NOW — SERVICENOW INC

Ownership history in Summit Wealth Group, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Summit Wealth Group, 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.35% (2021 Q3)
Avg. % of fund
0.18%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 220 — 0% 0.05% $202K $184.06
2025 Q2 ADDED 220 +2 +0.9% 0.06% $226K $205.62
2024 Q4 REDUCED 218 -134 -38.1% 0.07% $231K $212.02
2021 Q4 REDUCED 352 -3 -0.8% 0.26% $228K $129.82
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    NOW price (monthly, adj. close)

Other funds also holding NOW

As of 2025 Q4 — sorted by position size

BAIN CAPITAL VENTURE INVESTORS, LLC 3Y 7Y 68.84% PATHWAY CAPITAL MANAGEMENT, LP 3Y 25.08% Lightspeed Management Company, L.L.C. 19.57% KPS Global Asset Management UK Ltd 3Y 11.71% Praesidium Investment Management Company, LLC 3Y 7Y 9.64% Torrey Growth & Income Advisors 8.92% RGM Capital, LLC 3Y 7Y 8.15% CDAM (UK) Ltd 3Y 7Y 8.07% Visualize Group LP 7.95% Hyperion Asset Management Ltd 3Y 6.63%
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