TTAN in the 13F filings

Servicetitan Inc · CUSIP 81764X103

Sector · Software and IT services Theme · Cloud and enterprise software· L3VLUP-defined Theme · Prepackaged software

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 29; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 7 listed it in both
Shares listed: 13,244,880; combined, among listed positions
Reported value: $867m; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 20 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +3,000,247.

Managers listing TTAN in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

29 of 29 holders

				Action		Filing
Fidelity (FMR LLC)	2,963,303	$188m	under 0.1%	Added	+1,178,783	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	2,046,619	$130m	0.05%	Added	+1,764,598	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	1,467,923	$93m	under 0.1%	Added	+1,276,721	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	1,083,988	$69m	under 0.1%	Added	+155,368	15 May 2026 (the filing on sec.gov)
AllianceBernstein LP	620,186	$66m	under 0.1%	Trimmed	-81,100	15 May 2026 (the filing on sec.gov)
Dragoneer Investment Group LLC	1,000,885	$64m	2.12%	Held	0	15 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	783,560	$50m	under 0.1%	Added	+11,362	18 May 2026 (the filing on sec.gov)
Artisan Partners LP	573,859	$36m	0.06%	Trimmed	-1,043,494	13 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	535,926	$34m	under 0.1%	Added	+519,300	15 May 2026 (the filing on sec.gov)
Point72 Asset Management LP	527,283	$33m	under 0.1%	Added	+404,692	15 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	394,830	$25m	under 0.1%	Added	+206,345	15 May 2026 (the filing on sec.gov)
Woodline Partners LP	286,043	$18m	0.07%	Added	+352	15 May 2026 (the filing on sec.gov)
MFS Investment Management	213,555	$14m	under 0.1%	Trimmed	-488,536	14 May 2026 (the filing on sec.gov)
Marshall Wace LLP	213,873	$14m	under 0.1%	Trimmed	-145,176	15 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	125,393	$8.0m	under 0.1%	Added	+24,634	27 Oct 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP	93,850	$6.0m	under 0.1%	New	new	14 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	88,278	$5.6m	under 0.1%	Trimmed	-198,331	15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	50,014	$3.2m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Holocene Advisors LP	30,846	$2.0m	under 0.1%	Trimmed	-114,017	15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	26,901	$1.7m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	23,646	$1.5m	under 0.1%	Added	+20,736	15 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP	18,470	$1.2m	under 0.1%	Added	+15,790	13 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	17,808	$1.1m	under 0.1%	Added	+1,392	15 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	14,505	$920k	under 0.1%	New	new	14 May 2026 (the filing on sec.gov)
Walleye Capital LLC	13,144	$834k	under 0.1%	New	new	13 May 2026 (the filing on sec.gov)

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Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Millennium Management LLCexisting position · 2,046,619 shares now+1,764,598
Citadel Advisors LLCexisting position · 1,467,923 shares now+1,276,721
Fidelity (FMR LLC)existing position · 2,963,303 shares now+1,178,783
Susquehanna International Group LLPexisting position · 535,926 shares now+519,300
Point72 Asset Management LPexisting position · 527,283 shares now+404,692

Reductions

Artisan Partners LPexisting position · 573,859 shares now-1,043,494
MFS Investment Managementexisting position · 213,555 shares now-488,536
Wellington Management Group LLPexisting position · 88,278 shares now-198,331
Marshall Wace LLPexisting position · 213,873 shares now-145,176
Holocene Advisors LPexisting position · 30,846 shares now-114,017

New positions and exits

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

New (6)

Exited (8)

Two Sigma Investments LPwas $22m
Renaissance Technologies LLCwas $21m
Moore Capital Management LPwas $14m
Voloridge Investment Management LLCwas $11m
Verition Fund Management LLCwas $4.2m
Man Group PLCwas $1.4m
PDT Partners LLCwas $647k
Polen Capital Management LLCwas $317k

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.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

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 →

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Quarter	Holders	Reported value	Buyers	Sellers
Q4 2024	16	$891m	15	0
Q1 2025	12	$771m	4	4
Q2 2025	18	$762m	16	8
Q3 2025	17	$737m	10	8
Q4 2025	10	$535m	11	26
Q1 2026	6	$304m	20	16
Q2 2026	8	$387m	16	16