Values First Advisors’s ServiceTitan Inc TTAN Stock Holding History

Values First Advisors’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	$301K	Buy	+4,575	New	+$358K	0.14%	146

Other funds holding TTAN

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Thoma Bravo Chicago, Illinois $10B AUM 8.91% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Taylor Frigon Capital Management Scottsdale, Arizona $197M AUM 35.01% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Lazari Capital Management Woodland Hills, California $339M AUM 25.58% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Values First Advisors's TTAN Position: Q3 2026 in Review

Values First Advisors opened a new position in ServiceTitan Inc (TTAN) in Q3 2026: 4,575 shares worth $301K. The stake represents 0.14% of the portfolio and ranks #146 among its holdings.

73 funds tracked by Wall St. Rank hold TTAN as of Q3 2026.

Values First Advisors held 4,575 shares of ServiceTitan Inc worth $301K as of Q3 2026.
ServiceTitan Inc was a new Values First Advisors position in Q3 2026.
ServiceTitan Inc made up 0.14% of Values First Advisors's portfolio in Q3 2026, its #146 holding.
73 funds tracked by Wall St. Rank held ServiceTitan Inc as of Q3 2026.

Based on Values First Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.