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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Valiant Capital Management's NOW Position: Q1 2026 in Review

Valiant Capital Management reduced its ServiceNow (NOW) stake by 8.6% in Q1 2026, selling an estimated $918K and leaving 82,866 shares worth $8.66M. The position accounts for 0.5% of the portfolio, ranked #31.

Valiant Capital Management first reported a position in NOW in Q1 2022 and has held it in 16 quarters since. The position peaked at $40.3M in Q1 2022. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Valiant Capital Management held 82,866 shares of ServiceNow worth $8.66M as of Q1 2026.
Valiant Capital Management sold 7,800 ServiceNow shares in Q1 2026, an estimated $918K.
ServiceNow made up 0.5% of Valiant Capital Management's portfolio in Q1 2026, its #31 holding.
Valiant Capital Management first reported a position in ServiceNow in Q1 2022 and has held it in 16 quarters since.
Valiant Capital Management's ServiceNow position peaked at $40.3M in Q1 2022.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

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