NOW
Servicenow Inc
7 of the 83 super-investors we track hold NOW, worth a combined $1.23B per their latest 13F filings. The largest position: Polen Capital Management at 4.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 33 of 100 (how strongly the cohort backs it) — ranked #266 of 742 stocks.
Why super-investors own NOW
NOW is held by 7 super-investors in our cohort, with a combined position value of $1.2B. The highest-conviction owner is Polen Capital Management at 4.6% of their portfolio. Cohort ownership has grown from 5 to 7 over the last four quarters — net interest is rising. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (7) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Polen Capital Management | 4.6% | 27q | $533M | 5,370,172 |
| 2 | Joel Greenblatt | 0.2% | 38q | $427M | 4,298,939 |
| 3 | Chuck Akre | 2.4% | 2q | $124M | 1,246,099 |
| 4 | Chase Coleman | 0.4% | 36q | $87M | 873,485 |
| 5 | Vulcan Value Partners | 1.7% | 2q | $57M | 574,811 |
| 6 | Torray Funds | 0.7% | 17q | $5M | 51,543 |
| 7 | Hillman Capital Management | 0.2% | 16q | $339K | 3,415 |
- 1Polen Capital Managementport4.6%val$533M5,370,172 sh·27q held
- 2Joel Greenblattport0.2%val$427M4,298,939 sh·38q held
- 3Chuck Akreport2.4%val$124M1,246,099 sh·2q held
- 4Chase Colemanport0.4%val$87M873,485 sh·36q held
- 5Vulcan Value Partnersport1.7%val$57M574,811 sh·2q held
- 6Torray Fundsport0.7%val$5M51,543 sh·17q held
- 7Hillman Capital Managementport0.2%val$339K3,415 sh·16q held
Owners of NOW also hold
Congress is trading NOW
Congress tracker →- Tony Wiedsold$15,001 - $50,000 · 2026-07-14
- Rohit Khannabought$1,001 - $15,000 · 2026-07-07
- Tony Wiedbought$15,001 - $50,000 · 2026-06-09
- Rohit Khannabought$1,001 - $15,000 · 2026-06-02
- Josh Gottheimersold$1,001 - $15,000 · 2026-04-24
- Gilbert Cisnerossold$1,001 - $15,000 · 2026-04-14
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | TRIM | 0.4% | -42% | $87M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 81762P102. Not investment advice.