What smart money is saying about ServiceTitan, Inc.
5 funds in our archive have pitched ServiceTitan, Inc. — most recently Baron Discovery Fund in March 2026.
ServiceTitan, Inc. specializes in providing solutions for managing various field service operations. These activities are essential for the installation, ongoing maintenance, and repair of critical infrastructure and systems within both residential dwellings and commercial establishments. The company was established by Ara Mahdessian and Vahe Kuzoyan on June 8, 2008, and its main office is situated in Glendale, California.
Get an email when a fund writes about it
Position history
Between Q4 2024 and Q2 2026, 6 fund letters reported a position in ServiceTitan, Inc. — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 1 | 0 | 0 |
| Q1 2026 | 3 | 1 | 0 | 1 |
| Q4 2025 | 0 | 0 | 0 | 1 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 6 positions · 2 moves
- June 2026
“Recent Activity During the second quarter, we initiated five new positions: the leading search and AI company, Alphabet, one of the leading memory providers, Samsung Electronics, a fast-inferencing AI chip provider, Cerebras, a supplier of critical parts used in aerospace engines and industrial gas turbines, DPC Holdings, and an engine provider for power generation, INNIO. We also took advantage of stock price volatility and significant inflows into the Fund to add to many existing positions including Shopify, Nu, NVIDIA, Amazon, GDS, ASML, TSMC, MercadoLibre, Tesla, ServiceTitan, and others.”
ServiceTitan, Inc. - June 2026
“QuickBooks remains an attractive asset, but we see better opportunities in SME digitisation through holdings such as ServiceTitan and Shopify.”
ServiceTitan, Inc. - June 2026
“QuickBooks remains an attractive asset, but we see better opportunities in SME digitisation through holdings such as ServiceTitan and Shopify.”
20 more words on why — unlock Liontrust GF Sustainable Future Multi-Asset Global Fund’s full commentServiceTitan, Inc. - March 2026
“ServiceTitan provides an end‑to‑end, cloud‑based software platform that streamlines a wide range of business workflows, including advertising, job scheduling, and management.”
ServiceTitan, Inc. - March 2026
“ServiceTitan provides an end‑to‑end, cloud‑based software platform that streamlines a wide range of business workflows, including advertising, job scheduling, and management.”
ServiceTitan, Inc. - March 2026
“ServiceTitan Inc. provides an end‑to‑end, cloud‑based software platform that streamlines and automates a wide range of business workflows for skilled tradespeople (i.e. plumbers, electricians, HVAC technicians), including advertising, call answering, job scheduling, and other administrative functions. Its stock declined -41% in concert with the broader software space amid AI disintermediation fears. The company has been gaining traction in new markets, supported by recent enterprise wins and increased adoption of its Pro products and AI virtual agents which are answering phones and booking appointments during off hours. We added to the position on weakness.”
ServiceTitan, Inc.
Also mentioned · 1
These funds discuss ServiceTitan, Inc. — as a competitor, benchmark or comparable — without disclosing a position in it.
- March 2026
“ServiceTitan Inc. provides an end-to-end cloud-based software platform to connect and manage a range of business workflows for trade-based businesses.”
ServiceTitan, Inc.
Fund coverage · 5 theses
- Baron Discovery FundMarch 2026
ServiceTitan is a vertical software platform for trades with deep domain data and workflow automation that create strong switching costs.
Read the full thesis - Artisan U.S. Mid-Cap Growth StrategyDecember 2025
ServiceTitan is a leading vertical software platform for the trades with subscription and usage-based revenue and significant expansion opportunities.
Read the full thesis - Artisan US Mid Cap Growth StrategyJuly 2025
ServiceTitan is a leading vertical software provider for underserved trade sectors, focusing on full workflow management and offering growth opportunities through customer acquisition and upselling.
Read the full thesis - Artisan US Small Cap Growth StrategyJune 2025
ServiceTitan is the leading vertical software provider for trades, showing promising growth potential through customer acquisition and expansion, particularly following its IPO.
Read the full thesis - Baron Discovery FundDecember 2024
ServiceTitan, Inc. is a leading business management software platform for the trades, poised for strong organic revenue growth and margin expansion in a large, resilient market.
Read the full thesis
Read every full thesis on ServiceTitan, Inc.
Unlock all 5 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→