J. Safra Sarasin Holding 13F: Adds $8.5M to NOW Stake

On October 26, 2026, J. Safra Sarasin Holding boosted its stake in ServiceNow, Inc. (NOW) by 65,212 shares, raising its total to 154,607 shares worth about $20.2 million. This information comes from the fund's latest Form 13F filing with the SEC.

In this filing, J. Safra Sarasin's increased position represents a 72.9% increase from the previous count of 89,395 shares. The fund's reported value in ServiceNow is now approximately $20,152,280, which makes up 0.85% of its total portfolio, ranking it 35th among its holdings.

NOW ServiceNow, Inc.

$158.96 ▲ +7.81% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Where ServiceNow Fits in J. Safra Sarasin's Portfolio

J. Safra Sarasin's investment in ServiceNow reflects a notable increase in its holdings. The additional shares contribute to a significant estimated gain, as the current price is about 1% above the target mean price of $156.54.

ServiceNow, Inc. Stock Down 0.5%

ServiceNow shares recently traded around $158.15, which is slightly below the closing price of $158.96 on October 23, 2026. The stock is currently above its 50-day moving average by 15% and well above its 200-day average by 37.4%. However, it remains about 18% below its 52-week high of $192.97.

Recent Earnings

ServiceNow reported trailing twelve-month revenue of approximately $14.73 billion, with 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.

In recent transactions, several insiders sold shares of ServiceNow. Paul Edward Chamberlain, a director, sold 1,500 shares on August 13, 2026, at an average price of $125.60, totaling about $188,400. He later sold another 2,700 shares on August 27, 2026, for $365,851 at an average price of $135.50. Jacqueline P. Canney, an officer, sold 7,847 shares on August 28, 2026, at an average price of $138.00, totaling around $1,082,886. Paul G. Fipps, another officer, sold 2,034 shares on August 31, 2026, for about $300,777 at an average price of $147.87.

Analysts Set New Price Targets

On October 26, 2026, Cantor Fitzgerald maintained an overweight rating on ServiceNow with a price target of $201. Earlier, other firms like Piper Sandler and Truist Securities also maintained their ratings, with targets of $175 and $180 respectively. The consensus among analysts remains a strong buy, with a mean price target of $156.54 based on 46 opinions.

About ServiceNow

ServiceNow, Inc. provides cloud-based solutions for digital workflows across various sectors. The company offers products for IT service management, asset management, and customer service management, among others. This boost in J. Safra Sarasin's stake indicates confidence in ServiceNow's continued growth and market potential.

Bottom Line

Investors should keep an eye on ServiceNow's upcoming earnings report on October 28, 2026, and any further filings from J. Safra Sarasin. The fund's significant increase in its position shows its commitment to ServiceNow's prospects in the technology sector.