NOW
NOW reference view — institutional positioning, fundamentals and flow.
AC intelligence is being prepared for this ticker. Review the signal stack, ownership mix and insider tape below for the data behind our read.
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 61.0 | P/S | — |
| EV/EBITDA | — | P/B | 12.27 |
| Revenue (TTM) | — | Rev YoY | — |
| Gross margin | — | Op margin | — |
| Net income | — | FCF | — |
| Cash | — | Debt | — |
| Dividend | — | Buybacks 1Y | — |
Fundamentals snapshot for NOW. Valuation multiples, margins, and balance-sheet position across two key/value columns. AC commentary expands as the narrative for this ticker is published.
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 68.0M | 0.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 68.0M | 0.1% | — |
| State Street | 48.1M | 0.2% | +0% |
| BlackRock, Inc. | 38.6M | 0.1% | +2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 25.2M | 0.1% | — |
| BlackRock, Inc. | 22.1M | 0.0% | — |
Top institutional owners for NOW as of the most recent 13F window (Mar 2026). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Role | Action | Shares | $ value |
|---|---|---|---|---|---|
| JUN 01 | Briggs Teresa | — | SELL | 2K | −$173K |
| MAY 18 | Sands Anita M | — | SELL | 16K | −$1M |
| MAY 18 | Fipps Paul | — | SELL | 1K | −$103K |
| MAY 18 | Chamberlain Paul Edward | — | SELL | 2K | −$131K |
| MAY 12 | Fipps Paul | — | SELL | 151 | −$14K |
| APR 28 | Canney Jacqueline P | — | SELL | 9K | −$800K |
1 insider buy, 19 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.