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ServiceTitan (TTAN): which funds own it

Information Technology →Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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9 concentrated managers hold it (+3 vs last quarter) with a median weight of 0.9%.

Who owns ServiceTitan?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Divesh Makan (13G/A filed Nov 14, 2025), Vahe Kuzoyan (13G filed Feb 13, 2025), Ara Mahdessian (13G filed Feb 13, 2025), Deer VIII (13G/A filed Feb 17, 2026) and FMR (13G filed Aug 6, 2026). Deeter Byron B, Griffith William J.G. and ICONIQ Strategic Partners V GP, L.P. are listed on their Form 4 filings as owners of more than 10%. As of Jun 30, 2026, the largest holders reported on Form 13F were ICONIQ Capital (11.4 million shares), BlackRock (5.2 million shares) and FMR (5.1 million shares).

Which institutions hold the most ServiceTitan shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. ICONIQ Capital: 11.4 million shares
  2. 2. BlackRock: 5.2 million shares
  3. 3. FMR: 5.1 million shares
  4. 4. Kayne Anderson Rudnick Investment Management: 3.8 million shares
  5. 5. Millennium Management: 3.1 million shares
  6. 6. Vanguard Capital Management: 2.8 million shares
  7. 7. Vanguard Portfolio Management: 2.7 million shares
  8. 8. Battery Management: 2.6 million shares
  9. 9. Citadel Advisors: 2.0 million shares
  10. 10. Jericho Capital Asset Management: 1.9 million shares

Sources:13G/A by Divesh Makan (Nov 14, 2025) ↗13G by Vahe Kuzoyan (Feb 13, 2025) ↗13G by Ara Mahdessian (Feb 13, 2025) ↗13G/A by Deer VIII (Feb 17, 2026) ↗13G by FMR (Aug 6, 2026) ↗All of the company's proxy statements on EDGAR ↗

With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

ServiceTitan revenue

ServiceTitan reported annual revenue of $961.0 million for fiscal year 2026 (year ended January 31, 2026), according to its Form 10-K filed with the SEC (XBRL data).

Well-known investors holding it

Marc Stad 13F (Q2 2026)

Concentrated managers
9
All 13F: 375
Consensus
23/100
across 9 concentrated managersRanks by accumulation, portfolio weight and number of managers; it does not say more are buying than selling.
Price at Jun 30, 2026 (per 13F)
$70.71
+11.4% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (6 → 9): 3 opened · 0 exited = +3

Net flow in the quarter: +$119M (+1.7 M shares) · bought $159M and sold $40.3MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Other relevant holders

Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.

  • ICONIQ CapitalPrivate equity or venture capital$808M23.3%
  • Battery ManagementPrivate equity or venture capital$183M49.7%
  • Index Venture Growth Associates IVPrivate equity or venture capital$121M72.3%

Largest holders of TTAN (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

12-month figures to Jul 31, 2026 · balance sheet as of Jul 31, 2026.

Profitability
Operating margin
-13.0%
Net margin
-12.1%
ROE
-8.0%
Growth
Revenue (TTM)
$1.1 bn
Revenue growth
22.9%
Net income (TTM)
$-129M
Balance sheet
Net debt / EBITDA
—
Free cash flow (TTM)
$137M
Quality vs sector
26/100

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Shares outstanding: buybacks and dilution

Diluted shares by fiscal year (split-adjusted)

2026: 92.4 M

92.4 M0
20252026

There is a jump that may be an undetected split: we do not show the changes.

Buybacks (FY 2026)
no data
Share issuance
no data
Stock-based compensation
$197M20.5% of revenue
Dividends paid
no data

From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.

Earnings quality and debt

Operating cash flow ÷ net income (12 months)
no datanot calculated with negative net income
Interest coverage (operating income ÷ interest)
−23.4 timesnegative operating income
Debt due within 12 months
no data
Debt maturities by year (note as of Oct 31, 2025)
  • Year 1$1.1M
  • Year 2$105M
  • Year 3—
  • Year 4—
  • Year 5—
  • Later—

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Information Technology stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Information Technology →

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