Whale Rock Capital Management’s ServiceNow NOW Stock Holding History

Whale Rock 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
2023 Q1	–	Sell	-745,695	Closed	-$57.9M	–	48
2022 Q4	$57.9M	Buy	+745,695	New	+$58.3M	1.95%	17
2020 Q4	–	Sell	-1,418,180	Closed	-$138M	–	58
2020 Q3	$138M	Hold	1,418,180	–	–	0.91%	41
2020 Q2	$115M	Sell	1,418,180 -2,716,990	-66%	-$192M	0.92%	38
2020 Q1	$237M	Buy	4,135,170 +187,635	+5%	+$11.7M	3.23%	7
2019 Q4	$223M	Buy	3,947,535 +378,445	+11%	+$19.9M	3.78%	8
2019 Q3	$181M	Sell	3,569,090 -2,725	-0.1%	-$148K	3.35%	12
2019 Q2	$196M	Sell	3,571,815 -890	-0%	-$46.8K	3.36%	13
2019 Q1	$176M	Buy	+3,572,705	New	+$157M	3.17%	13
2018 Q4	–	Sell	-3,093,665	Closed	-$121M	–	33
2018 Q3	$121M	Buy	+3,093,665	New	+$117M	2.7%	19

Other funds holding NOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Whale Rock Capital Management's NOW Position: Q1 2023 in Review

Whale Rock Capital Management sold out of ServiceNow (NOW) in Q1 2023, closing a stake of 745,695 shares — an estimated $57.9M sold.

Whale Rock Capital Management first reported a position in NOW in Q3 2018 and held it in 9 quarters. The position peaked at $237M in Q1 2020. 1,407 funds tracked by Wall St. Rank hold NOW as of Q1 2023.

Whale Rock Capital Management reported no remaining ServiceNow position as of Q1 2023 after selling out during the quarter.
Whale Rock Capital Management sold 745,695 ServiceNow shares in Q1 2023, an estimated $57.9M.
Whale Rock Capital Management first reported a position in ServiceNow in Q3 2018 and held it in 9 quarters.
Whale Rock Capital Management's ServiceNow position peaked at $237M in Q1 2020.
1,407 funds tracked by Wall St. Rank held ServiceNow as of Q1 2023.

Based on Whale Rock Capital Management's 13F filing for Q1 2023, filed 15 May 2023.