SEC 13F Intelligence

Sycomore Asset Management / NOW

Sycomore Asset Management’s Servicenow Inc Position

Does Sycomore Asset Management own Servicenow Inc (NOW)? Yes — 25.7K shares worth $23M (+3.17% of its 13F portfolio) as of Q1 2026.

Position Value
$23M
Q1 2026
Shares
25.7K
% of Portfolio
+3.17%
Quarters Held
23
currently held

Position History NOW

Reported value by quarter
Q2 ’20: $3MQ2 ’20Q3 ’20: $7MQ4 ’20: $10MQ1 ’21: $4MQ1 ’21Q3 ’21: $6MQ4 ’21: $7MQ1 ’22: $6MQ1 ’22Q2 ’22: $3MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $18MQ2 ’23: $19MQ3 ’23: $12MQ3 ’23Q4 ’23: $14MQ1 ’24: $23MQ2 ’24: $26MQ2 ’24Q3 ’24: $21MQ4 ’24: $23MQ1 ’25: $23MQ1 ’25Q2 ’25: $23MQ3 ’25: $23MQ4 ’25: $23MQ4 ’25Q1 ’26: $23Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.7K$23M+3.17%
Q4 202525.7K$23M+3.76%
Q3 202525.7K$23M+3.78%
Q2 202525.7K$23M+3.53%
Q1 202525.7K$23M+3.23%
Q4 202425.7K$23M+3.24%
Q3 202424.0K$21M+3.52%
Q2 202433.9K$26M+4.49%
Q1 202430.3K$23M+5.01%
Q4 202320.5K$14M+3.10%
Q3 202322.5K$12M+3.19%
Q2 202334.7K$19M+4.46%
Q1 202340.7K$18M+5.03%
Q4 20227.2K$3M+0.76%
Q3 20225.8K$2M+0.61%
Q2 20225.8K$3M+0.64%
Q1 20229.7K$6M+1.01%
Q4 202111.3K$7M+1.14%
Q3 20219.2K$6M+0.83%
Q1 20218.7K$4M+0.82%
Q4 202019.1K$10M+2.20%
Q3 202014.0K$7M+2.01%
Q2 20206.4K$3M+1.12%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sycomore Asset Management’s full portfolio or all institutional holders of NOW.