Position in NOW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$220,775,289
+$219,143,055 QoQ
Shares Held
2,223,764
+14143.9% QoQ
Ownership
0.215%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#61
of 2,169 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)
Derivatives in NOW
reported options exposure · as of Jun 30, 2026CallValue
$4,815,080
CallShares
48,500
PutValue
$2,303,296
PutShares
23,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026Balyasny Asset Management L.P. holds $1,461,933,437 across 75 Software - Application names. NOW ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DDOG |
Datadog, Inc.
|
911,351 | $237,279,346 | |
| 2 | NOW |
ServiceNow, Inc.
This page
|
2,223,764 | $220,775,289 | |
| 3 | SNOW |
Snowflake Inc.
|
827,138 | $210,506,621 | |
| 4 | TYL |
Tyler Technologies Inc
|
324,159 | $94,803,540 | |
| 5 | SHOP |
Shopify Inc.
|
609,006 | $69,536,305 | |
| 6 | QNT |
Quantinuum Inc.
|
821,918 | $67,183,577 | |
| 7 | U |
Unity Software Inc.
|
2,253,979 | $64,418,719 | |
| 8 | SSNC |
SS&C Technologies Holdings Inc
|
922,003 | $57,210,286 |
All Filings in NOW
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,303,296 | 23,200 | Put | Sole | 2026-08-14 | |
| 2026-06-30 | $4,815,080 | 48,500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $220,775,289 | 2,223,764 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $292,740 | 2,800 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $4,882,485 | 46,700 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $1,632,234 | 15,612 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,336,060 | 74,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $11,494,764 | 75,036 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $2,512,316 | 16,400 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $7,448,746 | 8,094 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $21,442,524 | 23,300 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $552,168 | 600 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $1,850,544 | 1,800 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $1,110,326 | 1,080 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $822,464 | 800 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $6,926,418 | 8,700 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $2,388,420 | 3,000 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $856,646 | 1,076 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,452,504 | 4,200 | Put | Sole | 2025-02-14 | |
| 2024-12-31 | $5,406,612 | 5,100 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $76,532,183 | 72,192 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $905,122 | 1,012 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $5,187,462 | 5,800 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $3,935,316 | 4,400 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $143,200,686 | 182,034 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $4,877,354 | 6,200 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $944,004 | 1,200 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $304,960 | 400 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $7,242,800 | 9,500 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $98,696,492 | 129,455 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,782,304 | 9,600 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $2,119,470 | 3,000 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $96,996,131 | 137,293 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $782,544 | 1,400 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $726,648 | 1,300 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $150,781,695 | 269,754 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $59,089,459 | 105,147 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,355,665 | 5,069 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,747,215 | 4,500 | Put | Sole | 2023-02-14 | |
| 2022-12-31 | $92,693,638 | 238,735 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,021,723 | 5,354 | Shares | Sole | 2022-11-15 | |
| 2022-09-30 | $1,699,245 | 4,500 | Put | Sole | 2022-11-15 | |
| 2022-06-30 | $89,618,876 | 188,465 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $123,601,178 | 221,949 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $136,302,065 | 209,983 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $71,825,514 | 115,425 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $65,904,234 | 119,924 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $30,765,766 | 61,518 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $51,426,124 | 93,429 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $36,142,685 | 74,521 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||