Vault-13

SERVICETITAN INC TTAN

SHS CL A · Common Stock · CUSIP 81764X103 · ISIN US81764X1037

136 institutional holders +13 vs Q4 2024
65,364,63265.4m shares reported held*
$6.2bnreported value*
43 new 46 added 19 reduced 29 sold out net bought ≈ $335.9m (+3.5m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $95.24. Options: 12 managers hold calls ($25.2m notional), 7 hold puts ($7.1m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q4 24: 123Q1 25: 136136Q4 24Q1 25
Numbers
QuarterHolders
Q4 2024123
Q1 2025136

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $5.1mQ4 24 puts: $380.6kQ4 24P/C 0.07Q1 25 calls: $25.2mQ1 25 puts: $7.1mQ1 25P/C 0.28
Numbers
QuarterCallsPutsP/C
Q2 2024$0$0—
Q3 2024$0$0—
Q4 2024$5.1m$380.6k0.07
Q1 2025$25.2m$7.1m0.28

Biggest buyers

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Added +1,930,779+1.9m
Brookfield Corp /ON/ Added +748,748+748.7k
FRANKLIN RESOURCES INC Added +303,848+303.8k
BlackRock, Inc. Added +285,687+285.7k
Science & Technology Partners, L.P. Added +211,785+211.8k
ALLIANCEBERNSTEIN L.P. Added +209,822+209.8k
BAMCO INC /NY/ Added +204,853+204.9k
TimesSquare Capital Management, LLC Added +190,476+190.5k
VANGUARD GROUP INC Added +143,574+143.6k
GOLDMAN SACHS GROUP INC Added +132,216+132.2k

Biggest sellers

CITADEL ADVISORS LLC Sold out -286,524-286.5k
MARSHALL WACE, LLP Sold out -232,180-232.2k
Durable Capital Partners LP Reduced -225,000-225.0k
Balyasny Asset Management L.P. Reduced -208,865-208.9k
Capital Research Global Investors Reduced -174,857-174.9k
FMR LLC Reduced -139,779-139.8k
CADIAN CAPITAL MANAGEMENT, LP Sold out -125,000-125.0k
Invesco Ltd. Reduced -100,731-100.7k
Ghisallo Capital Management LLC Reduced -100,000-100.0k
Alta Park Capital, LP Sold out -87,674-87.7k

Biggest calls

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC New $11.4m120.0k shares
CITADEL ADVISORS LLC Added $3.1m33.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.4m25.2k shares
GOLDMAN SACHS GROUP INC Unchanged $1.7m18.3k shares
IMC-Chicago, LLC New $1.5m15.3k shares
JANE STREET GROUP, LLC New $1.4m14.5k shares
AMERIPRISE FINANCIAL INC New $1.3m13.8k shares
Walleye Trading LLC New $884.5k9.3k shares
GROUP ONE TRADING LLC New $741.9k7.8k shares
WOLVERINE TRADING, LLC New $543.8k5.7k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $3.6m38.3k shares
BANK OF AMERICA CORP /DE/ New $1.2m12.2k shares
CITADEL ADVISORS LLC Added $1.1m11.2k shares
WOLVERINE TRADING, LLC New $486.5k5.1k shares
DRW Securities, LLC New $475.6k5.0k shares
SIMPLEX TRADING, LLC New $304.0k3.2k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
ICONIQ STRATEGIC PARTNERS II, L.P. 13G · exempt (held before listing) -3.3 pts · filed 2025-11-14 14.9% -3.3 pts 11.9m≈ $840.4m 2025-11-14
Kuzoyan Vahe 13G · exempt (held before listing) new · filed 2025-02-13 9.8% new 8.3m≈ $585.6m 2025-02-13
Mahdessian Ara 13G · exempt (held before listing) new · filed 2025-02-13 8.6% new 7.2m≈ $506.7m 2025-02-13
15 Angels II LLC 13G · exempt (held before listing) -4.6 pts · filed 2026-02-17 7.2% -4.6 pts 5.8m≈ $409.8m 2026-02-17
FMR LLC 13G · institution new · filed 2026-08-06 6.1% new 5.1m≈ $359.4m 2026-08-06
BlackRock, Inc. 13G · institution new · filed 2026-07-30 6.1% new 5.1m≈ $358.2m 2026-07-30

Fell to 5% or below in the last year: KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (4.5%, 2026-08-13), MILLENNIUM MANAGEMENT LLC (3.8%, 2026-07-21), VANGUARD GROUP INC (0.0%, 2026-03-27), Battery Ventures XI-A, L.P. (4.2%, 2026-02-17)

Insider purchases and sales in Q1 2025

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
202Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 0 buyingQ4 23: 0 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 2 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20230—0——
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20240—0——
Q1 20250—2$1.5m—
DateInsiderTradeSharesPrice ValueTheir holding
2025-03-20 Sherry David Chief Financial Officer Sold 10,175 $94.65 $963.1k10.2k shares -3%
2025-03-20 O'Connor Michele Chief Accounting Officer Sold 5,494 $94.65 $520.0k5.5k shares -6%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ICONIQ Capital, LLC 26.17% of their portfolio SAN FRANCISCO, CA 15,510,98815.5m $1.5bn $1.5bn 26.17% Unchanged
2 Deer Management Co. LLC 79.11% of their portfolio LARCHMONT, NY 9,001,1019.0m $856.1m $856.1m 79.11% Unchanged
3 TPG GP A, LLC 9.80% of their portfolio FORT WORTH, TX 5,107,4695.1m $485.8m $485.8m 9.80% Unchanged
4 BATTERY MANAGEMENT CORP. 66.79% of their portfolio BOSTON, MA 4,827,4414.8m $459.1m $459.1m 66.79% Unchanged
5 PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio BALTIMORE, MD 2,306,1682.3m $219.3m $219.3m 0.03% Added +32.1k +32,066
6 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.48% of their portfolio LOS ANGELES, CA 2,055,7362.1m $195.5m $195.5m 0.48% Added +1.9m +1,930,779
7 Dragoneer Investment Group, LLC 4.10% of their portfolio SAN FRANCISCO, CA 2,048,9652.0m $194.9m $194.9m 4.10% Unchanged
8 GENERATION INVESTMENT MANAGEMENT LLP 1.16% of their portfolio London, X0 2,023,5022.0m $192.5m $192.5m 1.16% Reduced -13.5k -13,463
9 Index Venture Growth Associates IV Ltd 100.00% of their portfolio ST. HELIER, Y9 1,711,8621.7m $162.8m $162.8m 100.00% Unchanged
10 Brookfield Corp /ON/ 0.13% of their portfolio TORONTO, A6 1,497,4961.5m $142.4m $142.4m 0.13% Added +748.7k +748,748
11 TIGER GLOBAL MANAGEMENT LLC 0.47% of their portfolio New York, NY 1,301,3981.3m $123.8m $123.8m 0.47% Unchanged
12 SCGE MANAGEMENT, L.P. 3.37% of their portfolio MENLO PARK, CA 1,229,2851.2m $116.9m $116.9m 3.37% Unchanged
13 TimesSquare Capital Management, LLC 1.60% of their portfolio NEW YORK, NY 1,044,9141.0m $99.4m $99.4m 1.60% Added +190.5k +190,476
14 THOMA BRAVO, L.P. 0.73% of their portfolio CHICAGO, IL 1,039,0991.0m $106.9m $106.9m 0.73% Unchanged
15 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 990,364990.4k $94.2m $94.2m 0.02% Added +132.2k +132,216
16 T. Rowe Price Investment Management, Inc. 0.06% of their portfolio BALTIMORE, MD 909,131909.1k $86.5m $86.5m 0.06% Added +38.8k +38,827
17 BAMCO INC /NY/ 0.25% of their portfolio NEW YORK, NY 889,075889.1k $84.6m $84.6m 0.25% Added +204.9k +204,853
18 HarbourVest Partners LLC 54.81% of their portfolio Boston, MA 885,961886.0k $84.3m $84.3m 54.81% Added +58 +58
19 GREENOAKS LLC 4.17% of their portfolio ORINDA, CA 792,624792.6k $75.4m $75.4m 4.17% Added +69.6k +69,594
20 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 762,175762.2k $72.5m $72.5m 0.02% Added +303.8k +303,848
21 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 701,060701.1k $66.7m $66.7m 0.00% Added +143.6k +143,574
22 CANADA PENSION PLAN INVESTMENT BOARD 0.06% of their portfolio TORONTO ONTARIO, A6 691,696691.7k $65.8m $65.8m 0.06% Unchanged
23 COATUE MANAGEMENT LLC 0.26% of their portfolio New York, NY 631,258631.3k $60.0m $60.0m 0.26% Unchanged
24 BlackRock, Inc. 0.00% of their portfolio New York, NY 624,372624.4k $59.4m $59.4m 0.00% Added +285.7k +285,687
25 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio Boston, MA 533,409533.4k $50.7m $50.7m 0.02% Added +53.2k +53,235
26 Durable Capital Partners LP 0.44% of their portfolio Bethesda, MD 516,403516.4k $49.1m $49.1m 0.44% Reduced -225.0k -225,000
27 Capital International Investors 0.01% of their portfolio Los Angeles, CA 474,143474.1k $45.1m $45.1m 0.01% Added +56.3k +56,316
28 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 356,490356.5k $33.9m $33.9m 0.01% Added +209.8k +209,822
29 MAINSAIL MANAGEMENT COMPANY, LLC 38.59% of their portfolio AUSTIN, TX 343,246343.2k $32.6m $32.6m 38.59% Unchanged
30 PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio DES MOINES, IA 341,097341.1k $32.4m $32.4m 0.02% Added +94.5k +94,518
31 Artisan Partners Limited Partnership 0.05% of their portfolio Milwaukee, WI 331,884331.9k $31.6m $31.6m 0.05% Added +74.9k +74,866
32 Ghisallo Capital Management LLC 2.10% of their portfolio BOSTON, MA 253,291253.3k $24.1m $24.1m 2.10% Reduced -100.0k -100,000
33 Science & Technology Partners, L.P. 8.55% of their portfolio GREENWICH, CT 226,985227.0k $21.6m $21.6m 8.55% Added +211.8k +211,785
34 UBS Group AG 0.00% of their portfolio ZURICH, V8 178,004178.0k $16.9m $16.9m 0.00% Added +25.0k +24,963
35 Capital Research Global Investors 0.00% of their portfolio Los Angeles, CA 175,143175.1k $16.7m $16.7m 0.00% Reduced -174.9k -174,857
36 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 160,127160.1k $15.2m $15.2m 0.00% Added +97.1k +97,096
37 GILDER GAGNON HOWE & CO LLC 0.20% of their portfolio New York, NY 159,811159.8k $15.2m $15.2m 0.20% Added +39.9k +39,930
38 NZS Capital, LLC 0.64% of their portfolio DENVER, CO 148,336148.3k $14.1m $14.1m 0.64% Reduced -2.2k -2,170
39 LORD, ABBETT & CO. LLC 0.05% of their portfolio JERSEY CITY, NJ 147,578147.6k $14.0m $14.0m 0.05% Added +97.4k +97,426
40 Capital World Investors 0.00% of their portfolio LOS ANGELES, CA 124,972125.0k $11.9m $11.9m 0.00% Unchanged
41 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 121,850121.8k $11.6m $11.6m 0.01% Added +20.3k +20,270
42 Emergence GP Partners, LLC 6.77% of their portfolio San Francisco, CA 116,499116.5k $11.1m $11.1m 6.77% Unchanged
43 First Trust Capital Management L.P. 0.75% of their portfolio CHICAGO, IL 109,490109.5k $10.4m $10.4m 0.75% Unchanged
44 FMR LLC 0.00% of their portfolio BOSTON, MA 105,221105.2k $10.0m $10.0m 0.00% Reduced -139.8k -139,779
45 Burkehill Global Management, LP 0.71% of their portfolio NEW YORK, NY 100,000100.0k $9.5m $9.5m 0.71% Added +50.0k +50,000
46 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 99,26999.3k $9.4m $9.4m 0.00% Reduced -100.7k -100,731
47 JACOBSON & SCHMITT ADVISORS, LLC 1.91% of their portfolio MIDDLETON, WI 98,05598.1k $9.3m $9.3m 1.91% New
48 DF DENT & CO INC 0.12% of their portfolio BALTIMORE, MD 95,04995.0k $9.0m $9.0m 0.12% Added +13.8k +13,814
49 WCM INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio LAGUNA BEACH, CA 84,12184.1k $8.0m $8.0m 0.02% New
50 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 76,27876.3k $7.3m $7.3m 0.00% New
51 SEVEN GRAND MANAGERS, LLC 1.67% of their portfolio BRONXVILLE, NY 75,00075.0k $7.1m $7.1m 1.67% Added +35.0k +35,000
52 MAVERICK CAPITAL LTD 0.12% of their portfolio DALLAS, TX 71,46371.5k $6.8m $6.8m 0.12% Unchanged
53 Ensign Peak Advisors, Inc 0.01% of their portfolio SALT LAKE CITY, UT 65,00065.0k $6.2m $6.2m 0.01% New
54 NOTABLE CAPITAL MANAGEMENT, L.L.C. 7.13% of their portfolio MENLO PARK, CA 63,31563.3k $6.0m $6.0m 7.13% First filing
55 Alyeska Investment Group, L.P. 0.02% of their portfolio CHICAGO, IL 60,00060.0k $5.7m $5.7m 0.02% Added +10.0k +10,000
56 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 58,61858.6k $5.6m $5.6m 0.01% Reduced -208.9k -208,865
57 NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio ALBANY, NY 54,55254.6k $5.2m $5.2m 0.01% Added +18.7k +18,663
58 Ararat Capital Management LP 2.42% of their portfolio WESTPORT, CT 52,07652.1k $5.0m $5.0m 2.42% Added +27.1k +27,076
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 44,60844.6k $4.2m $4.2m 0.01% Added +40.0k +40,030
60 Roubaix Capital, LLC 2.10% of their portfolio DENVER, CO 42,33042.3k $4.0m $4.0m 2.10% New
61 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 41,42641.4k $3.9m $3.9m 0.00% Added +37.3k +37,322
62 TD Asset Management Inc 0.00% of their portfolio Toronto, A6 41,15641.2k $3.9m $3.9m 0.00% Unchanged
63 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 40,20240.2k $3.8m $3.8m 0.00% Added +15.3k +15,313
64 Altimeter Capital Management, LP 0.08% of their portfolio MENLO PARK, CA 40,00040.0k $3.8m $3.8m 0.08% Unchanged
65 NORGES BANK 0.00% of their portfolio OSLO, Q8 30,03430.0k $2.9m $2.9m 0.00% Reduced -45.0k -44,966
66 SCOPUS ASSET MANAGEMENT, L.P. 0.10% of their portfolio NEW YORK, NY 29,75929.8k $2.8m $2.8m 0.10% Reduced -17.6k -17,621
67 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 27,57727.6k $2.6m $2.6m 0.00% Added +12.1k +12,093
68 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 27,42827.4k $2.6m $2.6m 0.00% New
69 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 27,38527.4k $2.6m $2.6m 0.00% Added +12 +12
70 SOROS FUND MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 27,35627.4k $2.6m $2.6m 0.05% Added +2.4k +2,356
71 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 26,40026.4k $2.5m $2.5m 0.00% New
72 Taylor Frigon Capital Management LLC 1.48% of their portfolio SCOTTSDALE, AZ 26,14926.1k $2.5m $2.5m 1.48% New
73 Keenan Capital, LLC 0.54% of their portfolio BURLINGAME, CA 24,88724.9k $2.4m $2.4m 0.54% Unchanged
74 Zweig-DiMenna Associates LLC 0.34% of their portfolio NEW YORK, NY 22,20022.2k $2.1m $2.1m 0.34% New
75 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 21,96422.0k $2.1m $2.1m 0.00% Reduced -86.0k -86,050
76 Renaissance Capital LLC 1.48% of their portfolio Stamford, CT 20,19620.2k $1.9m $1.9m 1.48% New
77 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 18,95219.0k $1.8m $1.8m 0.00% New
78 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 18,64918.6k $1.8m $1.8m 0.00% Added +13.4k +13,401
79 MSD Partners, L.P. 1.30% of their portfolio NEW YORK, NY 18,38818.4k $1.7m $1.7m 1.30% Unchanged
80 TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio STAMFORD, CT 17,96918.0k $1.7m $1.7m 0.02% Reduced -7.0k -7,031
81 Comprehensive Financial Management LLC 0.05% of their portfolio Los Gatos, CA 15,23615.2k $1.6m $1.6m 0.05% Added +1 +1
82 Blackstone Inc. 0.01% of their portfolio NEW YORK, NY 15,00015.0k $1.4m $1.4m 0.01% Unchanged
83 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 13,60013.6k $1.3m $1.3m 0.00% Reduced -24.6k -24,600
84 B. Metzler seel. Sohn & Co. AG 0.01% of their portfolio FRANKFURT, 2M 12,83712.8k $1.2m $1.2m 0.01% New
85 Composition Wealth, LLC 0.02% of their portfolio LOS ANGELES, CA 12,40512.4k $1.2m $1.2m 0.02% New
86 Epoch Investment Partners, Inc. 0.01% of their portfolio New York, NY 11,16811.2k $1.1m $1.1m 0.01% New
87 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 10,69210.7k $1.0m $1.0m 0.01% Added +8.5k +8,481
88 GREYCROFT LP 1.02% of their portfolio NEW YORK, NY 10,00010.0k $951.1k $951.1k 1.02% Added +6.5k +6,500
89 Quadrature Capital Ltd 0.02% of their portfolio LONDON, X0 7,4507.5k $709.2k $709.2k 0.02% New
90 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 6,2886.3k $598.1k $598.1k 0.00% New
91 DARK FOREST CAPITAL MANAGEMENT LP 0.02% of their portfolio NEW YORK, NY 5,5895.6k $531.6k $531.6k 0.02% New
92 Phoenix Financial Ltd. 0.01% of their portfolio Givatayim, L3 4,8424.8k $460.5k $460.5k 0.01% Unchanged
93 PEAK6 LLC 0.02% of their portfolio AUSTIN, TX 4,7374.7k $450.5k $450.5k 0.02% New
94 SIMPLEX TRADING, LLC 0.01% of their portfolio CHICAGO, IL 3,8313.8k $364.0k $364.0k 0.01% New
95 Malaga Cove Capital, LLC 0.15% of their portfolio PV ESTATES, CA 3,6683.7k $348.9k $348.9k 0.15% New
96 XTX Topco Ltd 0.02% of their portfolio LONDON, X0 3,4113.4k $324.4k $324.4k 0.02% New
97 Squarepoint Ops LLC 0.00% of their portfolio NEW YORK, NY 3,2683.3k $310.8k $310.8k 0.00% Reduced -30.6k -30,577
98 OFI INVEST ASSET MANAGEMENT 0.01% of their portfolio ISSY LES MOULINEAUX, I0 3,0143.0k $265.4k $265.4k 0.01% New
99 Harbour Capital Advisors, LLC 0.06% of their portfolio TYSONS CORNER, VA 2,8002.8k $251.7k $251.7k 0.06% New
100 COMERICA BANK 0.00% of their portfolio DALLAS, TX 2,7782.8k $264.2k $264.2k 0.00% Added +2.8k +2,775