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TTAN Servicetitan Inc.

Information Technology, filed as SERVICETITAN INC (SHS CL A), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 3 Owners
  • Max 2.5%
  • $159M
  • 1 new 1 reduce

In 2026 Q2 Gavin Baker opened a position in Servicetitan, while Ron Baron trimmed.

Who owns this now

Largest portfolio weights among holders, up to 2.5% (Marc Stad, Dragoneer Investment Group). Not free-float ownership.

  1. Marc Stad 2.5%
  2. Gavin Baker New 0.27%
  3. Ron Baron Reduce 0.07%

Who owns TTAN

Sorted by value, long equity only, as of 2026 Q2.

History
Marc Stad, Dragoneer Investment Group 2.5% Hold 1,000,885 $71M History
Ron Baron, Bamco Inc. (Baron Capital) 0.07%, was 0.21% Reduce −36.7% 705,163 $50M History
Gavin Baker, Atreides Management 0.27% New 0.27% 542,092 $38M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by TTAN's executives, directors and 10% owners in the last 12 months, from their Form 4s

All TTAN insider trades
  • None no insider bought on the open market
  • $15.1M sold by 4 insiders outside a trading plan
  • $60.2M sold by 3 insiders under 10b5-1 plans
  1. David Sherry CFO
    Planned sale
    $86K 1,138 shares at $75.22 0.3% of stake
    Traded Oct 15 Filed Oct 19
    ↗
  2. Michele O'Connor Chief Accounting Officer
    Sale
    $269K 4,380 shares at $61.35 6.6% of stake
    Traded Sep 23 Filed Sep 23
    ↗
  3. David Sherry CFO
    Planned sale
    $817K 9,000 shares at $90.83 2.3% of stake
    Traded Aug 14 Filed Aug 17
    ↗
  4. Vahe Kuzoyan President
    Planned sale
    $11.7M 131,120 shares at $88.85 100% of stake
    Traded Aug 11–12 Filed Aug 13
    ↗
  5. Ara Mahdessian CEO
    Planned sale
    $7.5M 88,053 shares at $84.81 100% of stake
    Traded Aug 3–4 Filed Aug 5
    ↗
  6. Byron B Deeter Director
    Sale
    — 0 shares
    Traded Jul 16–17 Filed Jul 20
    ↗
  7. David Sherry CFO
    Planned sale
    $181K 2,276 shares at $79.31 0.6% of stake
    Traded Jul 15 Filed Jul 16
    ↗
  8. Byron B Deeter Director
    Sale
    — 0 shares
    Traded Jul 14–15 Filed Jul 16
    ↗
  9. Byron B Deeter Director
    Sale
    — 0 shares
    Traded Jul 10–13 Filed Jul 14
    ↗
  10. Byron B Deeter Director
    Sale
    — 0 shares
    Traded Jul 8–9 Filed Jul 10
    ↗
  11. Ara Mahdessian CEO
    Planned sale
    $4.2M 51,947 shares at $80.98 100% of stake
    Traded Jul 7 Filed Jul 8
    ↗
  12. Michele O'Connor Chief Accounting Officer
    Sale
    $397K 4,910 shares at $80.93 6.4% of stake
    Traded Jul 7 Filed Jul 8
    ↗
  13. Byron B Deeter Director
    Sale
    — 0 shares
    Traded Jul 2–7 Filed Jul 7
    ↗
  14. Byron B Deeter Director
    Sale
    — 0 shares
    Traded Jun 30–Jul 1 Filed Jul 2
    ↗
  15. Byron B Deeter Director
    Sale
    — 0 shares
    Traded Jun 26–29 Filed Jun 30
    ↗

Also filed in the last 12 months, not counted as buying or selling: 80 sales to cover taxes, 27 conversions, 18 other transactions, 8 stock grants, and 2 gifts.

Congress

1 member of Congress traded TTAN in the last three years: 1 buy and 0 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Robert P. Bresnahan, Jr. R-PA-8 Buy $1K–$15K Jun 11, 2025 filed Jul 8, 2025

SEC filings

Recent issuer filings from EDGAR, 9 shown.

Filed Form Detail Links
10-K/A Filing Doc
10-Q/A Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.07 Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2025 FY2026
Revenue $771.88M $960.96M
Gross profit $500.93M $673.74M
Gross margin * 64.9% 70.1%
Net income -$239.09M -$159.85M
Net margin * -31.0% -16.6%

Balance sheet

Metric FY2025 FY2026
Total current assets $572.77M $590.86M
Total non-current assets * $1.2B $1.15B
Total assets $1.77B $1.75B
Total current liabilities $153.12M $169.45M
Total non-current liabilities * $160.95M $50.37M
Total equity $1.45B $1.53B

Cash flow

Metric FY2025 FY2026
Cash from operations $37.05M $110.13M
Cash from investing -$22.78M -$44.84M
Cash from financing $279.71M -$78.79M
Net change in cash $293.98M -$13.49M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.