Nicholas Investment Partners, LP NOW — SERVICENOW INC COM

Ownership history in Nicholas Investment Partners, LP  ·  33 quarters on record

AI Ownership Summary

Nicholas Investment Partners, LP reported SERVICENOW INC COM (NOW) in 33 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.35% in 2023 Q4. The latest visible filing shows NOW at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NOW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Nicholas Investment Partners, LP's position in SERVICENOW INC COM, 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 Q3

NOW was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

NOW stock page Nicholas Investment Partners, LP fund profile Nicholas Investment Partners, LP full holdings
How Nicholas Investment Partners, LP held NOW — position size vs. price
% of Fund (quarterly)    NOW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 11.3% -16.0% ✅ 623 -79 -11.3% 0.04% $573K 2025-11-14 $170.09
2025 Q2 REDUCED 12.4% -8.5% ✅ 702 -99 -12.4% 0.06% $722K 2025-08-14 $170.17
2025 Q1 REDUCED 71.4% +29.1% ❌ 801 -2,004 -71.4% 0.07% $638K 2025-05-15 $207.04
2024 Q4 ADDED — — — 2,805 +1,938 +223.5% 0.26% $3.0M 2025-02-14 $197.33
2024 Q3 REDUCED 79.3% +19.4% ❌ 867 -3,312 -79.3% 0.07% $775K 2024-11-12 $209.66
2024 Q2 UNCHANGED — — — 4,179 — 0% 0.34% $3.3M 2024-08-08 $159.23
2024 Q1 UNCHANGED — — — 4,179 — 0% 0.33% $3.2M 2024-05-14 $144.32
2023 Q4 UNCHANGED — — — 4,179 — 0% 0.35% $3.0M 2024-02-08 $159.88
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NOW

As of 2026 Q1 — sorted by position size

BAIN CAPITAL VENTURE INVESTORS, LLC 3Y 7Y 68.41% Lightspeed Management Company, L.L.C. 16.2% Lakehouse Capital Pty Ltd 3Y 12.8% Grafton Street Partners Management Company, LLC 12.35% KPS Global Asset Management UK Ltd 3Y 11.83% CDAM (UK) Ltd 3Y 7Y 10.06% Praesidium Investment Management Company, LLC 3Y 7Y 8.81% RGM Capital, LLC 3Y 7Y 8.15% Torrey Growth & Income Advisors 7.4% Standard Investments LLC 3Y 7Y 6.26%

FAQ About Nicholas Investment Partners, LP and NOW

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

How long has Nicholas Investment Partners, LP reported owning NOW?

Nicholas Investment Partners, LP reported NOW across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported NOW position in Nicholas Investment Partners, LP's portfolio?

The largest reported portfolio weight for NOW was 0.35% in 2023 Q4.

What is the latest reported NOW position on this page?

The most recent filing on this page is 2025 Q3, when Nicholas Investment Partners, LP reported 623 shares, equal to 0.04% of portfolio, with an estimated market value of $573K.

What does the chart on this NOW ownership page compare?

The chart compares Nicholas Investment Partners, LP'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.

How well did Nicholas Investment Partners, LP time their NOW position?

Based on 13F filing dates vs. subsequent NOW price moves, Nicholas Investment Partners, LP correctly timed 14 out of 26 reported position changes (54%). The annualised alpha on NOW relative to SPY over the holding period was +6.8%.

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