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 ($4.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $63.68. Options: 13 managers hold calls ($79.5m notional), 17 hold puts ($50.9m).
Trends to Q1 2026
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 |
| Q1 2026 | 342 |
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 |
| Q1 2026 | 232 | 154 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $123.6m | $31.8m | 0.26 |
| Q3 2025 | $146.3m | $20.6m | 0.14 |
| Q4 2025 | $145.2m | $19.3m | 0.13 |
| Q1 2026 | $79.5m | $50.9m | 0.64 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | Added | +1.8m |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Added | +1.4m |
| CITADEL ADVISORS LLC | Added | +1.3m |
| FMR LLC | Added | +1.2m |
| GOLDMAN SACHS GROUP INC | Added | +617.2k |
| UBS Group AG | Added | +526.6k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +519.3k |
| JONES FINANCIAL COMPANIES LLLP | Added | +458.3k |
| No Street GP LP | New | +405.0k |
| Point72 Asset Management, L.P. | Added | +404.7k |
Biggest sellers
| Artisan Partners Limited Partnership | Reduced | -1.0m |
| FRANKLIN RESOURCES INC | Reduced | -913.1k |
| JPMORGAN CHASE & CO | Reduced | -855.3k |
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -818.3k |
| Atreides Management, LP | Sold out | -792.4k |
| Deer Management Co. LLC | Reduced | -727.9k |
| Capital International Investors | Reduced | -586.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -488.5k |
| NZS Capital, LLC | Sold out | -362.2k |
| GW&K Investment Management, LLC | Reduced | -354.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $34.4m542.7k shares |
| CITADEL ADVISORS LLC | Reduced | $11.1m174.2k shares |
| Walleye Trading LLC | Reduced | $9.1m143.4k shares |
| IMC-Chicago, LLC | Added | $8.5m134.0k shares |
| JANE STREET GROUP, LLC | Reduced | $5.3m83.4k shares |
| GROUP ONE TRADING LLC | Reduced | $2.4m37.1k shares |
| Twin Tree Management, LP | Reduced | $2.3m36.7k shares |
| Walleye Capital LLC | Reduced | $1.6m25.0k shares |
| PEAK6 LLC | Reduced | $1.6m24.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.4m21.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $13.1m206.6k shares |
| NATIXIS | New | $10.5m166.0k shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | New | $4.8m75.0k shares |
| CITADEL ADVISORS LLC | Reduced | $4.1m64.8k shares |
| IMC-Chicago, LLC | Added | $3.9m61.7k shares |
| JANE STREET GROUP, LLC | Added | $3.3m52.2k shares |
| GROUP ONE TRADING LLC | Added | $2.9m45.5k shares |
| D. E. Shaw & Co., Inc. | New | $1.9m30.2k shares |
| SIMPLEX TRADING, LLC | Added | $1.5m22.9k shares |
| Twin Tree Management, LP | New | $1.3m20.9k 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 Q1 2026
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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2026 | 0 | — | 4 | $11.5m | $9.5m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-18 | Sherry David Chief Financial Officer | Sold | $1.2m17.8k shares |
| 2026-03-18 | O'Connor Michele Chief Accounting Officer | Sold | $360.1k5.2k shares |
| 2026-03-18 | Kuzoyan Vahe President, director | Sold | $225.0k3.2k shares |
| 2026-03-18 | Mahdessian Ara Chief Executive Officer, director | Sold | $159.9k2.3k shares |
| 2026-01-21 | Sherry David Chief Financial Officer | Sold plan | $12.8k145 shares |
| 2026-01-20 | Sherry David Chief Financial Officer | Sold plan | $76.1k833 shares |
| 2026-01-15 | Mahdessian Ara Chief Executive Officer, director | Sold plan | $3.0m32.0k shares |
| 2026-01-14 | Mahdessian Ara Chief Executive Officer, director | Sold plan | $3.2m32.0k shares |
| 2026-01-06 | Kuzoyan Vahe President, director | Sold plan | $1.6m16.4k shares |
| 2026-01-05 | 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| ICONIQ Capital, LLC 16.38% of their portfolio | 11.5m $731.5m | Unchanged |
| Deer Management Co. LLC 51.68% of their portfolio | 5.1m $321.6m | Reduced -727.9k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0.91% of their portfolio | 4.9m $309.0m | Added +1.4m |
| BATTERY MANAGEMENT CORP. 49.18% of their portfolio | 3.3m $209.4m | Unchanged |
| FMR LLC 0.01% of their portfolio | 3.0m $188.1m | Added +1.2m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 2.7m $170.0m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 2.2m $139.7m | First filing |
| MILLENNIUM MANAGEMENT LLC 0.10% of their portfolio | 2.0m $129.9m | Added +1.8m |
| BlackRock, Inc. 0.00% of their portfolio | 2.0m $128.3m | Added +303.8k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.8m $110.3m | Reduced -855.3k |
| GENERATION INVESTMENT MANAGEMENT LLP 1.00% of their portfolio | 1.8m $111.1m | Unchanged |
| Index Venture Growth Associates IV Ltd 66.70% of their portfolio | 1.7m $108.6m | Unchanged |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 1.5m $93.2m | Added +1.3m |
| GREENOAKS LLC 3.44% of their portfolio | 1.2m $79.0m | Reduced -307.5k |
| SCGE MANAGEMENT, L.P. 2.36% of their portfolio | 1.2m $78.0m | Unchanged |
| BAMCO INC /NY/ 0.21% of their portfolio | 1.1m $70.7m | Added +17.5k |
| FRANKLIN RESOURCES INC 0.02% of their portfolio | 1.1m $69.9m | Reduced -913.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.1m $68.8m | Added +155.4k |
| THOMA BRAVO, L.P. 0.99% of their portfolio | 1.0m $65.9m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 1.0m $65.1m | Added +399.1k |
| Dragoneer Investment Group, LLC 2.12% of their portfolio | 1.0m $63.5m | Unchanged |
| Madison Asset Management, LLC 0.71% of their portfolio | 900.1k $57.1m | Added +262.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 891.8k $56.6m | Added +617.2k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.19% of their portfolio | 866.3k $55.0m | Reduced -818.3k |
| TimesSquare Capital Management, LLC 0.91% of their portfolio | 841.6k $53.4m | Reduced -22.9k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 835.9k $53.0m | Added +156.9k |
| MORGAN STANLEY 0.00% of their portfolio | 808.6k $51.3m | Added +340.2k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 783.6k $49.7m | Added +11.4k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 766.3k $48.6m | Reduced -1.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 707.6k $44.9m | Added +37.3k |
| UBS Group AG 0.01% of their portfolio | 640.6k $40.7m | Added +526.6k |
| Capital International Investors 0.01% of their portfolio | 638.6k $40.5m | Reduced -586.1k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 620.2k $66.1m | Reduced -81.1k |
| GILDER GAGNON HOWE & CO LLC 0.45% of their portfolio | 594.7k $37.7m | Reduced -3.0k |
| Artisan Partners Limited Partnership 0.06% of their portfolio | 573.9k $36.4m | Reduced -1.0m |
| Liontrust Investment Partners LLP 0.60% of their portfolio | 557.9k $35.4m | Reduced -84.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 544.6k $34.6m | Added +38.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 535.9k $34.0m | Added +519.3k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 527.3k $33.5m | Added +404.7k |
| FIL Ltd 0.03% of their portfolio | 521.3k $33.1m | Reduced -65.6k |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 513.9k $32.6m | Added +252.7k |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 459.2k $27.7m | Added +458.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 447.8k $28.4m | Reduced -32.3k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 433.1k $27.5m | Added +114.9k |
| NATIXIS ADVISORS, LLC 0.04% of their portfolio | 429.2k $27.2m | Added +61.4k |
| No Street GP LP 1.72% of their portfolio | 405.0k $25.7m | New |
| CYPRESS POINT INVESTMENT MANAGEMENT LP 6.03% of their portfolio | 403.6k $25.6m | Added +369.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 398.2k $25.3m | Reduced -4.2k |
| Balyasny Asset Management L.P. 0.05% of their portfolio | 394.8k $25.1m | Added +206.3k |
| STATE STREET CORP 0.00% of their portfolio | 392.3k $24.9m | Added +63.5k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 380.5k $24.1m | Added +267.0k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 351.0k $22.3m | First filing |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 314.6k $20.0m | Added +47.1k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 297.5k $18.9m | Added +277.8k |
| Woodline Partners LP 0.07% of their portfolio | 286.0k $18.2m | Added +352 |
| Brookfield Corp /ON/ 0.02% of their portfolio | 263.0k $16.7m | Unchanged |
| Index Venture Growth Associates V Ltd 8.82% of their portfolio | 256.1k $16.3m | Unchanged |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 219.7k $13.9m | Added +73.1k |
| OPPENHEIMER & CO INC 0.17% of their portfolio | 218.5k $13.9m | Reduced -1.7k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 213.9k $13.6m | Reduced -145.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 213.6k $13.6m | Reduced -488.5k |
| Ghisallo Capital Management LLC 0.35% of their portfolio | 200.0k $12.7m | Unchanged |
| LORD, ABBETT & CO. LLC 0.04% of their portfolio | 195.6k $12.4m | Reduced -76.5k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.46% of their portfolio | 192.9k $12.2m | Added +175.4k |
| ArrowMark Colorado Holdings LLC 0.32% of their portfolio | 188.7k $12.0m | New |
| WCM INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 176.4k $10.7m | Reduced -7.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 165.9k $10.5m | Added +23.0k |
| EVENTIDE ASSET MANAGEMENT, LLC 0.17% of their portfolio | 162.8k $10.3m | Reduced -15.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 161.4k $10.2m | Added +747 |
| HUNTINGTON NATIONAL BANK 0.06% of their portfolio | 161.1k $10.2m | Added +290 |
| LITTLEJOHN & CO LLC 8.55% of their portfolio | 142.2k $9.0m | Reduced -42.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 141.8k $9.0m | Added +37.1k |
| D.A. DAVIDSON & CO. 0.05% of their portfolio | 132.4k $8.4m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 127.0k $8.1m | Added +18.5k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 125.4k $8.0m | Added +24.6k |
| ASSETMARK, INC 0.02% of their portfolio | 116.6k $7.4m | Added +22.8k |
| Emergence GP Partners, LLC 6.63% of their portfolio | 116.5k $7.4m | Unchanged |
| Swiss National Bank 0.00% of their portfolio | 112.2k $7.1m | Added +64.8k |
| SEGALL BRYANT & HAMILL, LLC 0.10% of their portfolio | 109.5k $7.0m | Reduced -5.7k |
| PICTON MAHONEY ASSET MANAGEMENT 0.07% of their portfolio | 108.6k $6.9m | Reduced -15.4k |
| WHITTIER TRUST CO 0.08% of their portfolio | 107.8k $6.8m | Added +47.0k |
| Bienville Capital Management, LLC 1.26% of their portfolio | 104.4k $6.6m | New |
| Cerity Partners LLC 0.01% of their portfolio | 95.8k $6.1m | Reduced -11.9k |
| JACOBSON & SCHMITT ADVISORS, LLC 1.09% of their portfolio | 94.5k $6.0m | Reduced -37.9k |
| ExodusPoint Capital Management, LP 0.06% of their portfolio | 93.8k $6.0m | New |
| Sands Capital Alternatives, LLC 1.35% of their portfolio | 89.9k $5.7m | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 88.6k $5.6m | Added +81.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 88.3k $5.6m | Reduced -198.3k |
| CITIGROUP INC 0.00% of their portfolio | 83.1k $5.3m | Added +48.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 81.1k $5.1m | Added +45.2k |
| Janney Montgomery Scott LLC 0.01% of their portfolio | 80.3k $5.1m | Added +28.8k |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 0.22% of their portfolio | 75.0k $4.8m | Added +22.0k |
| MONIMUS CAPITAL MANAGEMENT, LP 1.21% of their portfolio | 69.0k $4.4m | New |
| STRS OHIO 0.02% of their portfolio | 66.3k $4.2m | Added +31.5k |
| Nuveen, LLC 0.00% of their portfolio | 65.0k $4.1m | Added +46.5k |
| Vestmark Advisory Solutions, Inc. 0.05% of their portfolio | 64.4k $4.1m | Added +25.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 63.3k $4.0m | Added +42.0k |
| OSTERWEIS CAPITAL MANAGEMENT INC 0.19% of their portfolio | 59.5k $3.8m | Reduced -57.6k |
| BLAIR WILLIAM & CO/IL 0.01% of their portfolio | 57.3k $3.6m | Added +20.2k |
| TWINBEECH CAPITAL LP 0.38% of their portfolio | 57.3k $3.6m | New |