Polen Capital trim ServiceNow, Inc. Common Stock
Polen Capital trim $2.0B of disclosed value in ServiceNow, Inc. Common Stock.
Signal
Investor Move
Action
Trim
Capital
$2.0B disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Jun 30, 2024
Total Changes
116
New
12
Reduced/Sold
72
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| ADSK | Autodesk, Inc. | Reduced | $10.4M | 0.03% |
| SHOP | Shopify Inc. | Increased | $972.4M | 0.02% |
| NFLX | Netflix, Inc. | Reduced | $1.4B | 0.02% |
| MSCI | MSCI Inc. | Increased | $795.1M | 0.02% |
| AMZN | Amazon.com, Inc. | Reduced | $5.7B | 0.01% |
| ALGN | Align Technology, Inc. | Reduced | $4.8M | 0.01% |
| CRM | Salesforce, Inc. | Reduced | $1.7B | 0.01% |
| GOOG | Alphabet Inc. | Increased | $3.1B | 0.01% |
| ACN | Accenture plc | Reduced | $1.3B | 0.01% |
| MA.BA | Mastercard Incorporated | Reduced | $1.9B | 0.01% |
| 2824100 | ABBOTT LABS | Reduced | $1.6B | 0.01% |
| V.BA | Visa Inc. | Reduced | $2.1B | 0.01% |
| WDAY | Workday, Inc. | Reduced | $766.6M | 0.01% |
| 9066101 | AIRBNB INC | Reduced | $1.5B | 0.01% |
| NKE | NIKE, Inc. | Reduced | $675.9M | 0.01% |
| TMO | Thermo Fisher Scientific Inc. | Reduced | $1.7B | 0% |
| IT | Gartner, Inc. | Reduced | $741.3M | 0% |
| 464287614 | ISHARES TR | Increased | $108.6M | 0% |
| NOW | ServiceNow, Inc. | Reduced | $2B | 0% |
| NVO | Novo Nordisk A/S | Increased | $1.1B | 0% |