SERVICENOW INC NOW
COM · Common Stock · CUSIP 81762P102 · ISIN US81762P1021
American technology company
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersSanta Clara, CA
- Founded2004
- Websiteservicenow.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($112.9m this quarter). Holder counts are more reliable. Shares outstanding: 203.0m as of 2023-01-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $388.53. Options: 49 managers hold calls ($1.1bn notional), 52 hold puts ($1.3bn).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,321 |
| Q4 2022 | 1,359 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $999.8m | $1.3bn | 1.25 |
| Q4 2022 | $1.1bn | $1.3bn | 1.14 |
Biggest buyers
| Winslow Capital Management, LLC | Added | +733.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +727.5k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +560.9k |
| POLEN CAPITAL MANAGEMENT LLC | Added | +499.7k |
| Harding Loevner LP | Added | +377.3k |
| FMR LLC | Added | +288.7k |
| MORGAN STANLEY | Added | +288.5k |
| 1832 Asset Management L.P. | Added | +241.4k |
| Balyasny Asset Management L.P. | Added | +233.4k |
| VANGUARD GROUP INC | Added | +229.7k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -1.1m |
| GQG Partners LLC | Reduced | -919.9k |
| TIGER GLOBAL MANAGEMENT LLC | Reduced | -885.2k |
| Capital Research Global Investors | Reduced | -724.7k |
| EDGEWOOD MANAGEMENT LLC | Reduced | -485.6k |
| AXA S.A. | Reduced | -357.6k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -328.4k |
| VIKING GLOBAL INVESTORS LP | Sold out | -323.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -313.6k |
| AustralianSuper Pty Ltd | Sold out | -285.1k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $301.5m776.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $277.3m714.3k shares |
| JANE STREET GROUP, LLC | Reduced | $85.2m219.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $53.3m137.4k shares |
| IMC-Chicago, LLC | Added | $47.5m122.4k shares |
| Walleye Trading LLC | Reduced | $39.2m100.9k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $38.9m100.3k shares |
| WOLVERINE TRADING, LLC | Added | $33.5m86.4k shares |
| BlackRock Inc. | Unchanged | $26.4m68.0k shares |
| NOMURA HOLDINGS INC | Reduced | $21.3m55.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $251.2m647.0k shares |
| CITADEL ADVISORS LLC | Reduced | $206.6m532.0k shares |
| JANE STREET GROUP, LLC | Added | $103.3m266.1k shares |
| Parallax Volatility Advisers, L.P. | Added | $99.4m256.1k shares |
| Twin Tree Management, LP | Unchanged | $57.3m147.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $56.6m145.9k shares |
| GROUP ONE TRADING LLC | Added | $55.5m143.0k shares |
| IMC-Chicago, LLC | Added | $55.2m142.2k shares |
| D. E. Shaw & Co., Inc. | Added | $45.1m116.2k shares |
| WOLVERINE TRADING, LLC | Added | $43.8m112.9k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2025-02-05 | 8.9% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.5% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $2.0m | 4 | $38.2m | — |
| Q1 2022 | 0 | — | 8 | $30.5m | — |
| Q2 2022 | 0 | — | 8 | $15.5m | — |
| Q3 2022 | 0 | — | 9 | $18.8m | — |
| Q4 2022 | 0 | — | 5 | $9.3m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-06 | LUDDY FREDERIC B Director · by Frederic B. Luddy Family Trust | Sold | $2.3m6.0k shares |
| 2022-12-06 | LUDDY FREDERIC B Director · by Luddy Family Dynasty Trust LLC | Sold | $232.2k600 shares |
| 2022-11-30 | Caimi Lara Chief Customer & Partner Ofc | Sold | $279.2k672 shares |
| 2022-11-18 | Smith Paul John Chief Commercial Officer | Sold | $162.7k407 shares |
| 2022-11-14 | Canney Jacqueline P Chief People Officer | Sold | $199.8k504 shares |
| 2022-11-14 | Smith Paul John Chief Commercial Officer | Sold | $53.1k134 shares |
| 2022-11-11 | Caimi Lara Chief Customer & Partner Ofc | Sold | $302.0k726 shares |
| 2022-11-09 | Chamberlain Paul Edward Director | Sold | $32.9k90 shares |
| 2022-11-08 | Smith Paul John Chief Commercial Officer | Sold | $13.4k37 shares |
| 2022-11-02 | LUDDY FREDERIC B Director · by Frederic B. Luddy Family Trust | Sold | $2.4m6.0k shares |
| 2022-11-02 | LUDDY FREDERIC B Director · by Luddy Family Dynasty Trust LLC | Sold | $242.9k600 shares |
| 2022-11-01 | Canney Jacqueline P Chief People Officer | Sold | $200.1k478 shares |
| 2022-10-28 | Smith Paul John Chief Commercial Officer | Sold | $248.5k600 shares |
| 2022-10-10 | LUDDY FREDERIC B Director · by Frederic B. Luddy Family Trust | Sold | $2.3m6.0k shares |
| 2022-10-10 | LUDDY FREDERIC B Director · by Luddy Family Dynasty Trust LLC | Sold | $231.2k600 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.18% of their portfolio | 17.1m $6.6bn | Added +229.7k |
| BlackRock Inc. 0.19% of their portfolio | 15.8m $6.1bn | Reduced -130.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.93% of their portfolio | 14.8m $5.8bn | Added +727.5k |
| STATE STREET CORP 0.18% of their portfolio | 7.9m $3.1bn | Reduced -29.6k |
| MORGAN STANLEY 0.31% of their portfolio | 7.1m $2.7bn | Added +288.5k |
| POLEN CAPITAL MANAGEMENT LLC 5.04% of their portfolio | 4.5m $1.7bn | Added +499.7k |
| Capital Research Global Investors 0.49% of their portfolio | 4.2m $1.6bn | Reduced -724.7k |
| Capital International Investors 0.39% of their portfolio | 3.7m $1.5bn | Added +29.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.19% of their portfolio | 3.5m $1.4bn | Added +90.3k |
| EDGEWOOD MANAGEMENT LLC 4.65% of their portfolio | 3.4m $1.3bn | Reduced -485.6k |
| FRANKLIN RESOURCES INC 0.66% of their portfolio | 3.3m $1.3bn | Reduced -69.6k |
| Nuveen Asset Management, LLC 0.41% of their portfolio | 2.7m $1.1bn | Added +96.8k |
| SANDS CAPITAL MANAGEMENT, LLC 3.73% of their portfolio | 2.5m $986.8m | Reduced -67.7k |
| NORGES BANK 0.21% of their portfolio | 2.2m $872.2m | Added +168.9k |
| NORTHERN TRUST CORP 0.18% of their portfolio | 2.2m $861.3m | Added +44.0k |
| BROWN ADVISORY INC 1.60% of their portfolio | 2.2m $859.7m | Reduced -164.3k |
| FMR LLC 0.08% of their portfolio | 2.1m $819.7m | Added +288.7k |
| JPMORGAN CHASE & CO 0.11% of their portfolio | 2.0m $784.8m | Added +99.8k |
| Bank of New York Mellon Corp 0.16% of their portfolio | 1.8m $682.5m | Reduced -1.5k |
| BANK OF AMERICA CORP /DE/ 0.08% of their portfolio | 1.7m $658.3m | Added +15.4k |
| GOLDMAN SACHS GROUP INC 0.18% of their portfolio | 1.6m $636.5m | Added +68.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.71% of their portfolio | 1.6m $618.1m | Added +88.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.21% of their portfolio | 1.6m $614.9m | Reduced -313.6k |
| Invesco Ltd. 0.17% of their portfolio | 1.5m $583.4m | Reduced -191.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.28% of their portfolio | 1.4m $529.2m | Reduced -93.6k |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 1.3m $511.9m | Added +223.5k |
| Legal & General Group Plc 0.20% of their portfolio | 1.3m $511.8m | Reduced -46.6k |
| Fisher Asset Management, LLC 0.34% of their portfolio | 1.3m $508.3m | Added +108.1k |
| Winslow Capital Management, LLC 2.75% of their portfolio | 1.3m $494.2m | Added +733.2k |
| AMERIPRISE FINANCIAL INC 0.17% of their portfolio | 1.3m $493.3m | Reduced -89.4k |
| ALLIANCEBERNSTEIN L.P. 0.21% of their portfolio | 1.2m $457.0m | Reduced -196.3k |
| TD Asset Management Inc 0.55% of their portfolio | 1.1m $444.9m | Reduced -61.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.13% of their portfolio | 1.1m $413.1m | Added +32.0k |
| Swedbank AB 0.90% of their portfolio | 1.1m $409.6m | Reduced -58.1k |
| BARCLAYS PLC 0.35% of their portfolio | 1.0m $404.8m | First filing |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.69% of their portfolio | 994.4k $386.1m | Added +560.9k |
| SCGE MANAGEMENT, L.P. 12.83% of their portfolio | 935.1k $363.1m | Unchanged |
| NEUBERGER BERMAN GROUP LLC 0.35% of their portfolio | 914.5k $355.7m | Reduced -32.1k |
| ROYAL BANK OF CANADA 0.11% of their portfolio | 910.1k $353.4m | Added +71.0k |
| VONTOBEL ASSET MANAGEMENT INC 2.89% of their portfolio | 873.5k $363.4m | Added +99.4k |
| ONTARIO TEACHERS PENSION PLAN BOARD 3.45% of their portfolio | 835.2k $324.3m | Added +26.3k |
| Amundi 0.18% of their portfolio | 834.1k $328.4m | Reduced -61.0k |
| Swiss National Bank 0.23% of their portfolio | 821.0k $318.8m | Reduced -47.8k |
| TIGER GLOBAL MANAGEMENT LLC 3.85% of their portfolio | 808.9k $314.1m | Reduced -885.2k |
| JANUS HENDERSON GROUP PLC 0.20% of their portfolio | 738.4k $286.8m | Reduced -1.1m |
| WELLS FARGO & COMPANY/MN 0.09% of their portfolio | 710.0k $275.7m | Added +26.9k |
| Stockbridge Partners LLC 7.12% of their portfolio | 683.1k $265.2m | Added +56.3k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.68% of their portfolio | 668.6k $259.6m | Added +175.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.19% of their portfolio | 632.7k $245.7m | Added +37.9k |
| DEUTSCHE BANK AG\ 0.14% of their portfolio | 615.7k $239.0m | Reduced -20.1k |
| AMERICAN CENTURY COMPANIES INC 0.18% of their portfolio | 552.2k $214.4m | Reduced -328.4k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3.16% of their portfolio | 550.0k $213.5m | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.30% of their portfolio | 548.7k $213.0m | Added +32.0k |
| TCW GROUP INC 3.04% of their portfolio | 546.7k $212.3m | Reduced -19.3k |
| Hyperion Asset Management Ltd 13.43% of their portfolio | 533.3k $207.1m | Added +84.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio | 513.4k $199.3m | Added +61.0k |
| Ensign Peak Advisors, Inc 0.44% of their portfolio | 498.0k $193.4m | Added +70.1k |
| Polar Capital Holdings Plc 1.49% of their portfolio | 482.0k $187.2m | Added +108.8k |
| WCM INVESTMENT MANAGEMENT, LLC 0.62% of their portfolio | 477.4k $185.4m | Added +19.0k |
| CREDIT SUISSE AG/ 0.19% of their portfolio | 461.2k $179.1m | Reduced -1.5k |
| NORDEA INVESTMENT MANAGEMENT AB 0.27% of their portfolio | 453.5k $175.7m | Added +32.9k |
| SEI INVESTMENTS CO 0.39% of their portfolio | 450.4k $174.9m | Added +80.1k |
| California Public Employees Retirement System 0.15% of their portfolio | 449.7k $174.6m | Reduced -1.8k |
| VAN ECK ASSOCIATES CORP 0.43% of their portfolio | 425.3k $165.1m | Added +26.0k |
| CITADEL ADVISORS LLC 0.18% of their portfolio | 396.0k $153.8m | Added +193.4k |
| HSBC HOLDINGS PLC 0.19% of their portfolio | 395.3k $152.9m | Added +159.6k |
| Thrivent Financial for Lutherans 0.38% of their portfolio | 379.3k $147.3m | Added +3.0k |
| Harding Loevner LP 0.84% of their portfolio | 377.3k $146.5m | Added +377.3k |
| D. E. Shaw & Co., Inc. 0.25% of their portfolio | 375.4k $145.7m | Added +201.5k |
| PICTET ASSET MANAGEMENT SA 0.21% of their portfolio | 372.0k $144.4m | Added +93.2k |
| STRS OHIO 0.65% of their portfolio | 370.6k $143.9m | Added +21.7k |
| Allspring Global Investments Holdings, LLC 0.25% of their portfolio | 369.1k $143.3m | Reduced -27.5k |
| Praesidium Investment Management Company, LLC 14.44% of their portfolio | 366.0k $142.1m | Added +34.9k |
| Railway Pension Investments Ltd 1.42% of their portfolio | 364.6k $141.6m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.19% of their portfolio | 363.9k $141.3m | Added +5.5k |
| RHUMBLINE ADVISERS 0.18% of their portfolio | 353.7k $137.3m | Added +12.6k |
| UBS Group AG 0.07% of their portfolio | 349.4k $135.7m | Added +40.4k |
| AXA S.A. 0.49% of their portfolio | 348.9k $135.5m | Reduced -357.6k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.65% of their portfolio | 346.9k $134.7m | Reduced -12.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.21% of their portfolio | 342.8k $133.1m | Added +6.6k |
| Sarasin & Partners LLP 1.74% of their portfolio | 341.7k $132.7m | Added +34.5k |
| PRUDENTIAL FINANCIAL INC 0.22% of their portfolio | 330.1k $128.2m | Added +118.4k |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1.58% of their portfolio | 329.9k $128.1m | Reduced -24.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.98% of their portfolio | 327.9k $127.3m | Added +16.8k |
| DekaBank Deutsche Girozentrale 0.33% of their portfolio | 318.0k $123.1m | Added +63.1k |
| National Pension Service 0.24% of their portfolio | 317.3k $123.2m | Added +11.7k |
| BESSEMER GROUP INC 0.30% of their portfolio | 316.5k $122.9m | Reduced -9.3k |
| Manning & Napier Group, LLC 1.49% of their portfolio | 311.1k $120.8m | Reduced -3.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.14% of their portfolio | 310.3k $120.5m | Reduced -1.5k |
| BANK OF MONTREAL /CAN/ 0.06% of their portfolio | 307.5k $120.0m | Added +87.7k |
| BLAIR WILLIAM & CO/IL 0.51% of their portfolio | 300.3k $116.6m | Reduced -4.7k |
| STIFEL FINANCIAL CORP 0.17% of their portfolio | 295.3k $114.6m | Reduced -8.7k |
| RGM Capital, LLC 6.60% of their portfolio | 291.8k $113.3m | Added +5.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.08% of their portfolio | 289.7k $112.5m | Reduced -26.0k |
| TWO SIGMA ADVISERS, LP 0.31% of their portfolio | 285.1k $110.7m | Added +195.4k |
| AXIOM INVESTORS LLC /DE 2.12% of their portfolio | 277.5k $107.7m | Reduced -32.6k |
| NOMURA ASSET MANAGEMENT CO LTD 0.62% of their portfolio | 277.0k $107.6m | Reduced -33.3k |
| Dorsal Capital Management, LP 6.70% of their portfolio | 275.0k $106.8m | Added +100.0k |
| J.P. Morgan Private Wealth Advisors LLC 0.22% of their portfolio | 250.8k $97.4m | Reduced -8.5k |
| AXXCESS WEALTH MANAGEMENT, LLC 8.01% of their portfolio | 250.1k $97.1m | Reduced -86 |