Polen Capital Management — NOW Trade History
Quarter-by-quarter changes in the SERVICENOW INC position · CUSIP 81762P102
Currently held · 6.8 YearsFirst seen: 2019 Q4split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-04 | Reduce | 5,370,172 | -1,899,281 | -26.1% | $533.2M | 4.59% |
| 2026 Q1 | 2026-05-14 | Add | 7,269,453 | 1,588,665 | +28.0% | $760.0M | 5.26% |
| 2025 Q4 | 2026-02-12 | Add | 5,680,788 | 60,408 | +1.1% | $870.2M | 3.72% |
| 2025 Q3 | 2025-11-12 | Reduce | 5,620,380 | -264,095 | -4.5% | $1.03B | 3.36% |
| 2025 Q2 | 2025-08-13 | Add | 5,884,475 | 1,135,835 | +23.9% | $1.21B | 3.71% |
| 2025 Q1 | 2025-05-12 | Reduce | 4,748,640 | -6,370,080 | -57.3% | $756.1M | 2.37% |
| 2024 Q3 | 2025-02-10 | Add | 11,118,720 | 2,945,745 | +36.0% | $1.99B | 5.13% |
| 2024 Q4 | 2025-02-10 | Reduce | 8,172,975 | -4,241,015 | -34.2% | $1.73B | 4.68% |
| 2024 Q2 | 2024-08-12 | Reduce | 12,413,990 | -6,567,830 | -34.6% | $1.95B | 4.90% |
| 2023 Q4 | 2024-05-10 | Add | 18,981,820 | 5,667,415 | +42.6% | $2.68B | 6.46% |
| 2024 Q1 | 2024-05-10 | Reduce | 13,314,405 | -6,658,265 | -33.3% | $2.03B | 4.69% |
| 2023 Q3 | 2023-11-13 | Reduce | 19,972,670 | -1,102,165 | -5.2% | $2.23B | 5.87% |
| 2023 Q2 | 2023-08-11 | Reduce | 21,074,835 | -988,950 | -4.5% | $2.37B | 5.87% |
| 2023 Q1 | 2023-05-11 | Reduce | 22,063,785 | -201,085 | -0.9% | $2.05B | 5.41% |
| 2022 Q4 | 2023-02-13 | Add | 22,264,870 | 2,498,375 | +12.6% | $1.73B | 5.04% |
| 2022 Q3 | 2022-11-04 | Add | 19,766,495 | 4,136,425 | +26.5% | $1.49B | 4.17% |
| 2022 Q2 | 2022-08-10 | Reduce | 15,630,070 | -467,930 | -2.9% | $1.49B | 3.92% |
| 2022 Q1 | 2022-05-12 | Add | 16,098,000 | 336,925 | +2.1% | $1.79B | 3.50% |
| 2021 Q4 | 2022-02-11 | Add | 15,761,075 | 424,810 | +2.8% | $2.05B | 3.44% |
| 2021 Q3 | 2021-11-10 | Reduce | 15,336,265 | -2,217,215 | -12.6% | $1.91B | 3.50% |
| 2021 Q2 | 2021-08-12 | Add | 17,553,480 | 780,800 | +4.7% | $1.93B | 3.69% |
| 2021 Q1 | 2021-05-12 | Add | 16,772,680 | 499,030 | +3.1% | $1.68B | 3.77% |
| 2020 Q4 | 2021-02-11 | Add | 16,273,650 | 317,605 | +2.0% | $1.79B | 4.16% |
| 2020 Q3 | 2020-11-12 | Reduce | 15,956,045 | -1,172,005 | -6.8% | $1.55B | 4.14% |
| 2020 Q2 | 2020-08-13 | Add | 17,128,050 | 1,501,700 | +9.6% | $1.39B | 4.19% |
| 2020 Q1 | 2020-05-11 | Add | 15,626,350 | 5,924,220 | +61.1% | $895.6M | 3.89% |
| 2019 Q4 | 2020-02-06 | New | 9,702,130 | 9,702,130 | — | $547.8M | 2.16% |
| 2019 Q3 | 2019-11-12 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-12 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-13 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-12 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-09 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-11 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-09 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-10 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.