ServiceNow, Inc. (NOW)
SEC filings, insider trading & institutional ownership from EDGAR.
ServiceNow provides an end-to-end intelligent workflow automation platform, the Now Platform, which is a cloud-based solution embedding AI and machine learning capabilities to help enterprises, universities, and governments unify and digitize workflows across siloed organizational functions. The Now Platform features a single data model, code base, and architecture, delivering business outcomes such as improved productivity, streamlined processes, and better employee and customer experiences. The company's product portfolio is organized into four primary workflow areas: Technology Workflows (including IT Service Management, IT Operations Management, Asset Management, Security Operations, Integrated Risk Management, and Strategic Portfolio Management), Customer and Industry Workflows (including Customer Service Management, Field Service Management, and industry-specific solutions for banking, insurance, telecommunications, healthcare, manufacturing, and public sector), Employee Workflows (including HR Service Delivery, Legal Service Delivery, and Workplace Service Delivery), and Creator & Other Workflows (including App Engine, Automation Engine, Platform Privacy and Security, and Source-to-Pay Operations).
Many products are enhanced by Now Assist, the company's generative AI solution offered at additional cost, which leverages proprietary large language models and supports third-party LLMs to improve productivity across functions like IT, customer service, HR, and software development. The company operates a multi-instance cloud architecture primarily on its own private cloud, with data centers across North America, South America, Europe, Asia, and Australia, and also supports public cloud and on-premises deployment options for regulated or specific customer needs. ServiceNow sells primarily through a global direct sales organization, supplemented by managed service providers and resale partners, serving over 8,100 customers as of December 31, 2023, across industries including government, financial services, healthcare, telecommunications, manufacturing, and technology, with growing revenue from government customers.
The company maintains strategic partnerships, including with NVIDIA, Accenture, Deloitte, EY, KPMG, and Cognizant, to enhance generative AI capabilities, and continues to grow through both organic research and development investments and strategic acquisitions, particularly in AI, process mining, and health and safety features. Competitors include enterprise application software vendors such as Oracle, SAP, Salesforce, and Workday, as well as new market entrants, in-house IT solutions, and cloud-based/SaaS vendors. As of December 31, 2023, the company held over 2,000 U.S. and foreign patents and over 600 pending patent applications, protecting its intellectual property through a combination of legal protections and contractual agreements.
ServiceNow also maintains an ESG strategy focused on environmental sustainability, diversity and inclusion, and governance, while offering products like ESG Management to help customers achieve their own sustainability goals.
AI-summarized from Item 1 (Business) of the company's most recent 10-K filing.
Financials
As reported to the SEC via XBRL, no adjustments
| Gross profit | $10.29B |
| Operating income | $1.82B |
| Diluted EPS | $1.67 |
| Gross margin | 77.5% |
| Net margin | 13.2% |
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
| Form | Filed | Accession |
|---|---|---|
| 4Fipps Paul | Sep 1, 2026 | 0001667422-26-000036EDGAR |
| 4Canney Jacqueline P | Sep 1, 2026 | 0001649609-26-000035EDGAR |
| 4Chamberlain Paul Edward | Aug 31, 2026 | 0001659774-26-000012EDGAR |
| 4McDermott William R | Aug 19, 2026 | 0001334944-26-000034EDGAR |
| 4Canney Jacqueline P | Aug 19, 2026 | 0001649609-26-000032EDGAR |
| 4Fipps Paul | Aug 19, 2026 | 0001667422-26-000033EDGAR |
| 4Fontaine Danielle | Aug 19, 2026 | 0002111929-26-000016EDGAR |
| 4Mastantuono Gina | Aug 19, 2026 | 0001465391-26-000030EDGAR |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| Fipps Paul | Aug 31, 2026 | Sell |
| Canney Jacqueline P | Aug 28, 2026 | Sell |
| Chamberlain Paul Edward | Aug 27, 2026 | Sell |
| Mastantuono Gina | Aug 17, 2026 | Tax withholding |
| Mastantuono Gina | Aug 17, 2026 | Option exercise |
Top holders
13F & 13D/G · latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc. | 9.3% | Aug 7, 2026 | $9.54B |
| Vanguard Capital Management | 6.5% | Aug 13, 2026 | $6.69B |
| STATE STREET CORPORATION | 4.8% | Aug 7, 2026 | $4.87B |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.5% | Aug 14, 2026 | $3.56B |
| MORGAN STANLEY | 2.6% | Aug 13, 2026 | $2.64B |
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Data as of Sep 15, 2026Source: SEC EDGAR.