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LRI Investments’s ServiceTitan Inc TTAN Stock Holding History

LRI Investments’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
Q1 		– Sell
-839
Closed -$89.4K – 1511
2025
Q4 		$89.4K Buy
839
+370
+79% +$36.1K 0.01% 438
2025
Q3 		$47.3K Sell
469
-137
-23% -$15K ﹤0.01% 567
2025
Q2 		$65K Hold
606
– – 0.01% 508
2025
Q1 		$57.7K Buy
+606
New +$58.8K 0.01% 518

Other funds holding TTAN

IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 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
BMC
Battery Management Corp Boston, Massachusetts $368M AUM 28.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

LRI Investments's TTAN Position: Q1 2026 in Review

LRI Investments sold out of ServiceTitan Inc (TTAN) in Q1 2026, closing a stake of 839 shares — an estimated $89.4K sold.

LRI Investments first reported a position in TTAN in Q1 2025 and held it in 4 quarters. The position peaked at $89.4K in Q4 2025. 343 funds tracked by Wall St. Rank hold TTAN as of Q1 2026.

  • LRI Investments reported no remaining ServiceTitan Inc position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 839 ServiceTitan Inc shares in Q1 2026, an estimated $89.4K.
  • LRI Investments first reported a position in ServiceTitan Inc in Q1 2025 and held it in 4 quarters.
  • LRI Investments's ServiceTitan Inc position peaked at $89.4K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.