NOW at a glance
ServiceNow (NOW, SEC CIK 1373715) filed its latest 10-K annual report on January 29, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on July 22, 2026 and Form 4 insider filings as recently as September 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), ServiceNow (NOW) reported revenue of $13.3 billion (up 20.9% from FY2024) and net income of $1.7 billion. Diluted EPS was $1.67.
- As of June 30, 2026, 56 institutional investment managers tracked by SignalX reported holding ServiceNow (NOW) shares worth $38.8 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Fipps Paul on August 31, 2026 of 2,034 shares at $147.87 per share.
- In the last 90 days, NOW insiders reported 0 open-market purchases ($0) and 4 open-market sales ($1.9M) on Form 4, a net sale of $1.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $13.3B
- +20.9% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$1.9M
- 13F holders
- 56 funds
- $38.8B · −1 vs prior quarter
- Latest 8-K
- Jul 22, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory risk: California deferred tax assets valuation allowance of $241M maintained due to uncertain realizability as of December 31, 2025
- Macroeconomic risk: Foreign currency exchange rate fluctuations impact 46% of $28.2B remaining performance obligations as of December 31, 2025
- Operational risk: Increasing contracts with 12-month terms from U.S. federal government cause variability in remaining performance obligations and renewals
- Competitive risk: Seasonality and quota-driven sales cycles create risk of revenue variability due to large enterprise buying patterns concentrated in Q4
- Financial risk: Significant sales commissions deferred and amortized over five years create long-term cost recognition impacting operating cash flow timing
Management Discussion & Analysis
- No explicit total revenue or YoY change disclosed in provided text
- No profitability or margin figures provided
- No segment performance details with numbers mentioned
- Management sees no material impact from global conflicts; monitors macroeconomic risks including inflation, interest rates, tariffs impacting economic uncertainty
Business Overview
- Core business model: Cloud-based AI-powered workflow automation platform integrating enterprise systems, data and processes to drive productivity and digital transformation
- New emphasis on AI governance tools and Now Assist AI agents enhancing responsible AI adoption and workflow orchestration
- Strategic shift focusing on AI's role in seamlessly connecting insights to business execution with extensive AI agent flexibility and human-in-the-loop control
- Workforce expanded to 29,187 employees as of Dec 31, 2025, with significant investments in AI-driven learning via ServiceNow University
- Notable acquisition of Moveworks, Inc. to enhance enterprise workflow automation with advanced machine learning and conversational AI capabilities
AI summary of the NOW 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $3.987B, up 24% YoY from $3.215B; subscription revenue $3.877B, up 25%
- Total gross margin 71% vs 77% YoY; subscription margin 73% vs 80%; services margin negative 26% vs 3%
- Worst-performing line professional services and other, with $110M revenue and negative 26% gross margin
- Six-month operating cash flow $2.257B vs $2.393B; free cash flow $2.299B vs $2.012B
- RPO $29.0B, up 21% YoY; management expects 2026 subscription revenue growth and higher subscription costs as a percentage of revenue
Risk Factors
- No Risk Factors section provided in the submitted excerpt
- New 4.250% notes due 2028, 4.700% notes due 2031, and additional maturities through 2056
- New term loan credit agreement dated April 17, 2026
- Commercial paper financing introduced through an April 1, 2026 credit agreement
- Share repurchase authorization increased by $5.0 billion in January 2026, with no repurchases during the quarter
AI summary of the NOW 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- ServiceNow reported financial results for the three months ended June 30, 2026
- Press release furnished as Exhibit 99.1 contains the detailed results for investor review
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Shareholders approved 38,000,000 additional shares for ServiceNow’s 2021 Equity Incentive Plan
- Expanded equity reserve increases potential employee compensation dilution
Item 5.07: Submission of Matters to a Vote of Security Holders
- All nine director nominees elected; Eric Yuan faced strongest opposition, with 173,762,939 shares against
- Executive compensation received advisory approval, with 654,688,799 shares for and 110,903,457 against
Item 8.01: Other Events
- Skadden issued a May 15, 2026 legal opinion on the legality of ServiceNow’s Notes
- Exhibit 5.1 provides the formal opinion supporting the Notes’ legal issuance
Item 1.01: Entry into a Material Definitive Agreement
- $4.0B debt offering completed May 15, 2026 across maturities from 2028 to 2056
- Fixed coupons ranging from 4.250% to 6.300%, creating long-term interest obligations
AI summaries of NOW 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for NOW
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Fipps Paul | Sell | Aug 31, 2026 | 2,034 | $147.87 |
| Canney Jacqueline P | Sell | Aug 28, 2026 | 7,847 | $138.00 |
| Chamberlain Paul Edward | Sell | Aug 27, 2026 | 2,700 | $135.50 |
| Fipps Paul | M | Aug 17, 2026 | 300 | - |
| Fipps Paul | F | Aug 17, 2026 | 120 | $117.70 |
| Fipps Paul | M | Aug 17, 2026 | 340 | - |
| Fipps Paul | F | Aug 17, 2026 | 136 | $117.70 |
| Fontaine Danielle | F | Aug 17, 2026 | 168 | $117.70 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $11.0B | $13.3B |
| Gross Profit | - | $8.7B | $10.3B |
| Operating Income | - | $1.4B | $1.8B |
| Net Income | - | $1.4B | $1.7B |
| Gross Margin | - | 79.2% | 77.5% |
| Op. Margin | - | 12.4% | 13.7% |
| Net Margin | - | 13.0% | 13.2% |
| Balance Sheet | |||
| Total Assets | $17.4B | $20.4B | $26.0B |
| Equity | $7.6B | $9.6B | $13.0B |
| ROE | - | 14.8% | 13.5% |
| Per Share | |||
| EPS | - | $6.84 | $1.67 |
| Cash Flow | |||
| Operating CF | - | $4.3B | $5.4B |
| CapEx | - | $852.0M | $868.0M |
Source: XBRL data in ServiceNow (NOW)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate NOW share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 56 | $38.84B |
| Q1 2026 | 57 | $44.75B |
| Q4 2025 | 57 | $67.65B |
| Q3 2025 | 58 | $90.78B |
| Q2 2025 | 57 | $94.08B |
| Q1 2025 | 56 | $52.48B |
| Q4 2024 | 51 | $51.70B |
| Q3 2024 | 48 | $20.72B |
- Marex Group plc+3.78M (+41687%)
- Morgan Stanley+3.28M (+14%)
- Goldman Sachs Group+3.24M (+42%)
- Citadel Advisors LLC+1.66M (+63%)
- Ameriprise Financial+1.52M (+28%)
- T. Rowe Price Group−18.04M (-53%)
- JPMorgan Chase & Co−17.05M (-55%)
- Two Sigma Investments−4.53M (-98%)
- D.E. Shaw & Co−2.63M (-76%)
- Franklin Resources−2.44M (-54%)
- Bridgewater Associates LP+635.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 440 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
NOW filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 31, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Jul 23, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 22, 2026 | - | Analysis | - |
| 4 | Jun 17, 2026 | - | - | - |
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NOW SEC filings: frequently asked questions
Are NOW insiders buying or selling?
In the last 90 days, ServiceNow (NOW) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $1.9 million by 3 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold NOW stock?
As of June 30, 2026, the largest ServiceNow (NOW) holders among the 13F filers tracked by SignalX were BlackRock ($9.5 billion), Vanguard Capital Management LLC ($6.7 billion), State Street Corp ($4.9 billion), Morgan Stanley ($2.6 billion), Vanguard Portfolio Management LLC ($2.5 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was NOW's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), ServiceNow (NOW) reported revenue of $13.3 billion (up 20.9% from FY2024) and net income of $1.7 billion. Diluted EPS was $1.67. The figures come from the XBRL data in the 10-K.
What are the main risks in NOW's latest 10-K?
In the 10-K filed January 29, 2026, ServiceNow (NOW) flagged: Regulatory risk: California deferred tax assets valuation allowance of $241M maintained due to uncertain realizability as of December 31, 2025. Macroeconomic risk: Foreign currency exchange rate fluctuations impact 46% of $28.2B remaining performance obligations as of December 31, 2025. (AI summary of the Risk Factors section.)
What did NOW report in its latest 8-K?
ServiceNow (NOW) filed an 8-K on July 22, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). ServiceNow reported financial results for the three months ended June 30, 2026.
What are the latest NOW SEC filings?
ServiceNow (NOW) filed its latest 10-K annual report on January 29, 2026, a 10-Q quarterly report on July 23, 2026, an 8-K current report on July 22, 2026 and a Form 4 insider filing on September 1, 2026.
What is NOW's SEC CIK number?
ServiceNow (NOW)'s SEC Central Index Key (CIK) is 1373715. EDGAR lists every NOW filing under that number.
Ask anything about NOW
The research agent reads NOW's filings, financials, insider trades and 13F holders, then answers with sources.