AssetMark Inc’s ServiceTitan Inc TTAN Stock Holding History

AssetMark Inc’s Portfolio TTAN Stock Details TTAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.71M	Sell	86,738 -5,500	-6%	-$430K	0.01%	712
2026 Q2	$6.52M	Sell	92,238 -24,365	-21%	-$1.57M	0.01%	660
2026 Q1	$7.4M	Buy	116,603 +22,825	+24%	+$1.76M	0.02%	569
2025 Q4	$10M	Buy	93,778 +85,880	+1,087%	+$8.39M	0.02%	498
2025 Q3	$796K	Buy	7,898 +619	+9%	+$67.9K	﹤0.01%	1014
2025 Q2	$780K	Buy	7,279 +6,319	+658%	+$706K	﹤0.01%	974
2025 Q1	$91.3K	Buy	960 +308	+47%	+$29.9K	﹤0.01%	1298
2024 Q4	$67.1K	Buy	+652	New	+$68.1K	﹤0.01%	1338

Other funds holding TTAN

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return

Thoma Bravo Chicago, Illinois $10B AUM 8.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

AssetMark Inc's TTAN Position: Q3 2026 in Review

AssetMark Inc reduced its ServiceTitan Inc (TTAN) stake by 6% in Q3 2026, selling an estimated $430K and leaving 86,738 shares worth $5.71M. The position accounts for 0.01% of the portfolio, ranked #712.

AssetMark Inc first reported a position in TTAN in Q4 2024 and has held it in 8 quarters since. The position peaked at $10M in Q4 2025. 117 funds tracked by Wall St. Rank hold TTAN as of Q3 2026.

AssetMark Inc held 86,738 shares of ServiceTitan Inc worth $5.71M as of Q3 2026.
AssetMark Inc sold 5,500 ServiceTitan Inc shares in Q3 2026, an estimated $430K.
ServiceTitan Inc made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #712 holding.
AssetMark Inc first reported a position in ServiceTitan Inc in Q4 2024 and has held it in 8 quarters since.
AssetMark Inc's ServiceTitan Inc position peaked at $10M in Q4 2025.
117 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.