Position in NOW
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$49,676,827
-$304,014 QoQ
Shares Held
475,149
+45.6% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 97.03061565950891.ToString("F0")%
Shared 0.ToString("F0")%
None 2.969384340491088.ToString("F0")%
Common Shares in NOW Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026DSM CAPITAL PARTNERS LLC holds $544,182,349 across 8 Software - Application names. NOW ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
2,150,746 | $154,703,159 | |
| 2 | INTU |
Intuit Inc.
|
309,394 | $133,775,777 | |
| 3 | ADSK |
Autodesk, Inc.
|
432,363 | $103,507,702 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
271,858 | $75,541,182 | |
| 5 | NOW |
ServiceNow, Inc.
This page
|
475,149 | $49,676,827 | |
| 6 | FICO |
Fair Isaac Corp
|
22,396 | $23,908,625 | |
| 7 | GRAB |
Grab Holdings Ltd
|
731,172 | $2,676,089 | |
| 8 | SHOP |
Shopify Inc.
|
3,313 | $392,988 |
All Filings in NOW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $49,676,827 | 475,149 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $49,980,841 | 326,267 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,669,221 | 47,101 | Shares | Sole | 2025-10-22 | |
| 2024-09-30 | $20,034 | 112 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,621 | 112 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17,077 | 112 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,825 | 112 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||