ServiceNow, Inc. (NOW)
What changed in recent filings
- Revenue +24% YoYQuarter ended Jun 30, 2026
- Institutions — 5 new · 1 added · 2 reduced13F · as of end of 2026 Q2
- Debt-to-equity 0.1x → 0.4xDec 31, 2025 → Jun 30, 2026
- Free cash flow declined recentlyDec 31, 2025 → Jun 30, 2026
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding ServiceNow, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 7 → 2026 Q2: 8 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold ServiceNow, Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- Tiger Global Management0.36% of portfolio · held as of 2019 Q1 or earlier
- Tudor Investment Corp0.09% of portfolio · since 2025 Q4
- Soros Fund Management0.06% of portfolio · since 2026 Q1
- Moore Capital ManagementNew this quarter0.22% of portfolio · since 2026 Q2
- Bridgewater AssociatesNew this quarter0.26% of portfolio · since 2026 Q2
- National Pension Service (Korea)0.17% of portfolio · held as of 2026 Q2 or earlier
- Akre Capital Management2.42% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.09% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
The No. 1 in enterprise IT service management (ITSM) SaaS. It is expanding its workflow-automation platform company-wide into HR, legal, and supply chain.
What is the Software sector?
Cloud, SaaS, and cybersecurity. Relatively defensive.
ServiceNow, Inc. is classified under the Software sector. See peers below.
ServiceNow, Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
ServiceNow, Inc. vs Software sector benchmark
Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
NOW revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $4.0B, +24.0% YoY.
The largest segment is License and services, 97.2% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the License and services segment (about 99% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
ETFs holding ServiceNow, Inc.
Per SEC N-PORT · 2026-06-30 · by weight · factual
NOW on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Software average
Peers · Software
NOW FAQ
What is ServiceNow, Inc. (NOW)?
The No. 1 in enterprise IT service management (ITSM) SaaS. It is expanding its workflow-automation platform company-wide into HR, legal, and supply chain.
What sector is ServiceNow, Inc. in?
ServiceNow, Inc. is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.
What are ServiceNow, Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 22.2%, Operating margin 4.1%, Net margin 11.3%, ROE 13.5%, Debt-to-equity 0.43x. Definitions and interpretation are available on Stocklore.
What are ServiceNow, Inc.'s main revenue segments?
The largest segment is License and services, about 97.2% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze ServiceNow, Inc. (NOW) stock?
On Stocklore you can see NOW's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.