13F Portfolios

Praesidium Investment Management Company, LLC: SERVICENOW (NOW): Quarterly 13F Position History

As of Q1 2026, Praesidium Investment Management Company, LLC reported 352,756 shares of SERVICENOW (NOW), worth $36.9M and representing 8.8% of its 13F equity book. Quarter-over-quarter share count change: + 12,951 (+3.8%) . The position first appeared in Q3 2016 and has been disclosed across 39 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 39 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 352,756 +12,951 +3.8% $36.9M 8.8% $104.5
Q4 2025 339,805 +272,539 +405.2% $52.1M 9.6% $153.2
Q3 2025 67,266 1,145 -1.7% $61.9M 12.1% $920.3
Q2 2025 68,411 10,209 -13.0% $70.3M 12.4% $1028.1
Q1 2025 78,620 5,530 -6.6% $62.6M 11.7% $796.1
Q4 2024 84,150 6,528 -7.2% $89.2M 15.0% $1060.1
Q3 2024 90,678 0 $81.1M 13.6% $894.4
Q2 2024 90,678 27,903 -23.5% $71.3M 13.6% $786.7
Q1 2024 118,581 46,233 -28.1% $90.4M 13.3% $762.4
Q4 2023 164,814 19,584 -10.6% $116.4M 14.4% $706.5
Q3 2023 184,398 60,501 -24.7% $103.1M 13.3% $559.0
Q2 2023 244,899 113,162 -31.6% $137.6M 12.5% $562.0
Q1 2023 358,061 7,925 -2.2% $166.4M 15.0% $464.7
Q4 2022 365,986 +34,926 +10.5% $142.1M 14.4% $388.3
Q3 2022 331,060 +21,777 +7.0% $125.0M 12.2% $377.6
Q2 2022 309,283 +170 +0.1% $147.1M 12.8% $475.5
Q1 2022 309,113 17,206 -5.3% $172.1M 12.0% $556.9
Q4 2021 326,319 8,482 -2.5% $211.8M 11.9% $649.1
Q3 2021 334,801 5,035 -1.5% $208.3M 11.5% $622.3
Q2 2021 339,836 64,778 -16.0% $186.8M 10.0% $549.6
Q1 2021 404,614 18,893 -4.5% $202.4M 10.4% $500.1
Q4 2020 423,507 10,339 -2.4% $233.1M 12.0% $550.4
Q3 2020 433,846 23,892 -5.2% $210.4M 12.6% $485.0
Q2 2020 457,738 257,175 -36.0% $185.4M 12.0% $405.1
Q1 2020 714,913 +43,559 +6.5% $204.9M 16.6% $286.6
Q4 2019 671,354 +44,161 +7.0% $189.5M 11.7% $282.3
Q3 2019 627,193 +7,937 +1.3% $159.2M 10.4% $253.9
Q2 2019 619,256 6,691 -1.1% $170.0M 10.6% $274.6
Q1 2019 625,947 +12,152 +2.0% $154.3M 10.2% $246.5
Q4 2018 613,795 +187,582 +44.0% $109.3M 9.2% $178.0
Q3 2018 426,213 +33,541 +8.5% $83.4M 5.8% $195.6
Q2 2018 392,672 +2,838 +0.7% $67.7M 5.1% $172.5
Q1 2018 389,834 +15,954 +4.3% $64.5M 5.3% $165.4
Q4 2017 373,880 3,416 -0.9% $48.8M 3.8% $130.4
Q3 2017 377,296 9,012 -2.3% $44.3M 3.6% $117.5
Q2 2017 386,308 +18,929 +5.2% $40.9M 3.2% $106.0
Q1 2017 367,379 +29,735 +8.8% $32.1M 2.6% $87.5
Q4 2016 337,644 6,870 -2.0% $25.1M 2.0% $74.3
Q3 2016 344,514 $27.3M 2.3% $79.1

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 Praesidium Investment Management Company, LLC first disclose a NOW position in 13F-HR filings?

Praesidium Investment Management Company, LLC first reported SERVICENOW (NOW) on its 13F-HR filing for the period ending 2016-09-30 (Q3 2016). The position has appeared on 39 reported quarters within Pactolio's tracked window.

What was Praesidium Investment Management Company, LLC's most recent quarter-over-quarter share-count change in NOW?

Between Q4 2025 and Q1 2026, Praesidium Investment Management Company, LLC added 12,951 shares of NOW (+3.8%), bringing the total reported position to 352,756 shares at a market value of $36.9M.

Does the implied price-per-share represent Praesidium Investment Management Company, 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.