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 Q2	–	Sell	-84,408	Closed	-$8.82M	–	77
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Waycross Partners's NOW Position: Q2 2026 in Review

Waycross Partners sold out of ServiceNow (NOW) in Q2 2026, closing a stake of 84,408 shares — an estimated $8.82M sold.

Waycross Partners first reported a position in NOW in Q1 2025 and held it in 5 quarters. The position peaked at $19M in Q2 2025. 2,235 funds tracked by Wall St. Rank hold NOW as of Q2 2026.

Waycross Partners reported no remaining ServiceNow position as of Q2 2026 after selling out during the quarter.
Waycross Partners sold 84,408 ServiceNow shares in Q2 2026, an estimated $8.82M.
Waycross Partners first reported a position in ServiceNow in Q1 2025 and held it in 5 quarters.
Waycross Partners's ServiceNow position peaked at $19M in Q2 2025.
2,235 funds tracked by Wall St. Rank held ServiceNow as of Q2 2026.

Based on Waycross Partners's 13F filing for Q2 2026, filed 11 Aug 2026.