LongNOWJun 2026
ServiceNow, Inc.
Lakehouse believes fears that AI and vibe coding will destroy deeply embedded enterprise software platforms are too broad. ServiceNow's value lies not simply in its user…
NOW
Which hedge funds are long NOW?
1 published idea on ServiceNow, Inc. across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on ServiceNow, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.