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Cape Investment Advisory’s ServiceTitan Inc TTAN Stock Holding History

Cape Investment Advisory’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 		$6.71K Buy
+102
New +$7.98K ﹤0.01% 958
2026
Q1 		– Sell
-4
Closed -$426 – 1289
2025
Q4 		$426 Buy
+4
New +$391 ﹤0.01% 1254

Other funds holding TTAN

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
LFS
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Cape Investment Advisory's TTAN Position: Q3 2026 in Review

Cape Investment Advisory opened a new position in ServiceTitan Inc (TTAN) in Q3 2026: 102 shares worth $6.71K. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in TTAN as recently as Q4 2025.

Cape Investment Advisory first reported a position in TTAN in Q4 2025 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold TTAN as of Q3 2026.

  • Cape Investment Advisory held 102 shares of ServiceTitan Inc worth $6.71K as of Q3 2026.
  • ServiceTitan Inc was a new Cape Investment Advisory position in Q3 2026.
  • ServiceTitan Inc made up ﹤0.01% of Cape Investment Advisory's portfolio in Q3 2026, its #958 holding.
  • Cape Investment Advisory first reported a position in ServiceTitan Inc in Q4 2025 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.