undamentalytics Newsletter

Servicetitan, Inc.: which funds bought and sold

Institutions that bought and sold Servicetitan shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 213 institutions that filed 13F reports for both quarters added to or opened positions in Servicetitan, and 160 cut or closed them. Together they added a net 9.2M shares, +12.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.9M shares (+10.8%); index fund managers were net buyers of 6.3M shares (+69.4%). 85 opened a new position and 58 sold out entirely.

Bought, Q2 2026 213 institutions, 85 of them new holders Sold, Q2 2026 160 institutions, 58 of them sold out
Net change, all compared +9.2M shares (+12.5%)
Net change, active managers +2.9M shares (+10.8%), 33 bought, 29 sold

Buyers versus sellers

institutions compared, 415
Active managers and hedge funds 33 bought · 29 sold · +2.9M
Index fund managers 11 bought · 0 sold · +6.3M
Other institutions 169 bought · 131 sold · +8,378

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +3.2M +156.9% 5.2M $367M
FMR LLC Active manager +2.1M +71.5% 5.1M $359M
Jericho Capital Asset Management L.P. Hedge fund +1.9M New position 1.9M $137M
Millennium Management LLC Hedge fund +1.1M +53.6% 3.1M $222M
State Street Corp Index funds +929K +236.9% 1.3M $93.5M
Geode Capital Management, LLC Index funds +875K +123.6% 1.6M $112M
Morgan Stanley +804K +99.4% 1.6M $114M
Invesco Ltd. +696K +6910.5% 707K $50M
Atreides Management, LP Hedge fund +542K New position 542K $38.3M
Citadel Advisors LLC Hedge fund +495K +33.7% 2.0M $139M
Voya Investment Management LLC +493K New position 493K $34.9M
Vanguard Portfolio Management LLC Index funds +489K +22.2% 2.7M $190M
Northern Trust Corp Index funds +425K +256.0% 591K $41.8M
Blair William & Co +306K +533.6% 363K $25.7M
Wellington Management Group LLP Active manager +228K +258.7% 317K $22.4M
Liontrust Investment Partners LLP Active manager +227K +40.6% 784K $55.5M
Natixis Advisors, LLC +218K +50.7% 647K $45.7M
Loomis Sayles & Co L P Active manager +196K New position 196K $13.8M
Goldman Sachs Group Inc +191K +21.4% 1.1M $76.6M
Stockbridge Partners LLC Hedge fund +189K New position 189K $13.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Jpmorgan Chase & Co −1.6M −85.8% 258K $18.3M
Kayne Anderson Rudnick Investment Management LLC Active manager −1.1M −23.0% 3.8M $265M
Battery Management Corp. −713K −21.6% 2.6M $183M
Generation Investment Management LLP Active manager −570K −32.6% 1.2M $83.5M
Point72 Asset Management, L.P. Hedge fund −527K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −514K Sold out 0 —
Susquehanna International Group, LLP −461K −86.0% 75K $5.3M
BAMCO Inc Active manager −409K −36.7% 705K $49.9M
Artisan Partners Limited Partnership Active manager −350K −60.9% 224K $15.9M
Woodline Partners LP Hedge fund −286K Sold out 0 —
Bank Of America Corp −258K −57.5% 190K $13.5M
Brookfield Corp −238K −90.6% 25K $1.7M
Gilder Gagnon Howe & Co LLC Active manager −217K −36.5% 378K $26.7M
Marshall Wace, LLP Hedge fund −214K Sold out 0 —
Jennison Associates LLC Active manager −214K −56.2% 167K $11.8M
Balyasny Asset Management L.P. Hedge fund −201K −50.9% 194K $13.7M
Arrowmark Colorado Holdings LLC −134K −71.2% 54K $3.8M
Wells Fargo & Company −109K −10.6% 918K $64.9M
Madison Asset Management, LLC −106K −11.8% 794K $56.1M
Bienville Capital Management, LLC −104K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Jericho Capital Asset Management L.P.Hedge fund 1.9M $137M
Atreides Management, LPHedge fund 542K $38.3M
Voya Investment Management LLC 493K $34.9M
Loomis Sayles & Co L PActive manager 196K $13.8M
Stockbridge Partners LLCHedge fund 189K $13.3M
Nomura Asset Management International Inc. 132K $9.4M
Royce & Associates LPActive manager 88K $6.2M
Winton Group LtdHedge fund 74K $5.2M
Castleark Management LLC 56K $4M
Lisanti Capital Growth, LLC 55K $3.9M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Point72 Asset Management, L.P.Hedge fund 527K $33.5M
Qube Research & Technologies LtdHedge fund 514K $32.6M
Woodline Partners LPHedge fund 286K $18.2M
Marshall Wace, LLPHedge fund 214K $13.6M
Bienville Capital Management, LLC 104K $6.6M
Twinbeech Capital LP 57K $3.6M
Roubaix Capital, LLC 54K $3.4M
Sone Capital Management, LLC 43K $2.8M
Aquatic Capital Management LLC 27K $1.7M
Healthcare Of Ontario Pension Plan Trust Fund 27K $1.7M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
367
Ten largest holders
47.9%
of 13F-reported shares
Index fund managers
18.2%
of 13F-reported shares
Active managers and hedge funds
35.8%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 33 29 13 12 +2.9M +10.8%
Index fund managers 11 0 1 0 +6.3M +69.4%
Other institutions 169 131 71 46 +8,378 +0.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

← Back to Servicetitan, Inc. · Insiders · Politicians