Cliff Asness's NOW Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 3.93 M shares of ServiceNow, Inc. (NOW) worth $601.52 M, representing 0.32% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in NOW, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2025, adding 2.06 M shares. Largest reduction occurred in Q3 2019, reducing 1.04 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's ServiceNow (NOW) Holding Value Over Time
Track share changes against reported price movement
Quarterly ServiceNow (NOW) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +2.06 M | Add 110.66% | 3.93 M | $153.19 |
| Q3 2025 | -582,780 | Reduce 23.82% | 1.86 M | $184.06 |
| Q2 2025 | +78,680 | Add 3.32% | 2.45 M | $205.18 |
| Q1 2025 | +1.25 M | Add 110.95% | 2.37 M | $153.12 |
| Q4 2024 | +323,685 | Add 40.52% | 1.12 M | $212.02 |
| Q3 2024 | +17,720 | Add 2.27% | 798,855 | $176.32 |
| Q2 2024 | +66,835 | Add 9.36% | 781,135 | $155.38 |
| Q1 2024 | +240,425 | Add 50.74% | 714,300 | $152.48 |
| Q4 2023 | +123,040 | Add 35.07% | 473,875 | $141.30 |
| Q3 2023 | +113,260 | Add 47.67% | 350,835 | $111.79 |
| Q2 2023 | -18,440 | Reduce 7.20% | 237,575 | $111.90 |
| Q1 2023 | -60,370 | Reduce 19.08% | 256,015 | $90.02 |
| Q4 2022 | -27,785 | Reduce 8.07% | 316,385 | $77.46 |
| Q3 2022 | +86,240 | Add 33.44% | 344,170 | $75.52 |
| Q2 2022 | +38,030 | Add 17.29% | 257,930 | $92.36 |
| Q1 2022 | +9,475 | Add 4.50% | 219,900 | $111.38 |
| Q4 2021 | -33,200 | Reduce 13.63% | 210,425 | $129.82 |
| Q3 2021 | -207,640 | Reduce 46.01% | 243,625 | $124.38 |
| Q2 2021 | +29,360 | Add 6.96% | 451,265 | $109.91 |
| Q1 2021 | -99,855 | Reduce 19.14% | 421,905 | $99.93 |
| Q4 2020 | +178,515 | Add 52.01% | 521,760 | $109.21 |
| Q3 2020 | +29,520 | Add 9.41% | 343,245 | $97.00 |
| Q2 2020 | +87,375 | Add 38.60% | 313,725 | $79.60 |
| Q1 2020 | -224,500 | Reduce 49.79% | 226,350 | $57.31 |
| Q4 2019 | +149,730 | Add 49.72% | 450,850 | $56.46 |
| Q3 2019 | -1.04 M | Reduce 77.53% | 301,120 | $50.77 |
| Q2 2019 | +951,865 | Add 245.10% | 1.34 M | $54.91 |
| Q1 2019 | +6,700 | Add 1.76% | 388,350 | $49.30 |
| Q4 2018 | -4,300 | Reduce 1.11% | 381,650 | $35.61 |
| Q3 2018 | +20,465 | Add 5.60% | 385,950 | $39.13 |
| Q2 2018 | +19,935 | Add 5.77% | 365,485 | $34.49 |
| Q1 2018 | +6,550 | Add 1.93% | 345,550 | $33.09 |
| Q3 2017 | +55,665 | Add 19.65% | 339,000 | $23.51 |
| Q2 2017 | +44,025 | Add 18.40% | 283,335 | $21.20 |
| Q1 2017 | +73,590 | Add 44.41% | 239,310 | $17.49 |
| Q4 2016 | -25,285 | Reduce 13.24% | 165,720 | $14.87 |
| Q3 2016 | +785 | Add 0.41% | 191,005 | $15.83 |
| Q2 2016 | -49,765 | Reduce 20.74% | 190,220 | $13.28 |
| Q1 2016 | -535,805 | Reduce 69.07% | 239,985 | $12.23 |
| Q4 2015 | +470,740 | Add 154.32% | 775,790 | $17.31 |
| Q3 2015 | +133,950 | Add 78.29% | 305,050 | $13.89 |
| Q2 2015 | +43,475 | Add 34.06% | 171,100 | $14.86 |
| Q1 2015 | -52,000 | Reduce 28.95% | 127,625 | $15.76 |
| Q4 2014 | -84,850 | Reduce 32.08% | 179,625 | $13.57 |
| Q3 2014 | +500 | Add 0.19% | 264,475 | $11.76 |
| Q2 2014 | -191,000 | Reduce 41.98% | 263,975 | $12.39 |
| Q1 2014 | +284,000 | Add 166.11% | 454,975 | $11.98 |
| Q4 2013 | +90,430 | Add 112.27% | 170,975 | $11.20 |
| Q3 2013 | +80,545 | New Buy | 80,545 | $10.39 |
| Q4 2012 | +79,500 | Add 0.00% | 79,500 | $6.00 |
Cliff Asness's ServiceNow Investment FAQs
Cliff Asness first purchased ServiceNow, Inc. (NOW) in Q4 2012, acquiring 79,500 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held ServiceNow, Inc. (NOW) for 53 quarters since Q4 2012.
Cliff Asness's largest addition to ServiceNow, Inc. (NOW) was in Q4 2025, adding 3,926,618 shares worth $601.52 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 3,926,618 shares of ServiceNow, Inc. (NOW), valued at approximately $601.52 M.
As of the Q4 2025 filing, ServiceNow, Inc. (NOW) represents approximately 0.32% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in ServiceNow, Inc. (NOW) was 3,926,618 shares, as reported at the end of Q4 2025.