NYSE · Technology

SERVICENOW INC NOW

ServiceNow, Inc. provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally. The company provides asset management, integrated risk management, IT service management, Operational Technology management, Security Operations, strategic portfolio management, IT operations management products; customer service management product; field service management applications; and sales and order management services.

Workflow Software

Company profile

Business mix

  • The company provides asset management, integrated risk management, IT service management, Operational Technology management, Security Operations, strategic portfolio management, IT operations management products.
  • It also offers human resources delivery; legal and contract operations; workplace service delivery products; app engine product; automation engine; platform privacy and security product; and source-to-pay operations.
  • In addition, the company provides RaptorDB, a database built to manage workloads at scale; ServiceNow Impact that provides customers with software tools, guided plans, and AI-driven recommendations; customer support; and workflow data fabric.
  • It serves government, financial services, healthcare and life science, manufacturing, Public Sector, retail, technology, and Telecom sectors through service providers and resale partners.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 6 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 66.94 FCF 4% Buyback -0.07%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Polen Capital Management 5.3% $760.0M 2026-03-31
Edgewood Management 2.8% $441.4M 2026-03-31
Tiger Global Management Chase Coleman 0.7% $156.8M 2026-03-31
Akre Capital Management Chuck Akre 1.9% $114.6M 2026-03-31
Vulcan Value Partners C.T. Fitzpatrick 1.5% $55.8M 2026-03-31
Soros Fund Management George Soros 0.2% $16.1M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 7 Last 2 13F filing periods
Net reducers 4 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $1.3B Estimated from net added shares
Reduction amount $791.4M Estimated from net reduced shares
Net share change / base shares +211.0% +10,209,525 / 4,838,776
Tiger Global Management Chase Coleman 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 609.0% 13F value change +$49.7M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -29.5% 13F value change -$169.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 300,000 Last 2 periods +1,200,000 (+400.0%) Total shares 1,500,000 Value $156.8M
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 343.3% 13F value change -$72.8M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$205.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 301,993 Last 2 periods -301,993 (-100.0%) Total shares 0 Value $0
Soros Fund Management George Soros 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$8.4M
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$16.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 10,542 Last 2 periods +143,807 (+1364.1%) Total shares 154,349 Value $16.1M
Stockbridge Partners 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 352.1% 13F value change -$95.6M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$290.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 419,795 Last 2 periods -419,795 (-100.0%) Total shares 0 Value $0
Akre Capital Management Chuck Akre 1 filing periods
13F 2026-03-31 Filed 2026-05-14
New Shares - 13F value change +$114.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 2 periods +1,096,099 (New) Total shares 1,096,099 Value $114.6M
Polen Capital Management 2 filing periods
13F 2025-12-31 Filed 2026-02-12
Major increase Shares 405.4% 13F value change -$164.2M
13F 2026-03-31 Filed 2026-05-14
Major increase Shares 28.0% 13F value change -$110.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,124,076 Last 2 periods +6,145,377 (+546.7%) Total shares 7,269,453 Value $760.0M
Edgewood Management 2 filing periods
13F 2025-12-31 Filed 2026-02-12
Major increase Shares 124.8% 13F value change -$788.5M
13F 2026-03-31 Filed 2026-05-14
Major increase Shares 37.2% 13F value change -$30.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 1,369,106 Last 2 periods +2,852,320 (+208.3%) Total shares 4,221,426 Value $441.4M
Vulcan Value Partners C.T. Fitzpatrick 1 filing periods
13F 2026-03-31 Filed 2026-05-11
New Shares - 13F value change +$55.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 0 Last 2 periods +533,817 (New) Total shares 533,817 Value $55.8M
Sands Capital Management Frank Sands 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 208.4% 13F value change -$558.2M
13F 2026-03-31 Filed 2026-05-08
Major reduction Shares -99.2% 13F value change -$585.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 1,246,277 Last 2 periods -1,214,756 (-97.5%) Total shares 31,521 Value $3.3M
Baron Capital Ron Baron 2 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 0.2% 13F value change -$5.3M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 347.7% 13F value change -$11.8M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 50,157 Last 2 periods +174,809 (+348.5%) Total shares 224,966 Value $34.5M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 8.2% 13F value change +$5.3M
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -8.5% 13F value change -$3.4M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 16,830 Last 2 periods -160 (-1.0%) Total shares 16,670 Value $15.3M

Recent mentions

No public mentions.