HMI Capital Management, L.P.: SERVICENOW INC (NOW): Quarterly 13F Position History
As of Q2 2026, HMI Capital Management, L.P. reported 416,100 shares of SERVICENOW INC (NOW), worth $41.3M and representing 6.0% of its 13F equity book. Quarter-over-quarter share count change: + 166,300 (+66.6%) . The position first appeared in Q4 2019 and has been disclosed across 27 13F-HR filings in Pactolio's tracked window.
- 416,100Shares Held (Latest Filing)
- $41.3MReported Market Value (Latest Filing)
- 6.0%Portfolio Weight (% of 13F Equity Book)
- +166,300Quarter-over-Quarter Share Change
- +$15.2MQuarter-over-Quarter Value Change
- 416,100Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 27 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 416,100 | +166,300 | +66.6% | $41.3M | 6.0% | $99.3 |
| Q1 2026 | 249,800 | +249,800 | – | $26.1M | 3.5% | $104.5 |
| Q4 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2025 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2024 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2023 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2022 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2021 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2020 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2020 | 0 | 170,402 | -100.0% | $0 | 0.0% | – |
| Q4 2019 | 170,402 | – | – | $48.1M | 3.8% | $282.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did HMI Capital Management, L.P. first disclose a NOW position in 13F-HR filings?
HMI Capital Management, L.P. first reported SERVICENOW INC (NOW) on its 13F-HR filing for the period ending 2019-12-31 (Q4 2019). The position has appeared on 27 reported quarters within Pactolio's tracked window.
What was HMI Capital Management, L.P.'s most recent quarter-over-quarter share-count change in NOW?
Between Q1 2026 and Q2 2026, HMI Capital Management, L.P. added 166,300 shares of NOW (+66.6%), bringing the total reported position to 416,100 shares at a market value of $41.3M.
Does the implied price-per-share represent HMI Capital Management, L.P.'s cost basis in NOW?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.