← Top Holdings

NOWSERVICENOW INC

CUSIP: 81762P102

6

Guru Owners

$1.04B

Total Value Held

10.0M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Polen Capital	Polen Capital Management	7269453	$760.0M	5.26%	$104.55	Q1 2026
Chase Coleman	Tiger Global Management	1500000	$156.8M	0.69%	$104.55	Q1 2026
Chuck Akre	Akre Capital Management	1096099	$114.6M	1.87%	$104.55	Q1 2026
Torray LLC	Torray LLC	54854	$5.7M	0.84%	$104.55	Q1 2026
FPA Queens Road	Bragg Financial Advisors	33356	$3.5M	0.11%	$104.55	Q1 2026
Hillman Value Fund	Hillman Capital Management	3377	$353K	0.25%	$104.55	Q1 2026

$760.0M

5.26%

$156.8M

0.69%

$114.6M

1.87%

$5.7M

0.84%

FPA Queens Road

$3.5M

0.11%

Hillman Value Fund

$353K

0.25%

📊 Fundamentals

Market Cap$114.2B

P/E Ratio65.9x

Above market avg

Forward P/E22.0x

P/FCF22.4x

EPS (TTM)$1.68

Revenue (TTM)$14.0B

Profit Margin12.59%

Beta0.96

52-Week Range

$81.24

$210.20

Current: $110.73

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 65.9x trailing earnings → 22.0x forward · 12.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '266 owners · $1.04B

INCREASEDPolen Capital$760.0M

REDUCEDChase Coleman$156.8M

NEWChuck Akre$114.6M

INCREASEDTorray LLC$5.7M

INCREASEDFPA Queens Road$3.5M

NEWHillman Value Fund$353K

Q4 '255 owners · $1.41B

INCREASEDPolen Capital$870.2M

REDUCEDChase Coleman$325.8M

REDUCEDRay Dalio$205.1M

REDUCEDTorray LLC$6.2M

REDUCEDFPA Queens Road$4.4M

SOLDBill Nygren

Q3 '256 owners · $1.60B

REDUCEDPolen Capital$1.03B

INCREASEDRay Dalio$277.9M

REDUCEDTorray LLC$7.6M

INCREASEDFPA Queens Road$4.4M

NEWBill Nygren$313K

Q2 '255 owners · $1.73B

REDUCEDPolen Capital$1.21B

REDUCEDChase Coleman$308.4M

REDUCEDRay Dalio$201.1M

INCREASEDTorray LLC$8.8M

INCREASEDFPA Queens Road$3.9M

Q1 '255 owners · $1.41B

NEWPolen Capital$756.1M

REDUCEDRay Dalio$187.0M

REDUCEDTorray LLC$6.4M

NEWFPA Queens Road$1.2M

SOLDPhilippe Laffont

Q4 '244 owners · $1.07B

NEWPhilippe Laffont$391.5M

NEWRay Dalio$59.8M

NEWTorray LLC$8.7M

💰 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. 18.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

36.6%current: 36.6%

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 6 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

$15,001 - $50,0002025-11-10

SELLGil CisnerosD

$1,001 - $15,0002025-11-07

BUYMichael McCaulR

$1,001 - $15,0002025-10-31

$100,001 - $250,0002025-10-27

BUYGil CisnerosD

$1,001 - $15,0002025-10-17

$1,001 - $15,0002025-10-07

$1,001 - $15,0002025-08-26

$1,001 - $15,0002025-08-19

SELLLisa McClainR

$1,001 - $15,0002025-08-13

$1,001 - $15,0002025-08-04

BUYLisa McClainR

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-07-25

$1,001 - $15,0002025-07-01

SELLJohn McGuireR

$1,001 - $15,0002025-06-27

$1,001 - $15,0002025-06-23

BUYLisa McClainR

$1,001 - $15,0002025-06-17

SELLLisa McClainR

$1,001 - $15,0002025-06-09