LPL Financial
TTAN icon

LPL Financial’s ServiceTitan Inc TTAN Stock Holding History

LPL Financial’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 		$2.96M Buy
44,954
+5,497
+14% +$430K ﹤0.01% 3377
2026
Q2 		$2.79M Sell
39,457
-10,302
-21% -$663K ﹤0.01% 3380
2026
Q1 		$3.16M Buy
49,759
+6,564
+15% +$507K ﹤0.01% 3074
2025
Q4 		$4.6M Buy
43,195
+10,554
+32% +$1.03M ﹤0.01% 2602
2025
Q3 		$3.29M Buy
32,641
+16,673
+104% +$1.83M ﹤0.01% 2852
2025
Q2 		$1.71M Buy
+15,968
New +$1.78M ﹤0.01% 3272

Other funds holding TTAN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
TimesSquare Capital Management
TimesSquare Capital Management New York $6.12B AUM 30.01% 1-Year Est. Return
Thoma Bravo
Thoma Bravo Chicago, Illinois $10B AUM 8.91% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Peregrine Capital Management
Peregrine Capital Management Minneapolis, Minnesota $2.95B AUM 28.43% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial's TTAN Position: Q3 2026 in Review

LPL Financial increased its ServiceTitan Inc (TTAN) stake by 14% in Q3 2026, buying an estimated $430K and bringing the position to 44,954 shares worth $2.96M. The position accounts for ﹤0.01% of the portfolio, ranked #3377.

LPL Financial first reported a position in TTAN in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.6M in Q4 2025. 199 funds tracked by Wall St. Rank hold TTAN as of Q3 2026.

  • LPL Financial held 44,954 shares of ServiceTitan Inc worth $2.96M as of Q3 2026.
  • LPL Financial bought 5,497 ServiceTitan Inc shares in Q3 2026, an estimated $430K.
  • ServiceTitan Inc made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3377 holding.
  • LPL Financial first reported a position in ServiceTitan Inc in Q2 2025 and has held it in 6 quarters since.
  • LPL Financial's ServiceTitan Inc position peaked at $4.6M in Q4 2025.
  • 199 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.