SEC 13F Intelligence

Thematics Asset Management / NOW

Thematics Asset Management’s Servicenow Inc Position

Does Thematics Asset Management own Servicenow Inc (NOW)? Yes — 79.6K shares worth $73M (+3.32% of its 13F portfolio) as of Q3 2025, up from 73.5K shares the prior filed quarter.

Position Value
$73M
Q3 2025
Shares
79.6K
% of Portfolio
+3.32%
Quarters Held
12
currently held

Position History NOW

Reported value by quarter
Q4 ’22: $34MQ4 ’22Q1 ’23: $41MQ2 ’23: $56MQ2 ’23Q3 ’23: $55MQ4 ’23: $63MQ4 ’23Q1 ’24: $58MQ2 ’24: $67MQ2 ’24Q3 ’24: $73MQ4 ’24: $72MQ4 ’24Q1 ’25: $62MQ2 ’25: $76MQ2 ’25Q3 ’25: $73Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202579.6K$73M+3.32%
Q2 202573.5K$76M+3.40%
Q1 202578.1K$62M+3.15%
Q4 202468.2K$72M+3.15%
Q3 202481.3K$73M+2.88%
Q2 202484.7K$67M+2.72%
Q1 202476.2K$58M+2.41%
Q4 202388.5K$63M+2.75%
Q3 202398.3K$55M+2.70%
Q2 202399.2K$56M+2.67%
Q1 202388.0K$41M+2.23%
Q4 202287.9K$34M+2.07%

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