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Servicenow Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

23 owners 5 new 1 exit max 5.3% (Polen Capital Management LLC)

owners 23
rank #109
master % 0.11%
max % 5.3%
tracked value $22B
qoq N 5 A 8 R 8 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Polen Capital Management LLC 2026 Q1 5.3% Add +1.54 pp 7,269,453 $760M hist
Chuck Akre - Akre Capital Management LLC 2026 Q1 1.9% New 1.9% 1,096,099 $115M hist
Vulcan Value Partners, LLC 2026 Q1 1.5% New 1.5% 533,817 $56M hist
Chase Coleman - Tiger Global Management LLC 2026 Q1 0.7% Reduce -0.41 pp 1,500,000 $157M hist
Torray Investment Partners LLC 2026 Q2 stale 0.7% Reduce -0.15 pp 51,543 $5M hist
Two Sigma Investments, LP 2025 Q4 stale 0.4% Exit -0.35 pp 1,613,364 $247M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.3% Reduce -0.15 pp 8,032,952 $840M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.3% Add -0.03 pp 5,918,697 $619M hist
Hillman Capital Management, Inc. 2026 Q1 0.3% New 0.3% 3,377 $353M hist
Vanguard Group Inc. 2025 Q4 stale 0.2% Add -0.05 pp 101,963,384 $15.6B hist
Norges Bank 2025 Q4 stale 0.2% Exit -0.22 pp 13,192,716 $2B hist
D. E. Shaw & Co., Inc. 2026 Q1 0.2% Add +0.08 pp 3,474,317 $363M hist
Natixis Advisors, LLC 2026 Q1 0.2% Reduce -0.22 pp 1,457,968 $152M hist
Renaissance Technologies LLC 2026 Q1 0.2% Reduce -0.12 pp 1,206,018 $126M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.2% New 0.2% 154,349 $16M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.06 pp 860,803 $90M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.03 pp 1,624,772 $170M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.02 pp 2,636,657 $276M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% Reduce -0.05 pp 134,330 $14M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add -0.01 pp 100,489 $11M hist
Farallon Capital Management LLC 2026 Q1 0.0% New 0.0% 41,000 $4M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 6,384 $667 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 15,612 $2M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.8% Exit -0.75 pp 1,338,885 $205M hist

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
10-Q 10-Q
8-K 2.02,9.01
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
8-K 5.02,5.07,9.01
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
4 FORM 4
8-K 1.01,2.03,8.01,9.01
424B2 424B2
424B2 424B2
4 FORM 4

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 -$803M -$1.34B -$2.34B
Net change in cash $429M $406M $1.42B

ownership over time

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