Services-Prepackaged Software · SIC 7372

ServiceTitan, Inc.

TTAN

Watch

Latest revenue

$249.2M

as of 2025-10-31

Latest net income

$-39.5M

as of 2025-10-31

Net margin

-15.9%

as of 2025-10-31

Price · 5Y

-27.4% / yr 41.1 pts / yr vs S&P 500 36.8% total
Compare:

Live market

delayed ≤15 min
$63.17
3.00%
Market cap
$2.24B
Enterprise value
$2.24B
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$124.85
52-wk low
$54.17
Beta
Shares out
35.4M

5-year trend

What this company does

AI

Item 1. Business. ServiceTitan is the operating system that powers the trades. We are modernizing a large and technologically underserved industry—an industry commonly referred to as the “trades.” The trades consist of the collection of field service activities required to install, maintain, and service the infrastructure and systems of residences and commercial buildings. Tradespeople—like your local plumber, roofer, landscaper, HVAC technician and others who are employed in the trades—are immensely skilled and extensively trained. They are the essential, unsung heroes who work tirelessly to ensure that our needs are met where we live or work, ready at a moment’s notice to leave their…

AI summary unavailable — showing raw filing excerpt

Generated from TTAN's filing dated 2026-03-25

Key risks

AI

Item 1A. Risk Factors. Certain factors may have a material adverse effect on our business, financial condition, and results of operations. You should carefully consider the risks and uncertainties described below, together with all of the other information in this Annual Report, including the section titled “Management’s Discussion and Analysis of Financial Condition and Results of Operations” and our consolidated financial statements and related notes included elsewhere in this Annual Report. If any of the risks actually occur, our business, financial condition, results of operations and prospects could be adversely affected. In that event, the market price of our Class A common stock…

AI summary unavailable — showing raw filing excerpt

Generated from TTAN's filing dated 2026-03-25

Profitability

Gross margin

70.1%

8.0%

Operating margin

-17.6%

40.9%

Net margin

-16.6%

46.3%

Return on equity

-10.5%

36.2%

Return on assets

-9.2%

32.2%

Leverage

Debt / equity

0.14×

33.2%

Long-term debt / equity

0.00×

100.0%

Debt / assets

12.6%

29.1%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-01-31

$254.0M+21.4%$-41.7M+58.7%-16.4%

Q4 2025

2025-10-31

$249.2M+25.0%$-39.5M+14.9%-15.9%

Q3 2025

2025-07-31

$242.1M+25.5%$-32.2M+9.6%-13.3%

Q2 2025

2025-04-30

$215.7M+26.6%$-46.4M+17.3%-21.5%

Q1 2025

2025-01-31

$209.3M$-100.9M-48.2%

Q4 2024

2024-10-31

$199.3M+24.5%$-46.5M-17.1%-23.3%

Q3 2024

2024-07-31

$193.0M$-35.7M-18.5%

Q2 2024

2024-04-30

$170.3M$-56.0M-32.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Prepackaged Software · SIC 7372

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Insider activity

Insider buying

$0

Insider selling

$334.5M

Net activity

−$334.5M

Distinct insiders

8

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-04-09

Michele O'Connor

Chief Accounting Officer

Sale5,000$58.93$294.6K
2026-03-18

Ara Mahdessian

Chief Executive Officer

Sale650$69.86$45.4K
2026-03-18

Ara Mahdessian

Chief Executive Officer

Sale1,039$69.86$72.5K
2026-03-18

Ara Mahdessian

Chief Executive Officer

Sale351$69.86$24.5K
2026-03-18

Ara Mahdessian

Chief Executive Officer

Sale121$69.86$8.4K
2026-03-18

Ara Mahdessian

Chief Executive Officer

Sale50$69.86$3.5K
2026-03-18

Ara Mahdessian

Chief Executive Officer

Sale79$69.86$5.5K
2026-03-18

Vahe Kuzoyan

President

Sale914$69.86$63.9K
2026-03-18

Vahe Kuzoyan

President

Sale1,462$69.86$102.1K
2026-03-18

Vahe Kuzoyan

President

Sale495$69.86$34.5K
2026-03-18

Vahe Kuzoyan

President

Sale170$69.86$11.8K
2026-03-18

Vahe Kuzoyan

President

Sale70$69.86$4.9K
2026-03-18

Vahe Kuzoyan

President

Sale111$69.86$7.7K
2026-03-18

David Sherry

Chief Financial Officer

Sale5,047$69.86$352.6K
2026-03-18

David Sherry

Chief Financial Officer

Sale8,068$69.86$563.6K
2026-03-18

David Sherry

Chief Financial Officer

Sale2,730$69.86$190.7K
2026-03-18

David Sherry

Chief Financial Officer

Sale936$69.86$65.4K
2026-03-18

David Sherry

Chief Financial Officer

Sale386$69.86$27.0K
2026-03-18

David Sherry

Chief Financial Officer

Sale611$69.86$42.7K
2026-03-18

Michele O'Connor

Chief Accounting Officer

Sale1,463$69.86$102.2K
2026-03-18

Michele O'Connor

Chief Accounting Officer

Sale2,339$69.86$163.4K
2026-03-18

Michele O'Connor

Chief Accounting Officer

Sale792$69.86$55.3K
2026-03-18

Michele O'Connor

Chief Accounting Officer

Sale272$69.86$19.0K
2026-03-18

Michele O'Connor

Chief Accounting Officer

Sale112$69.86$7.8K
2026-03-18

Michele O'Connor

Chief Accounting Officer

Sale177$69.86$12.4K
2026-01-21

David Sherry

Chief Financial Officer

Sale100$88.26$8.8K
2026-01-21

David Sherry

Chief Financial Officer

Sale21$88.26$1.9K
2026-01-21

David Sherry

Chief Financial Officer

Sale20$88.26$1.8K
2026-01-21

David Sherry

Chief Financial Officer

Sale4$88.26$353
2026-01-20

David Sherry

Chief Financial Officer

Sale281$91.30$25.7K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns TTAN

Institutional value

$1.42B

Total shares held

22.7M

Distinct holders

199

-135 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC2.7M$170.0MNew
2VANGUARD PORTFOLIO MANAGEMENT LLC2.2M$139.7MNew
3BlackRock, Inc.2.0M$128.3M+303.8K (+17.7%)Added
4JPMORGAN CHASE & CO1.8M$110.3M-855.3K (-32.0%)Trimmed
5FRANKLIN RESOURCES INC1.1M$69.9M-913.1K (-45.3%)Trimmed
6Liontrust Investment Partners LLP641.9K$68.4M+0 (+0.0%)No change
7THOMA BRAVO, L.P.1.0M$65.9M+0 (+0.0%)No change
8WELLS FARGO & COMPANY/MN1.0M$65.1M+399.1K (+63.6%)Added
9Madison Asset Management, LLC900.1K$57.1M+262.0K (+41.1%)Added
10TimesSquare Capital Management, LLC841.6K$53.4M-22.9K (-2.7%)Trimmed
11FIRST TRUST ADVISORS LP766.3K$48.6M-1.8K (-0.2%)Trimmed
12UBS Group AG640.6K$40.7M+526.6K (+461.8%)Added
13Capital International Investors638.6K$40.5M-586.1K (-47.9%)Trimmed
14Artisan Partners Limited Partnership573.9K$36.4M-1.0M (-64.5%)Trimmed
15PRINCIPAL FINANCIAL GROUP INC398.2K$25.3M-4.2K (-1.0%)Trimmed
16JENNISON ASSOCIATES LLC380.5K$24.1M+267.0K (+235.3%)Added
17VANGUARD FIDUCIARY TRUST CO351.0K$22.3MNew
18ENVESTNET ASSET MANAGEMENT INC314.6K$20.0M+47.1K (+17.6%)Added
19STIFEL FINANCIAL CORP219.7K$13.9M+73.1K (+49.9%)Added
20OPPENHEIMER & CO INC218.5K$13.9M-1.7K (-0.8%)Trimmed

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once TTAN's latest filing finishes processing.