HolderBook

SERVICETITAN INC (TTAN)

Institutional ownership reported to the SEC as of Q3 2026, across 8 quarters.

11
Reporting holders
$203.4K
Reported value
0.0%
Calls
0.0%
Puts
-365
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
ELEVATION WEALTH PARTNERS, LLC$93.6K1,4220.03%4q+64.8%+$36.8K
Farther Finance Advisors, LLC$34.6K5260.00%5q+98.5%+$17.2K
GAMMA Investing LLC$21.0K3190.00%5q+54.9%+$7.4K
TOTH FINANCIAL ADVISORY CORP$19.7K3000.00%5q+42.9%+$5.9K
Byrne Asset Management LLC$19.5K2900.01%newNEW
Versant Capital Management, Inc$6.0K910.00%3q-26.6%-$2.2K
GK Wealth Management LLC$4.3K650.00%newNEW
ARMSTRONG ADVISORY GROUP, INC$2.0K300.00%newNEW
MassMutual Private Wealth & Trust, FSB$1.6K250.00%newNEW
WoodTrust Financial Corp$1.5K22,3000.18%5qHELD
Planning Strategies Inc.$789120.00%2q-42.9%
CoreCap Advisors, LLC$32950.00%6q-97.5%-$12.7K

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1313G/AKayne Anderson Rudnick Investment Management, LLC4.5%
2026-08-0613GFMR LLCwith 1 co-filers6.1%
2026-07-3013GBlackRock, Inc.6.1%
2026-07-2113G/AMillennium Management LLCwith 2 co-filers3.8%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-11Kuzoyan VahePresidentSold114,732$10.2M ×6
2026-08-03Mahdessian AraChief Executive OfficerSold49,766$4.2M ×5
2026-07-07Mahdessian AraChief Executive OfficerSold51,947$4.2M ×3
2026-08-04Mahdessian AraChief Executive OfficerSold38,287$3.3M ×5
2026-08-12Kuzoyan VahePresidentSold16,388$1.5M ×7
2026-06-17Sherry DavidChief Financial OfficerSold20,192$1.3M ×6
2026-09-17Sherry DavidChief Financial OfficerSold23,246$1.3M
2026-08-14Sherry DavidChief Financial OfficerSold9,000$817.5K ×3
2026-06-09O'Connor MicheleChief Accounting OfficerSold10,000$691.4K
2026-07-07O'Connor MicheleChief Accounting OfficerSold4,910$397.4K
2026-06-17O'Connor MicheleChief Accounting OfficerSold5,304$351.1K ×6
2026-09-17O'Connor MicheleChief Accounting OfficerSold5,581$318.5K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-06-23ICONIQ Strategic Partners V, L.P.10% ownerSold94,415$6.0M ×4
2026-06-23Griffith William J.G.Director, 10% ownerSold94,415$6.0M ×4
2026-06-24Deeter Byron BDirector, 10% ownerSold8,845$577.2K
2026-06-23Deeter Byron BDirector, 10% ownerSold8,845$560.3K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202611$203.4K3,0854430.0%
Q2 2026376$6.4B88,975,462911211042.0%
Q1 2026345$5.3B81,151,49588137622.5%
Q4 2025347$8.4B77,916,16695120821.9%
Q3 2025296$7.9B76,854,8589099722.1%
Q2 2025270$7.5B68,686,63815666272.1%
Q1 2025142$6.3B65,364,6325043210.5%
Q4 2024123$6.4B61,933,749115000.1%