SERVICETITAN INC TTAN
SHS CL A · Common Stock · CUSIP 81764X103 · ISIN US81764X1037
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersGlendale, CA
- Websiteservicetitan.com
- FilingsSEC EDGAR
* 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 ($4.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $106.25. Options: 12 managers hold calls ($145.2m notional), 10 hold puts ($19.3m).
Trends to Q4 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2024 | 123 |
| Q1 2025 | 136 |
| Q2 2025 | 268 |
| Q3 2025 | 290 |
| Q4 2025 | 340 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2025 | 89 | 48 |
| Q2 2025 | 219 | 48 |
| Q3 2025 | 186 | 132 |
| Q4 2025 | 213 | 133 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $25.2m | $7.1m | 0.28 |
| Q2 2025 | $123.6m | $31.8m | 0.26 |
| Q3 2025 | $146.3m | $20.6m | 0.14 |
| Q4 2025 | $145.2m | $19.3m | 0.13 |
Biggest buyers
| FULLER & THALER ASSET MANAGEMENT, INC. | New | +1.7m |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Added | +1.2m |
| FMR LLC | Added | +1.2m |
| Madison Asset Management, LLC | New | +638.1k |
| Artisan Partners Limited Partnership | Added | +519.0k |
| FRANKLIN RESOURCES INC | Added | +508.8k |
| VANGUARD GROUP INC | Added | +439.1k |
| NATIXIS ADVISORS, LLC | New | +367.8k |
| Liontrust Investment Partners LLP | Added | +342.1k |
| JANUS HENDERSON GROUP PLC | Added | +298.8k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -3.1m |
| Invesco Ltd. | Sold out | -1.3m |
| BATTERY MANAGEMENT CORP. | Reduced | -763.7k |
| MARSHALL WACE, LLP | Reduced | -526.6k |
| OPPENHEIMER & CO INC | Reduced | -503.7k |
| Deer Management Co. LLC | Reduced | -491.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -392.6k |
| Alyeska Investment Group, L.P. | Reduced | -377.6k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -377.2k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -332.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $42.1m395.1k shares |
| Walleye Trading LLC | Reduced | $24.6m230.7k shares |
| JANE STREET GROUP, LLC | Reduced | $21.6m202.7k shares |
| CITADEL ADVISORS LLC | Reduced | $18.7m175.5k shares |
| PEAK6 LLC | Reduced | $11.9m111.8k shares |
| GROUP ONE TRADING LLC | Added | $8.0m75.4k shares |
| Walleye Capital LLC | New | $5.0m47.0k shares |
| Twin Tree Management, LP | New | $4.8m45.1k shares |
| IMC-Chicago, LLC | New | $4.4m41.0k shares |
| SIMPLEX TRADING, LLC | Added | $2.3m22.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $7.4m69.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.4m50.4k shares |
| IMC-Chicago, LLC | New | $1.9m17.7k shares |
| PEAK6 LLC | New | $1.5m14.4k shares |
| Walleye Trading LLC | Reduced | $1.2m11.7k shares |
| TUDOR INVESTMENT CORP ET AL | New | $681.6k6.4k shares |
| Walleye Capital LLC | New | $521.9k4.9k shares |
| JANE STREET GROUP, LLC | Reduced | $447.3k4.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $170.4k1.6k shares |
| GROUP ONE TRADING LLC | Reduced | $106.5k1.0k 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.
| Holder | Stake |
|---|---|
| ICONIQ STRATEGIC PARTNERS II, L.P. 13G · exempt (held before listing) -3.3 pts · filed 2025-11-14 | 14.9% |
| Kuzoyan Vahe 13G · exempt (held before listing) new · filed 2025-02-13 | 9.8% |
| Mahdessian Ara 13G · exempt (held before listing) new · filed 2025-02-13 | 8.6% |
| 15 Angels II LLC 13G · exempt (held before listing) -4.6 pts · filed 2026-02-17 | 7.2% |
| FMR LLC 13G · institution new · filed 2026-08-06 | 6.1% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-30 | 6.1% |
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 Q4 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 2 | $1.5m | — |
| Q2 2025 | 0 | — | 4 | $7.7m | — |
| Q3 2025 | 0 | — | 6 | $54.2m | $38.4m |
| Q4 2025 | 0 | — | 4 | $38.0m | $36.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-17 | Sherry David Chief Financial Officer | Sold | $1.2m11.7k shares |
| 2025-12-17 | Mahdessian Ara Chief Executive Officer, director | Sold | $320.0k3.0k shares |
| 2025-12-17 | Kuzoyan Vahe President, director | Sold | $320.0k3.0k shares |
| 2025-12-17 | O'Connor Michele Chief Accounting Officer | Sold | $176.7k1.7k shares |
| 2025-12-16 | Kuzoyan Vahe President, director | Sold plan | $1.7m16.4k shares |
| 2025-12-15 | Kuzoyan Vahe President, director | Sold plan | $1.7m16.4k shares |
| 2025-12-11 | Mahdessian Ara Chief Executive Officer, director · By the AMKE Trust dated February 1, 2019 | Sold plan | $4.6m42.7k shares |
| 2025-12-10 | Mahdessian Ara Chief Executive Officer, director · By the AMKE Trust dated February 1, 2019 | Sold plan | $9.5m88.5k shares |
| 2025-12-09 | O'Connor Michele Chief Accounting Officer | Sold | $260.6k2.5k shares |
| 2025-12-03 | Sherry David Chief Financial Officer | Sold plan | $77.3k833 shares |
| 2025-12-02 | Sherry David Chief Financial Officer | Sold plan | $75.0k833 shares |
| 2025-11-18 | Sherry David Chief Financial Officer | Sold plan | $71.4k833 shares |
| 2025-11-17 | Sherry David Chief Financial Officer | Sold plan | $71.8k833 shares |
| 2025-11-12 | Kuzoyan Vahe President, director | Sold plan | $1.5m16.4k shares |
| 2025-11-11 | Kuzoyan Vahe President, director | Sold plan | $1.5m16.4k shares |
| 2025-11-06 | Mahdessian Ara Chief Executive Officer, director · By the AMKE Trust dated February 1, 2019 | Sold plan | $4.3m46.5k shares |
| 2025-11-05 | Mahdessian Ara Chief Executive Officer, director · By the AMKE Trust dated February 1, 2019 | Sold plan | $1.3m14.3k shares |
| 2025-10-21 | Sherry David Chief Financial Officer | Sold plan | $82.2k853 shares |
| 2025-10-20 | Sherry David Chief Financial Officer | Sold plan | $77.5k833 shares |
| 2025-10-14 | Mahdessian Ara Chief Executive Officer, director · By the AMKE Trust dated February 1, 2019 | Sold plan | $3.1m32.0k shares |
| 2025-10-13 | Mahdessian Ara Chief Executive Officer, director · By the AMKE Trust dated February 1, 2019 | Sold plan | $3.1m32.0k shares |
| 2025-10-10 | Bessemer Venture Partners VIII L.P. +4 10% owner · See footnote | Sold | $49.9k492 shares |
| 2025-10-09 | Bessemer Venture Partners VIII L.P. +4 10% owner · See footnote | Sold | $4.1m40.8k shares |
| 2025-10-09 | Kuzoyan Vahe President, director | Sold plan | $1.7m16.4k shares |
| 2025-10-08 | Kuzoyan Vahe President, director | Sold plan | $1.6m16.4k shares |
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, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| ICONIQ Capital, LLC 18.54% of their portfolio | 11.5m $1.2bn | Unchanged |
| Deer Management Co. LLC 60.00% of their portfolio | 5.8m $617.3m | Reduced -491.3k |
| VANGUARD GROUP INC 0.01% of their portfolio | 4.9m $518.5m | Added +439.1k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.99% of their portfolio | 3.5m $368.9m | Added +1.2m |
| BATTERY MANAGEMENT CORP. 56.43% of their portfolio | 3.3m $351.4m | Reduced -763.7k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 2.7m $284.8m | Reduced -3.1m |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 2.0m $214.5m | Added +508.8k |
| FMR LLC 0.01% of their portfolio | 1.8m $190.1m | Added +1.2m |
| GENERATION INVESTMENT MANAGEMENT LLP 1.29% of their portfolio | 1.8m $186.5m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 1.7m $183.0m | Added +12.9k |
| Index Venture Growth Associates IV Ltd 65.54% of their portfolio | 1.7m $182.3m | Unchanged |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.31% of their portfolio | 1.7m $179.4m | New |
| Artisan Partners Limited Partnership 0.26% of their portfolio | 1.6m $172.2m | Added +519.0k |
| GREENOAKS LLC 5.55% of their portfolio | 1.6m $165.3m | Added +264.9k |
| SCGE MANAGEMENT, L.P. 2.98% of their portfolio | 1.2m $130.9m | Unchanged |
| Capital International Investors 0.02% of their portfolio | 1.2m $130.4m | Added +236.3k |
| BAMCO INC /NY/ 0.32% of their portfolio | 1.1m $116.8m | Added +134.3k |
| NORGES BANK 0.01% of their portfolio | 1.1m $112.7m | Not comparable |
| THOMA BRAVO, L.P. 0.92% of their portfolio | 1.0m $93.3m | Unchanged |
| Dragoneer Investment Group, LLC 2.32% of their portfolio | 1.0m $106.6m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 928.6k $98.9m | Reduced -95.4k |
| TimesSquare Capital Management, LLC 1.39% of their portfolio | 864.6k $92.1m | Reduced -41.1k |
| Atreides Management, LP 1.79% of their portfolio | 792.4k $84.4m | Added +166.2k |
| JANUS HENDERSON GROUP PLC 0.04% of their portfolio | 772.2k $82.2m | Added +298.8k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 768.2k $81.8m | Added +97.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.02% of their portfolio | 702.1k $74.8m | Reduced -6.6k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 701.3k $74.7m | Added +106.9k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 679.0k $72.3m | Added +162.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 670.3k $71.4m | Added +26.3k |
| Liontrust Investment Partners LLP 1.01% of their portfolio | 641.9k $68.4m | Added +342.1k |
| Madison Asset Management, LLC 0.78% of their portfolio | 638.1k $68.0m | New |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 627.4k $66.8m | Added +239.5k |
| GILDER GAGNON HOWE & CO LLC 0.67% of their portfolio | 597.7k $63.7m | Reduced -14.2k |
| FIL Ltd 0.05% of their portfolio | 587.0k $62.5m | Added +37.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 506.1k $53.9m | Added +14.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 480.1k $51.1m | Added +97.0k |
| MORGAN STANLEY 0.00% of their portfolio | 468.4k $49.9m | Reduced -322.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 402.4k $42.9m | Reduced -6.1k |
| NATIXIS ADVISORS, LLC 0.06% of their portfolio | 367.8k $39.2m | New |
| NZS Capital, LLC 1.18% of their portfolio | 362.2k $38.6m | Added +20.5k |
| MARSHALL WACE, LLP 0.04% of their portfolio | 359.0k $38.2m | Reduced -526.6k |
| GW&K Investment Management, LLC 0.33% of their portfolio | 355.2k $37.8m | Reduced -9.7k |
| Sandhill Capital Partners LLC 2.61% of their portfolio | 343.6k $36.6m | Added +75.3k |
| STATE STREET CORP 0.00% of their portfolio | 328.8k $35.0m | Added +51.2k |
| Allspring Global Investments Holdings, LLC 0.05% of their portfolio | 321.8k $32.7m | Added +55.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 318.3k $33.9m | Added +202.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 286.6k $30.5m | Reduced -5.0k |
| Woodline Partners LP 0.12% of their portfolio | 285.7k $30.4m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 282.0k $30.0m | Reduced -64.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio | 277.9k $29.6m | Reduced -130.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 274.6k $29.2m | Reduced -87.2k |
| LORD, ABBETT & CO. LLC 0.09% of their portfolio | 272.1k $29.0m | Reduced -83.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 267.4k $28.5m | Added +76.5k |
| Brookfield Corp /ON/ 0.03% of their portfolio | 263.0k $28.0m | Unchanged |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 261.2k $27.8m | Reduced -140.3k |
| Index Venture Growth Associates V Ltd 8.85% of their portfolio | 256.1k $27.3m | First filing |
| Daventry Group, LP 16.03% of their portfolio | 226.3k $24.1m | Added +80.7k |
| OPPENHEIMER & CO INC 0.33% of their portfolio | 220.2k $23.4m | Reduced -503.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 219.6k $23.4m | Reduced -133 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.04% of their portfolio | 213.4k $22.7m | Added +43.4k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 206.3k $22.0m | Reduced -377.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 200.6k $21.4m | Reduced -316.9k |
| Ghisallo Capital Management LLC 0.95% of their portfolio | 200.0k $21.3m | Reduced -141.5k |
| Alyeska Investment Group, L.P. 0.06% of their portfolio | 191.9k $20.4m | Reduced -377.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 191.2k $20.4m | Reduced -148.6k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 188.5k $20.1m | Added +97.3k |
| LITTLEJOHN & CO LLC 10.26% of their portfolio | 184.8k $19.7m | New |
| WCM INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 183.5k $19.7m | Reduced -80.2k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.30% of their portfolio | 178.6k $19.0m | Added +169.6k |
| HUNTINGTON NATIONAL BANK 0.10% of their portfolio | 160.8k $17.1m | Unchanged |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 160.7k $17.1m | Added +47.3k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 157.5k $16.8m | Added +45.7k |
| SEVEN GRAND MANAGERS, LLC 1.22% of their portfolio | 150.0k $16.0m | Unchanged |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 146.6k $15.6m | Added +74.2k |
| Holocene Advisors, LP 0.03% of their portfolio | 144.9k $15.4m | Reduced -95.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 142.9k $15.2m | Added +34.7k |
| JACOBSON & SCHMITT ADVISORS, LLC 2.37% of their portfolio | 132.4k $14.1m | Added +12.0k |
| MOORE CAPITAL MANAGEMENT, LP 0.29% of their portfolio | 131.6k $14.0m | New |
| THORNBURG INVESTMENT MANAGEMENT INC 0.17% of their portfolio | 124.2k $13.2m | Added +41.5k |
| PICTON MAHONEY ASSET MANAGEMENT 0.14% of their portfolio | 124.0k $13.2m | Added +12.2k |
| Point72 Asset Management, L.P. 0.02% of their portfolio | 122.6k $13.1m | Added +63.1k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.53% of their portfolio | 117.1k $12.5m | Added +20.5k |
| Emergence GP Partners, LLC 8.05% of their portfolio | 116.5k $12.4m | Unchanged |
| SEGALL BRYANT & HAMILL, LLC 0.17% of their portfolio | 115.2k $12.3m | Added +5.1k |
| UBS Group AG 0.00% of their portfolio | 114.0k $12.1m | Added +7.3k |
| JENNISON ASSOCIATES LLC 0.01% of their portfolio | 113.5k $12.1m | Reduced -921 |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 108.5k $11.6m | Added +83.3k |
| Cerity Partners LLC 0.02% of their portfolio | 107.7k $11.5m | Reduced -4.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 107.5k $11.4m | Reduced -392.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 104.6k $11.1m | Added +8.6k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 100.8k $10.7m | Reduced -332.2k |
| Burkehill Global Management, LP 0.70% of their portfolio | 100.0k $10.7m | Unchanged |
| ASSETMARK, INC 0.02% of their portfolio | 93.8k $10.0m | Added +85.9k |
| Sands Capital Alternatives, LLC 1.85% of their portfolio | 89.9k $9.6m | New |
| DF DENT & CO INC 0.14% of their portfolio | 89.6k $9.5m | Reduced -2.7k |
| Robeco Schweiz AG 0.20% of their portfolio | 83.2k $8.9m | Added +21.7k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 68.9k $7.3m | Reduced -222.8k |
| Ensign Peak Advisors, Inc 0.01% of their portfolio | 65.0k $6.9m | Unchanged |
| Engineers Gate Manager LP 0.08% of their portfolio | 60.7k $6.5m | Reduced -43.1k |
| WHITTIER TRUST CO 0.07% of their portfolio | 60.7k $6.2m | Added +60.2k |