Ownership history in OSTRUM ASSET MANAGEMENT Β· 20 quarters on record
This page tracks every 13F SEC filing in which OSTRUM ASSET MANAGEMENT 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.
π OSTRUM ASSET MANAGEMENT outperformed the S&P 500 by +11.9% annually on this NOW position. Timing score: 47% (8/17 decisions correct). Average cost basis: $145.23. Maximum drawdown during holding period: β27.7%.
π₯ Exceptional β beat the S&P 500 by 11.9% per year on this position.
19 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 17 add/trim decisions correct
Best entry: $35.61 (2018 Q4) Β· Worst: $212.02 (2024 Q4)
πͺ Held through 2 major drawdowns (>20%).
13 adds Β· 5 trims. Bought during 3 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π OSTRUM ASSET MANAGEMENT has been actively increasing its NOW allocation β a bullish signal from insiders.
Currently 1.02% of portfolio
β 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.
As of 2025 Q4 β sorted by position size