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Valiant Capital Management’s ServiceNow NOW Stock Holding History

Valiant 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 		– Sell
-82,866
Closed -$8.66M – 35
2026
Q1 		$8.66M Sell
82,866
-7,800
-9% -$918K 0.5% 31
2025
Q4 		$13.9M Sell
90,666
-8,954
-9% -$1.54M 0.79% 31
2025
Q3 		$18.3M Sell
99,620
-29,010
-23% -$5.42M 1.26% 27
2025
Q2 		$26.4M Buy
128,630
+10,500
+9% +$1.98M 1.45% 27
2025
Q1 		$18.8M Hold
118,130
– – 1.38% 27
2024
Q4 		$25M Sell
118,130
-11,000
-9% -$2.23M 1.59% 19
2024
Q3 		$23.1M Sell
129,130
-47,115
-27% -$7.75M 1.28% 24
2024
Q2 		$27.7M Sell
176,245
-7,785
-4% -$1.14M 1.48% 24
2024
Q1 		$28.1M Sell
184,030
-27,500
-13% -$4.17M 1.78% 19
2023
Q4 		$29.9M Sell
211,530
-18,775
-8% -$2.37M 1.46% 17
2023
Q3 		$25.7M Sell
230,305
-34,500
-13% -$3.94M 2.48% 16
2023
Q2 		$29.8M Sell
264,805
-30,000
-10% -$3M 2.8% 13
2023
Q1 		$27.4M Buy
+294,805
New +$25.7M 2.17% 12
2022
Q4 		– Sell
-209,805
Closed -$15.8M – 24
2022
Q3 		$15.8M Sell
209,805
-126,900
-38% -$11.4M 1.58% 19
2022
Q2 		$32M Sell
336,705
-25,000
-7% -$2.38M 3.22% 10
2022
Q1 		$40.3M Buy
+361,705
New +$40.5M 4.62% 9

Other funds holding NOW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Valiant Capital Management's NOW Position: Q2 2026 in Review

Valiant Capital Management sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 82,866 shares — an estimated $8.66M sold.

Valiant Capital Management first reported a position in NOW in Q1 2022 and held it in 16 quarters. The position peaked at $40.3M in Q1 2022. 2,239 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

  • Valiant Capital Management reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
  • Valiant Capital Management sold 82,866 ServiceNow shares in Q2 2026, an estimated $8.66M.
  • Valiant Capital Management first reported a position in ServiceNow in Q1 2022 and held it in 16 quarters.
  • Valiant Capital Management's ServiceNow position peaked at $40.3M in Q1 2022.
  • 2,239 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Valiant Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.