PF
TTAN

Phoenix Financial’s ServiceTitan Inc TTAN Stock Holding History

Phoenix 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
Q1 		– Sell
-3,231
Closed -$344K – 538
2025
Q4 		$344K Sell
3,231
-362
-10% -$35.4K ﹤0.01% 356
2025
Q3 		$362K Sell
3,593
-986
-22% -$108K ﹤0.01% 344
2025
Q2 		$491K Sell
4,579
-263
-5% -$29.4K 0.01% 287
2025
Q1 		$461K Hold
4,842
– – 0.01% 260
2024
Q4 		$498K Buy
+4,842
New +$505K 0.01% 259

Other funds holding TTAN

IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BMC
Battery Management Corp Boston, Massachusetts $426M AUM 21.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Phoenix Financial's TTAN Position: Q1 2026 in Review

Phoenix Financial sold out of ServiceTitan Inc (TTAN) in Q1 2026, closing a stake of 3,231 shares — an estimated $344K sold.

Phoenix Financial first reported a position in TTAN in Q4 2024 and held it in 5 quarters. The position peaked at $498K in Q4 2024. 342 funds tracked by Wall St. Rank hold TTAN as of Q1 2026.

  • Phoenix Financial reported no remaining ServiceTitan Inc position as of Q1 2026 after selling out during the quarter.
  • Phoenix Financial sold 3,231 ServiceTitan Inc shares in Q1 2026, an estimated $344K.
  • Phoenix Financial first reported a position in ServiceTitan Inc in Q4 2024 and held it in 5 quarters.
  • Phoenix Financial's ServiceTitan Inc position peaked at $498K in Q4 2024.
  • 342 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.