HMI Capital Management, L.P.

Position in NOW — ServiceNow, Inc.

CIK 1469026 SAN FRANCISCO, CA

Position in NOW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$41,310,408

+$15,193,818 QoQ

Shares Held

416,100

+66.6% QoQ

Ownership

0.040%

of shares outstanding

% of Portfolio

6.02%

of 13F equity value

Holder Rank

#220

of 2,219 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

HMI Capital Management, L.P. holds $134,934,815 across 3 Software - Application names. NOW ranks #2 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NCNO	nCino, Inc.	4,990,713	$81,598,157
2	NOW	ServiceNow, Inc. This page	416,100	$41,310,408
3	APPF	Appfolio Inc	75,000	$12,026,250

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,310,408	416,100	+66.6%	Shares	Sole	2026-08-14
2026-03-31	$26,116,590	249,800	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.