Servicetitan Inc. Class ATTAN
13F holders, Q1 2026 (March 31)343holders +2
88new positions
89sold out
8famous investors
$63.68avg. 13F price*
At the end of Q1 2026, 343 institutions reported holding Servicetitan Inc. Class A (TTAN) in their 13F filings, up 2 from Q4 2025. 88 opened new positions and 89 sold out. The largest holders were ICONIQ Capital, LLC ($731.5M), Deer Management Co. LLC ($321.6M) and Kayne Anderson Rudnick Investment Management LLC ($309.0M). 8 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).
- Company
- Servicetitan Inc. Class A
- CUSIP
- 81764X103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 88 | $111.5M |
| Exits | 89 | $415.7M |
All 13F filers, Q4 2025 → Q1 2026: 14,678,106 shares bought and 11,180,077 shares sold, net +3,498,029 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 343 holders
| ICONIQ Capital, LLC | 16.38% | No change | 11,527,632 | $731.5M |
| Deer Management Co. LLC | 51.68% | Reduce -12.6% | 5,068,064 | $321.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.91% | Add +40.6% | 4,869,029 | $309.0M |
| Battery Management Corp. | 49.18% | No change | 3,299,941 | $209.4M |
| FMR LLC | 0.01% | Add +66.1% | 2,963,303 | $188.1M |
| Vanguard Capital Management LLC | 0.00% | — | 2,679,416 | $170.0M |
| Vanguard Portfolio Management LLC | 0.01% | — | 2,201,266 | $139.7M |
| Millennium Management | 0.10% | Add +625.7% | 2,046,619 | $129.9M |
| BlackRock, Inc. | 0.00% | Add +17.7% | 2,022,341 | $128.3M |
| Generation Investment Management LLP | 1.00% | No change | 1,751,224 | $111.1M |
| JPMorgan Chase & Co. | 0.01% | Reduce -32.0% | 1,818,796 | $110.3M |
| Index Venture Growth Associates IV Ltd | 66.70% | No change | 1,711,862 | $108.6M |
| Citadel Advisors | 0.07% | Add +667.7% | 1,467,923 | $93.2M |
| Greenoaks LLC | 3.44% | Reduce -19.8% | 1,244,725 | $79.0M |
| Scge Management, L.P. | 2.36% | No change | 1,229,285 | $78.0M |
| Baron Capital (BAMCO) | 0.21% | Add +1.6% | 1,114,416 | $70.7M |
| Franklin Resources Inc. | 0.02% | Reduce -45.3% | 1,100,932 | $69.9M |
| T. Rowe Price Associates Inc. | 0.01% | Add +16.7% | 1,083,988 | $68.8M |
| Alliancebernstein L.P. | 0.02% | Reduce -11.6% | 620,186 | $66.1M |
| Thoma Bravo, L.P. | 0.99% | No change | 1,039,099 | $65.9M |
| Wells Fargo & Company | 0.01% | Add +63.6% | 1,026,578 | $65.1M |
| Dragoneer Investment Group, LLC | 2.12% | No change | 1,000,885 | $63.5M |
| Madison Asset Management, LLC | 0.71% | Add +41.1% | 900,112 | $57.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +224.7% | 891,849 | $56.6M |
| Fuller & Thaler Asset Management, Inc. | 0.19% | Add +2.9% | 866,297 | $55.0M |
| TimesSquare Capital Management, LLC | 0.91% | Reduce -2.6% | 841,639 | $53.4M |
| Raymond James Financial Inc. | 0.02% | Add +23.1% | 835,917 | $53.0M |
| Morgan Stanley | 0.00% | Add +72.6% | 808,568 | $51.3M |
| Janus Henderson Group PLC | 0.02% | Add +1.5% | 783,560 | $49.7M |
| First Trust Advisors LP | 0.03% | Reduce -0.2% | 766,310 | $48.6M |
| Geode Capital Management, LLC | 0.00% | Add +5.6% | 707,586 | $44.9M |
| UBS Group AG | 0.01% | Add +461.8% | 640,630 | $40.7M |
| Capital International Investors | 0.01% | Reduce -47.9% | 638,572 | $40.5M |
| Gilder Gagnon Howe & Co. LLC | 0.45% | Reduce -0.5% | 594,665 | $37.7M |
| Artisan Partners Limited Partnership | 0.06% | Reduce -64.5% | 573,859 | $36.4M |
| Liontrust Investment Partners LLP | 0.60% | Reduce -13.1% | 557,852 | $35.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +7.6% | 544,613 | $34.6M |
| Susquehanna International Group, LLP | 0.04% | Add +3123.4% | 535,926 | $34.0M |
| Point72 Asset Management | 0.06% | Add +330.1% | 527,283 | $33.5M |
| FIL Ltd | 0.03% | Reduce -11.2% | 521,322 | $33.1M |
| Qube Research & Technologies Ltd | 0.05% | Add +96.7% | 513,908 | $32.6M |
| Bank of America Corp. | 0.00% | Reduce -6.7% | 447,832 | $28.4M |
| Jones Financial Companies LLLP | 0.01% | Add +48649.5% | 459,220 | $27.7M |
| Royal Bank of Canada | 0.01% | Add +36.1% | 433,122 | $27.5M |
| Natixis Advisors, LLC | 0.04% | Add +16.7% | 429,211 | $27.2M |
| No Street GP LP | 1.72% | New | 405,000 | $25.7M |
| Cypress Point Investment Management LP | 6.03% | Add +1091.7% | 403,602 | $25.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -1.0% | 398,167 | $25.3M |
| Balyasny Asset Management L.P. | 0.05% | Add +109.5% | 394,830 | $25.1M |
| State Street Corp. | 0.00% | Add +19.3% | 392,337 | $24.9M |
| Jennison Associates LLC | 0.02% | Add +235.3% | 380,468 | $24.1M |
| Vanguard Fiduciary Trust Co. | 0.01% | — | 350,966 | $22.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +17.6% | 314,562 | $20.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1412.6% | 297,505 | $18.9M |
| Woodline Partners LP | 0.07% | Add +0.1% | 286,043 | $18.2M |
| Brookfield Corp | 0.02% | No change | 263,000 | $16.7M |
| Index Venture Growth Associates V Ltd | 8.82% | No change | 256,110 | $16.3M |
| Stifel Financial Corp. | 0.01% | Add +49.9% | 219,662 | $13.9M |
| Oppenheimer & Co. Inc. | 0.17% | Reduce -0.8% | 218,518 | $13.9M |
| Massachusetts Financial Services Co. | 0.00% | Reduce -69.6% | 213,555 | $13.6M |
| Marshall Wace, LLP | 0.01% | Reduce -40.4% | 213,873 | $13.6M |
| Ghisallo Capital Management LLC | 0.35% | No change | 200,000 | $12.7M |
| Lord, Abbett & Co. LLC | 0.04% | Reduce -28.1% | 195,587 | $12.4M |
| Susquehanna Fundamental Investments, LLC | 0.46% | Add +1003.5% | 192,918 | $12.2M |
| ArrowMark Colorado Holdings LLC | 0.32% | New | 188,748 | $12.0M |
| WCM Investment Management, LLC | 0.02% | Reduce -3.8% | 176,431 | $10.7M |
| Northern Trust Corp. | 0.00% | Add +16.1% | 165,921 | $10.5M |
| Eventide Asset Management, LLC | 0.17% | Reduce -8.8% | 162,821 | $10.3M |
| New York State Common Retirement Fund | 0.01% | Add +0.5% | 161,440 | $10.2M |
| Huntington National Bank | 0.08% | Add +0.2% | 161,052 | $10.2M |
| Littlejohn & Co. LLC | 8.55% | Reduce -23.1% | 142,198 | $9.0M |
| Bank of New York Mellon Corp | 0.00% | Add +35.5% | 141,765 | $9.0M |
| D.A. Davidson & Co. | 0.05% | New | 132,390 | $8.4M |
| Canada Pension Plan Investment Board | 0.01% | Add +17.1% | 127,000 | $8.1M |
| Neuberger Berman Group LLC | 0.01% | Add +24.4% | 125,393 | $8.0M |
| Assetmark, Inc. | 0.02% | Add +24.3% | 116,603 | $7.4M |
| Emergence GP Partners, LLC | 6.63% | No change | 116,500 | $7.4M |
| Swiss National Bank | 0.00% | Add +136.7% | 112,200 | $7.1M |
| Segall Bryant & Hamill, LLC | 0.10% | Reduce -4.9% | 109,540 | $7.0M |
| Picton Mahoney Asset Management | 0.07% | Reduce -12.4% | 108,594 | $6.9M |
| Whittier Trust Co. | 0.08% | Add +77.5% | 107,770 | $6.8M |
| Bienville Capital Management, LLC | 1.26% | New | 104,444 | $6.6M |
| Cerity Partners LLC | 0.01% | Reduce -11.1% | 95,801 | $6.1M |
| Jacobson & Schmitt Advisors, LLC | 1.09% | Reduce -28.6% | 94,481 | $6.0M |
| ExodusPoint Capital Management, LP | 0.06% | New | 93,850 | $6.0M |
| Sands Capital Alternatives, LLC | 1.35% | No change | 89,856 | $5.7M |
| Lazard Asset Management LLC | 0.01% | Add +1067.8% | 88,574 | $5.6M |
| Wellington Management Group LLP | 0.00% | Reduce -69.2% | 88,278 | $5.6M |
| Citigroup Inc. | 0.00% | Add +142.1% | 83,103 | $5.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +126.1% | 81,100 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +56.0% | 80,285 | $5.1M |
| Summit Partners Public Asset Management, LLC | 0.22% | Add +41.5% | 75,000 | $4.8M |
| Monimus Capital Management, LP | 1.21% | New | 68,984 | $4.4M |
| STRS Ohio | 0.02% | Add +90.5% | 66,300 | $4.2M |
| Nuveen, LLC | 0.00% | Add +251.7% | 64,991 | $4.1M |
| Vestmark Advisory Solutions, Inc. | 0.05% | Add +66.4% | 64,385 | $4.1M |
| California State Teachers Retirement System | 0.00% | Add +196.7% | 63,324 | $4.0M |
| Osterweis Capital Management Inc. | 0.23% | Reduce -49.2% | 59,480 | $3.8M |
| Blair William & Co. | 0.01% | Add +54.3% | 57,348 | $3.6M |
| Twinbeech Capital LP | 0.38% | New | 57,297 | $3.6M |
| Whittier Trust Co. of Nevada Inc. | 0.07% | Add +81.6% | 56,475 | $3.6M |
| Truist Financial Corp. | 0.00% | Add +30.5% | 54,236 | $3.4M |
| Roubaix Capital, LLC | 1.59% | New | 53,720 | $3.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 53,071 | $3.4M |
| Sei Investments Co. | 0.00% | Reduce -66.7% | 52,434 | $3.3M |
| Advisors Capital Management, LLC | 0.04% | New | 50,849 | $3.2M |
| AQR Capital Management | 0.00% | New | 50,014 | $3.2M |
| LPL Financial LLC | 0.00% | Add +15.2% | 49,759 | $3.2M |
| Ieq Capital, LLC | 0.01% | Reduce -17.4% | 48,111 | $3.1M |
| NewEdge Wealth, LLC | 0.04% | Add +35.5% | 47,371 | $3.0M |
| Barclays PLC | 0.00% | Add +11048.4% | 46,266 | $2.9M |
| Zevenbergen Capital Investments LLC | 0.08% | Add +13.9% | 45,800 | $2.9M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -85.9% | 45,300 | $2.9M |
| Victory Capital Management Inc. | 0.00% | Add +2.7% | 45,197 | $2.9M |
| Mosaic Family Wealth Partners, LLC | 0.29% | Add +0.0% | 44,312 | $2.8M |
| Sone Capital Management, LLC | 0.23% | Add +102.8% | 43,379 | $2.8M |
| Group One Trading LLC | 0.08% | New | 39,800 | $2.5M |
| Mirova | 0.10% | New | 39,704 | $2.5M |
| Legal & General Group Plc | 0.00% | Add +94.1% | 39,505 | $2.5M |
| Abn Amro Investment Solutions | 0.03% | Reduce -7.5% | 38,240 | $2.4M |
| State of Wisconsin Investment Board | 0.01% | Add +125.8% | 36,912 | $2.3M |
| Taylor Frigon Capital Management LLC | 1.31% | Add +36.0% | 36,400 | $2.3M |
| Vestcor Inc | 0.06% | New | 35,000 | $2.2M |
| CIBC Bancorp USA Inc. | 0.00% | — | 33,693 | $2.1M |
| State of New Jersey Common Pension Fund D | 0.01% | New | 33,576 | $2.1M |
| Holocene Advisors, LP | 0.00% | Reduce -78.7% | 30,846 | $2.0M |
| Renaissance Capital LLC | 1.36% | Reduce -23.5% | 31,553 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +41.4% | 28,683 | $1.8M |
| HighTower Advisors, LLC | 0.00% | Add +3.3% | 28,305 | $1.8M |
| Fifth Third Bancorp | 0.00% | New | 28,258 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +48.7% | 27,905 | $1.8M |
| Aquatic Capital Management LLC | 0.05% | New | 27,006 | $1.7M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.00% | Reduce -87.3% | 27,000 | $1.7M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 26,901 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.3% | 26,815 | $1.7M |
| Havemeyer Place LP | 0.19% | New | 25,926 | $1.6M |
| Bullseye Asset Management LLC | 0.95% | Add +18.3% | 25,836 | $1.6M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 24,100 | $1.5M |
| Brevan Howard Capital Management LP | 0.02% | Add +712.6% | 23,646 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +220.8% | 23,417 | $1.5M |
| Vanguard Global Advisers, LLC | 0.00% | — | 23,328 | $1.5M |
| Gotham Asset Management | 0.00% | Reduce -9.8% | 22,686 | $1.4M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -54.7% | 22,211 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +35.4% | 22,199 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Reduce -0.2% | 20,799 | $1.3M |
| &partners | 0.01% | Add +47.9% | 20,542 | $1.3M |
| Mariner, LLC | 0.00% | Add +134.9% | 19,756 | $1.3M |
| B. Metzler seel. Sohn & Co. AG | 0.01% | No change | 19,376 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -20.6% | 19,369 | $1.2M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +39.1% | 19,213 | $1.2M |
| Hudson Bay Capital Management LP | 0.01% | Add +589.2% | 18,470 | $1.2M |
| MSD Partners, L.P. | 1.42% | No change | 18,388 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +199.7% | 18,385 | $1.2M |
| Composition Wealth, LLC | 0.02% | Add +38.8% | 17,895 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -0.3% | 17,878 | $1.1M |
| D. E. Shaw & Co. | 0.00% | Add +8.5% | 17,808 | $1.1M |
| TD Private Client Wealth LLC | 0.02% | Add +47.1% | 17,685 | $1.1M |
| Wbi Investments, LLC | 0.31% | New | 17,497 | $1.1M |
| Millington Securities, LLC | 0.31% | — | 17,497 | $1.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +13.4% | 17,452 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +288.5% | 17,299 | $1.1M |
| Anchyra Partners LLC | 0.32% | Add +0.3% | 16,638 | $1.1M |
| IMC-Chicago, LLC | 0.02% | New | 16,023 | $1.0M |
| Quent Capital, LLC | 0.07% | Add +45.5% | 16,000 | $1.0M |
| Arizona State Retirement System | 0.01% | Add +135.5% | 15,576 | $988K |
| Lazari Capital Management, Inc. | 0.34% | New | 15,373 | $976K |
| Comprehensive Financial Management LLC | 0.03% | No change | 15,236 | $967K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 14,505 | $920K |
| Dimensional Fund Advisors LP | 0.00% | New | 14,424 | $915K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 14,308 | $908K |
| PEAK6 LLC | 0.02% | New | 13,323 | $845K |
| Walleye Capital LLC | 0.01% | New | 13,144 | $834K |
| Vancity Investment Management Ltd | 0.13% | New | 12,775 | $811K |
| Cetera Investment Advisers | 0.00% | Reduce -13.9% | 12,728 | $808K |
| Greycroft LP | 0.54% | Reduce -58.3% | 12,500 | $793K |
| KLP Kapitalforvaltning As | 0.00% | Add +145.1% | 12,500 | $793K |
| Perigon Wealth Management, LLC | 0.01% | Add +2.3% | 12,286 | $780K |
| CenterBook Partners LP | 0.04% | Add +88.4% | 11,691 | $742K |
| Catalyst Funds Management Pty Ltd | 0.12% | New | 11,600 | $736K |
| Rockefeller Capital Management L.P. | 0.00% | Add +521.9% | 11,262 | $715K |
| Pathstone Holdings, LLC | 0.00% | Add +11.1% | 11,172 | $709K |
| Deutsche Bank AG | 0.00% | Add +779.2% | 11,139 | $707K |
| Belpointe Asset Management LLC | 0.02% | New | 10,508 | $667K |
| Invesco Ltd. | 0.00% | New | 10,078 | $640K |
| XTX Topco Ltd | 0.01% | New | 9,889 | $628K |
| Xcel Wealth Management, LLC | 0.18% | Add +264.6% | 9,754 | $619K |
| AIA Group Ltd | 0.01% | No change | 9,336 | $592K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 9,336 | $592K |
| Fieldview Capital Management, LLC | 0.17% | New | 9,180 | $583K |
| Squarepoint Ops LLC | 0.00% | Reduce -62.0% | 9,084 | $576K |
| Keybank National Association | 0.00% | Add +67.6% | 9,076 | $576K |
| Bridgewater Associates | 0.00% | Add +215.6% | 9,039 | $574K |
| Jain Global LLC | 0.01% | Add +349.3% | 8,985 | $570K |
| Pictet Asset Management Holding SA | 0.00% | Add +143.7% | 8,608 | $546K |
| Intellectus Partners, LLC | 0.11% | Add +23.7% | 8,215 | $521K |
| Twin Tree Management, LP | 0.11% | New | 8,129 | $516K |
| Penserra Capital Management LLC | 0.01% | Add +9.5% | 7,814 | $495K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 7,450 | $473K |
| Blueshift Asset Management, LLC | 0.14% | Add +25.8% | 7,212 | $458K |
| Diker Management LLC | 0.40% | Reduce -30.0% | 7,000 | $444K |
| Stonebridge Financial Group, LLC / MO | 0.37% | No change | 6,961 | $442K |
| Malaga Cove Capital, LLC | 0.15% | Add +7.5% | 6,665 | $423K |
| Impact Capital Partners LLC | 0.13% | Add +35.3% | 6,665 | $423K |
| DAVENPORT & Co LLC | 0.00% | Add +72.1% | 6,638 | $421K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 6,526 | $414K |
| LVW Advisors, LLC | 0.04% | Add +25.5% | 6,390 | $406K |
| Northside Capital Management, LLC | 0.04% | No change | 6,293 | $399K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 6,288 | $399K |
| Creative Planning | 0.00% | New | 6,186 | $393K |
| Perbak Capital Partners LLP | 0.10% | New | 6,093 | $387K |
| Two Sigma Securities, LLC | 0.04% | New | 5,992 | $380K |
| Vontobel Holding Ltd. | 0.00% | Add +21.0% | 5,963 | $378K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +123.1% | 5,876 | $373K |
| Circle Wealth Management, LLC | 0.01% | Reduce -33.5% | 5,706 | $362K |
| MML Investors Services, LLC | 0.00% | Add +5.8% | 5,519 | $350K |
| Swiss Life Asset Management Ltd | 0.00% | New | 41,560 | $343K |
| TFB Advisors LLC | 0.18% | Add +22.2% | 5,403 | $343K |
| Highline Wealth Partners LLC | 0.09% | Add +500.0% | 5,400 | $343K |
| SummitTX Capital, L.P. | 0.01% | New | 5,222 | $331K |
| Northwest & Ethical Investments L.P. | 0.01% | Reduce -12.3% | 4,821 | $304K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +138.5% | 4,763 | $302K |
| Focus Partners Wealth | 0.00% | Reduce -77.0% | 4,695 | $302K |
| Jump Financial, LLC | 0.00% | Reduce -74.8% | 4,664 | $296K |
| Inspire Advisors, LLC | 0.02% | Add +32.0% | 4,619 | $293K |
| Graham Capital Management, L.P. | 0.01% | Reduce -51.8% | 4,574 | $290K |
| FNY Investment Advisers, LLC | 0.13% | Add +155.7% | 4,475 | $283K |
| Hamilton Lane Advisors LLC | 0.19% | Add +1.1% | 4,294 | $272K |
| Railway Pension Investments Ltd | 0.00% | New | 4,270 | $271K |
| Allworth Financial LP | 0.00% | Add +3776.2% | 4,070 | $258K |
| WoodTrust Financial Corp | 0.03% | Add +33.3% | 4,000 | $254K |
| Archer Investment Corp | 0.05% | New | 4,001 | $254K |
| Tidal Investments LLC | 0.00% | New | 4,001 | $254K |
| Luxor Capital Group, LP | 0.04% | No change | 4,000 | $254K |
| Osaic Holdings, Inc. | 0.00% | Add +190.7% | 3,997 | $254K |
| Wealth Alliance, LLC | 0.03% | Add +62.9% | 3,987 | $253K |
| Concentric Capital Strategies, LP | 0.02% | Reduce -72.0% | 3,834 | $243K |
| Ami Asset Management Corp. | 0.02% | Reduce -2.3% | 3,796 | $241K |
| Evoke Wealth, LLC | 0.00% | Add +6.8% | 3,736 | $237K |
| HSBC Holdings PLC | 0.00% | Reduce -57.0% | 3,739 | $236K |
| First Bank & Trust | 0.04% | New | 3,564 | $226K |
| Kazazian Asset Management, LLC | 0.25% | New | 3,560 | $226K |
| LMR Partners LLP | 0.00% | New | 3,546 | $225K |
| Connable Office Inc. | 0.02% | Add +39.5% | 3,529 | $224K |
| Gabelli Funds LLC | 0.00% | No change | 3,500 | $222K |
| Diversify Wealth Management, LLC | 0.00% | New | 3,643 | $218K |
| Mangrove Partners Im, LLC | 0.02% | New | 3,337 | $212K |
| DNB Asset Management AS | 0.00% | New | 3,313 | $210K |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | No change | 3,293 | $209K |
| International Assets Investment Management, LLC | 0.01% | Add +83.9% | 3,325 | $208K |
| Vanderbilt University | 0.04% | New | 3,202 | $203K |
| OMERS ADMINISTRATION Corp | 0.00% | Reduce -66.0% | 3,200 | $203K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -23.0% | 3,115 | $198K |
| Amica Mutual Insurance Co. | 0.02% | New | 2,875 | $182K |
| Cwm, LLC | 0.00% | Add +1690.5% | 2,829 | $180K |
| Park Avenue Institutional Advisers LLC | 0.09% | — | 2,757 | $175K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | New | 2,119 | $134K |
| Innovative Asset Advisors Group, LLC | 0.08% | — | 2,075 | $132K |
| Quantbot Technologies LP | 0.01% | Reduce -42.2% | 1,991 | $126K |
| Penn Mutual Asset Management | 0.90% | No change | 1,787 | $113K |
| KBC Group NV | 0.00% | Add +101.6% | 1,730 | $110K |
| Parallel Advisors, LLC | 0.00% | Add +226.4% | 1,717 | $109K |
| Rhumbline Advisers | 0.00% | No change | 1,648 | $105K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +75.1% | 1,586 | $101K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.0% | 1,084 | $69K |
| Daiwa Securities Group Inc. | 0.00% | Add +54.4% | 993 | $63K |
| State of Wyoming | 0.01% | New | 764 | $48K |
| Advisory Services Network, LLC | 0.00% | New | 728 | $46K |
| Elevation Wealth Partners, LLC | 0.02% | Add +115.3% | 719 | $46K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +6.1% | 648 | $41K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1443.6% | 602 | $38K |
| Sunbelt Securities, Inc. | 0.00% | Add +4.1% | 511 | $32K |
| HM Payson & Co. | 0.00% | Reduce -20.5% | 418 | $27K |
| UMB Bank, n.a. | 0.00% | New | 400 | $25K |
| Bayforest Capital Ltd | 0.03% | New | 397 | $25K |
| Toth Financial Advisory Corp. | 0.00% | Add +44.0% | 360 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Add +33.5% | 355 | $22K |
| Arax Advisory Partners | 0.00% | Add +50.0% | 309 | $20K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -32.7% | 303 | $19K |
| GW&K Investment Management, LLC | 0.00% | Reduce -99.9% | 293 | $19K |
| Truvestments Capital LLC | 0.00% | New | 288 | $18K |
| NFSG Corp | 0.00% | New | 250 | $16K |
| Entrust Financial LLC | 0.01% | Add +56.4% | 233 | $15K |
| Los Angeles Capital Management LLC | 0.00% | No change | 210 | $13K |
| Advisors Asset Management, Inc. | 0.00% | New | 205 | $13K |
| Peterson Wealth Management | 0.01% | New | 200 | $13K |
| CoreCap Advisors, LLC | 0.00% | Add +239.0% | 200 | $13K |
| Bogart Wealth, LLC | 0.00% | Add +1.0% | 194 | $12K |
| Financial Consulate, Inc. | 0.00% | No change | 180 | $11K |
| First Horizon Corp. | 0.00% | New | 161 | $10K |
| Coston, McIsaac & Partners | 0.00% | New | 161 | $10K |
| WealthCollab, LLC | 0.00% | No change | 130 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | New | 125 | $8K |
| NewEdge Advisors, LLC | 0.00% | New | 114 | $7K |
| Aspect Partners, LLC | 0.00% | Add +1.9% | 110 | $7K |
| Bare Financial Services, Inc | 0.00% | New | 109 | $7K |
| Private Trust Co. NA | 0.00% | Add +53.7% | 103 | $7K |
| Spire Wealth Management | 0.00% | New | 100 | $6K |
| Colonial Trust Co / SC | 0.00% | Add +57.6% | 104 | $6K |
| Basecamp Wealth Advisors LLC | 0.00% | Add +1500.0% | 96 | $6K |
| Ancora Advisors LLC | 0.00% | Add +65.5% | 96 | $6K |
| Peregrine Capital Management LLC | 0.00% | No change | 91 | $6K |
| IFP Advisors, Inc | 0.00% | Reduce -45.1% | 90 | $6K |
| Principia Wealth Advisory, LLC | 0.00% | Add +56.5% | 72 | $5K |
| MAI Capital Management | 0.00% | Add +27.3% | 70 | $4K |
| Essential Partners LLC | 0.00% | New | 65 | $4K |
| Wolff Wiese Magana LLC | 0.00% | Add +55.0% | 62 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Add +55.0% | 62 | $4K |
| High Note Wealth, LLC | 0.00% | New | 55 | $3K |
| IFS Advisors, LLC | 0.00% | No change | 47 | $3K |
| Rothschild Investment LLC | 0.00% | New | 41 | $3K |
| Root Financial Partners, LLC | 0.00% | New | 41 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -2.4% | 40 | $3K |
| SWAN Capital LLC | 0.00% | New | 40 | $3K |
| First Command Advisory Services, Inc. | 0.00% | No change | 40 | $3K |
| North Star Investment Management Corp. | 0.00% | New | 37 | $2K |
| Fortress Investment Group LLC | 0.00% | No change | 28 | $2K |
| SJS Investment Consulting Inc. | 0.00% | New | 28 | $2K |
| SouthState Bank Corp | 0.00% | New | 26 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 24 | $2K |
| Rachor Investment Advisory Services, LLC | 0.00% | Add +35.3% | 23 | $1K |
| Atlantic Union Bankshares Corp | 0.00% | New | 20 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -35.7% | 18 | $1K |
| Copia Wealth Management | 0.00% | No change | 17 | $1K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 17 | $1K |
| Harbour Investments, Inc. | 0.00% | New | 16 | $1K |
| SBI Securities Co., Ltd. | 0.00% | Add +45.5% | 16 | $1K |
| Avion Wealth | 0.00% | Add +300.0% | 24 | $1K |
| Nvwm, LLC | 0.00% | No change | 15 | $952 |
| GAMMA Investing LLC | 0.00% | Reduce -44.4% | 15 | $952 |
| Cornerstone Financial Management LLC | 0.00% | New | 14 | $888 |
| CVA Family Office, LLC | 0.00% | Add +1300.0% | 14 | $888 |
| Smartleaf Asset Management LLC | 0.00% | New | 13 | $788 |
| Versant Capital Management, Inc | 0.00% | New | 9 | $571 |
| Marquette Asset Management, LLC | 0.00% | Reduce -75.8% | 8 | $508 |
| True Wealth Design, LLC | 0.00% | New | 8 | $508 |
| Federated Hermes, Inc. | 0.00% | New | 8 | $508 |
| American Capital Advisory, LLC | 0.00% | New | 5 | $318 |
| Wilkerson Advisory Group LLC | 0.00% | New | 5 | $317 |
| Ascentis Independent Advisors | 0.00% | New | 5 | $317 |
| TopTier Wealth Management, LLC | 0.00% | New | 4 | $254 |
| CENTRAL TRUST Co | 0.00% | No change | 4 | $254 |
| Larson Financial Group LLC | 0.00% | Reduce -93.5% | 3 | $190 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $64 |
"% of holder's portfolio" is TTAN's weight in each manager's 13F, not the share of Servicetitan Inc. Class A the manager owns.