SERVICENOW INC (NOW) — Hedge Fund Ownership Q1 2026
NOW
- SERVICENOW INC (NOW) is held by 5 of 82 tracked hedge funds, with Polen Capital Management (5%) and Akre Capital Management (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- New position in NOW stock was initiated by Akre Capital Management (2%).
- The biggest increases in NOW holdings came from Polen Capital Management (+28%) and Torray Investment Partners (+35%), highlighting conviction.
- The biggest decreases in NOW holdings came from Tiger Global Management (-29%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to SERVICENOW INC (NOW) by +12% vs the prior quarter and +474% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Polen Capital Management
|
5.26% | 7.3M | +27.97% | +665.42% | $760.0M | $104.55 | — |
| 2 |
Akre Capital Management Chuck Akre
|
1.87% | 1.1M | NEW | — | $114.6M | $104.55 | — |
| 3 |
Torray Investment Partners Robert Torray
|
0.84% | 55K | +35.01% | +582.94% | $5.7M | $104.55 | — |
| 4 |
Tiger Global Management Chase Coleman
|
0.69% | 1.5M | -29.47% | +158.77% | $156.8M | $104.55 | — |
| 5 |
Hillman Capital Management Mark Hillman
|
0.25% | 3K | NEW | — | $353,065 | $104.55 | — |
| 5 | Total | — | 9.9M | +12.44% | +473.97% | $1.04B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.