NOW
Servicenow Inc
7 super-investors hold NOW worth a combined $1.37B. The largest position: Polen Capital Management at 5.3% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Cohort Conviction Score: 37 — ranked #163 of 724 scored stocks. Conviction rising: 2 more super-investors hold it than in 2025Q4.
Why super-investors own NOW
Cohort interest in NOW inflected sharply in 2026Q1, with owner count jumping from one to three after Chuck Akre and Vulcan Value Partners both initiated positions — Akre's at 1.9% of his portfolio ($115M), Vulcan's at 1.5% ($56M). The dominant holder remains Polen Capital Management, which has been the sole long-term conviction owner for at least seven prior quarters and now runs the position at 5.3% of its portfolio ($760M), the highest concentration in the cohort. Chase Coleman trimmed his $157M stake modestly. The pattern — six straight quarters of flat ownership followed by two simultaneous new entrants — suggests rising interest rather than a crowded, maturing thesis, though at seven owners total the cohort remains relatively sparse.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q2 → 2026Q1How 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 | 5.3% | 26q | $760M | 7,269,453 |
| 2 | Joel Greenblatt | 0.2% | 38q | $276M | 2,636,657 |
| 3 | Chase Coleman | 0.7% | 35q | $157M | 1,500,000 |
| 4 | Chuck Akre | 1.9% | — 1q | $115M | 1,096,099 |
| 5 | Vulcan Value Partners | 1.5% | — 1q | $56M | 533,817 |
| 6 | Torray Funds | 0.8% | 16q | $6M | 54,854 |
| 7 | Hillman Capital Management | 0.2% | 15q | $353K | 3,377 |
- 1Polen Capital Managementport5.3%val$760M7,269,453 sh·26q held
- 2Joel Greenblattport0.2%val$276M2,636,657 sh·38q held
- 3Chase Colemanport0.7%val$157M1,500,000 sh·35q held
- 4Chuck Akreport1.9%val$115M1,096,099 sh·—1q held
- 5Vulcan Value Partnersport1.5%val$56M533,817 sh·—1q held
- 6Torray Fundsport0.8%val$6M54,854 sh·16q held
- 7Hillman Capital Managementport0.2%val$353K3,377 sh·15q held
Owners of NOW also hold
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | TRIM | 0.7% | -29% | $157M | May 15, 2026 |
| Chuck Akre | NEW | 1.9% | +100% | $115M | May 14, 2026 |
| Vulcan Value Partners | NEW | 1.5% | +100% | $56M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 81762P102. Not investment advice.