Filing Risk Score
88A
Regulatory filing quality and event signal from SEC disclosures
Key inputs: Recent Form 4 insider transactions · 3 filing: Form 4 insider transaction
Enterprise workflow software
ServiceNow
$NOWEnterprise workflow software company where subscription growth, renewal strength, margins, and AI features drive results.
TechnologyEnterprise workflow softwareEnterprise software
Signal summary
Sawse research signals
Scores summarize filing, market, ownership, and exposure records for research prioritization.
Insider Activity Signal
50C
Net insider buying/selling pattern and cluster activity
Key inputs: 5 insider transaction clusters · 20 Form 4 transactions
Event Momentum Score
100A
Directional signal from recent SEC event categorizations
Key inputs: 21 recent SEC filings · 6 fresh source updates
Quote & Trading
Delayed quote
$103.08
+$0 (0.00%)
Session timestamp: Jun 12, 2026, 2:46 PM
- Range
- 1M
- Start
- $89
- Latest
- $103.08
- Latest date
- Jun 11, 2026
Fundamentals
Showing the latest source-confirmed income statement values. The bar scale compares magnitude within this statement only; it is not a trend line and does not indicate positive or negative quality.
2 metrics · latest period Mar 31, 2026. 2 metrics include a prior-period comparison.
Net income
469M USD
Operating income
503M USD
| Metric | Value | Period | Prior | Change |
|---|---|---|---|---|
| Net income | 469M USD | Mar 31, 2026 | 1.75B USD | -1.28B USD (-73.2%) |
| Operating income | 503M USD | Mar 31, 2026 | 1.82B USD | -1.32B USD (-72.4%) |
Net income
Mar 31, 2026
- Value
- 469M USD
- Change
- -1.28B USD (-73.2%)
- Prior
- 1.75B USD
Operating income
Mar 31, 2026
- Value
- 503M USD
- Change
- -1.32B USD (-72.4%)
- Prior
- 1.82B USD
SEC Filings
Risk Factor Watch
16 source-confirmed changes detected
Compared 10-K 2026-01-29 with 10-K 2025-01-30.
8 Added0 Changed8 Removed
New / expanded language
Risk Factors” in Item 1A of Part I and elsewhere herein and in other reports we file with the Securities and Exchange Commission (“SEC”).
At the same time, they are seeking secure and reliable tools to manage the heightened risks associated with AI innovation and ensure measurable returns on investment.
AI models can identify patterns, make recommendations, and surface insights, but they cannot independently execute transactions, route approvals, update systems of record, or support compliance with business rules and regulatory requirements.
Materially changed
No materially changed risk-factor sentences above threshold.
8 removed risk-factor candidates
Risk Factors” section in Part I, Item 1A of this Annual Report for further discussion of the possible impact of conflicts and macroeconomic events on our business and financial results .
RPO excludes contracts that are billed in arrears, such as certain time and materials contracts, as we apply the “right to invoice” practical expedient under relevant accounting guidance.
Our customer count is subject to adjustments for acquisitions, spin-offs and other market activity; accordingly, we restate previously disclosed number of customers with ACV greater than $1 million calculations to allow for comparability.
We believe information regarding free cash flow provides useful information to investors because it is an indicator of the strength and performance of our business operations.
Source-extracted Item 1A comparison.
Jun 1, 2026View on SEC
May 28, 2026View on SEC
May 26, 2026View on SEC
May 26, 2026View on SEC
May 26, 2026View on SEC
Insider Activity
Form 4 context
Recent insider transaction activity
The 30, 90, and 365 day windows are measured backward from the newest Form 4 row loaded for this ticker. “Acquired” and “Disposed” are the Form 4 share-direction fields; they are not a Sawse conclusion about insider intent.
A cluster groups related Form 4 rows with the same transaction direction and code inside a weekly date window. Sawse flags a group as a cluster when it has multiple rows, multiple reporting owners, or at least 100,000 reported shares.
Loaded Form 4 rows20
90-day net activity+7,515Net acquired
90-day net value-$1.63MFrom 20 priced rows
Detected clusters5
Last 30 days
- Rows
- 20
- Acquired
- 45,146
- Disposed
- 37,631
- Net shares
- +7,515
- Net value
- -$1.63M
Last 90 days
- Rows
- 20
- Acquired
- 45,146
- Disposed
- 37,631
- Net shares
- +7,515
- Net value
- -$1.63M
Last 365 days
- Rows
- 20
- Acquired
- 45,146
- Disposed
- 37,631
- Net shares
- +7,515
- Net value
- -$1.63M
Cluster filter
Use clusters to inspect grouped Form 4 activity without scrolling through the full table.
Unclustered single rows remain in the table when All groups is selected.
20 transaction rows match the active filters; 12 rows are shown.
| Insider | Role | Group | Direction | Shares | Dollar value | Date |
|---|---|---|---|---|---|---|
| Briggs Teresa | director | Single row | Disposed | 1,595 | $173.38K | May 28, 2026 |
| Jackson Lawrence | director | Cluster 1 | Acquired | 3,260 | $0 | May 21, 2026 |
| Briggs Teresa | director | Cluster 1 | Acquired | 3,260 | $0 | May 21, 2026 |
| Chamberlain Paul Edward | director | Cluster 1 | Acquired | 3,260 | $0 | May 21, 2026 |
| BOSTROM SUSAN L | director | Cluster 1 | Acquired | 3,260 | $0 | May 21, 2026 |
| Quinlan Larry | director | Cluster 1 | Acquired | 3,260 | $0 | May 21, 2026 |
| LUDDY FREDERIC B | director | Cluster 1 | Acquired | 3,260 | $0 | May 21, 2026 |
| Sands Anita M | director | Cluster 1 | Acquired | 3,260 | $0 | May 21, 2026 |
| Fipps Paul | President, Global Customer Ops, officer | Cluster 2 | Disposed | 1,048 | $103.24K | May 18, 2026 |
| McDermott William R | Chairman & CEO, director, officer | Cluster 3 | Disposed | 4,160 | $0 | May 15, 2026 |
| McDermott William R | Chairman & CEO, director, officer | Cluster 4 | Acquired | 6,270 | $0 | May 15, 2026 |
| McDermott William R | Chairman & CEO, director, officer | Cluster 5 | Disposed | 2,236 | $212.58K | May 15, 2026 |
Briggs Teresa
director
Single row
- Direction
- Disposed
- Shares
- 1,595
- Dollar value
- $173.38K
- Date
- May 28, 2026
Jackson Lawrence
director
Cluster 1
- Direction
- Acquired
- Shares
- 3,260
- Dollar value
- $0
- Date
- May 21, 2026
Briggs Teresa
director
Cluster 1
- Direction
- Acquired
- Shares
- 3,260
- Dollar value
- $0
- Date
- May 21, 2026
Chamberlain Paul Edward
director
Cluster 1
- Direction
- Acquired
- Shares
- 3,260
- Dollar value
- $0
- Date
- May 21, 2026
BOSTROM SUSAN L
director
Cluster 1
- Direction
- Acquired
- Shares
- 3,260
- Dollar value
- $0
- Date
- May 21, 2026
Quinlan Larry
director
Cluster 1
- Direction
- Acquired
- Shares
- 3,260
- Dollar value
- $0
- Date
- May 21, 2026
LUDDY FREDERIC B
director
Cluster 1
- Direction
- Acquired
- Shares
- 3,260
- Dollar value
- $0
- Date
- May 21, 2026
Sands Anita M
director
Cluster 1
- Direction
- Acquired
- Shares
- 3,260
- Dollar value
- $0
- Date
- May 21, 2026
Fipps Paul
President, Global Customer Ops, officer
Cluster 2
- Direction
- Disposed
- Shares
- 1,048
- Dollar value
- $103.24K
- Date
- May 18, 2026
McDermott William R
Chairman & CEO, director, officer
Cluster 3
- Direction
- Disposed
- Shares
- 4,160
- Dollar value
- $0
- Date
- May 15, 2026
McDermott William R
Chairman & CEO, director, officer
Cluster 4
- Direction
- Acquired
- Shares
- 6,270
- Dollar value
- $0
- Date
- May 15, 2026
McDermott William R
Chairman & CEO, director, officer
Cluster 5
- Direction
- Disposed
- Shares
- 2,236
- Dollar value
- $212.58K
- Date
- May 15, 2026
Institutional Ownership
This is a partial 13F manager view, not a full shareholder register. Concentration percentages describe the manager positions currently loaded in this table. The shares-outstanding percentage divides each manager's reported shares by the latest public share-count record when available.
Observed 13F managers8
Loaded filings
Largest loaded manager0.0%
Of loaded 13F shares
Top 10 loaded share—
Only 8 loaded
Top 25 loaded share—
Only 8 loaded
Rows with movement8
Position or value
Source: SEC 13F filings. 13F reports can arrive up to 45 days after quarter end and do not represent every shareholder. Position change is the reported share-count change versus the prior available filing. Value change is the reported market-value change and can move even when the share count is unchanged.
| Manager | Period | Shares | % Shares out. | Value | Movement |
|---|---|---|---|---|---|
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 684 | 0.00% | $71.51M | Position-3.82MValue-$585.27B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 5.76M | 0.55% | $602.5B | Position+1.94MValue+$17.15B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 13.72K | 0.00% | $1.43B | Position-3.81MValue-$583.91B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 6.08K | 0.00% | $636.19M | Position-3.81MValue-$584.71B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 66.93K | 0.01% | $7B | Position-3.75MValue-$578.35B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 216 | 0.00% | $22.58M | Position-3.82MValue-$585.32B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 17.58K | 0.00% | $1.84B | Position-3.8MValue-$583.51B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 301 | 0.00% | $31.47M | Position-3.82MValue-$585.31B |
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 684
- % Shares out.
- 0.00%
- Value
- $71.51M
- Movement
- Position-3.82MValue-$585.27B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 5.76M
- % Shares out.
- 0.55%
- Value
- $602.5B
- Movement
- Position+1.94MValue+$17.15B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 13.72K
- % Shares out.
- 0.00%
- Value
- $1.43B
- Movement
- Position-3.81MValue-$583.91B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 6.08K
- % Shares out.
- 0.00%
- Value
- $636.19M
- Movement
- Position-3.81MValue-$584.71B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 66.93K
- % Shares out.
- 0.01%
- Value
- $7B
- Movement
- Position-3.75MValue-$578.35B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 216
- % Shares out.
- 0.00%
- Value
- $22.58M
- Movement
- Position-3.82MValue-$585.32B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 17.58K
- % Shares out.
- 0.00%
- Value
- $1.84B
- Movement
- Position-3.8MValue-$583.51B
AQR Capital Management, LLCPosition and value moved
Mar 2026
- Shares
- 301
- % Shares out.
- 0.00%
- Value
- $31.47M
- Movement
- Position-3.82MValue-$585.31B
Editorial Coverage
Peer Comparison
| Ticker | Category | Latest revenue | Filing Risk0-100 | Insider Signal0-100 | Event Momentum0-100 |
|---|---|---|---|---|---|
| $NOWServiceNow | Enterprise workflow software | — | 88 | 50 | 100 |
| $MSFTMicrosoft | Mega-cap software and cloud platform | 36.15B | 80 | 50 | 100 |
| $ORCLOracle | Enterprise software and cloud infrastructure | 57.4B | 96 | 50 | 100 |
| $PANWPalo Alto Networks | Cybersecurity platform | 2.27B | 100 | 45 | 100 |
$NOWServiceNow
Enterprise workflow software
—
- Filing Risk
- 88
- Insider Signal
- 50
- Event Momentum
- 100
$MSFTMicrosoft
Mega-cap software and cloud platform
36.15B
- Filing Risk
- 80
- Insider Signal
- 50
- Event Momentum
- 100
$ORCLOracle
Enterprise software and cloud infrastructure
57.4B
- Filing Risk
- 96
- Insider Signal
- 50
- Event Momentum
- 100
$PANWPalo Alto Networks
Cybersecurity platform
2.27B
- Filing Risk
- 100
- Insider Signal
- 45
- Event Momentum
- 100
- Filing Risk
- Measures the intensity of SEC filing patterns.
- Insider Signal
- Measures unusual Form 4 activity patterns.
- Event Momentum
- Measures recent material disclosure activity.
Scores run 0-100: higher means a stronger signal for that dimension, not a buy/sell rating. Market cap, YTD return, and P/E appear when quote history and share-count data are complete.