Jim Cramer Compares Enterprise Software Dynamics in Workday and ServiceNow
During Mad Money’s episode aired on August 3, host Jim Cramer spotlighted Workday, Inc.
Servicenow Inc. (NOW)
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Sector: Services-Prepackaged Software
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
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. | BloombergSen Jonathan Bloomberg | 346,581 | $34,408,562 | -4% | 2.57% |
| 3. | Walleye Capital Will England | 197,090 | $19,567,095 | -39% | 0.07% |
| 4. | Bailard Inc Thomas Bailard | 138,674 | $13,767,598 | -8% | 0.28% |
| 5. | Winton Capital Management David Harding | 132,411 | $13,145,764 | +46% | 0.43% |
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 |
|---|---|---|---|---|---|---|
| $108.70 | 1,595 | $173,376.50 | 11,010 | 2026-05-28 | Filing | |
| $98.51 | 1,048 | $103,238.48 | 12,072 | 2026-05-18 | Filing | |
| $90.14 | 16,445 | $1,482,401.64 | 30,090 | 2026-05-14 | Filing | |
| $87.23 | 1,500 | $130,845.00 | 44,930 | 2026-05-14 | Filing | |
| $90.47 | 151 | $13,660.97 | 8,144 | 2026-05-08 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 96,057,763 | $9,536,614,655 | 0.14% | |
| 2. | 49,038,218 | $4,868,514,283 | 0.14% | |
| 3. | 7,183,047 | $713,165,084 | 0.68% | |
| 4. | 7,177,406 | $712,572,826 | 0.12% | |
| 5. | 7,163,661 | $711,214,536 | 0.4% |
News See All
Is ServiceNow (NOW) a Mispriced AI Winner After the Software Sell-Off?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Focused Equity Strategy." A copy of the letter can be downloaded...
Broadcom Stock (AVGO) Falls as Goldman Sachs Removes It From the ‘Conviction List’
The bank sees the market rally broadening out beyond AI.
Analyzing ServiceNow's (NOW) Unique Position in Workflow Automation
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
ServiceNow (NOW) Looks Appealing Amid Workflow Automation and AI Adoption
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter.
Claude AI Refused to Sell ServiceNow (NOW) While Wall Street Panicked. Q2 Earnings Just Proved Why
The Claude Portfolio X account runs a simulated portfolio managed by AI.
Should You Buy ServiceNow (NOW) Before Earnings?
ServiceNow Inc (NYSE:NOW) is down roughly 28% this year because investors are panicking about AI destroying SaaS. But Reddit value investors think this is exactly the setup Peter Lynch loved.
ServiceNow (NOW) Sold Off Despite a Solid Result
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for April 2026. A copy of the letter can be downloaded here.
10 Best Software Stocks to Buy in 2026
The S&P North American Technology Software Index has fallen around 10% over the past 6 months, mainly due to rising concerns that advances in AI could disrupt the software business.
Is ServiceNow (NOW) Turning AI Disruption to Expansion?
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
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