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TTAN in the 13F filings

Servicetitan Inc · CUSIP 81764X103

New listing in Q4 2024· first held by a tracked manager this quarter, so its new positions are allocations rather than a turn towards it

Sector · Software and IT servicesTheme · Cloud and enterprise software· L3VLUP-definedTheme · Prepackaged software
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 12 Feb 2025
Managers listing it
16
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 0 listed it in both
Shares listed
8,657,933
combined, among listed positions
Reported value
$891m
combined, at the quarter end

Among the 94 comparable managers: 15 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +8,642,933.

Managers listing TTAN in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

16 of 16 holders

ActionFiling
T. Rowe Price Associates Inc2,274,102$234munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Dragoneer Investment Group LLC2,048,965$211m3.68%Newnew14 Feb 2025 (the filing on sec.gov)
Tiger Global Management LLC1,301,398$134m0.51%Newnew14 Feb 2025 (the filing on sec.gov)
Durable Capital Partners LP741,403$76m0.62%Newnew14 Feb 2025 (the filing on sec.gov)
Coatue Management LLC631,258$65m0.22%Newnew14 Feb 2025 (the filing on sec.gov)
MFS Investment Management480,174$49munder 0.1%Newnew12 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors350,000$36munder 0.1%Newnew13 Feb 2025 (the filing on sec.gov)
Artisan Partners LP257,018$26munder 0.1%Newnew12 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP232,180$24munder 0.1%Newnew13 Feb 2025 (the filing on sec.gov)
Capital World Investors124,972$13munder 0.1%Newnew13 Feb 2025 (the filing on sec.gov)
Maverick Capital Ltd71,463$7.4m0.13%Newnew14 Feb 2025 (the filing on sec.gov)
Altimeter Capital Management LP40,000$4.1m0.07%Newnew14 Feb 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC40,000$4.1munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Davidson Kempner Capital Management LP25,000$2.6munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Soros Fund Management LLC25,000$2.6munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Freestone Grove Partners LP15,000$1.5munder 0.1%Heldn.a.14 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

There is no earlier quarter on file to compare with.

Increases

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (15)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
16 in Q4 2024 to 8 in Q2 2026

Tracked managers listing it, at least.

05101520Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
TTAN by quarter
QuarterHoldersReported valueBuyersSellers
Q4 202416$891m150
Q1 202512$771m44
Q2 202518$762m168
Q3 202517$737m108
Q4 202510$535m1126
Q1 20266$304m2016
Q2 20268$387m1616

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TTAN and GOOGL →TTAN and AMZN →TTAN and MSFT →Choose a stock to compare with TTAN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TTAN, latest filings →Back to the 13F Explorer →