RENAISSANCE TECHNOLOGIES LLC has opened a new $204.0M position in $NOW, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $NOW.
$NOW Hedge Fund Activity
We have seen 1,172 institutional investors add shares of $NOW stock to their portfolio, and 1,121 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- NORGES BANK added 13,192,716 shares (+inf%) to their portfolio in Q4 2025, for an estimated $2,020,992,164
- FRANKLIN RESOURCES INC removed 3,885,321 shares (-35.6%) from their portfolio in Q4 2025, for an estimated $595,192,323
- EDGEWOOD MANAGEMENT LLC removed 3,767,779 shares (-55.0%) from their portfolio in Q4 2025, for an estimated $577,186,065
- NORDEA INVESTMENT MANAGEMENT AB added 3,743,087 shares (+388.7%) to their portfolio in Q4 2025, for an estimated $573,403,497
- DAIWA SECURITIES GROUP INC. removed 3,157,600 shares (-93.1%) from their portfolio in Q4 2025, for an estimated $483,712,744
- JENNISON ASSOCIATES LLC removed 2,660,746 shares (-24.0%) from their portfolio in Q4 2025, for an estimated $407,599,679
- BANK OF MONTREAL /CAN/ removed 2,627,448 shares (-36.7%) from their portfolio in Q4 2025, for an estimated $402,498,759
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NOW Insider Trading Activity
$NOW insiders have traded $NOW stock on the open market 49 times in the past 6 months. Of those trades, 0 have been purchases and 49 have been sales.
Here’s a breakdown of recent trading of $NOW stock by insiders over the last 6 months:
- WILLIAM R MCDERMOTT (Chairman & CEO) has made 0 purchases and 21 sales selling 7,410 shares for an estimated $6,765,870.
- GINA MASTANTUONO (President and CFO) has made 0 purchases and 3 sales selling 2,594 shares for an estimated $2,216,370.
- NICHOLAS TZITZON (Vice Chairman) has made 0 purchases and 2 sales selling 2,241 shares for an estimated $1,921,163.
- RUSSELL S ELMER (General Counsel) has made 0 purchases and 5 sales selling 2,142 shares for an estimated $1,879,472.
- JACQUELINE P CANNEY (Chief People & AI Enblmt. Off.) has made 0 purchases and 5 sales selling 2,124 shares for an estimated $1,832,212.
- PAUL FIPPS (President, Global Customer Ops) has made 0 purchases and 2 sales selling 1,757 shares for an estimated $1,549,352.
- ANITA M SANDS has made 0 purchases and 6 sales selling 1,097 shares for an estimated $1,003,873.
- PAUL EDWARD CHAMBERLAIN has made 0 purchases and 2 sales selling 600 shares for an estimated $500,400.
- KEVIN THOMAS MCBRIDE (Principal Accounting Officer) has made 0 purchases and 2 sales selling 560 shares for an estimated $474,390.
- LAWRENCE JACKSON sold 265 shares for an estimated $214,708
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NOW Government Contracts
We have seen $749,146 of award payments to $NOW over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- SOFTWARE LICENSE RENEWAL: $749,146
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$NOW Congressional Stock Trading
Members of Congress have traded $NOW stock 6 times in the past 6 months. Of those trades, 3 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $NOW stock by members of Congress over the last 6 months:
- SENATOR MARKWAYNE MULLIN has traded it 2 times. They made 2 purchases worth up to $65,000 on 12/29, 09/24 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 12/17.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/17 and 1 sale worth up to $15,000 on 11/07.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 08/19.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$NOW Analyst Ratings
Wall Street analysts have issued reports on $NOW in the last several months. We have seen 14 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/05/2026
- BTIG issued a "Buy" rating on 01/29/2026
- DA Davidson issued a "Buy" rating on 01/29/2026
- Mizuho issued a "Outperform" rating on 01/21/2026
- BMO Capital issued a "Outperform" rating on 01/21/2026
- RBC Capital issued a "Outperform" rating on 01/05/2026
- Keybanc issued a "Underweight" rating on 12/15/2025
To track analyst ratings and price targets for $NOW, check out Quiver Quantitative's $NOW forecast page.
$NOW Price Targets
Multiple analysts have issued price targets for $NOW recently. We have seen 22 analysts offer price targets for $NOW in the last 6 months, with a median target of $195.0.
Here are some recent targets:
- Mike Cikos from Needham set a target price of $155.0 on 02/09/2026
- Tyler Radke from Citigroup set a target price of $237.0 on 01/30/2026
- Matthew Hedberg from RBC Capital set a target price of $185.0 on 01/29/2026
- Gil Luria from DA Davidson set a target price of $220.0 on 01/29/2026
- Steven Koenig from Macquarie set a target price of $140.0 on 01/29/2026
- Thomas Blakey from Cantor Fitzgerald set a target price of $200.0 on 01/29/2026
- Brad Reback from Stifel set a target price of $180.0 on 01/29/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $NOW ticker page for more data.
