In the grand theater of finance, where fortunes pivot on the twitch of a stock price, Moody Lynn & Lieberson, LLC has taken a curious bow. On October 20, 2025, the firm disclosed the sale of 2,954 shares of ServiceNow (NOW), a transaction valued at roughly $2.76 million based on Q3 averages. One might liken this to a whale trading a few barnacles from its back-substantial, yet not quite life-altering.
What happened
According to a filing with the Securities and Exchange Commission, the firm offloaded its ServiceNow stake during Q3 2025. Post-sale, it retained 30,135 shares, valued at $27.7 million. The math here is as elegant as a tax return: the fund’s ServiceNow position now constitutes 1.5% of its 13F reportable assets, down from nearly 2%. A drop in the bucket, one might say, though not so small as to be entirely forgettable.
What else to know
The fund’s top holdings, as of September 30, 2025, paint a picture of cautious optimism:
- AVGO – $127 million (6.8% of AUM)
- NVDA – $120 million (6.5% of AUM)
- MSFT – $100 million (5.4% of AUM)
- GOOGL – $98 million (5.2% of AUM)
- AAPL – $70 million (3.8% of AUM)
ServiceNow, meanwhile, lingered in the background like a forgotten guest at a dinner party. Yet, with shares trading at $938.14 as of October 28, 2025-a 1.3% dip from a year prior-it’s clear the stock hasn’t exactly been the life of the party.
Company Overview
| Metric | Value |
|---|---|
| Price (as of market close October 28) | $938.14 |
| Market Capitalization | $195 billion |
| Revenue (TTM) | $12.1 billion |
| Net Income (TTM) | $1.7 billion |
Company Snapshot
ServiceNow is the digital Swiss Army knife of enterprise software. It automates workflows, manages IT services, and even dabbles in security operations-all while serving clients from government agencies to tech giants. Its Now Platform is less a tool and more a digital ecosystem, complete with AI and machine learning to smooth the creaky gears of modern business. One might imagine its servers humming like a well-oiled metronome, keeping time for the world’s bureaucracies.
Foolish take
Moody Lynn & Lieberson, a firm managing a portfolio as diverse as a supermarket aisle, may have blinked at the wrong moment. While ServiceNow’s pre-sale stake was modest, the company’s recent foray into AI is anything but. CEO Bill McDermott, at a recent investor conference, boasted that customers are embracing AI-driven premiums with the enthusiasm of children at a candy store. And with large clients signing up at a 19% quarterly clip, ServiceNow’s growth story reads like a thriller-only the villain is inertia.
Trimming a stake in such a company feels like selling tickets to a concert just before the encore. Whether this was a calculated move or a case of missing the plot remains to be seen. But in the world of finance, as in life, timing is everything-even if we often get it wrong.
Glossary
13F reportable assets under management (AUM): The SEC’s version of a grocery list for investors-mandatory, but rarely exciting.
Assets Under Management (AUM): The total value of a fund’s investments, akin to a treasure chest’s worth if you’re a pirate with a calculator.
Quarter (Q3 2025): The third leg of the financial reporting stool, standing on equal footing with Q1 and Q2.
Top holdings: The stars of a fund’s portfolio, though sometimes they’re more like supporting actors playing lead roles.
Lagging the S&P 500: A polite way of saying, “We’re not keeping up with the Joneses.”
Market Capitalization: The price of a company’s “I’m worth this much” sticker, calculated with precision and a hint of hope.
Workflow automation: The digital equivalent of a robot doing your paperwork, minus the existential dread.
IT service management: The art of keeping computers happy so humans can focus on less technical things.
IT operations: The behind-the-scenes crew of the digital world, fixing problems before anyone notices.
Asset management (IT context): Tracking your tech gear like a parent tracks their kid’s backpack, but with spreadsheets.
Security operations: The digital bouncers of the corporate world, keeping threats out and coffee flowing.
TTM: The 12-month period ending with the most recent quarterly report, a financial time capsule.
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2025-10-29 03:03