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 ($520.9m this quarter). Holder counts are more reliable. Shares outstanding: 206.0m as of 2024-09-30, 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 ≈ $888.68. Options: 58 managers hold calls ($3.6bn notional), 66 hold puts ($4.3bn).
Trends to Q3 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,321 |
| Q4 2022 | 1,359 |
| Q1 2023 | 1,410 |
| Q2 2023 | 1,503 |
| Q3 2023 | 1,566 |
| Q4 2023 | 1,754 |
| Q1 2024 | 1,821 |
| Q2 2024 | 1,877 |
| Q3 2024 | 1,944 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 642 | 607 |
| Q1 2023 | 788 | 526 |
| Q2 2023 | 782 | 581 |
| Q3 2023 | 749 | 656 |
| Q4 2023 | 836 | 708 |
| Q1 2024 | 933 | 736 |
| Q2 2024 | 1,011 | 716 |
| Q3 2024 | 950 | 831 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $1.9bn | $2.8bn | 1.44 |
| Q1 2024 | $2.6bn | $3.5bn | 1.37 |
| Q2 2024 | $2.9bn | $4.2bn | 1.43 |
| Q3 2024 | $3.6bn | $4.3bn | 1.21 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +2.1m |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Added | +1.2m |
| BANK OF MONTREAL /CAN/ | Added | +935.8k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +615.8k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +520.7k |
| FMR LLC | Added | +502.8k |
| Nuveen Asset Management, LLC | Added | +306.2k |
| D. E. Shaw & Co., Inc. | Added | +293.6k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +280.2k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +265.1k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.1m |
| Amundi | Reduced | -534.1k |
| AXA S.A. | Reduced | -459.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -266.0k |
| POLEN CAPITAL MANAGEMENT LLC | Reduced | -259.1k |
| Sustainable Growth Advisers, LP | Reduced | -226.0k |
| EDGEWOOD MANAGEMENT LLC | Reduced | -214.4k |
| Capital Research Global Investors | Reduced | -189.4k |
| BROWN ADVISORY INC | Reduced | -186.4k |
| Balyasny Asset Management L.P. | Reduced | -181.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.1bn1.2m shares |
| ALKEON CAPITAL MANAGEMENT LLC | Added | $632.8m707.5k shares |
| CITADEL ADVISORS LLC | Reduced | $486.0m543.4k shares |
| JANE STREET GROUP, LLC | Added | $229.1m256.1k shares |
| IMC-Chicago, LLC | Reduced | $195.9m219.0k shares |
| WOLVERINE TRADING, LLC | Added | $136.1m154.4k shares |
| SIMPLEX TRADING, LLC | Added | $100.6m112.5k shares |
| PEAK6 Investments LLC | Added | $98.9m110.6k shares |
| UBS Group AG | Reduced | $81.2m90.8k shares |
| ROYAL BANK OF CANADA | New | $64.4m72.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $940.5m1.1m shares |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | $483.0m540.0k shares |
| CITADEL ADVISORS LLC | Reduced | $410.1m458.5k shares |
| GOLDMAN SACHS GROUP INC | Added | $315.9m353.2k shares |
| IMC-Chicago, LLC | Reduced | $265.3m296.6k shares |
| JANE STREET GROUP, LLC | Reduced | $254.8m284.9k shares |
| JPMORGAN CHASE & CO | Added | $182.1m203.6k shares |
| HSBC HOLDINGS PLC | Added | $181.5m204.4k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $154.8m173.1k shares |
| WOLVERINE TRADING, LLC | Added | $143.7m163.0k 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 Q3 2024
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 |
|---|---|---|---|---|---|
| Q4 2022 | 0 | — | 5 | $9.3m | — |
| Q1 2023 | 0 | — | 7 | $31.3m | $1.2m |
| Q2 2023 | 0 | — | 13 | $19.1m | $9.6m |
| Q3 2023 | 0 | — | 10 | $12.2m | $4.7m |
| Q4 2023 | 0 | — | 9 | $12.0m | $3.2m |
| Q1 2024 | 0 | — | 5 | $41.3m | $26.7m |
| Q2 2024 | 0 | — | 7 | $4.2m | $3.5m |
| Q3 2024 | 0 | — | 11 | $16.4m | $4.8m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-08-26 | Tzitzon Nicholas Chief Strat & Corp Affairs Ofc | Sold plan | $1.5m1.9k shares |
| 2024-08-20 | Canney Jacqueline P Chief People Officer | Sold plan | $828.3k992 shares |
| 2024-08-19 | Smith Paul John Chief Commercial Officer | Sold | $2.3m2.8k shares |
| 2024-08-19 | Canney Jacqueline P Chief People Officer | Sold plan | $77.6k94 shares |
| 2024-08-15 | McBride Kevin Thomas Principal Accounting Officer | Sold plan | $82.5k100 shares |
| 2024-08-14 | Chamberlain Paul Edward Director | Sold plan | $111.0k135 shares |
| 2024-08-13 | Smith Paul John Chief Commercial Officer | Sold | $1.2m1.5k shares |
| 2024-08-13 | Canney Jacqueline P Chief People Officer | Sold plan | $652.8k804 shares |
| 2024-08-09 | Briggs Teresa Director | Sold | $242.5k299 shares |
| 2024-08-08 | Smith Paul John Chief Commercial Officer | Sold | $148.8k187 shares |
| 2024-08-08 | Canney Jacqueline P Chief People Officer | Sold plan | $60.2k76 shares |
| 2024-08-02 | ELMER RUSSELL S General Counsel | Sold | $1.5m1.9k shares |
| 2024-07-30 | Chadwick Jonathan Director | Sold | $2.7m3.4k shares |
| 2024-07-30 | Sands Anita M Director | Sold | $752.0k940 shares |
| 2024-07-29 | MILLER JEFFREY A Director | Sold | $2.7m3.3k shares |
| 2024-07-25 | Mastantuono Gina Chief Financial Officer | Sold plan | $1.5m1.8k 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.30% of their portfolio | 19.0m $17.0bn | Added +222.2k |
| BlackRock, Inc. 0.32% of their portfolio | 17.1m $15.3bn | First filing |
| JPMORGAN CHASE & CO 0.46% of their portfolio | 12.9m $11.5bn | Added +2.1m |
| STATE STREET CORP 0.33% of their portfolio | 9.1m $8.1bn | Added +226.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.77% of their portfolio | 7.4m $6.7bn | Reduced -266.0k |
| MORGAN STANLEY 0.37% of their portfolio | 5.8m $5.2bn | Reduced -1.1m |
| FMR LLC 0.31% of their portfolio | 5.6m $5.0bn | Added +502.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.30% of their portfolio | 4.2m $3.8bn | Added +78.4k |
| Capital International Investors 0.57% of their portfolio | 3.3m $3.0bn | Reduced -111.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.50% of their portfolio | 3.2m $2.8bn | Added +615.8k |
| BANK OF AMERICA CORP /DE/ 0.24% of their portfolio | 3.0m $2.7bn | Added +183.8k |
| FRANKLIN RESOURCES INC 0.79% of their portfolio | 3.0m $2.8bn | Reduced -63.2k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.59% of their portfolio | 2.6m $2.3bn | Added +112.4k |
| EDGEWOOD MANAGEMENT LLC 5.72% of their portfolio | 2.4m $2.1bn | Reduced -214.4k |
| NORGES BANK 0.29% of their portfolio | 2.3m $2.1bn | Added +10.6k |
| Nuveen Asset Management, LLC 0.56% of their portfolio | 2.2m $2.0bn | Added +306.2k |
| POLEN CAPITAL MANAGEMENT LLC 5.13% of their portfolio | 2.2m $2.0bn | Reduced -259.1k |
| JENNISON ASSOCIATES LLC 1.11% of their portfolio | 2.0m $1.8bn | Reduced -140.6k |
| NORTHERN TRUST CORP 0.29% of their portfolio | 2.0m $1.7bn | Reduced -69.2k |
| Capital Research Global Investors 0.36% of their portfolio | 1.9m $1.7bn | Reduced -189.4k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.74% of their portfolio | 1.9m $1.7bn | Added +520.7k |
| Invesco Ltd. 0.30% of their portfolio | 1.8m $1.6bn | Added +254.5k |
| BROWN ADVISORY INC 1.93% of their portfolio | 1.7m $1.5bn | Reduced -186.4k |
| Fisher Asset Management, LLC 0.61% of their portfolio | 1.7m $1.5bn | Added +56.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.43% of their portfolio | 1.6m $1.4bn | Added +167.8k |
| ALLIANCEBERNSTEIN L.P. 0.45% of their portfolio | 1.5m $1.3bn | Reduced -22.7k |
| Bank of New York Mellon Corp 0.25% of their portfolio | 1.5m $1.3bn | Reduced -44.2k |
| BANK OF MONTREAL /CAN/ 0.56% of their portfolio | 1.4m $1.2bn | Added +935.8k |
| Legal & General Group Plc 0.31% of their portfolio | 1.3m $1.2bn | Added +54.9k |
| BARCLAYS PLC 0.51% of their portfolio | 1.3m $1.1bn | Added +142.7k |
| GOLDMAN SACHS GROUP INC 0.21% of their portfolio | 1.2m $1.1bn | Added +222.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.21% of their portfolio | 1.2m $1.1bn | Added +31.7k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 1.2m $1.3k | Added +1.2m |
| SANDS CAPITAL MANAGEMENT, LLC 3.21% of their portfolio | 1.2m $1.1bn | Reduced -78.4k |
| Swedbank AB 1.32% of their portfolio | 1.2m $1.0bn | Reduced -139.3k |
| DEUTSCHE BANK AG\ 0.41% of their portfolio | 1.1m $1.0bn | Reduced -18.5k |
| ROYAL BANK OF CANADA 0.22% of their portfolio | 1.1m $997.5m | Reduced -63.3k |
| SCGE MANAGEMENT, L.P. 19.26% of their portfolio | 988.0k $883.7m | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 0.91% of their portfolio | 985.1k $880.4m | Added +115.9k |
| AMERIPRISE FINANCIAL INC 0.23% of their portfolio | 982.5k $878.7m | Added +28.5k |
| Amundi 0.28% of their portfolio | 816.9k $753.2m | Reduced -534.1k |
| JANUS HENDERSON GROUP PLC 0.37% of their portfolio | 812.2k $726.3m | Reduced -1.8k |
| WELLS FARGO & COMPANY/MN 0.17% of their portfolio | 785.9k $702.9m | Reduced -13.6k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.64% of their portfolio | 756.3k $676.4m | Added +120.4k |
| HSBC HOLDINGS PLC 0.42% of their portfolio | 748.6k $667.4m | Added +158.1k |
| UBS Group AG 0.18% of their portfolio | 701.9k $627.8m | Reduced -8.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.19% of their portfolio | 648.9k $580.4m | Reduced -14.7k |
| Clearbridge Investments, LLC 0.44% of their portfolio | 626.2k $560.0m | Reduced -51.8k |
| Swiss National Bank 0.35% of their portfolio | 608.5k $544.2m | Added +1.5k |
| TIGER GLOBAL MANAGEMENT LLC 2.21% of their portfolio | 579.7k $518.4m | Unchanged |
| Winslow Capital Management, LLC 1.76% of their portfolio | 547.4k $489.5m | Reduced -10.0k |
| NEUBERGER BERMAN GROUP LLC 0.37% of their portfolio | 523.2k $467.9m | Reduced -44.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.52% of their portfolio | 515.6k $454.8m | Added +22.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.32% of their portfolio | 515.3k $460.9m | Added +6.5k |
| Sustainable Growth Advisers, LP 1.93% of their portfolio | 508.1k $454.4m | Reduced -226.0k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.44% of their portfolio | 500.0k $447.2m | Unchanged |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.10% of their portfolio | 496.3k $443.9m | Added +14.4k |
| California Public Employees Retirement System 0.31% of their portfolio | 493.1k $441.0m | Reduced -13.5k |
| Ensign Peak Advisors, Inc 0.72% of their portfolio | 457.3k $409.0m | Reduced -79.9k |
| 1832 Asset Management L.P. 0.68% of their portfolio | 449.9k $402.4m | Added +226.8k |
| Aberdeen Group plc 0.72% of their portfolio | 442.4k $392.5m | Added +231.9k |
| TCW GROUP INC 3.45% of their portfolio | 440.9k $394.3m | Reduced -15.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.38% of their portfolio | 433.4k $387.6m | Added +265.1k |
| DekaBank Deutsche Girozentrale 0.68% of their portfolio | 416.4k $367.2m | Added +6.5k |
| Vontobel Holding Ltd. 1.20% of their portfolio | 415.0k $371.2m | Reduced -77.0k |
| CITIGROUP INC 0.34% of their portfolio | 414.8k $371.0m | Added +68.1k |
| National Pension Service 0.34% of their portfolio | 388.6k $347.5m | Added +50.0k |
| STIFEL FINANCIAL CORP 0.36% of their portfolio | 387.0k $346.1m | Added +5.4k |
| RHUMBLINE ADVISERS 0.30% of their portfolio | 376.0k $336.3m | Reduced -5.6k |
| CI INVESTMENTS INC. 1.27% of their portfolio | 374.1k $334.6m | Reduced -89.5k |
| SEI INVESTMENTS CO 0.43% of their portfolio | 371.0k $331.8m | Reduced -5.5k |
| ACADIAN ASSET MANAGEMENT LLC 1.02% of their portfolio | 366.1k $327.4m | Reduced -69.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.33% of their portfolio | 343.8k $307.5m | Added +26.2k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 1.38% of their portfolio | 341.9k $305.8m | Reduced -16.3k |
| D. E. Shaw & Co., Inc. 0.39% of their portfolio | 329.6k $294.8m | Added +293.6k |
| Thrivent Financial for Lutherans 0.56% of their portfolio | 328.4k $293.7m | Added +2.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.34% of their portfolio | 323.7k $289.5m | Reduced -2.9k |
| AXA S.A. 0.83% of their portfolio | 314.8k $281.6m | Reduced -459.9k |
| Allspring Global Investments Holdings, LLC 0.43% of their portfolio | 313.4k $280.3m | Added +19.4k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.68% of their portfolio | 310.8k $277.9m | Added +280.2k |
| BLAIR WILLIAM & CO/IL 0.82% of their portfolio | 310.6k $277.8m | Added +5.2k |
| Russell Investments Group, Ltd. 0.40% of their portfolio | 307.9k $274.8m | Added +28.3k |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2.59% of their portfolio | 302.8k $289.6m | Reduced -1.2k |
| Hyperion Asset Management Ltd 10.36% of their portfolio | 301.9k $270.0m | Reduced -11.8k |
| NATIXIS ADVISORS, LLC 0.53% of their portfolio | 301.8k $270.0m | Added +33.0k |
| Mariner, LLC 0.48% of their portfolio | 300.2k $268.4m | Reduced -6.4k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.45% of their portfolio | 295.1k $263.9m | Reduced -159.0k |
| Allianz Asset Management GmbH 0.41% of their portfolio | 294.1k $263.0m | Added +7.5k |
| TD Asset Management Inc 0.23% of their portfolio | 291.4k $256.9m | Added +4.5k |
| Fayez Sarofim & Co 0.66% of their portfolio | 291.3k $260.5m | Added +31.1k |
| PRUDENTIAL FINANCIAL INC 0.36% of their portfolio | 283.2k $253.3m | Added +60.0k |
| AustralianSuper Pty Ltd 1.26% of their portfolio | 281.8k $252.1m | Added +3.7k |
| FEDERATED HERMES, INC. 0.55% of their portfolio | 280.3k $250.7m | Reduced -24.0k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 277.4k $248.1m | Added +2.6k |
| RAYMOND JAMES & ASSOCIATES 0.15% of their portfolio | 270.9k $242.3m | Added +8.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.41% of their portfolio | 267.2k $239.0m | Reduced -32.0k |
| Corient Private Wealth LP 0.37% of their portfolio | 263.2k $235.4m | Reduced -9.7k |
| STRS OHIO 0.90% of their portfolio | 262.0k $234.3m | Reduced -26.6k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.31% of their portfolio | 254.5k $227.7m | Reduced -17.5k |
| AXXCESS WEALTH MANAGEMENT, LLC 5.67% of their portfolio | 251.1k $224.6m | Reduced -395 |