RFP
TTAN

Root Financial Partners’s ServiceTitan Inc TTAN Stock Holding History

Root Financial Partners’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 		– Sell
-41
Closed -$2.6K – 3387
2026
Q1 		$2.6K Buy
+41
New +$3.16K ﹤0.01% 2200

Other funds holding TTAN

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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

Root Financial Partners's TTAN Position: Q2 2026 in Review

Root Financial Partners sold out of ServiceTitan Inc (TTAN) in Q2 2026, closing a stake of 41 shares — an estimated $2.6K sold.

Root Financial Partners first reported a position in TTAN in Q1 2026 and held it in 1 quarter. The position peaked at $2.6K in Q1 2026. 372 funds tracked by Wall St. Rank hold TTAN as of Q2 2026.

  • Root Financial Partners reported no remaining ServiceTitan Inc position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 41 ServiceTitan Inc shares in Q2 2026, an estimated $2.6K.
  • Root Financial Partners first reported a position in ServiceTitan Inc in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's ServiceTitan Inc position peaked at $2.6K in Q1 2026.
  • 372 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.