L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 8 Feb 2024
Managers listing it
31
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 28 listed it in both
Shares listed
31,834,048
combined, among listed positions
Reported value
$22.5bn
combined, at the quarter end

Among the 93 comparable managers: 14 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing NOW in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

31 of 31 holders

ActionFiling
T. Rowe Price Associates Inc8,478,857$6.0bn0.80%Trimmed-458,79416 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)4,833,363$3.4bn0.26%Added+796,5675 Nov 2026 (the filing on sec.gov)
Polen Capital Management LLC3,796,364$2.7bn6.46%Trimmed-198,17010 May 2024 (the filing on sec.gov)
Capital Research Global Investors3,405,584$2.4bn0.59%Added+27313 Feb 2024 (the filing on sec.gov)
MFS Investment Management2,281,748$1.6bn0.52%Added+81,0288 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP2,087,531$1.5bn0.27%Trimmed-187,36712 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP1,677,512$1.2bn0.46%Trimmed-391,72214 Feb 2024 (the filing on sec.gov)
Invesco Ltd1,608,413$1.1bn0.27%Trimmed-1,19113 Feb 2024 (the filing on sec.gov)
Neuberger Berman Group LLC653,349$462m0.40%Trimmed-265,56914 Nov 2024 (the filing on sec.gov)
Tiger Global Management LLC579,655$410m2.91%Trimmed-14,80014 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd519,141$367m0.22%Trimmed-21,27614 Feb 2024 (the filing on sec.gov)
Farallon Capital Management LLC421,250$298m1.36%Trimmed-56,30014 Feb 2024 (the filing on sec.gov)
D. E. Shaw & Co.273,484$193m0.17%Added+157,16314 Feb 2024 (the filing on sec.gov)
Coatue Management LLC238,102$168m0.71%Newnew14 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC137,293$97m0.18%Trimmed-132,46114 Feb 2024 (the filing on sec.gov)
Arrowstreet Capital LP118,700$84m0.09%Added+72,03814 Feb 2024 (the filing on sec.gov)
Acadian Asset Management LLC116,152$82m0.32%Added+76,11213 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP101,691$72m0.28%Trimmed-61,09114 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC94,775$67m0.13%Added+24,60814 Feb 2024 (the filing on sec.gov)
Two Sigma Investments LP79,293$56m0.13%Added+50,99114 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP70,000$49m0.31%Newnew14 Feb 2024 (the filing on sec.gov)
Man Group PLC68,258$48m0.13%Trimmed-102,97014 Feb 2024 (the filing on sec.gov)
Marshall Wace LLP64,646$46m0.08%Added+46314 Feb 2024 (the filing on sec.gov)
Two Sigma Advisers LP51,200$36m0.08%Trimmed-16,30014 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC41,100$29munder 0.1%Newnew13 Feb 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
28 in Q3 2024 to 34 in Q2 2026

Tracked managers listing it, at least.

0102030402014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
NOW by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201310$2.0bnn.a.n.a.
Q3 20136$2.6bnn.a.n.a.
Q4 20136$2.5bnn.a.n.a.
Q1 20148$2.2bnn.a.n.a.
Q2 20148$2.6bnn.a.n.a.
Q3 201411$2.1bnn.a.n.a.
Q4 20149$2.3bnn.a.n.a.
Q1 201510$2.7bnn.a.n.a.
Q2 20159$2.9bnn.a.n.a.
Q3 201512$3.1bnn.a.n.a.
Q4 201515$3.8bnn.a.n.a.
Q1 201611$2.7bnn.a.n.a.
Q2 201614$2.9bnn.a.n.a.
Q3 201610$3.5bnn.a.n.a.
Q4 201613$3.3bnn.a.n.a.
Q1 201719$3.8bnn.a.n.a.
Q2 201723$5.6bnn.a.n.a.
Q3 201724$6.2bnn.a.n.a.
Q4 201718$7.1bnn.a.n.a.
Q1 201823$9.4bnn.a.n.a.
Q2 201824$9.6bnn.a.n.a.
Q3 201831$9.9bnn.a.n.a.
Q4 201819$8.4bnn.a.n.a.
Q1 201929$11.8bnn.a.n.a.
Q2 201934$14.0bnn.a.n.a.
Q3 201932$13.0bnn.a.n.a.
Q4 201927$13.7bnn.a.n.a.
Q1 202039$13.1bnn.a.n.a.
Q2 202032$17.9bnn.a.n.a.
Q3 202029$20.2bnn.a.n.a.
Q4 202030$21.9bnn.a.n.a.
Q1 202132$20.9bnn.a.n.a.
Q2 202136$23.7bnn.a.n.a.
Q3 202139$26.5bnn.a.n.a.
Q4 202137$27.1bnn.a.n.a.
Q1 202233$21.5bnn.a.n.a.
Q2 202233$17.5bnn.a.n.a.
Q3 202233$14.1bnn.a.n.a.
Q4 202230$14.8bnn.a.n.a.
Q1 202330$16.1bnn.a.n.a.
Q2 202327$18.7bnn.a.n.a.
Q3 202335$18.3bnn.a.n.a.
Q4 202331$22.5bn1419
Q1 202435$23.9bn2115
Q2 202435$22.8bn2016
Q3 202428$25.9bn1018
Q4 202435$30.5bn2016
Q1 202535$20.3bn2016
Q2 202530$24.9bn1913
Q3 202531$20.0bn1614
Q4 202538$17.6bn424
Q1 202637$12.2bn2223
Q2 202634$7.9bn2026

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

NOW and GOOGL →NOW and AMZN →NOW and MSFT →Choose a stock to compare with NOW →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own NOW, latest filings →Back to the 13F Explorer →