ServiceNow vs. Microsoft: Run Away From One Software Stock, Embrace the Other, Says Investor
Enterprise software is going through a period of reassessment as investors weigh the impact of AI on everything from employee productivity to cloud...
Servicenow Inc. (NOW)
Market is closed
Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 8,018,318 | $796,058,737 | -1% | 0.24% |
| 2. | 7,941,000 | $788,382,480 | +73% | 0.09% | |
| 3. | 6,059,200 | $601,557,376 | +46% | 0.07% | |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 5,179,669 | $514,237,538 | +20% | 0.23% |
| 5. | AQR Capital Management Cliff Asness | 4,823,040 | $474,153,016 | -19% | 0.17% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| 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 |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 41,124 | $5,510,962 | 0.4% | |
| 2. | 18,445 | $2,471,814 | 0.54% | |
| 3. | 10,910 | $1,462,049 | 0.65% | |
| 4. | 2,000 | $268,020 | 0.08% | |
| 5. | 929 | $124,495 | 0.01% |
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Broyhill Maintains Confidence in ServiceNow (NOW). Here's Why
Broyhill Asset Management, a Charlotte-based firm, issued its second-quarter 2026 investor letter, which is available for download here.
ServiceNow Stock Is Surging. Is Now a Good Time to Buy? Needham Weighs In
AI stocks are down, which therefore means software stocks are up. That scenario appears to be playing out again in Monday’s trading following calls...
GPT-6 Astra Wiped 4%-5% Off Salesforce and ServiceNow in a Day. Is Wall Street Pricing a SaaS Extinction Event?
Salesforce, Inc. (NYSE:CRM) fell roughly 4% and ServiceNow, Inc. (NYSE:NOW) lost about 5% on September 8 as GPT-6 Astra revived fears that general AI agents will compete with specialist software.
Jim Cramer Breaks Down P/E Multiples Explaining Why NVIDIA (NVDA) Looks Cheaper Than ServiceNow
During the September 2 episode of Mad Money, Jim Cramer broke down how nominal stock prices can misrepresent reality, as he offered a direct comparison between NVIDIA Corporation (NASDAQ:NVDA) and ServiceNow...
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