NOW β€” SERVICENOW INC

Ownership history in BLAIR WILLIAM & CO/IL  Β·  42 quarters on record

This page tracks every 13F SEC filing in which BLAIR WILLIAM & CO/IL reported a position in SERVICENOW INC (NOW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.98% (2025 Q3)
πŸ“Š Avg. % of fund
0.38%
πŸ“… First filed
2014 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
42

Position Intelligence

BLAIR WILLIAM & CO/IL Γ— NOW AI Analytics

πŸ“ˆ BLAIR WILLIAM & CO/IL outperformed the S&P 500 by +14.0% annually on this NOW position. Timing score: 56% (23/41 decisions correct). Average cost basis: $120.29. Maximum drawdown during holding period: –41.8%.

πŸ“ˆ Position Alpha vs SPY
+14.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 14.0% per year on this position.
41 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
23 of 41 add/trim decisions correct

πŸ’° Entry Quality
$120.29
+27.4% vs current ($153.19)

Best entry: $13.57 (2014 Q4)  Β·  Worst: $205.62 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–41.8%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
74%
buy-side decisions

31 adds Β· 11 trims. Bought during 9 of 13 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.91% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NOW price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,214,840 +1,815,759 +455.0% 0.91% $339.3M $153.19
2025 Q3 ADDED 399,081 +71,293 +21.7% 0.98% $367.3M $184.06
2025 Q2 ADDED 327,788 +1,677 +0.5% 0.94% $337.0M $205.62
2025 Q1 ADDED 326,111 +17,828 +5.8% 0.78% $259.6M $159.23
2024 Q4 REDUCED 308,283 -2,340 -0.8% 0.95% $326.8M $212.02
2024 Q3 ADDED 310,623 +5,234 +1.7% 0.82% $277.8M $178.88
2024 Q2 ADDED 305,389 +4,287 +1.4% 0.74% $240.2M $157.33
2024 Q1 REDUCED 301,102 -5,876 -1.9% 0.72% $229.6M $152.48
2023 Q4 REDUCED 306,978 -4,484 -1.4% 0.74% $216.9M $141.30
2023 Q3 ADDED 311,462 +4,521 +1.5% 0.67% $174.1M $111.79
32 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding NOW

As of 2025 Q4 β€” sorted by position size

BAIN CAPITAL VENTURE INVESTORS, LLC 3Y 7Y 68.84% PATHWAY CAPITAL MANAGEMENT, LP 3Y 25.08% Lightspeed Management Company, L.L.C. 19.57% KPS Global Asset Management UK Ltd 3Y 11.71% Praesidium Investment Management Company, LLC 3Y 7Y 9.64% Torrey Growth & Income Advisors 8.92% RGM Capital, LLC 3Y 7Y 8.15% CDAM (UK) Ltd 3Y 7Y 8.07% Visualize Group LP 7.95% Hyperion Asset Management Ltd 3Y 6.63%
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