ServiceNow vs. Palantir: Can Faster AI Growth Justify Paying More Than Four Times as Much for Cash Flow?
ServiceNow, Inc. (NYSE:NOW) and Palantir Technologies Inc. (NASDAQ:PLTR) sell different routes to enterprise automation.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 120,230 | $16,112,022 | -1% | 0.37% |
| 2. | Lakehouse Capital Joe Magyer | 124,338 | $16,663 | 14.61% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $105.96 | 5 | $529.80 | 158,234 | 2026-02-27 | Filing | |
| $104.60 | 28,677 | $2,999,528.17 | 158,229 | 2026-02-27 | Filing | |
| $694.58 | 2,861 | $1,987,197.67 | 2,861 | 2021-11-08 | Filing | |
| $278.93 | 3,600 | $1,004,149.44 | 3,600 | 2019-11-25 | Filing | |
| $98.16 | 5,618 | $551,462.88 | 11,236 | 2017-05-09 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $147.87 | 2,034 | $300,777.14 | 18,305 | 2026-08-31 | Filing | |
| $138.00 | 7,847 | $1,082,886.00 | 30,042 | 2026-08-28 | Filing | |
| $135.50 | 2,700 | $365,851.08 | 43,990 | 2026-08-27 | Filing | |
| $125.60 | 1,500 | $188,400.00 | 46,690 | 2026-08-13 | Filing | |
| $108.70 | 1,595 | $173,376.50 | 11,010 | 2026-05-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 261,476 | $35,040,399 | 1.54% | |
| 2. | 257,400 | $34,494,174 | 2.97% | |
| 3. | 212,979 | $28,541,316 | 1.79% | |
| 4. | 193,191 | $25,889,583 | 0.37% | |
| 5. | 94,071 | $12,606,478 | 0.33% |