ServiceNow, Inc.
US ˙ NYSE ˙ US81762P1021

SecurityNOW / ServiceNow, Inc.
InstitutionUMA Financial Services, Inc.
Latest Disclosed Ownership5,803 shares
Latest Disclosed Value $ 606,720
UMA Financial Services, Inc. reports 4.92% increase in ownership of NOW / ServiceNow, Inc.

On April 24, 2026 - UMA Financial Services, Inc. filed a 13F-HR form disclosing ownership of 5,803 shares of ServiceNow, Inc. (US:NOW) valued at $606,704 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 5,531 shares of ServiceNow, Inc.. This represents a change in shares of 4.92% during the quarter. The current value of the position is $684,174 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-24 2026-03-31 13F SERVICENOW COM 81762P102 5,803 272 4.92 607 -28.45 0.0844
2026-01-29 2025-12-31 13F SERVICENOW COM 81762P102 5,531 4,310 352.99 847 -24.58 0.1179
2025-11-04 2025-09-30 13F SERVICENOW COM 81762P102 1,221 72 6.27 1,124 -4.91 0.1599
2025-07-14 2025-06-30 13F SERVICENOW COM 81762P102 1,149 4 0.35 1,181 29.64 0.1855
2025-07-11 2025-06-30 13F SERVICENOW COM 81762P102 1,149 1,181
2025-04-28 2025-03-31 13F SERVICENOW COM 81762P102 1,145 15 1.33 912 -23.89 0.1569
2025-02-12 2024-12-31 13F SERVICENOW COM 81762P102 1,130 -47 -3.99 1,198 9.62 0.2024
2024-10-16 2024-09-30 13F SERVICENOW COM 81762P102 1,177 5 0.43 1,092 22.56 0.1971
2024-07-17 2024-06-30 13F SERVICENOW COM 81762P102 1,172 49 4.36 892 6.58 0.1643
2024-04-17 2024-03-31 13F SERVICENOW COM 81762P102 1,123 27 2.46 836 1.46 0.1759
2024-01-23 2023-12-31 13F SERVICENOW COM 81762P102 1,096 -141 -11.40 825 18.05 0.1841
2023-10-10 2023-09-30 13F SERVICENOW COM 81762P102 1,237 0 0.00 698 0.29 0.1796
2023-07-05 2023-06-30 13F SERVICENOW COM 81762P102 1,237 0 0.00 696 18.37 0.1728
2023-04-20 2023-03-31 13F SERVICENOW COM 81762P102 1,237 0 0.00 588 7.30 0.1544
2023-01-25 2022-12-31 13F SERVICENOW COM 81762P102 1,237 0 0.00 548 5.38 0.1480
2022-10-06 2022-09-30 13F SERVICENOW COM 81762P102 1,237 0 0.00 520 -7.31 0.1598
2022-08-02 2022-06-30 13F SERVICENOW COM 81762P102 1,237 0 0.00 561 -9.22 0.1625
2022-05-05 2022-03-31 13F SERVICENOW COM 81762P102 1,237 108 9.57 618 -3.29 0.1641
2022-01-11 2021-12-31 13F SERVICENOW COM 81762P102 1,129 -6 -0.53 639 -15.14 0.1676
2021-10-19 2021-09-30 13F SERVICENOW COM 81762P102 1,135 0 0.00 753 14.96 0.2071
2021-07-23 2021-06-30 13F SERVICENOW COM 81762P102 1,135 0 0.00 655 12.35 0.1876
2021-04-06 2021-03-31 13F SERVICENOW COM 81762P102 1,135 0 0.00 583 -10.86 0.1897
2021-02-19 2020-12-31 13F SERVICENOW COM 81762P102 1,135 -45 -3.81 654 16.37 0.2226
2020-11-04 2020-09-30 13F SERVICENOW COM 81762P102 1,180 0 0.00 562 8.49 0.2256
2020-08-11 2020-06-30 13F SERVICENOW COM 81762P102 1,180 0 0.00 518 46.33 0.2088
2020-04-23 2020-03-31 13F SERVICENOW COM 81762P102 1,180 -195 -14.18 354 -15.31 0.1769
2020-01-14 2019-12-31 13F SERVICENOW COM 81762P102 1,375 0 0.00 418 8.57 0.1860
2019-11-26 2019-09-30 13F SERVICENOW COM 81762P102 1,375 1,375 385 0.1880
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.