Signal dossier · Q4 2025

NOW

ServiceNow · Technology

HoldLens verdict · single −100..+100 scale

BUY

on a signed +100 buy scale · WEAK BUY

3 tracked managers buying MODERATE signal.

Unified ConvictionScore · −100..+100

Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding

Buy component

+12

Dissent penalty

−8

Unanimity bonus

Quality differential

-2

Info density

Buyers / Sellers

3 / 1

ConvictionScore v5 · 9-layer breakdown

13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.

Smart money (13F)

Insider activity (Form 4)

Track record (CAGR)

Trend streak

Concentration

Contrarian bonus

Event signal (8-K)

− Dissent penalty

−8

− Crowding penalty

−0

Owners: 1·Buyers: 8·Sellers: 7·Buyer-CAGR-weighted expected return: +12.5% ±2.3%·How this is computed

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8-quarter activity

Distinct managers buying or selling NOW each quarter — last 2 years.

1 buy moves·0 sell moves·net buying

'24 Q1

'24 Q2

'24 Q3

'24 Q4

'25 Q1

'25 Q2

'25 Q3

'25 Q4

Buyers (new + add)Sellers (trim + exit)

Ownership breadth · 8 quarters

Breadth flat

+0 owners over 8Q

Q1 '24

Q2 '24

Q3 '24

Q4 '24

Q1 '25

Q2 '25

Q3 '25

Q4 '25

The number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →

Smart money activity

Every tracked 13F move on NOW — grouped by quarter, ranked by manager quality.

Smart money activity

8 buys · 7 sells across tracked 13F filings

Net signal: BUY

Q4 2025(4 moves)

Portfolio manager	Activity	Share change	% portfolio
Polen CapitalElite Polen Capital Management Adding ServiceNow.	Add 15.00%	+120K	7.80%
Chase ColemanElite Tiger Global Management	Add 609%	+1.83M	1.10%
Joel GreenblattElite Gotham Asset Management	Add 953%	+3.55M	0.30%
Bill Nygren Oakmark Funds	Sell (exit)	-340	0.00%

Q3 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Bill Nygren Oakmark Funds	Buy (new)	+340	0.00%
Joel GreenblattElite Gotham Asset Management	Reduce 24.00%	-117K	0.20%

Q2 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Polen CapitalElite Polen Capital Management	Add 24.00%	+227K	3.70%
Chase ColemanElite Tiger Global Management	Reduce 48.00%	-280K	0.90%

Q1 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 111%	+249K	0.40%
Polen CapitalElite Polen Capital Management	Reduce 42.00%	-685K	2.40%

Q4 2024(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 41.00%	+65K	0.30%
Polen CapitalElite Polen Capital Management	Reduce 26.00%	-589K	4.70%

Q3 2024(1 move)

Portfolio manager	Activity	Share change	% portfolio
Polen CapitalElite Polen Capital Management	Reduce 10.00%	-259K	5.10%

Q2 2024(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 9.00%	+13K	0.20%
Polen CapitalElite Polen Capital Management	Reduce 7.00%	-180K	4.90%

Insider activity

What the company's own executives and directors are doing — buys are highly bullish.

Latest news

Recent headlines for NOW — context for the moves above.

Who’s betting biggest on NOW

Technology sector →→ Ranks #65 of 83 tracked bets

Each bar is one manager’s position size in NOW as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.

Polen Capital

7.8%

“Enterprise software compounder.”

AI thesis

An AI-synthesised investment thesis for NOW, based on the 13F data above. Generated on demand — not stored or pre-computed.

AI thesis

Claude Haiku synthesis of BUY positioning from 1 institutional filers

Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the +4 conviction score.

Related smart-money signals

Derived from the same 13F filings

Same sector · Technology

Top conviction in this sector

All Technology names →

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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.