Position in NOW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,601,747
-$1,517,096 QoQ
Shares Held
34,450
+3.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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, 2026FIRST MANHATTAN CO. LLC. holds $667,333,784 across 14 Software - Application names. NOW ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
2,645,328 | $493,803,377 | |
| 2 | BL |
Blackline, Inc.
|
2,676,987 | $99,048,519 | |
| 3 | UBER |
Uber Technologies, Inc
|
630,380 | $45,343,233 | |
| 4 | ADP |
Automatic Data Processing Inc
|
48,465 | $9,847,118 | |
| 5 | NATL |
NCR Atleos Corp
|
201,195 | $8,768,078 | |
| 6 | NOW |
ServiceNow, Inc.
This page
|
34,450 | $3,601,747 | |
| 7 | LYFT |
Lyft, Inc.
|
200,000 | $2,660,000 | |
| 8 | SHOP |
Shopify Inc.
|
8,661 | $1,027,367 |
All Filings in NOW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,601,747 | 34,450 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,118,843 | 33,415 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,221,027 | 6,634 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $895,868 | 4,357 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $263,522 | 1,655 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $310,191 | 1,463 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $384,051 | 2,147 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $337,796 | 2,147 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $302,367 | 1,983 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $273,976 | 1,939 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $216,093 | 1,933 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $217,145 | 1,932 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $178,359 | 1,919 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $149,483 | 1,925 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $109,657 | 1,452 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $161,867 | 1,702 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $189,565 | 1,702 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $188,501 | 1,452 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $180,707 | 1,452 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $162,337 | 1,477 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $147,732 | 1,477 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $119,663 | 1,087 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $103,305 | 1,065 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $82,227 | 1,015 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $60,468 | 1,055 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||