NOW β€” ServiceNow, Inc.

Ownership history in RIVERBRIDGE PARTNERS LLC  Β·  25 quarters on record

This page tracks every 13F SEC filing in which RIVERBRIDGE PARTNERS 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
1.7% (2025 Q2)
πŸ“Š Avg. % of fund
0.98%
πŸ“… First filed
2019 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
25

Position Intelligence

RIVERBRIDGE PARTNERS LLC Γ— NOW AI Analytics

πŸ“ˆ RIVERBRIDGE PARTNERS LLC outperformed the S&P 500 by +6.6% annually on this NOW position. Timing score: 62% (15/24 decisions correct). Average cost basis: $129.47. Maximum drawdown during holding period: –41.8%.

πŸ“ˆ Position Alpha vs SPY
+6.6%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 6.6% per year on this position.
24 quarters analyzed

⏱️ Timing Score
62%

βœ… Decent timing β€” more right than wrong on entries and exits.
15 of 24 add/trim decisions correct

πŸ’° Entry Quality
$129.47
+18.3% vs current ($153.19)

Best entry: $56.46 (2019 Q4)  Β·  Worst: $153.19 (2025 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
40%
buy-side decisions

10 adds Β· 15 trims. Bought during 2 of 8 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 1.36% 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 473,842 +374,813 +378.5% 1.36% $72.6M $153.19
2025 Q3 REDUCED 99,029 -3,698 -3.6% 1.54% $91.1M $184.06
2025 Q2 REDUCED 102,727 -2,856 -2.7% 1.70% $105.6M $205.62
2025 Q1 REDUCED 105,583 -1,420 -1.3% 1.35% $84.1M $159.23
2024 Q4 REDUCED 107,003 -4,803 -4.3% 1.55% $113.4M $212.02
2024 Q3 REDUCED 111,806 -1,480 -1.3% 1.34% $100.0M $178.88
2024 Q2 REDUCED 113,286 -2,090 -1.8% 1.21% $89.1M $157.33
2024 Q1 REDUCED 115,376 -4,856 -4.0% 1.07% $88.0M $152.48
2023 Q4 REDUCED 120,232 -3,066 -2.5% 1.13% $84.9M $141.30
2023 Q3 REDUCED 123,298 -2,006 -1.6% 1.00% $68.9M $111.79
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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