6
NOW
SERVICENOW INC · Information Technology
Consensus score 6/100 · #73 this quarter · tier-weighted across tracked managers
→NeutralPrice action since filingas of 2026-07-10
vs 50-day avg
+5.8%
21-day momentum
+0.7%
recent volume
0.62×
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
S4· DecliningStage Analysis · Weinstein
vs 30-wk avg
-6.5%
30-wk MA slope
-7.5%
rel. strength
-26.1
52-wk range
21%
Declining — below a falling 30-week trend, lagging the market. Weinstein says avoid. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
2.6%
of their portfolios
Combined value
$1.03B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Polen Capital Quality growth | 5.3% | $760M | ADD |
| Akre Capital Quality compounder | 1.9% | $115M | NEW |
| Tiger Global Management Concentrated | 0.7% | $157M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.