Lightspeed Management Company, L.L.C. — SERVICENOW NOW: Quarterly 13F Position History
Lightspeed Management Company, L.L.C. has reported SERVICENOW (NOW) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 1,530,400 shares ($160.0M market value, 16.20% of the equity book). Quarter-over-quarter share count change: 253,145 (-14.2%) .
- 1,530,400Shares Held (Latest Filing)
- $160.0MReported Market Value (Latest Filing)
- 16.20%Portfolio Weight (% of 13F Equity Book)
- 253,145Quarter-over-Quarter Share Change
- -$113.2MQuarter-over-Quarter Value Change
- 1,783,545Peak Reported Shares (Historical)
Recent initiation: Lightspeed Management Company, L.L.C. first reported NOW on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,530,400 | 253,145 | -14.2% | $160.0M | 16.20% | $104.55 |
| Q4 2025 | 1,783,545 | — | — | $273.2M | 19.57% | $153.19 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Lightspeed Management Company, L.L.C. first disclose a NOW position in 13F-HR filings?
Lightspeed Management Company, L.L.C. first reported SERVICENOW (NOW) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Lightspeed Management Company, L.L.C.'s most recent quarter-over-quarter share-count change in NOW?
Between Q4 2025 and Q1 2026, Lightspeed Management Company, L.L.C. reduced its NOW position by 253,145 shares (-14.2%), leaving 1,530,400 shares at a market value of $160.0M.
Does the implied price-per-share represent Lightspeed Management Company, L.L.C.'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.