Asset Management One 13F: Adds $6.4M to ServiceNow (NOW) Stake

Asset Management One boosted its stake in ServiceNow, Inc. (NOW) by 47,540 shares in a filing on October 27, 2026. This brings the total number of shares held to 563,678, with a reported value of approximately $75.5 million.

NOW ServiceNow, Inc.

$158.18 ▲ +7.28% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where ServiceNow Fits in Asset Management One's Portfolio

This new share increase represents a 9.2% change in Asset Management One's position. ServiceNow now accounts for 0.54% of the fund's total reported portfolio, ranking 31st out of 940 positions.

Other Institutional Activity in ServiceNow

Several other funds have also been active with ServiceNow shares. HB Wealth Management raised its position by 678,336 shares, totaling 716,762 shares worth about $96.1 million. Royal Fund Management added 15,627 shares, bringing its total to 15,627 shares valued at approximately $2.1 million. In contrast, Howland Capital Management trimmed its holdings by 25,543 shares, ending with 190,067 shares worth about $25.5 million.

ServiceNow, Inc. Stock Down 2.6%

As of October 26, 2026, ServiceNow's stock closed at $158.18. Recently, it was trading around $154.81, which is about 2.1% below the closing price. The stock is currently above its 50-day moving average by 12% and well above its 200-day moving average by 34.4%. However, it remains about 19.8% below its 52-week high of $192.97.

Recent Earnings

ServiceNow reported trailing twelve-month revenue of approximately $14.73 billion, showing a year-over-year growth rate of 24%. The next earnings report is scheduled for October 28, 2026.

Insider Buying and Selling at ServiceNow, Inc.

Recent insider transactions include Paul Edward Chamberlain, a director, who sold 1,500 shares at an average price of $125.60 on August 13, 2026, and 2,700 shares at $135.50 on August 27, 2026. Jacqueline P. Canney, an officer, sold 7,847 shares at $138.00 on August 28, 2026. Paul G. Fipps, another officer, sold 2,034 shares at $147.87 on August 31, 2026.

Analysts Set New Price Targets

Several analysts have maintained positive ratings on ServiceNow. On October 16, 2026, Piper Sandler maintained an Overweight rating with a price target of $175.00. StoneX also maintained a Buy rating with a target of $165.00 on October 19, 2026. Truist Securities and Guggenheim both maintained Buy ratings, with targets of $180.00 and $175.00, respectively, on October 21 and 23, 2026. Cantor Fitzgerald raised its target to $201.00 on October 26, 2026.

About ServiceNow

ServiceNow, Inc. provides cloud-based solutions for digital workflows. The company offers a range of products, including asset management, IT service management, and security operations, serving clients across North America, Europe, and Asia.

Bottom Line

Investors should keep an eye on ServiceNow's upcoming earnings report on October 28, 2026, along with any further institutional filings. Asset Management One's recent increase in shares reflects confidence in the company's growth potential.