← Top Holdings

NOWSERVICENOW INC

CUSIP: 81762P102

🔥 Bought by 3 superinvestors this quarter

4

Guru Owners

$1.41B

Total Value Held

9.2M

Total Shares

$870.2M
3.72%
$325.8M
1.10%
$205.1M
0.75%
$4.4M
0.14%

📊 Fundamentals

Market Cap$104.3B
P/E Ratio59.7x
Above market avg
Forward P/E19.9x
P/FCF21.1x
EPS (TTM)$1.67
Revenue (TTM)$13.3B
Profit Margin13.16%
Beta1.00

52-Week Range

$81.24
$211.48

Current: $99.72

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 59.7x trailing earnings → 19.9x forward · 13.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$430.8M$861.6M$1.29B$1.72BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '254 owners · $1.41B
INCREASEDPolen Capital$870.2M
REDUCEDChase Coleman$325.8M
REDUCEDRay Dalio$205.1M
REDUCEDFPA Queens Road$4.4M
SOLDBill Nygren
Q3 '255 owners · $1.59B
REDUCEDPolen Capital$1.03B
INCREASEDRay Dalio$277.9M
INCREASEDFPA Queens Road$4.4M
NEWBill Nygren$313K
Q2 '254 owners · $1.72B
REDUCEDPolen Capital$1.21B
REDUCEDChase Coleman$308.4M
REDUCEDRay Dalio$201.1M
INCREASEDFPA Queens Road$3.9M
Q1 '254 owners · $1.41B
NEWPolen Capital$756.1M
REDUCEDRay Dalio$187.0M
NEWFPA Queens Road$1.2M
SOLDPhilippe Laffont
Q4 '243 owners · $1.07B
NEWPhilippe Laffont$391.5M
NEWRay Dalio$59.8M
Q3 '241 owners · $518.4M
SOLDLee Ainslie

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
19%analyst est. 18.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
37.3%current: 37.3%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

NOW: Held by 4 superinvestors · 46 congress member trades

BUYMarkwayne MullinR
$15,001 - $50,0002025-12-29
SELLJosh GottheimerD
$1,001 - $15,0002025-12-17
SELLJulie JohnsonD
$1,001 - $15,0002025-12-09
SELLRo KhannaD
$15,001 - $50,0002025-11-10
SELLGil CisnerosD
$1,001 - $15,0002025-11-07
BUYMichael McCaulR
$1,001 - $15,0002025-10-31
BUYTony WiedR
$100,001 - $250,0002025-10-27
BUYGil CisnerosD
$1,001 - $15,0002025-10-17
SELLRo KhannaD
$1,001 - $15,0002025-10-07
BUYRo KhannaD
$1,001 - $15,0002025-08-26
SELLVal HoyleD
$1,001 - $15,0002025-08-19
SELLLisa McClainR
$1,001 - $15,0002025-08-13
SELLRo KhannaD
$1,001 - $15,0002025-08-04
BUYLisa McClainR
$1,001 - $15,0002025-08-04
SELLRo KhannaD
$1,001 - $15,0002025-07-25
BUYRo KhannaD
$1,001 - $15,0002025-07-01
SELLJohn McGuireR
$1,001 - $15,0002025-06-27
SELLRo KhannaD
$1,001 - $15,0002025-06-23
BUYLisa McClainR
$1,001 - $15,0002025-06-17
SELLLisa McClainR
$1,001 - $15,0002025-06-09
NOW Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker