South Street Advisors LLC / NOW
South Street Advisors LLC’s Servicenow Inc Position
Does South Street Advisors LLC own Servicenow Inc (NOW)? Yes — 109.5K shares worth $11M (+1.66% of its 13F portfolio) as of Q1 2026, up from 108.6K shares the prior filed quarter.
Position Value
$11M
Q1 2026
Shares
109.5K
% of Portfolio
+1.66%
Quarters Held
17
currently held
Position History NOW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 109.5K | $11M | +1.66% |
| Q4 2025 | 108.6K | $17M | +2.34% |
| Q3 2025 | 24.2K | $22M | +2.92% |
| Q2 2025 | 23.6K | $24M | +3.59% |
| Q1 2025 | 23.4K | $19M | +3.05% |
| Q4 2024 | 23.3K | $25M | +3.79% |
| Q3 2024 | 23.3K | $21M | +3.17% |
| Q2 2024 | 24.6K | $19M | +2.93% |
| Q1 2024 | 24.2K | $18M | +2.95% |
| Q4 2023 | 13.4K | $9M | +1.77% |
| Q3 2023 | 13.4K | $8M | +1.51% |
| Q2 2023 | 13.3K | $7M | +1.48% |
| Q1 2023 | 12.9K | $6M | +1.23% |
| Q4 2022 | 12.7K | $5M | +1.09% |
| Q3 2022 | 18.0K | $7M | +1.67% |
| Q2 2022 | 26.7K | $13M | +2.89% |
| Q1 2022 | 27.0K | $15M | +2.85% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See South Street Advisors LLC’s full portfolio or all institutional holders of NOW.