–	–	2.3%	9
2025 Q2	$5.55M	Hold	26,985	–	–	3.37%	7
2025 Q1	$4.3M	Hold	26,985	–	–	2.9%	9
2024 Q4	$5.72M	Hold	26,985	–	–	3.67%	4
2024 Q3	$4.83M	Sell	26,985 -1,295	-5%	-$213K	3.11%	7
2024 Q2	$4.45M	Hold	28,280	–	–	3.04%	8
2024 Q1	$4.31M	Hold	28,280	–	–	2.91%	9
2023 Q4	$4M	Sell	28,280 -4,250	-13%	-$536K	2.73%	9
2023 Q3	$3.64M	Hold	32,530	–	–	2.68%	10
2023 Q2	$3.66M	Hold	32,530	–	–	2.6%	10
2023 Q1	$3.02M	Hold	32,530	–	–	2.26%	12
2022 Q4	$2.53M	Hold	32,530	–	–	1.95%	16
2022 Q3	$2.46M	Buy	+32,530	New	+$2.93M	1.98%	16
2022 Q2	–	Sell	-32,820	Closed	-$3.65M	–	238
2022 Q1	$3.65M	Buy	32,820 +140	+0.4%	+$15.7K	2.06%	12
2021 Q4	$4.24M	Sell	32,680 -95	-0.3%	-$12.5K	2.26%	11
2021 Q3	$4.08M	Sell	32,775 -280	-0.8%	-$33.9K	2.39%	12
2021 Q2	$3.63M	Sell	33,055 -3,265	-9%	-$331K	2.02%	15
2021 Q1	$3.63M	Hold	36,320	–	–	2.24%	14
2020 Q4	$4M	Buy	+36,320	New	+$3.78M	2.86%	9

Other funds holding NOW

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Twin Lakes Capital Management's NOW Position: Q2 2026 in Review

Twin Lakes Capital Management held its ServiceNow (NOW) position steady in Q2 2026 at 50,054 shares worth $4.97M. The position accounts for 1.9% of the portfolio, ranked #15.

Twin Lakes Capital Management first reported a position in NOW in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.72M in Q4 2024. 2,221 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Twin Lakes Capital Management held 50,054 shares of ServiceNow worth $4.97M as of Q2 2026.
Twin Lakes Capital Management left its ServiceNow share count unchanged in Q2 2026.
ServiceNow made up 1.9% of Twin Lakes Capital Management's portfolio in Q2 2026, its #15 holding.
Twin Lakes Capital Management first reported a position in ServiceNow in Q4 2020 and has held it in 22 quarters since.
Twin Lakes Capital Management's ServiceNow position peaked at $5.72M in Q4 2024.
2,221 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Twin Lakes Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.