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 ($698.7m this quarter). Holder counts are more reliable. Shares outstanding: 206.0m as of 2025-01-23, 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 ≈ $1058.40. Options: 63 managers hold calls ($3.9bn notional), 59 hold puts ($4.4bn).
Trends to Q4 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 |
| Q4 2024 | 2,259 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 1,022 | 841 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $2.6bn | $3.5bn | 1.37 |
| Q2 2024 | $2.9bn | $4.2bn | 1.43 |
| Q3 2024 | $3.6bn | $4.3bn | 1.21 |
| Q4 2024 | $3.9bn | $4.4bn | 1.13 |
Biggest buyers
| BlackRock, Inc. | Added | +1.2m |
| Alphinity Investment Management Pty Ltd | New | +643.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +509.5k |
| MACKENZIE FINANCIAL CORP | Added | +388.9k |
| COATUE MANAGEMENT LLC | New | +369.3k |
| JENNISON ASSOCIATES LLC | Added | +348.2k |
| NORTHERN TRUST CORP | Added | +309.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Added | +296.1k |
| FMR LLC | Added | +272.5k |
| SANDS CAPITAL MANAGEMENT, LLC | Added | +268.5k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -6.5m |
| EDGEWOOD MANAGEMENT LLC | Reduced | -1.3m |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Reduced | -1.2m |
| Capital International Investors | Reduced | -895.6k |
| POLEN CAPITAL MANAGEMENT LLC | Reduced | -589.1k |
| Capital Research Global Investors | Reduced | -510.4k |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -464.5k |
| MORGAN STANLEY | Reduced | -350.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Reduced | -310.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -297.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $942.0m888.6k shares |
| CITADEL ADVISORS LLC | Added | $619.6m584.5k shares |
| ALKEON CAPITAL MANAGEMENT LLC | Reduced | $529.1m499.1k shares |
| WOLVERINE TRADING, LLC | Added | $259.8m243.3k shares |
| IMC-Chicago, LLC | Added | $243.7m229.9k shares |
| JANE STREET GROUP, LLC | Reduced | $221.9m209.3k shares |
| PEAK6 LLC | First filing | $216.4m204.1k shares |
| UBS Group AG | Added | $155.6m146.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $94.3m89.0k shares |
| Twin Tree Management, LP | Added | $91.2m86.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.2bn1.1m shares |
| JANE STREET GROUP, LLC | Added | $409.6m386.4k shares |
| CITADEL ADVISORS LLC | Reduced | $405.8m382.8k shares |
| GOLDMAN SACHS GROUP INC | Reduced | $351.6m331.7k shares |
| WOLVERINE TRADING, LLC | Added | $299.2m280.2k shares |
| BlackRock, Inc. | New | $213.2m201.1k shares |
| BANK OF AMERICA CORP /DE/ | Added | $135.4m127.7k shares |
| UBS Group AG | Added | $132.4m124.9k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $103.7m97.8k shares |
| PEAK6 LLC | First filing | $99.8m94.1k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2024 | 0 | — | 10 | $42.4m | $35.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-11-29 | Chamberlain Paul Edward Director | Sold plan | $314.4k300 shares |
| 2024-11-25 | Sands Anita M Director | Sold plan | $2.4m2.2k shares |
| 2024-11-25 | Tzitzon Nicholas Chief Strat & Corp Affairs Ofc | Sold plan | $333.2k313 shares |
| 2024-11-19 | McDermott William R Chairman & CEO, director | Sold plan | $12.3m12.3k shares |
| 2024-11-19 | McDermott William R Chairman & CEO, director | Sold plan | $12.2m12.3k shares |
| 2024-11-19 | Smith Paul John Chief Commercial Officer | Sold plan | $88.8k89 shares |
| 2024-11-18 | Smith Paul John Chief Commercial Officer | Sold | $214.0k211 shares |
| 2024-11-18 | Canney Jacqueline P Chief People Officer | Sold plan | $95.6k94 shares |
| 2024-11-18 | ELMER RUSSELL S General Counsel | Sold plan | $82.3k81 shares |
| 2024-11-15 | ELMER RUSSELL S General Counsel | Sold plan | $1.9m1.9k shares |
| 2024-11-15 | McBride Kevin Thomas Principal Accounting Officer | Sold plan | $102.4k100 shares |
| 2024-11-14 | Smith Paul John Chief Commercial Officer | Sold plan | $54.6k52 shares |
| 2024-11-13 | Smith Paul John Chief Commercial Officer | Sold plan | $130.1k124 shares |
| 2024-11-13 | Canney Jacqueline P Chief People Officer | Sold plan | $69.2k66 shares |
| 2024-11-12 | Smith Paul John Chief Commercial Officer | Sold plan | $5.0m4.8k shares |
| 2024-11-08 | Smith Paul John Chief Commercial Officer | Sold | $194.4k192 shares |
| 2024-11-08 | Canney Jacqueline P Chief People Officer | Sold plan | $76.8k76 shares |
| 2024-11-07 | MILLER JEFFREY A Director · Trust | Sold | $2.9m2.9k shares |
| 2024-11-04 | Mastantuono Gina Chief Financial Officer | Sold | $3.5m3.7k shares |
| 2024-10-16 | Canney Jacqueline P Chief People Officer | Sold plan | $326.5k353 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.35% of their portfolio | 19.2m $20.4bn | Added +190.4k |
| BlackRock, Inc. 0.39% of their portfolio | 18.3m $19.3bn | Added +1.2m |
| STATE STREET CORP 0.38% of their portfolio | 9.1m $9.7bn | Added +63.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.97% of their portfolio | 8.0m $8.4bn | Added +509.5k |
| JPMORGAN CHASE & CO 0.54% of their portfolio | 6.4m $6.8bn | Reduced -6.5m |
| FMR LLC 0.37% of their portfolio | 5.9m $6.2bn | Added +272.5k |
| MORGAN STANLEY 0.40% of their portfolio | 5.4m $5.7bn | Reduced -350.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.35% of their portfolio | 4.3m $4.6bn | Added +100.7k |
| BANK OF AMERICA CORP /DE/ 0.30% of their portfolio | 3.0m $3.2bn | Reduced -24.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.57% of their portfolio | 3.0m $3.1bn | Reduced -213.9k |
| FRANKLIN RESOURCES INC 0.84% of their portfolio | 2.8m $3.0bn | Reduced -133.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.66% of their portfolio | 2.7m $2.8bn | Added +87.9k |
| NORGES BANK 0.34% of their portfolio | 2.5m $2.6bn | Added +142.8k |
| Capital International Investors 0.49% of their portfolio | 2.4m $2.6bn | Reduced -895.6k |
| JENNISON ASSOCIATES LLC 1.51% of their portfolio | 2.4m $2.5bn | Added +348.2k |
| Nuveen Asset Management, LLC 0.70% of their portfolio | 2.3m $2.5bn | Added +109.3k |
| NORTHERN TRUST CORP 0.34% of their portfolio | 2.3m $2.4bn | Added +309.3k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2.07% of their portfolio | 1.8m $1.9bn | Reduced -48.1k |
| Invesco Ltd. 0.34% of their portfolio | 1.7m $1.8bn | Reduced -42.8k |
| Fisher Asset Management, LLC 0.71% of their portfolio | 1.7m $1.8bn | Added +19.2k |
| POLEN CAPITAL MANAGEMENT LLC 4.68% of their portfolio | 1.6m $1.7bn | Reduced -589.1k |
| Bank of New York Mellon Corp 0.29% of their portfolio | 1.5m $1.6bn | Added +19.2k |
| ALLIANCEBERNSTEIN L.P. 0.54% of their portfolio | 1.5m $1.6bn | Added +3.7k |
| BROWN ADVISORY INC 1.95% of their portfolio | 1.5m $1.5bn | Reduced -263.6k |
| SANDS CAPITAL MANAGEMENT, LLC 4.56% of their portfolio | 1.5m $1.5bn | Added +268.5k |
| Capital Research Global Investors 0.31% of their portfolio | 1.4m $1.5bn | Reduced -510.4k |
| Legal & General Group Plc 0.38% of their portfolio | 1.4m $1.4bn | Added +40.7k |
| BANK OF MONTREAL /CAN/ 0.72% of their portfolio | 1.4m $1.4bn | Reduced -5.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.45% of their portfolio | 1.3m $1.4bn | Reduced -274.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.25% of their portfolio | 1.3m $1.4bn | Added +56.6k |
| ROYAL BANK OF CANADA 0.29% of their portfolio | 1.3m $1.4bn | Added +165.2k |
| DEUTSCHE BANK AG\ 0.51% of their portfolio | 1.2m $1.3bn | Added +90.9k |
| BARCLAYS PLC 0.58% of their portfolio | 1.1m $1.2bn | Reduced -173.1k |
| Swedbank AB 1.44% of their portfolio | 1.1m $1.2bn | Reduced -57.8k |
| EDGEWOOD MANAGEMENT LLC 3.22% of their portfolio | 1.1m $1.1bn | Reduced -1.3m |
| AMERIPRISE FINANCIAL INC 0.29% of their portfolio | 1.0m $1.1bn | Added +66.5k |
| Amundi 0.37% of their portfolio | 1.0m $1.1bn | Added +195.4k |
| SCGE MANAGEMENT, L.P. 19.36% of their portfolio | 988.0k $1.0bn | Unchanged |
| VOYA INVESTMENT MANAGEMENT LLC 1.07% of their portfolio | 976.4k $1.0bn | Reduced -8.7k |
| GOLDMAN SACHS GROUP INC 0.19% of their portfolio | 950.1k $1.0bn | Reduced -297.3k |
| UBS Group AG 0.22% of their portfolio | 938.3k $994.7m | Added +236.3k |
| JANUS HENDERSON GROUP PLC 0.44% of their portfolio | 824.7k $874.3m | Added +12.5k |
| HSBC HOLDINGS PLC 0.51% of their portfolio | 774.5k $822.1m | Added +25.9k |
| WELLS FARGO & COMPANY/MN 0.20% of their portfolio | 768.5k $814.7m | Reduced -17.4k |
| Alphinity Investment Management Pty Ltd 3.71% of their portfolio | 643.8k $682.5m | New |
| Clearbridge Investments, LLC 0.54% of their portfolio | 623.5k $661.0m | Reduced -2.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.66% of their portfolio | 596.7k $633.5m | Added +81.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.20% of their portfolio | 590.1k $625.6m | Reduced -58.7k |
| Swiss National Bank 0.41% of their portfolio | 581.9k $616.9m | Reduced -26.6k |
| TIGER GLOBAL MANAGEMENT LLC 2.32% of their portfolio | 579.7k $614.5m | Unchanged |
| Winslow Capital Management, LLC 1.97% of their portfolio | 523.0k $554.4m | Reduced -24.4k |
| MACKENZIE FINANCIAL CORP 0.25% of their portfolio | 521.7k $545.8m | Added +388.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.37% of their portfolio | 513.4k $544.2m | Reduced -2.0k |
| NEUBERGER BERMAN GROUP LLC 0.42% of their portfolio | 502.5k $532.7m | Reduced -20.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.49% of their portfolio | 486.9k $516.2m | Added +296.1k |
| California Public Employees Retirement System 0.34% of their portfolio | 478.0k $506.7m | Reduced -15.1k |
| Aberdeen Group plc 0.88% of their portfolio | 441.5k $468.9m | Reduced -836 |
| BNP PARIBAS FINANCIAL MARKETS 0.35% of their portfolio | 429.6k $455.4m | Reduced -3.9k |
| WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.44% of their portfolio | 425.0k $450.6m | Reduced -75.0k |
| TCW GROUP INC 3.76% of their portfolio | 422.9k $448.3m | Reduced -18.0k |
| DekaBank Deutsche Girozentrale 0.82% of their portfolio | 416.4k $443.4m | Unchanged |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.05% of their portfolio | 404.2k $428.5m | Reduced -92.2k |
| CITIGROUP INC 0.41% of their portfolio | 403.6k $427.8m | Reduced -11.3k |
| AXIOM INVESTORS LLC /DE 3.11% of their portfolio | 398.6k $422.6m | Added +160.4k |
| 1832 Asset Management L.P. 0.75% of their portfolio | 397.9k $421.8m | Reduced -52.1k |
| STIFEL FINANCIAL CORP 0.43% of their portfolio | 385.6k $408.7m | Reduced -1.4k |
| National Pension Service 0.39% of their portfolio | 384.0k $407.1m | Reduced -4.6k |
| Ensign Peak Advisors, Inc 0.72% of their portfolio | 382.8k $405.8m | Reduced -74.5k |
| RHUMBLINE ADVISERS 0.35% of their portfolio | 372.3k $394.6m | Reduced -3.8k |
| RAYMOND JAMES FINANCIAL INC 0.15% of their portfolio | 371.5k $393.9m | First filing |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.38% of their portfolio | 369.4k $396.7m | Added +25.6k |
| COATUE MANAGEMENT LLC 1.32% of their portfolio | 369.3k $391.5m | New |
| Sustainable Growth Advisers, LP 1.96% of their portfolio | 367.8k $389.9m | Reduced -140.3k |
| SEI INVESTMENTS CO 0.48% of their portfolio | 351.9k $373.1m | Reduced -19.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.30% of their portfolio | 347.9k $368.9m | Added +229.5k |
| Russell Investments Group, Ltd. 0.47% of their portfolio | 319.2k $338.7m | Added +11.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.39% of their portfolio | 315.6k $334.6m | Reduced -8.1k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 1.45% of their portfolio | 315.0k $334.0m | Reduced -26.8k |
| Mariner, LLC 0.55% of their portfolio | 309.6k $328.3m | Added +9.5k |
| BLAIR WILLIAM & CO/IL 0.95% of their portfolio | 308.3k $326.8m | Reduced -2.3k |
| AXA S.A. 0.99% of their portfolio | 308.0k $326.6m | Reduced -6.8k |
| NATIXIS ADVISORS, LLC 0.61% of their portfolio | 308.0k $326.5m | Added +6.1k |
| Thrivent Financial for Lutherans 0.62% of their portfolio | 303.8k $322.0m | Reduced -24.6k |
| Fayez Sarofim & Co 0.79% of their portfolio | 303.6k $325.4m | Added +12.4k |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 2.94% of their portfolio | 299.6k $341.7m | Reduced -3.2k |
| Allianz Asset Management GmbH 0.46% of their portfolio | 299.5k $317.5m | Added +5.5k |
| Vontobel Holding Ltd. 1.08% of their portfolio | 297.4k $315.3m | Reduced -117.6k |
| TD Asset Management Inc 0.28% of their portfolio | 297.4k $315.3m | Added +6.0k |
| Corient Private Wealth LP 0.52% of their portfolio | 296.1k $312.9m | Added +32.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.17% of their portfolio | 294.0k $311.6m | Added +50.4k |
| PRUDENTIAL FINANCIAL INC 0.43% of their portfolio | 292.9k $310.5m | Added +9.7k |
| Daiwa Securities Group Inc. 1.39% of their portfolio | 292.8k $310.4m | Added +47.2k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.29% of their portfolio | 291.8k $309.3m | Reduced -464.5k |
| ACADIAN ASSET MANAGEMENT LLC 0.89% of their portfolio | 289.0k $306.3m | Reduced -77.2k |
| DIMENSIONAL FUND ADVISORS LP 0.07% of their portfolio | 287.2k $304.5m | Added +9.7k |
| Allspring Global Investments Holdings, LLC 0.48% of their portfolio | 286.9k $302.6m | Reduced -26.5k |
| AustralianSuper Pty Ltd 1.43% of their portfolio | 286.7k $303.9m | Added +4.9k |
| Hyperion Asset Management Ltd 9.97% of their portfolio | 283.7k $300.8m | Reduced -18.2k |
| FEDERATED HERMES, INC. 0.65% of their portfolio | 278.8k $295.5m | Reduced -1.5k |
| CI INVESTMENTS INC. 1.08% of their portfolio | 270.2k $286.5m | Reduced -103.9k |