Thrivent Large Cap Growth Fund Q4 2025 Commentary [Seeking Alpha]
ServiceNow, Inc. (NOW)
Last servicenow, inc. earnings: 4/29 04:10 pm
Check Earnings Report
US:NYSE Investor Relations:
servicenow.com/company/investor-relations.html
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Source: Seeking Alpha
For the trailing twelve months ending December 31, 2025, the Fund underperformed the benchmark by -2.20%. The Russell 1000 Growth Index returned 18.56%, compared to 16.36% for Thrivent Large Cap Growth Fund. Allocation and selection both contributed to the 4Q25 outperformance, and for the trailing twelve months ending December 31, 2025, allocation and selection both detracted from performance. arthon meekodong/iStock via Getty Images Performance factors Thrivent Large Cap Growth Fund outperformed the Russell 1000 Growth Index in 4Q25. Allocation and selection contributed to the outperformance. An underweight allocation to the Information Technology sector helped performance. Additionally, not owning companies in Materials, Real This article was written by Quick Insights Outperformance was driven by underweighting Information Technology, avoiding Materials, Real Estate, and Utilities, and strong stock selection in Health Care (ISRG), Industrials (CAT, PH), and Consumer
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NOW
News
- ServiceNow: Rising From The Ashes Of The SaaSpocalypse [Seeking Alpha]Seeking Alpha
- AI's big spenders stumble as “picks and shovels” quietly win [Wealth Professional (Canada)]Wealth Professional
- Market Outlook: Investors question AI payoffs as gold hits US$5,000 [BNN Bloomberg (Canada)]BNN Bloomberg
- Databricks CEO says SaaS isn't dead, but AI will soon make it irrelevant [TechCrunch]TechCrunch
- Why ServiceNow (NOW) Stock Is Up Today [Yahoo! Finance]Yahoo! Finance
NOW
Earnings
- 1/28/26 - Beat
NOW
Sec Filings
- 2/5/26 - Form 4
- 2/5/26 - Form 4
- 2/5/26 - Form 4
- NOW's page on the SEC website