Dan Polen - Polen Capital Management
Holding/activity history for ServiceNow Inc. (NOW)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 7,269,453 | 5.26 | Add 27.97% | 1.15 | $104.55 | $760,021,232 | SEC |
| 2025 Q4 | 5,680,788 | 3.72 | Add 405.37% | 2.98 | $153.19 | $870,239,781 | SEC |
| 2025 Q3 | 1,124,076 | 3.36 | Reduce 4.49% | 0.17 | $920.28 | $1,034,464,284 | SEC |
| 2025 Q2 | 1,176,895 | 3.71 | Add 23.92% | 0.72 | $1,028.08 | $1,209,941,837 | SEC |
| 2025 Q1 | 949,728 | 2.37 | Reduce 41.90% | 1.96 | $796.14 | $756,116,174 | SEC |
| 2024 Q4 | 1,634,595 | 4.68 | Reduce 26.49% | 1.36 | $1,060.12 | $1,732,867,253 | SEC |
| 2024 Q3 | 2,223,744 | 5.13 | Reduce 10.43% | 0.51 | $894.39 | $1,988,894,217 | SEC |
| 2024 Q2 | 2,482,798 | 4.90 | Reduce 6.76% | 0.32 | $786.67 | $1,953,142,963 | SEC |
| 2024 Q1 | 2,662,881 | 4.69 | Reduce 29.86% | 1.93 | $762.40 | $2,030,180,180 | SEC |
| 2023 Q4 | 3,796,364 | 6.47 | Reduce 4.96% | 0.29 | $706.52 | $2,682,188,531 | SEC |
| 2023 Q3 | 3,994,534 | 5.88 | Reduce 5.23% | 0.31 | $558.96 | $2,232,784,659 | SEC |
| 2023 Q2 | 4,214,967 | 5.88 | Reduce 4.48% | 0.24 | $561.97 | $2,368,684,976 | SEC |
| 2023 Q1 | 4,412,757 | 5.41 | Reduce 0.90% | 0.05 | $464.72 | $2,050,696,549 | SEC |
| 2022 Q4 | 4,452,974 | 5.05 | Add 12.64% | 0.57 | $388.27 | $1,728,956,071 | SEC |
| 2022 Q3 | 3,953,299 | 4.18 | Add 26.46% | 0.87 | $377.61 | $1,492,805,000 | SEC |
| 2022 Q2 | 3,126,014 | 3.92 | Reduce 2.91% | 0.10 | $475.52 | $1,486,482,000 | SEC |
| 2022 Q1 | 3,219,600 | 3.50 | Add 2.14% | 0.07 | $556.89 | $1,792,963,000 | SEC |
| 2021 Q4 | 3,152,215 | 3.44 | Add 2.77% | 0.09 | $649.11 | $2,046,134,000 | SEC |
| 2021 Q3 | 3,067,253 | 3.50 | Reduce 12.63% | 0.47 | $622.27 | $1,908,660,000 | SEC |
| 2021 Q2 | 3,510,696 | 3.70 | Add 4.66% | 0.16 | $549.55 | $1,929,303,000 | SEC |
| 2021 Q1 | 3,354,536 | 3.78 | Add 3.07% | 0.11 | $500.11 | $1,677,637,000 | SEC |
| 2020 Q4 | 3,254,730 | 4.17 | Add 1.99% | 0.08 | $550.43 | $1,791,501,000 | SEC |
| 2020 Q3 | 3,191,209 | 4.15 | Reduce 6.84% | 0.29 | $485.00 | $1,547,736,000 | SEC |
| 2020 Q2 | 3,425,610 | 4.20 | Add 9.61% | 0.37 | $405.06 | $1,387,577,000 | SEC |
| 2020 Q1 | 3,125,270 | 3.89 | Add 61.06% | 1.47 | $286.58 | $895,640,000 | SEC |
| 2019 Q4 | 1,940,426 | 2.16 | Buy | 2.16 | $282.32 | $547,821,000 | SEC |