ServiceNow, Inc.
US ˙ NYSE ˙ US81762P1021

SecurityNOW / ServiceNow, Inc.
InstitutionCarmignac Gestion
Latest Disclosed Ownership1,734,925 shares
Latest Disclosed Value $ 265,792,872
Carmignac Gestion reports 791.92% increase in ownership of NOW / ServiceNow, Inc.

On February 13, 2026 - Carmignac Gestion filed a 13F-HR form disclosing ownership of 1,734,925 shares of ServiceNow, Inc. (US:NOW) valued at $265,773,161 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 194,515 shares of ServiceNow, Inc.. This represents a change in shares of 791.92% during the quarter. The current value of the position is $204,547,658 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F SERVICENOW COM 81762P102 1,734,925 1,540,410 791.92 265,793 48.43
2025-11-13 2025-09-30 13F SERVICENOW COM 81762P102 194,515 71,100 57.61 179,067 41.14 2.6687
2025-08-13 2025-06-30 13F SERVICENOW COM 81762P102 123,415 19,714 19.01 126,872 53.67 1.9524
2025-05-14 2025-03-31 13F SERVICENOW COM 81762P102 103,701 40,840 64.97 82,562 23.88 1.3557
2025-02-13 2024-12-31 13F SERVICENOW COM 81762P102 62,861 -29,539 -31.97 66,644 -19.35 1.0621
2024-11-13 2024-09-30 13F SERVICENOW COM 81762P102 92,400 -78,983 -46.09 82,634 -38.71 1.3795
2024-08-13 2024-06-30 13F SERVICENOW COM 81762P102 171,383 165,904 3,028.00 134,815 3,129.08 2.3118
2024-05-14 2024-03-31 13F SERVICENOW COM 81762P102 5,479 -4,213 -43.47 4,175 -38.99 0.0660
2024-02-13 2023-12-31 13F SERVICENOW COM 81762P102 9,692 -69,356 -87.74 6,843 -84.51 0.1149
2023-11-29 2023-09-30 13F/A-1 SERVICENOW COM 81762P102 79,048 2,161 2.81 44,176 2.29 0.8110
2023-11-13 2023-09-30 13F SERVICENOW COM 81762P102 79,048 2,161 44,176 0.8177
2023-08-11 2023-06-30 13F SERVICENOW COM 81762P102 76,887 -9,235 -10.72 43,187 8.01 0.7441
2023-05-12 2023-03-31 13F SERVICENOW COM 81762P102 86,122 68,846 398.51 39,984 496.06 0.6656
2023-02-13 2022-12-31 13F SERVICENOW COM 81762P102 17,276 -82,873 -82.75 6,708 -82.27 0.1212
2022-11-10 2022-09-30 13F SERVICENOW COM 81762P102 100,149 24,023 31.56 37,835 4.51 0.8130
2022-08-12 2022-06-30 13F SERVICENOW COM 81762P102 76,126 76,126 36,202 0.7665
2022-05-13 2022-03-31 13F SERVICENOW COM 81762P102 0 -117,835 -100.00 0 -100.00
2022-02-11 2021-12-31 13F SERVICENOW COM 81762P102 117,835 -156,433 -57.04 76,490 -55.18 1.0699
2021-11-12 2021-09-30 13F SERVICENOW COM 81762P102 274,268 44,227 19.23 170,667 35.00 2.1312
2021-08-13 2021-06-30 13F SERVICENOW COM 81762P102 230,041 230,041 126,422 1.4659
2019-05-14 2019-03-31 13F SERVICENOW COM 81762P102 0 -926,930 -100.00 0 -100.00
2019-02-15 2018-12-31 13F/A-1 SERVICENOW COM 81762P102 926,930 57,470 6.61 165,040 -2.97 2.4921
2019-02-13 2018-12-31 13F SERVICENOW COM 81762P102 926,930 57,470 165,040
2018-11-13 2018-09-30 13F SERVICENOW COM 81762P102 869,460 -478,748 -35.51 170,092 -26.85 1.4417
2018-08-13 2018-06-30 13F SERVICENOW COM 81762P102 1,348,208 -1,014,875 -42.95 232,525 -40.53 1.7344
2018-05-14 2018-03-31 13F SERVICENOW COM 81762P102 2,363,083 -1,649,973 -41.12 390,972 -25.28 2.7427
2018-02-13 2017-12-31 13F SERVICENOW COM 81762P102 4,013,056 205,906 5.41 523,262 16.94 3.4778
2017-11-13 2017-09-30 13F SERVICENOW COM 81762P102 3,807,150 -55,998 -1.45 447,454 9.27 3.4406
2017-08-14 2017-06-30 13F SERVICENOW COM 81762P102 3,863,148 -474,690 -10.94 409,494 7.92 3.3217
2017-05-15 2017-03-31 13F SERVICENOW COM 81762P102 4,337,838 11,800 0.27 379,431 17.98 2.9074
2017-02-14 2016-12-31 13F SERVICENOW COM 81762P102 4,326,038 -499,623 -10.35 321,598 -15.80 2.4982
2016-11-30 2016-09-30 13F/A-1 SERVICENOW COM 81762P102 4,825,661 51,800 1.09 381,951 20.50 2.8536
2016-10-26 2016-09-30 13F SERVICENOW COM 81762P102 4,825,661 381,951
2016-07-27 2016-06-30 13F SERVICENOW COM 81762P102 4,773,861 407,846 9.34 316,984 18.67 2.7132
2016-05-13 2016-03-31 13F SERVICENOW COM 81762P102 4,366,015 684,538 18.59 267,113 -16.18 2.6020
2016-02-10 2015-12-31 13F SERVICENOW COM 81762P102 3,681,477 515,973 16.30 318,669 44.95 3.5097
2015-11-09 2015-09-30 13F SERVICENOW COM 81762P102 3,165,504 -10,700 -0.34 219,844 -6.86 2.7871
2015-08-07 2015-06-30 13F SERVICENOW COM 81762P102 3,176,204 210,851 7.11 236,024 1.03 2.1066
2015-05-11 2015-03-31 13F SERVICENOW COM 81762P102 2,965,353 2,965,353 233,611 2.0683
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.