Follow-The-Filings

Security · featured owners

NOW Servicenow Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 8 Owners
  • #165
  • Max 4.6%
  • Master 0.05%
  • $812M
  • 3 add 4 reduce 3 exits

NOW (Servicenow Inc.) is held in 8 featured 13F books as of 2026 Q2. Polen Capital Management is the largest tracked holder by portfolio weight (4.6%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 4.6% (Polen Capital Management) · not free-float ownership

  1. Polen Capital Management reduce 4.6%
  2. Chuck Akre add 2.4%
  3. Vulcan Value Partners add 1.7%
  4. Torray Investment Partners reduce 0.69%
  5. Chase Coleman reduce 0.36%
  6. Hillman Capital Management add 0.25%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Polen Capital Management 2026 Q2 4.6% Reduce −26.1% 5,370,172 $533M history
Chuck Akre - Akre Capital Management 2026 Q2 2.4% Add +13.7% 1,246,099 $124M history
Chase Coleman - Tiger Global Management 2026 Q2 0.36% Reduce −41.8% 873,485 $87M history
Vulcan Value Partners 2026 Q2 1.7% Add +7.7% 574,811 $57M history
Torray Investment Partners 2026 Q2 0.69% Reduce −6.0% 51,543 $5M history
George Soros - Soros Fund Management 2026 Q2 0.06% Reduce −68.5% 48,570 $5M history
Nehal Chopra - Ratan Capital Management 2026 Q2 0.19% Hold 6,000 $596K history
Hillman Capital Management 2026 Q2 0.25% Add +1.1% 3,415 $339K history
Ron Baron - Bamco Inc. (Baron Capital) exited 2026 Q2 last 2026 Q1 0.04% Exit −0.04% 134,330 $14M history
Ram Parameswaran - Octahedron Capital Management exited 2026 Q2 last 2026 Q1 3.3% Exit −3.31% 43,500 $5M history
Farallon Capital Management exited 2026 Q2 last 2026 Q1 0.02% Exit −0.02% 41,000 $4M history

8 current · 3 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 3 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,5.07,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Aug 28, 2026 Filing Doc
4 Period Aug 31, 2026 Filing Doc
4 Period Aug 27, 2026 Filing Doc
4 Period Aug 17, 2026 · 5 forms Filing Doc
4 Period Aug 14, 2026 · 7 forms Filing Doc
4 Period Aug 13, 2026 Filing Doc
4 Period Aug 7, 2026 · 6 forms Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period May 28, 2026 Filing Doc
4 Period May 21, 2026 Filing Doc

Updated 13 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $8.97B $10.98B $13.28B
Gross profit $7.05B $8.7B $10.3B
Gross margin * 78.6% 79.2% 77.5%
Net income $1.73B $1.42B $1.75B
Net margin * 19.3% 13.0% 13.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $7.78B $9.19B $10.47B
Total non-current assets * $9.61B $11.2B $15.57B
Total assets $17.39B $20.38B $26.04B
Total current liabilities $7.36B $8.36B $10.44B
Total non-current liabilities * $2.39B $2.42B $2.63B
Total equity $7.63B $9.61B $12.96B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $3.4B $4.27B $5.44B
Cash from investing -$2.17B -$2.5B -$1.69B
Cash from financing -$0.803B -$1.34B -$2.34B
Net change in cash $0.429B $0.406B $1.42B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders