POLEN CAPITAL MANAGEMENT LLC — SERVICENOW NOW: Quarterly 13F Position History
POLEN CAPITAL MANAGEMENT LLC has reported SERVICENOW (NOW) on 26 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2019. As of Q1 2026, the position is sized at 7,269,453 shares ($760.0M market value, 5.26% of the equity book). Quarter-over-quarter share count change: + 1,588,665 (+28.0%) .
- 7,269,453Shares Held (Latest Filing)
- $760.0MReported Market Value (Latest Filing)
- 5.26%Portfolio Weight (% of 13F Equity Book)
- +1,588,665Quarter-over-Quarter Share Change
- -$110.2MQuarter-over-Quarter Value Change
- 7,269,453Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 26 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 7,269,453 | +1,588,665 | +28.0% | $760.0M | 5.26% | $104.55 |
| Q4 2025 | 5,680,788 | +4,556,712 | +405.4% | $870.2M | 3.72% | $153.19 |
| Q3 2025 | 1,124,076 | 52,819 | -4.5% | $1.03B | 3.36% | $920.28 |
| Q2 2025 | 1,176,895 | +227,167 | +23.9% | $1.21B | 3.71% | $1028.08 |
| Q1 2025 | 949,728 | 684,867 | -41.9% | $756.1M | 2.37% | $796.14 |
| Q4 2024 | 1,634,595 | 589,149 | -26.5% | $1.73B | 4.68% | $1060.12 |
| Q3 2024 | 2,223,744 | 259,054 | -10.4% | $1.99B | 5.13% | $894.39 |
| Q2 2024 | 2,482,798 | 180,083 | -6.8% | $1.95B | 4.90% | $786.67 |
| Q1 2024 | 2,662,881 | 1,133,348 | -29.9% | $2.03B | 4.69% | $762.40 |
| Q4 2023 | 3,796,229 | 198,305 | -5.0% | $2.68B | 6.46% | $706.52 |
| Q3 2023 | 3,994,534 | 220,433 | -5.2% | $2.23B | 5.87% | $558.96 |
| Q2 2023 | 4,214,967 | 197,790 | -4.5% | $2.37B | 5.87% | $561.97 |
| Q1 2023 | 4,412,757 | 40,217 | -0.9% | $2.05B | 5.41% | $464.72 |
| Q4 2022 | 4,452,974 | +499,675 | +12.6% | $1.73B | 5.04% | $388.27 |
| Q3 2022 | 3,953,299 | +827,285 | +26.5% | $1.49B | 4.17% | $377.61 |
| Q2 2022 | 3,126,014 | 93,586 | -2.9% | $1.49B | 3.92% | $475.52 |
| Q1 2022 | 3,219,600 | +67,385 | +2.1% | $1.79B | 3.50% | $556.89 |
| Q4 2021 | 3,152,215 | +84,962 | +2.8% | $2.05B | 3.44% | $649.11 |
| Q3 2021 | 3,067,253 | 443,443 | -12.6% | $1.91B | 3.50% | $622.27 |
| Q2 2021 | 3,510,696 | +156,160 | +4.7% | $1.93B | 3.69% | $549.55 |
| Q1 2021 | 3,354,536 | +99,806 | +3.1% | $1.68B | 3.77% | $500.11 |
| Q4 2020 | 3,254,730 | +63,521 | +2.0% | $1.79B | 4.16% | $550.43 |
| Q3 2020 | 3,191,209 | 234,401 | -6.8% | $1.55B | 4.14% | $485.00 |
| Q2 2020 | 3,425,610 | +300,340 | +9.6% | $1.39B | 4.19% | $405.06 |
| Q1 2020 | 3,125,270 | +1,184,844 | +61.1% | $895.6M | 3.89% | $286.58 |
| Q4 2019 | 1,940,426 | — | — | $547.8M | 2.16% | $282.32 |
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 POLEN CAPITAL MANAGEMENT LLC first disclose a NOW position in 13F-HR filings?
POLEN CAPITAL MANAGEMENT LLC first reported SERVICENOW (NOW) on its 13F-HR filing for the period ending 2019-12-31 (Q4 2019). The position has appeared on 26 reported quarters within Pactolio's tracked window.
What was POLEN CAPITAL MANAGEMENT LLC's most recent quarter-over-quarter share-count change in NOW?
Between Q4 2025 and Q1 2026, POLEN CAPITAL MANAGEMENT LLC added 1,588,665 shares of NOW (+28.0%), bringing the total reported position to 7,269,453 shares at a market value of $760.0M.
Does the implied price-per-share represent POLEN CAPITAL MANAGEMENT LLC'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.