Quarterly Activity Chart
Adds vs. Reduces by Quarter
PaperPanda Equity Terminal
NOW —
SERVICENOW INC
CUSIP: 81762P102 · Held by 7 superinvestors · Combined value: $2,692,553,458
Latest News
Loading financials…
| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.2% | $1,076,727,779 | 7,028,708 | ADD | +5,921,361 |
| 2 | Polen Capital | 3.7% | $870,239,781 | 5,680,788 | ADD | +4,556,712 |
| 3 | Chase Coleman | 1.1% | $325,818,279 | 2,126,890 | ADD | +1,826,890 |
| 4 | Ray Dalio | 0.8% | $205,103,793 | 1,338,885 | ADD | +1,036,892 |
| 5 | Jim Simons | 0.3% | $204,045,529 | 1,331,977 | NEW BUY | +1,331,977 |
| 6 | Torray LLC | 0.9% | $6,223,957 | 40,629 | ADD | +32,345 |
| 7 | FPA Queens Road | 0.1% | $4,394,340 | 28,686 | ADD | +23,886 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +1,331,977 | New |
| Chase Coleman | ADD | +1,826,890 | +609.0% |
| FPA Queens Road | ADD | +23,886 | +497.6% |
| Ken Griffin | ADD | +5,921,361 | +534.7% |
| Polen Capital | ADD | +4,556,712 | +405.4% |
| Ray Dalio | ADD | +1,036,892 | +343.3% |
| Torray LLC | ADD | +32,345 | +390.5% |
| Bill Nygren | SOLD | -340 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Bill Nygren | NEW BUY | +340 | New |
| FPA Queens Road | ADD | +1,042 | +27.7% |
| Ken Griffin | ADD | +51,790 | +4.9% |
| Ray Dalio | ADD | +106,419 | +54.4% |
| Polen Capital | REDUCE | -52,819 | -4.5% |
| Torray LLC | REDUCE | -283 | -3.3% |
Who Owns NOW? Superinvestor Holdings
SERVICENOW INC is held by 7 tracked superinvestors, with a combined position value of $2.7 billion . The largest positions are held by Ken Griffin (0.2% of portfolio), Polen Capital (3.7% of portfolio), Chase Coleman (1.1% of portfolio).
In the most recent quarter, 7 superinvestors added or initiated positions.