ServiceTitan, Inc.
In the published model solve dated 2026-Q2, anchored at $86.50, ServiceTitan, Inc. (TTAN) is priced for today's economics sustained for ~5.4 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• ServiceTitan runs the operating software for the trades, HVAC, plumbing, electrical, and other field-service contractors, and its 10-K notes these businesses ⟦"often lack large IT organizations required to stitch together narrow solutions, build software products in-house or customize horizontal technology"⟧ (accession 0000950170-25-048834), the gap the platform fills. • The distinctive current dynamic is monetization beyond seat growth: the company is layering payments and AI automation (its
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330 institutional managers reported holding TTAN in 13F filings for the quarter ended 2026-03-31. Together they hold about 83% of the company; the top 10 hold 44%. 85 opened new positions that quarter. Held by Vanguard Group, FMR (Fidelity), Millennium Management, among others. On the short side, 7.4M shares were sold short as of the 2026-06-15 count, about 8% of shares outstanding (3.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
No open-market insider buys on file at TTAN over the trailing three years. Absence is a fact about the company, not a signal. 11 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
TTAN's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2025-01-15 | -4.7% | -3.6% |
| 2025-04-03 | +9.2% | +27.2% |
| 2025-06-13 | -7.1% | +3.7% |
| 2025-09-11 | +10.9% | -24.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
TTAN's latest 8-K filings: 2026-06-18 (items 5.07); 2026-06-04 (items 2.02, 9.01); 2026-03-12 (items 2.02, 9.01); 2026-02-03 (items 1.01, 2.03); 2025-12-04 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.