NOW β€” SERVICENOW INC

Ownership history in Jump Financial, LLC  Β·  17 quarters on record

This page tracks every 13F SEC filing in which Jump Financial, LLC 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
0.48% (2025 Q4)
πŸ“Š Avg. % of fund
0.13%
πŸ“… First filed
2020 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
17

Position Intelligence

Jump Financial, LLC Γ— NOW AI Analytics

πŸ“‰ Jump Financial, LLC underperformed the S&P 500 by –2.0% annually on this NOW position. Timing score: 38% (6/16 decisions correct). Average cost basis: $152.86. Maximum drawdown during holding period: –41.8%.

πŸ“ˆ Position Alpha vs SPY
-2.0%
annualised excess return

⚠️ Trailed SPY by 2.0% ann. on this position.
16 quarters analyzed

⏱️ Timing Score
38%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
6 of 16 add/trim decisions correct

πŸ’° Entry Quality
$152.86
+0.2% vs current ($153.19)

Best entry: $75.52 (2022 Q3)  Β·  Worst: $212.02 (2024 Q4)

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
47%
buy-side decisions

8 adds Β· 9 trims. Bought during 5 of 5 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

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

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.48% 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 253,829 +241,447 +1950.0% 0.48% $38.9M $153.19
2025 Q3 ADDED 12,382 +2,877 +30.3% 0.14% $11.4M $184.06
2025 Q2 REDUCED 9,505 -31,741 -77.0% 0.11% $9.8M $205.62
2025 Q1 ADDED 41,246 +34,566 +517.5% 0.45% $32.8M $159.23
2024 Q4 ADDED 6,680 +4,962 +288.8% 0.15% $7.1M $212.02
2024 Q3 REDUCED 1,718 -258 -13.1% 0.03% $1.5M $178.88
2024 Q2 REDUCED 1,976 -2,965 -60.0% 0.03% $1.6M $157.33
2024 Q1 REDUCED 4,941 -1,443 -22.6% 0.10% $3.8M $152.48
2023 Q4 ADDED 6,384 +5,444 +579.1% 0.15% $4.5M $141.30
2023 Q3 REDUCED 940 -1,156 -55.2% 0.02% $525K $111.79
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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