Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SERVICETITAN INC (TTAN)

337 + Investors. Track Smart Money conviction in TTAN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +42
Streak
5Q ▲
Buyers last Q
61%

Smart Money Signals — TTAN

Based on 327 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added TTAN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
327 hedge funds hold TTAN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +184% more funds vs a year ago

fund count last 6Q
+212 new funds entered over the past year (+184% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 61% buying

214 buying137 selling
Last quarter: 214 funds were net buyers (95 opened a brand new position + 119 added to an existing one). Only 137 were sellers (84 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new TTAN position: 47 → 152 → 86 → 95. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 69% entered in last year

■ 3% conviction (2yr+) ■ 28% medium ■ 69% new
Only 10 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +250% but shares only +4% — price-driven

Value
+249%
Shares
+4%
Last quarter: the total dollar value of institutional holdings rose +250%, but actual share count only changed +4%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~95 new funds/quarter

115 → 47 → 152 → 86 → 95 new funds/Q
New funds entering each quarter: 47 → 152 → 86 → 95. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 96% of holders entered in last year

■ 4% veterans ■ 0% 1-2yr ■ 96% new
Of 337 current holders: 325 (96%) entered in the past year, only 12 (4%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 79% AUM from top-100 funds

79% from top-100 AUM funds
40 of 327 holders are among the 100 largest funds by AUM, controlling 79% of total institutional value in TTAN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.3
out of 10
Moderate Exit Risk
Exit risk score 6.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: TTAN

How many hedge funds hold TTAN — quarterly history vs. share price
Quarterly hedge fund ownership of TTAN vs. share price

Market Analysis: TTAN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TTAN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 5 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.4
/ 10
conviction
Hedge Fund Positioning: TTAN
2026 Q1 Stats Unlock in 21 days 337 + Investors

Track Smart Money conviction in TTAN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 337 295 14.24%
13F Shares 78M 75M 4.2%
Total Value $27.88B $7.97B 249.89%
New Positions 95 86 +9
Increased Positions 124 118 +6
Closed Positions 55 61 -6
Reduced Positions 102 88 +14
Total Calls 9 10 -10.0%
Total Puts 7 6 16.67%
PUT/CALL Ratio 0.78 0.6 Neutral

Statistics: TTAN

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
Revenue (ttm) --
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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

337 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TTAN. Verified SEC 13F-HR filings.

Top 25 institutional holders of TTAN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 JACOBSON & SCHMITT ADVISORS, LLC 1.09% 94,481 $6.0M
2 Stonebridge Financial Group, LLC / MO 0.37% 6,961 $442K
3 LAZARI CAPITAL MANAGEMENT, INC. 0.34% 15,373 $976K
4 ANCHYRA PARTNERS LLC 0.32% 16,638 $1.1M
5 HAMILTON LANE ADVISORS LLC 0.19% 4,294 $272K
6 TFB Advisors LLC 0.18% 5,403 $343K
7 Xcel Wealth Management, LLC 0.17% 9,754 $619K
8 OPPENHEIMER & CO INC 0.17% 218,518 $13.9M
9 Impact Capital Partners LLC 0.13% 6,665 $423K
10 FNY Investment Advisers, LLC 0.12% 4,475 —
11 Intellectus Partners, LLC 0.11% 8,215 $521K
12 HIGHLINE WEALTH PARTNERS LLC 0.09% 5,400 $343K
13 ZEVENBERGEN CAPITAL INVESTMENTS LLC 0.08% 45,800 $2.9M
14 WHITTIER TRUST CO 0.08% 107,770 $6.8M
15 WHITTIER TRUST CO OF NEVADA INC 0.07% 56,475 $3.6M
16 Quent Capital, LLC 0.07% 16,000 $1.0M
17 LVW Advisors, LLC 0.04% 6,390 $406K
18 Vanderbilt University 0.04% 3,202 $203K
19 First Bank & Trust 0.04% 3,564 $226K
20 Northside Capital Management, LLC 0.04% 6,293 $399K
21 Y-Intercept (Hong Kong) Ltd 0.03% 24,100 $1.5M
22 Bayforest Capital Ltd 0.03% 397 $25K
23 ELEVATION POINT WEALTH PARTNERS, LLC 0.03% 17,299 $1.1M
24 Belpointe Asset Management LLC 0.02% 10,508 $667K
25 TD PRIVATE CLIENT WEALTH LLC 0.02% 17,685 $1.1M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SERVICETITAN INC (TTAN)

What does the Smart Money Trend signal show for TTAN?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added TTAN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TTAN?

More buyers than sellers — 61% buying: Last quarter: 214 funds were net buyers (95 opened a brand new position + 119 added to an existing one). Only 137 were sellers (84 trimmed + 53 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TTAN holders?

Elite ownership — 79% AUM from top-100 funds: 40 of 327 holders are among the 100 largest funds by AUM, controlling 79% of total institutional value in TTAN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TTAN?

Mostly new holders — 69% entered in last year: Only 10 funds (3%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.