# ServiceNow (NOW): value investors who own it | moatshark

3 value investors held ServiceNow in their Q3 2026 13F, led by Polen Capital Management, Akre Capital Management, Vulcan Value Partners.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Polen Capital Management | 4.6% | $533m | Trimmed -26% | 27 |
| Akre Capital Management | 2.4% | $124m | Added +14% | 2 |
| Vulcan Value Partners | 1.7% | $57.1m | Added +7.7% | 2 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-31 | Fipps Paul | President, Global Customer Ops | Sold | 2034 | $301k |
| 2026-08-28 | Canney Jacqueline P | Chief People & AI Enblmt. Off. | Sold | 7847 | $1.1m |
| 2026-08-27 | Chamberlain Paul Edward | Director | Sold | 2700 | $366k |
| 2026-08-13 | Chamberlain Paul Edward | Director | Sold | 1500 | $188k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Vulcan Value Partners Fund | Vulcan Value Partners | 4.9% | $11.2m | 2026-07-31 |
| Polen Global Growth Fund | Polen Capital Management | 3.1% | $3.4m | 2026-07-31 |
| Akre Focus ETF | Akre Capital Management | 2.3% | $122m | 2026-07-31 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/now). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.