Position in NOW
as of Mar 31, 2026
· filed Jun 15, 2026
Position Value
$158,272,912
-$107,500,248 QoQ
Shares Held
1,513,849
-12.7% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
2.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 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, 2026Carmignac Gestion holds $593,249,559 across 9 Software - Application names. NOW ranks #3 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
974,129 | $181,840,660 | |
| 2 | TEAM |
Atlassian Corp
|
2,603,770 | $177,707,302 | |
| 3 | NOW |
ServiceNow, Inc.
This page
|
1,513,849 | $158,272,912 | |
| 4 | WDAY |
Workday, Inc.
|
457,500 | $59,438,400 | |
| 5 | CSGS |
Csg Systems International Inc
|
103,097 | $8,241,574 | |
| 6 | SEMR |
SEMrush Holdings, Inc.
|
306,262 | $3,656,768 | |
| 7 | CWAN |
Clearwater Analytics Holdings, Inc.
|
90,586 | $2,142,358 | |
| 8 | ONTF |
ON24 INC.
|
178,555 | $1,446,295 |
All Filings in NOW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $158,272,912 | 1,513,849 | Shares | Sole | 2026-06-15 | |
| 2025-12-31 | $265,773,160 | 1,734,925 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $35,801,652 | 194,515 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,376,098 | 123,415 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,512,102 | 103,701 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,328,040 | 62,861 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,528,327 | 92,400 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $26,964,372 | 171,383 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $835,437 | 5,479 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,369,460 | 9,692 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,836,934 | 79,048 | Shares | Sole | 2023-11-29 | |
| 2023-06-30 | $8,641,637 | 76,887 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $8,004,523 | 86,122 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,341,550 | 17,276 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,563,452 | 100,149 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $7,239,887 | 76,126 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $15,297,575 | 117,835 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $34,133,749 | 274,268 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $25,283,806 | 230,041 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||