Root Financial Partners
TTAN icon

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
Q3 		$54.9K Buy
+834
New +$65.3K ﹤0.01% 1037
2026
Q2 		– Sell
-41
Closed -$2.6K – 3387
2026
Q1 		$2.6K Buy
+41
New +$3.16K ﹤0.01% 2200

Other funds holding TTAN

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
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Taylor Frigon Capital Management
Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return
Moody Aldrich Partners
Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

Root Financial Partners's TTAN Position: Q3 2026 in Review

Root Financial Partners opened a new position in ServiceTitan Inc (TTAN) in Q3 2026: 834 shares worth $54.9K. The stake represents ﹤0.01% of the portfolio and ranks #1037 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TTAN as recently as Q1 2026.

Root Financial Partners first reported a position in TTAN in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold TTAN as of Q3 2026.

  • Root Financial Partners held 834 shares of ServiceTitan Inc worth $54.9K as of Q3 2026.
  • ServiceTitan Inc was a new Root Financial Partners position in Q3 2026.
  • ServiceTitan Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1037 holding.
  • Root Financial Partners first reported a position in ServiceTitan Inc in Q1 2026 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.