POLEN CAPITAL MANAGEMENT LLC

Position in NOW — ServiceNow, Inc.

CIK 1034524 Boca Raton, FL

Back to NOW Full portfolio

Position in NOW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$533,150,676

-$226,870,635 QoQ

Shares Held

5,370,172

-26.1% QoQ

Ownership

0.519%

of shares outstanding

% of Portfolio

4.64%

of 13F equity value

Holder Rank

#30

of 2,206 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in NOW Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

POLEN CAPITAL MANAGEMENT LLC holds $1,124,903,576 across 13 Software - Application names. NOW ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc. This page	5,370,172	$533,150,676
2	SHOP	Shopify Inc.	4,577,524	$522,661,690
3	UBER	Uber Technologies, Inc	570,063	$41,135,746
4	FROG	JFrog Ltd	93,117	$8,462,472
5	YOU	Clear Secure, Inc.	131,773	$7,343,709
6	SAP	Sap SE	28,773	$4,434,207
7	ADEA	Adeia Inc.	52,575	$1,731,294
8	RNG	RingCentral, Inc.	40,133	$1,564,384

All Filings in NOW

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$533,150,676	5,370,172	-26.1%	Shares	Sole	2026-08-04
2026-03-31	$760,021,311	7,269,453	+28.0%	Shares	Sole	2026-05-14
2025-12-31	$870,239,913	5,680,788	+405.4%	Shares	Sole	2026-02-12
2025-09-30	$1,034,464,661	1,124,076	-4.5%	Shares	Sole	2025-11-12
2025-06-30	$1,209,942,211	1,176,895	+23.9%	Shares	Sole	2025-08-13
2025-03-31	$756,116,449	949,728	-41.9%	Shares	Sole	2025-05-12
2024-12-31	$1,732,866,851	1,634,595	-26.5%	Shares	Sole	2025-02-10
2024-09-30	$1,988,894,396	2,223,744	-10.4%	Shares	Sole	2025-02-10
2024-06-30	$1,953,142,702	2,482,798	-6.8%	Shares	Sole	2024-08-12
2024-03-31	$2,030,180,474	2,662,881	-29.9%	Shares	Sole	2024-05-10
2023-12-31	$2,682,093,202	3,796,364	-5.0%	Shares	Sole	2024-05-10
2023-09-30	$2,232,784,724	3,994,534	-5.2%	Shares	Sole	2023-11-13
2023-06-30	$2,368,685,004	4,214,967	-4.5%	Shares	Sole	2023-08-11
2023-03-31	$2,050,696,433	4,412,757	-0.9%	Shares	Sole	2023-05-11
2022-12-31	$1,728,956,214	4,452,974	+12.6%	Shares	Sole	2023-02-13
2022-09-30	$1,492,805,235	3,953,299	+26.5%	Shares	Sole	2022-11-04
2022-06-30	$1,486,482,177	3,126,014	-2.9%	Shares	Sole	2022-08-10
2022-03-31	$1,792,963,044	3,219,600	+2.1%	Shares	Sole	2022-05-12
2021-12-31	$2,046,134,278	3,152,215	+2.8%	Shares	Sole	2022-02-11
2021-09-30	$1,908,659,524	3,067,253	-12.6%	Shares	Sole	2021-11-10
2021-06-30	$1,929,302,986	3,510,696	+4.7%	Shares	Sole	2021-08-12
2021-03-31	$1,677,636,998	3,354,536	+3.1%	Shares	Sole	2021-05-12
2020-12-31	$1,791,501,033	3,254,730	+2.0%	Shares	Sole	2021-02-11
2020-09-30	$1,547,736,365	3,191,209	-6.8%	Shares	Sole	2020-11-12
2020-06-30	$1,387,577,586	3,425,610	+9.6%	Shares	Sole	2020-08-13
2020-03-31	$895,639,876	3,125,270	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.