NASDAQ · Technology

SERVICETITAN INC TTAN

ServiceTitan, Inc. provides an end-to-end cloud-based software platform in the United States, Armenia, and Canada. Its platform connects and manages a range of business workflows, such as advertising, job scheduling and management, dispatching, generating estimates and invoices, payment processing and others.

Computer Software: Prepackaged Software

Company profile

Business mix

  • Its platform connects and manages a range of business workflows, such as advertising, job scheduling and management, dispatching, generating estimates and invoices, payment processing and others.
  • The company offers ServiceTitan, a platform for contractors; FieldRoutes, pest control software; and Aspire, a business management software that offers real-time reports, precise data, accurate job costing for the landscape and clean industries.
  • In addition, the company offers FinTech products that include payment processing and third-party financing solutions.
  • It serves HVAC, plumbing, electrical, garage door, chimney sweep, roofing, irrigation, water treatment, septic, painting, pool service, landscape, lawn care, pest control, air duct cleaning, commercial food equipment, audio visual, alarm.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - application?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 1.6% Buyback -66.49%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.2% $70.7M 2026-03-31
Dragoneer Investment Group Marc Stad 2.1% $63.5M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 2 Last 4 13F filing periods
Unchanged holders 3 Share count unchanged
Increase amount $14.3M Estimated from net added shares
Reduction amount $77.2M Estimated from net reduced shares
Net share change / base shares -28.7% -850,095 / 2,965,396
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 5.2% 13F value change +$15.7M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 2.9% 13F value change -$3.2M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 14.0% 13F value change +$19.8M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 1.6% 13F value change -$46.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 889,075 Last 4 periods +225,341 (+25.3%) Total shares 1,114,416 Value $70.7M
Dragoneer Investment Group Marc Stad 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -41.1% 13F value change -$65.6M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -17.0% 13F value change -$28.4M
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,048,965 Last 4 periods -1,048,080 (-51.2%) Total shares 1,000,885 Value $63.5M
Soros Fund Management George Soros 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 265.6% 13F value change +$8.1M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$10.7M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 27,356 Last 4 periods -27,356 (-100.0%) Total shares 0 Value $0
Coatue Management Philippe Laffont 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$60.0M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$60.0M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Tiger Global Management Chase Coleman 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$123.8M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$123.8M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0
Durable Capital Partners Henry Ellenbogen 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$49.1M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$49.1M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 4 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.