NOW β€” SERVICENOW INC

Ownership history in MONTAG & CALDWELL, LLC  Β·  5 quarters on record

AI Ownership Summary

MONTAG & CALDWELL, LLC reported SERVICENOW INC (NOW) in 5 quarterly 13F filings from 2024 Q2 through 2025 Q2. Peak portfolio weight reached 3.1% in 2024 Q4. The latest visible filing shows NOW at 2.88% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONTAG & CALDWELL, LLC's position in SERVICENOW INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

NOW was reported at 2.88% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.1% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MONTAG & CALDWELL, LLC held NOW β€” position size vs. price
% of Fund (quarterly)    NOW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 12,801 -385 -2.9% 2.88% $13.2M 2025-08-14 (Est.) $170.17
2025 Q1 REDUCED 13,186 -531 -3.9% 2.44% $10.5M 2025-05-13 $207.34
2024 Q4 ADDED 13,717 +1,802 +15.1% 3.10% $14.5M 2025-02-13 $197.90
2024 Q3 ADDED 11,915 +283 +2.4% 2.16% $10.7M 2024-11-12 $209.66
2024 Q2 INITIATED 11,632 β€” β€” 1.85% $9.2M 2024-08-09 $162.22

FAQ About MONTAG & CALDWELL, LLC and NOW

These are the practical questions this page is built to answer before you even open the full history table.

How long has MONTAG & CALDWELL, LLC reported owning NOW?

MONTAG & CALDWELL, LLC reported NOW across 5 quarterly 13F filings, from 2024 Q2 through 2025 Q2.

What was the largest reported NOW position in MONTAG & CALDWELL, LLC's portfolio?

The largest reported portfolio weight for NOW was 3.10% in 2024 Q4.

What is the latest reported NOW position on this page?

The most recent filing on this page is 2025 Q2, when MONTAG & CALDWELL, LLC reported 12,801 shares, equal to 2.88% of portfolio, with an estimated market value of $13.2M.

What does the chart on this NOW ownership page compare?

The chart compares MONTAG & CALDWELL, LLC's quarterly NOW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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