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Waverly Advisors’s ServiceNow NOW Stock Holding History

Waverly Advisors’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 		$11.5M Buy
109,932
+81,797
+291% +$9.62M 0.09% 227
2025
Q4 		$4.31M Buy
28,135
+16,690
+146% +$2.86M 0.03% 404
2025
Q3 		$2.11M Sell
11,445
-125
-1% -$23.3K 0.02% 504
2025
Q2 		$2.38M Buy
11,570
+1,220
+12% +$230K 0.03% 462
2025
Q1 		$1.65M Buy
10,350
+1,140
+12% +$220K 0.02% 514
2024
Q4 		$1.95M Buy
9,210
+4,825
+110% +$977K 0.03% 389
2024
Q3 		$784K Buy
4,385
+880
+25% +$145K 0.01% 493
2024
Q2 		$551K Buy
+3,505
New +$514K 0.01% 560
2018
Q1 		– Sell
-415
Closed -$11K – 304
2017
Q4 		$11K Buy
+415
New +$10.3K ﹤0.01% 321

Other funds holding NOW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Waverly Advisors's NOW Position: Q1 2026 in Review

Waverly Advisors increased its ServiceNow (NOW) stake by 291% in Q1 2026, buying an estimated $9.62M and bringing the position to 109,932 shares worth $11.5M. The position accounts for 0.09% of the portfolio, ranked #227.

Waverly Advisors first reported a position in NOW in Q4 2017 and has held it in 9 quarters since. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

  • Waverly Advisors held 109,932 shares of ServiceNow worth $11.5M as of Q1 2026.
  • Waverly Advisors bought 81,797 ServiceNow shares in Q1 2026, an estimated $9.62M.
  • ServiceNow made up 0.09% of Waverly Advisors's portfolio in Q1 2026, its #227 holding.
  • Waverly Advisors first reported a position in ServiceNow in Q4 2017 and has held it in 9 quarters since.
  • 2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.