TwinBeech Capital’s ServiceNow NOW Stock Holding History

TwinBeech Capital’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 Q1	–	Sell	-65,835	Closed	-$10.1M	–	745
2025 Q4	$10.1M	Buy	+65,835	New	+$11.3M	0.72%	33
2025 Q3	–	Sell	-2,170	Closed	-$446K	–	747
2025 Q2	$446K	Buy	+2,170	New	+$409K	0.01%	505
2025 Q1	–	Sell	-230,765	Closed	-$48.9M	–	880
2024 Q4	$48.9M	Buy	+230,765	New	+$46.7M	0.84%	33
2023 Q4	–	Sell	-5,365	Closed	-$600K	–	828
2023 Q3	$600K	Buy	+5,365	New	+$612K	0.01%	532
2022 Q4	–	Sell	-613,150	Closed	-$46.3M	–	860
2022 Q3	$46.3M	Buy	+613,150	New	+$55.2M	1.22%	4
2022 Q2	–	Sell	-247,850	Closed	-$27.6M	–	657
2022 Q1	$27.6M	Buy	+247,850	New	+$27.8M	1.22%	4
2021 Q4	–	Sell	-59,040	Closed	-$7.35M	–	734
2021 Q3	$7.35M	Buy	+59,040	New	+$7.15M	0.52%	43
2021 Q1	–	Sell	-6,235	Closed	-$686K	–	599
2020 Q4	$686K	Buy	+6,235	New	+$648K	0.11%	232

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TwinBeech Capital's NOW Position: Q1 2026 in Review

TwinBeech Capital sold out of ServiceNow (NOW) in Q1 2026, closing a stake of 65,835 shares — an estimated $10.1M sold.

TwinBeech Capital first reported a position in NOW in Q4 2020 and held it in 8 quarters. The position peaked at $48.9M in Q4 2024. 2,206 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

TwinBeech Capital reported no remaining ServiceNow position as of Q1 2026 after selling out during the quarter.
TwinBeech Capital sold 65,835 ServiceNow shares in Q1 2026, an estimated $10.1M.
TwinBeech Capital first reported a position in ServiceNow in Q4 2020 and held it in 8 quarters.
TwinBeech Capital's ServiceNow position peaked at $48.9M in Q4 2024.
2,206 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.