Two Star Manager’s ServiceNow NOW Stock Holding History

Two Star Manager’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 Q4	–	Sell	-72,480	Closed	-$13.3M	–	13
2025 Q3	$13.3M	Buy	72,480 +14,570	+25%	+$2.72M	4.79%	11
2025 Q2	$11.9M	Sell	57,910 -40,070	-41%	-$7.56M	5.26%	12
2025 Q1	$15.6M	Buy	97,980 +12,800	+15%	+$2.47M	7.52%	4
2024 Q4	$18.1M	Hold	85,180	–	–	8.45%	3
2024 Q3	$15.2M	Buy	85,180 +6,080	+8%	+$1,000K	7.37%	4
2024 Q2	$12.4M	Hold	79,100	–	–	6.41%	4
2024 Q1	$12.1M	Sell	79,100 -12,500	-14%	-$1.89M	6.29%	5
2023 Q4	$12.9M	Buy	+91,600	New	+$11.5M	11.24%	4

Other funds holding NOW

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Two Star Manager's NOW Position: Q4 2025 in Review

Two Star Manager sold out of ServiceNow (NOW) in Q4 2025, closing a stake of 72,480 shares — an estimated $13.3M sold.

Two Star Manager first reported a position in NOW in Q4 2023 and held it in 8 quarters. The position peaked at $18.1M in Q4 2024. 2,320 funds tracked by Wall St. Rank hold NOW as of Q4 2025.

Two Star Manager reported no remaining ServiceNow position as of Q4 2025 after selling out during the quarter.
Two Star Manager sold 72,480 ServiceNow shares in Q4 2025, an estimated $13.3M.
Two Star Manager first reported a position in ServiceNow in Q4 2023 and held it in 8 quarters.
Two Star Manager's ServiceNow position peaked at $18.1M in Q4 2024.
2,320 funds tracked by Wall St. Rank held ServiceNow as of Q4 2025.

Based on Two Star Manager's 13F filing for Q4 2025, filed 17 Feb 2026.