Waycross Partners’s ServiceNow NOW Stock Holding History

Waycross Partners’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	$8.82M	Sell	84,408 -12,390	-13%	-$1.46M	0.84%	30
2025 Q4	$14.8M	Buy	96,798 +2,873	+3%	+$493K	1.21%	27
2025 Q3	$17.3M	Buy	93,925 +1,745	+2%	+$326K	1.49%	25
2025 Q2	$19M	Buy	92,180 +2,835	+3%	+$535K	1.79%	23
2025 Q1	$14.2M	Buy	+89,345	New	+$17.2M	1.59%	29

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

Waycross Partners's NOW Position: Q1 2026 in Review

Waycross Partners reduced its ServiceNow (NOW) stake by 13% in Q1 2026, selling an estimated $1.46M and leaving 84,408 shares worth $8.82M. The position accounts for 0.84% of the portfolio, ranked #30.

Waycross Partners first reported a position in NOW in Q1 2025 and has held it in 5 quarters since. The position peaked at $19M in Q2 2025. 2,191 funds tracked by Wall St. Rank hold NOW as of Q1 2026.

Waycross Partners held 84,408 shares of ServiceNow worth $8.82M as of Q1 2026.
Waycross Partners sold 12,390 ServiceNow shares in Q1 2026, an estimated $1.46M.
ServiceNow made up 0.84% of Waycross Partners's portfolio in Q1 2026, its #30 holding.
Waycross Partners first reported a position in ServiceNow in Q1 2025 and has held it in 5 quarters since.
Waycross Partners's ServiceNow position peaked at $19M in Q2 2025.
2,191 funds tracked by Wall St. Rank held ServiceNow as of Q1 2026.

Based on Waycross Partners's 13F filing for Q1 2026, filed 7 May 2026.