Position in NOW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$760,021,311
-$110,218,602 QoQ
Shares Held
7,269,453
+28.0% QoQ
Ownership
0.705%
of shares outstanding
% of Portfolio
5.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,760,846,317 across 13 Software - Application names. NOW ranks #1 (43.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
This page
|
7,269,453 | $760,021,311 | |
| 2 | SHOP |
Shopify Inc.
|
6,306,740 | $748,105,498 | |
| 3 | UBER |
Uber Technologies, Inc
|
2,917,928 | $209,886,561 | |
| 4 | SAP |
Sap SE
|
66,674 | $11,415,255 | |
| 5 | INTU |
Intuit Inc.
|
19,853 | $8,584,040 | |
| 6 | YOU |
Clear Secure, Inc.
|
145,900 | $7,063,019 | |
| 7 | FSLY |
Fastly, Inc.
|
238,518 | $6,931,333 | |
| 8 | PAYC |
Paycom Software, Inc.
|
30,831 | $3,747,199 |
All Filings in NOW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $760,021,311 | 7,269,453 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $870,239,913 | 5,680,788 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $206,892,932 | 1,124,076 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $241,988,442 | 1,176,895 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $151,223,289 | 949,728 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $346,573,370 | 1,634,595 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $397,778,879 | 2,223,744 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $390,628,540 | 2,482,798 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $406,036,094 | 2,662,881 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $536,418,640 | 3,796,364 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $446,556,944 | 3,994,534 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $473,737,000 | 4,214,967 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $410,139,286 | 4,412,757 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $345,791,242 | 4,452,974 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $298,561,047 | 3,953,299 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $297,296,435 | 3,126,014 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $358,592,608 | 3,219,600 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $409,226,855 | 3,152,215 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $381,731,904 | 3,067,253 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $385,860,597 | 3,510,696 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $335,527,399 | 3,354,536 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $358,300,206 | 3,254,730 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $309,547,273 | 3,191,209 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $277,515,517 | 3,425,610 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $179,127,975 | 3,125,270 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||