LPL Financial
TTAN

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
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

IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

LPL Financial's TTAN Position: Q2 2026 in Review

LPL Financial reduced its ServiceTitan Inc (TTAN) stake by 21% in Q2 2026, selling an estimated $663K and leaving 39,457 shares worth $2.79M. The position accounts for ﹤0.01% of the portfolio, ranked #3380.

LPL Financial first reported a position in TTAN in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.6M in Q4 2025. 372 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

  • LPL Financial held 39,457 shares of ServiceTitan Inc worth $2.79M as of Q2 2026.
  • LPL Financial sold 10,302 ServiceTitan Inc shares in Q2 2026, an estimated $663K.
  • ServiceTitan Inc made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3380 holding.
  • LPL Financial first reported a position in ServiceTitan Inc in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's ServiceTitan Inc position peaked at $4.6M in Q4 2025.
  • 372 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.