TTAN ServiceTitan, Inc. - Class A Common Stock
$91.91
Price · Aug 18, 2026
Fundamentals as of Jun 5, 2026
52W Range
$54–$120
57% of range
Analyst Rating
BUY
23 analysts
Price Target
$110
+20% upside
P/E (TTM)
-46.1
ROE
-10.6%
Net Profit Margin
-16.6%
About ServiceTitan, Inc. - Class A Common Stock Company overview from Wikipedia
ServiceTitan, Inc. is an American cloud-based software company headquartered in Glendale, California. It provides customer relationship management (CRM) software for tradespersons, with applications focused on sales, customer service, marketing automation, e-commerce and analytics.
Read more
ServiceTitan, Inc. is an American cloud-based software company headquartered in Glendale, California. It provides customer relationship management (CRM) software for tradespersons, with applications focused on sales, customer service, marketing automation, e-commerce and analytics.
History
ServiceTitan was founded by Ara Mahdessian and Vahe Kuzoyan in 2007; their cloud-based platform launched in 2012.
In 2019, the company expanded outside the United States, opening an office in Yerevan, Armenia.
ServiceTitan was planning an initial public offering for 2022 before the market for them soured, but continued to work with investment banks Goldman Sachs and Morgan Stanley to prepare for a stock market listing in 2024. Following the 2024 United States presidential election, ServiceTitan filed for an initial public offering with the Securities and Exchange Commission. On December 12, 2024, ServiceTitan began trading on the Nasdaq under the ticker symbol TTAN, raising approximately $625 million in its initial public offering at $71 per share; shares surged 42% on the first day, opening and closing at $101 and valuing the company at approximately $8.9 billion. Prior to the IPO, the company raised $1.4 billion in eight rounds of funding from investors, including Iconiq Capital, Bessemer Venture Partners, TPG Inc., Index Ventures, and Mucker Capital.
Acquisitions and partnerships
In 2021, the company acquired Aspire Software, a company specializing in software for landscapers, and ServicePro, a company specializing in software for pest control and lawn care contractors.
In January 2022, the company acquired FieldRoutes, a mobile-software-as-a-service provider in the lawn care and pest control industry.
In April 2024, the company acquired Convex, a San-Francisco-based sales and marketing platform.
In June 2025, ServiceTitan partnered with ABC Supply Co. Inc. to provide roofing contractors. In September 2025, ServiceTitan acquired Conduit Tech, an HVAC sales and design platform. In the same month, ServiceTitan partnered with Ford Pro to integrate vehicle data and fleet management tools. In October 2025, ServiceTitan partnered with Home Depot's Path to Pro program.
Products and services
In 2025, ServiceTitan announced a new AI-powered tool, Atlas, to assist contractors with operations.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
TTAN Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$91.91
Market Cap
—
P/E (TTM)
-46.1
EPS (TTM)
$-1.73
Revenue (TTM)
$961M
Div Yield
—
ROE
-10.6%
Debt/Equity
0.0
52W Range
$54 – $120
TTAN Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
$961M
2023-01-31
→
2026-01-31
EPS
$-1.73
2023-01-31
→
2026-01-31
Free Cash Flow
$105M
2025-01-31
→
2026-01-31
Margins
-16.6%
2025-01-31
→
2026-01-31
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
TTAN
Peer Median
P/E (TTM)
-46.1
31.0
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
TTAN
Peer Median
Gross Margin
70.1%
79.7%
Operating Margin
-17.6%
—
Net Profit Margin
-16.6%
14.8%
ROA
-9.1%
-3.7%
ROE
-10.6%
-6.5%
ROIC
-11.3%
—
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
TTAN
Peer Median
Debt / Equity
0.0
34.8
Current Ratio
3.5
1.3
Quick Ratio
2.9
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
TTAN
Peer Median
Revenue YoY
24.5%
—
Revenue CAGR 3Y
27.1%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
TTAN
Peer Median
TTAN Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
23 analysts
- Strong Buy 6 26.1%
- Buy 14 60.9%
- Hold 3 13.0%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
15 analysts · 2026-08-18
Median
$110.00
Now
$91.91
Low
$83.00
High
$125.00
Median target
$110.00
+19.7%
Mean target
$110.40
+20.1%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.09%
Next Report
Sep 03, 2026
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| March 31, 2027 | $0.37 | $0.28 | — |
| June 30, 2026 | $0.37 | $0.28 | 0.09% |
| March 31, 2026 | $0.27 | $0.18 | 0.09% |
| Dec. 31, 2025 | $0.24 | $0.16 | 0.08% |
| Sept. 30, 2025 | $0.33 | $0.18 | 0.15% |
| June 30, 2025 | $0.18 | $0.13 | 0.05% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| TTAN | — | -46.1 | 24.5% | -16.6% | -10.6% | 70.1% |
| HUT | $5.06B | -21.5 | 44.8% | -96.2% | -18.9% | — |
| IDCC | $8.18B | 27.0 | -4.0% | 48.8% | 37.2% | — |
| PCOR | $11.04B | -108.6 | 14.8% | -7.6% | -8.1% | 79.5% |
| WULF | $4.83B | -6.9 | 20.3% | -392.6% | -420.2% | 39.2% |
| QBTS | $9.38B | -23.6 | 178.5% | -1444.1% | -45.9% | 82.6% |
| CIFR | $5.98B | -6.9 | 48.0% | -367.2% | -105.8% | — |
| YOU | — | — | 16.9% | 12.1% | 58.1% | — |
| PLTR | $425.03B | 282.1 | 56.2% | 36.3% | 26.2% | 82.4% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 17
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Revenue | $961M | $772M | $614M | $468M | |
| Cost of Revenue | $287M | $271M | $238M | $202M | |
| Gross Profit | $674M | $501M | $377M | $266M | |
| R&D Expense | $303M | $263M | $204M | $159M | |
| SG&A Expense | $249M | $214M | $136M | $132M | |
| Operating Expenses | $843M | $731M | $559M | $488M | |
| Operating Income | $-169M | $-230M | $-183M | $-222M | |
| Interest Income | $19M | $9M | $7M | $2M | |
| Other Non-op | $2M | $-72.0K | $1M | $2M | |
| Pretax Income | $-157M | $-237M | $-191M | $-283M | |
| Income Tax | $3M | $2M | $4M | $-13M | |
| Net Income | $-160M | $-239M | $-195M | $-270M | |
| EPS (Basic) | $-1.73 | $-8.53 | $-7.24 | $-9.31 | |
| EPS (Diluted) | $-1.73 | $-8.53 | $-7.24 | $-9.31 | |
| Shares (Basic) | 92,378,699 | 42,148,552 | 33,267,131 | 30,410,373 | |
| Shares (Diluted) | 92,378,699 | 42,148,552 | 33,267,131 | 30,410,373 | |
| EBITDA | $-86M | $-150M | · | · |
Balance Sheet 25
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Cash & Equivalents | $429M | $442M | $147M | $202M | |
| Receivables | $56M | $44M | $28M | · | |
| Prepaid Expense | $26M | $25M | $23M | · | |
| Other Current Assets | $7M | $4M | $2M | · | |
| Current Assets | $591M | $573M | $249M | · | |
| PP&E (Net) | $39M | $57M | $97M | · | |
| PP&E (Gross) | $91M | $99M | $123M | · | |
| Accum. Depreciation | $52M | $43M | $26M | · | |
| Goodwill | $860M | $846M | $831M | $831M | |
| Intangibles | $177M | $215M | $251M | · | |
| Other Non-current Assets | $5M | $8M | $7M | · | |
| Total Assets | $1.75B | $1.77B | $1.52B | · | |
| Accounts Payable | $52M | $40M | $45M | · | |
| Short-term Debt | $0 | $1M | $2M | · | |
| Current Liabilities | $169M | $153M | $125M | · | |
| Capital Leases | $37M | $47M | $59M | · | |
| Other Non-current Liabilities | $13M | $10M | $8M | · | |
| Total Liabilities | $220M | $314M | $366M | · | |
| Long-term Debt | $0 | $104M | $175M | · | |
| Total Debt | $0 | $106M | · | · | |
| Common Stock | · | · | $34.0K | · | |
| Retained Earnings | $-1.27B | $-1.11B | $-867M | · | |
| Stockholders' Equity | $1.53B | $1.45B | $-478M | $-335M | |
| Liabilities + Equity | $1.75B | $1.77B | $1.52B | · | |
| Shares Outstanding | · | · | 34,185,388 | · |
Cash Flow 12
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| D&A | $83M | $80M | $81M | $58M | |
| Stock-based Comp | $197M | $164M | $102M | $64M | |
| Deferred Tax | $2M | $1M | $2M | $-15M | |
| Amort. of Intangibles | $45M | $46M | $49M | $45M | |
| Other Non-cash | $-12M | $31M | · | · | |
| Operating Cash Flow | $110M | $37M | $-40M | $-121M | |
| CapEx | $5M | $4M | $28M | $74M | |
| Investing Cash Flow | $-45M | $-23M | $-40M | $-681M | |
| Financing Cash Flow | $-79M | $280M | $24M | $889M | |
| Net Change in Cash | $-13M | $294M | $-56M | $87M | |
| Taxes Paid | $825.0K | · | · | · | |
| Free Cash Flow | $105M | $33M | · | · |
Profitability 8
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Gross Margin | 70.1% | 64.9% | · | · | |
| Operating Margin | -17.6% | -29.8% | · | · | |
| Net Margin | -16.6% | -31.0% | · | · | |
| Pretax Margin | -16.4% | -30.7% | · | · | |
| EBITDA Margin | -8.9% | -19.4% | · | · | |
| ROA | -9.1% | -14.5% | · | · | |
| ROE | -10.6% | -54.5% | · | · | |
| ROIC | -11.3% | -14.9% | · | · |
Liquidity & Solvency 4
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Current Ratio | 3.5 | 3.7 | · | · | |
| Quick Ratio | 2.9 | 3.2 | · | · | |
| Debt / Equity | 0.0 | 0.1 | · | · | |
| LT Debt / Equity | · | 0.1 | · | · |
Efficiency 2
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.5 | · | · | |
| Receivables Turnover | 19.1 | 21.3 | · | · |
Growth Rates 2
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Revenue YoY | 24.5% | 25.6% | 31.3% | · | |
| Revenue CAGR 3Y | 27.1% | · | · | · |
Valuation (TTM) 4
| Metric | Trend | 2026 | 2025 | 2024 | 2023 |
|---|---|---|---|---|---|
| Revenue TTM | $961M | $772M | · | · | |
| Net Income TTM | $-160M | $-239M | · | · | |
| P/E | -46.1 | -12.0 | · | · | |
| Earnings Yield | -2.2% | -8.3% | · | · |
Income Statement 17
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $269M | $254M | $249M | $242M | $216M | $209M | $199M | $193M | $170M | $162M | |
| Cost of Revenue | $75M | $76M | $73M | $71M | $67M | $71M | $69M | $66M | $64M | $62M | |
| Gross Profit | $194M | $178M | $176M | $171M | $148M | $138M | $130M | $127M | $106M | $100M | |
| R&D Expense | $88M | $82M | $79M | $73M | $69M | $76M | $66M | $62M | $59M | $54M | |
| SG&A Expense | $58M | $65M | $62M | $64M | $60M | $92M | $40M | $39M | $43M | $37M | |
| Operating Expenses | $220M | $220M | $219M | $206M | $198M | $238M | $174M | $159M | $159M | $148M | |
| Operating Income | $-26M | $-43M | $-42M | $-35M | $-50M | $-100M | $-44M | $-33M | $-53M | $-48M | |
| Interest Income | $4M | $4M | $5M | $5M | $5M | $4M | $2M | $2M | $2M | $2M | |
| Other Non-op | $351.0K | $625.0K | $217.0K | $185.0K | $501.0K | $-467.0K | $185.0K | $-17.0K | $227.0K | $133.0K | |
| Pretax Income | $-22M | $-40M | $-39M | $-32M | $-46M | $-100M | $-46M | $-35M | $-56M | $-50M | |
| Income Tax | $951.0K | $2M | $601.0K | $364.0K | $234.0K | $1M | $401.0K | $457.0K | $406.0K | $1M | |
| Net Income | $-23M | $-42M | $-40M | $-32M | $-46M | $-101M | $-46M | $-36M | $-56M | $-51M | |
| EPS (Basic) | $-0.24 | $-0.45 | $-0.42 | $-0.35 | $-0.51 | $-3.34 | $-1.74 | $-1.43 | $-2.02 | $-1.88 | |
| EPS (Diluted) | $-0.24 | $-0.45 | $-0.42 | $-0.35 | $-0.51 | $-3.34 | $-1.74 | $-1.43 | $-2.02 | $-1.88 | |
| Shares (Basic) | 95,003,992 | -182,917,632 | 93,273,982 | 91,687,907 | 90,334,442 | -61,910,487 | 35,094,547 | 34,789,424 | 34,175,068 | 224,060 | |
| Shares (Diluted) | 95,003,992 | -182,917,632 | 93,273,982 | 91,687,907 | 90,334,442 | -61,910,487 | 35,094,547 | 34,789,424 | 34,175,068 | 224,060 | |
| EBITDA | $-6M | · | $-42M | $-35M | $-30M | · | $-44M | · | · | · |
Balance Sheet 25
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $422M | $429M | $493M | $471M | $420M | $442M | $134M | · | · | $147M | |
| Receivables | $63M | $56M | $52M | $52M | $46M | $44M | $41M | · | · | · | |
| Prepaid Expense | $29M | $26M | $25M | $32M | $24M | $25M | $19M | · | · | · | |
| Other Current Assets | $8M | $7M | $5M | $5M | $3M | $4M | $3M | · | · | · | |
| Current Assets | $601M | $591M | $644M | $623M | $553M | $573M | $253M | · | · | · | |
| PP&E (Net) | $37M | $39M | $44M | $46M | $48M | $57M | $60M | · | · | · | |
| PP&E (Gross) | $92M | $91M | $92M | $95M | $94M | $99M | $99M | · | · | · | |
| Accum. Depreciation | $55M | $52M | $49M | $50M | $46M | $43M | $39M | · | · | · | |
| Goodwill | $860M | $860M | $860M | $846M | $846M | $846M | $846M | · | · | $831M | |
| Intangibles | $167M | $177M | $188M | $192M | $204M | $215M | $226M | · | · | · | |
| Other Non-current Assets | $7M | $5M | $7M | $8M | $7M | $8M | $12M | · | · | · | |
| Total Assets | $1.75B | $1.75B | $1.82B | $1.78B | $1.73B | $1.77B | $1.47B | · | · | · | |
| Accounts Payable | $56M | $52M | $47M | $43M | $44M | $40M | $45M | · | · | · | |
| Short-term Debt | · | $0 | $1M | $1M | $1M | $1M | $1M | · | · | · | |
| Current Liabilities | $135M | $169M | $156M | $139M | $115M | $153M | $140M | · | · | · | |
| Capital Leases | $37M | $37M | $40M | $41M | $44M | $47M | $50M | · | · | · | |
| Other Non-current Liabilities | $14M | $13M | $12M | $11M | $10M | $10M | $10M | · | · | · | |
| Total Liabilities | $187M | $220M | $312M | $294M | $273M | $314M | $374M | · | · | · | |
| Long-term Debt | · | $0 | $104M | $104M | $104M | $104M | $174M | · | · | · | |
| Total Debt | · | · | $2M | $2M | $2M | · | $106M | · | · | · | |
| Common Stock | · | · | · | · | · | · | $35.0K | · | · | · | |
| Retained Earnings | $-1.29B | $-1.27B | $-1.22B | $-1.18B | $-1.15B | $-1.11B | $-1.00B | · | · | · | |
| Stockholders' Equity | $1.56B | $1.53B | $1.50B | $1.49B | $1.45B | $1.45B | $-577M | · | · | $-478M | |
| Liabilities + Equity | $1.75B | $1.75B | $1.82B | $1.78B | $1.73B | $1.77B | $1.47B | · | · | · | |
| Shares Outstanding | · | · | · | · | · | · | 35,397,085 | · | · | · |
Cash Flow 11
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $20M | $23M | $20M | $20M | $20M | $20M | $20M | $20M | $20M | $23M | |
| Stock-based Comp | $55M | $54M | $50M | $49M | $44M | $95M | $25M | $24M | $20M | $30M | |
| Deferred Tax | $814.0K | $764.0K | $-398.0K | $679.0K | $646.0K | $-72.0K | $133.0K | $383.0K | $738.0K | $179.0K | |
| Amort. of Intangibles | $10M | $11M | $11M | $11M | $11M | $11M | $11M | $11M | $12M | $14M | |
| Other Non-cash | $-54M | · | · | · | $-33M | · | · | · | · | · | |
| Operating Cash Flow | $-2M | $41M | $44M | $40M | $-15M | $15M | $16M | $25M | $-19M | $6M | |
| CapEx | $596.0K | $700.0K | $2M | $1M | $1M | $997.0K | $1M | $1M | $628.0K | $5M | |
| Investing Cash Flow | $-8M | $-5M | $-26M | $-6M | $-8M | $-5M | $-5M | $-7M | $-7M | $-5M | |
| Financing Cash Flow | $2M | $-100M | $4M | $17M | $380.0K | $297M | $-5M | $-7M | $-5M | $-4M | |
| Net Change in Cash | $-7M | $-65M | $22M | $51M | $-22M | $308M | $6M | $11M | $-31M | $-3M | |
| Free Cash Flow | $-2M | · | · | · | $-16M | · | · | · | · | · |
Profitability 8
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 72.1% | · | 70.8% | 70.8% | 68.8% | · | 65.2% | · | · | · | |
| Operating Margin | -9.6% | · | -17.0% | -14.4% | -23.0% | · | -22.1% | · | · | · | |
| Net Margin | -8.5% | · | -15.9% | -13.3% | -21.5% | · | -23.3% | · | · | · | |
| Pretax Margin | -8.1% | · | -15.6% | -13.2% | -21.4% | · | -23.1% | · | · | · | |
| EBITDA Margin | -2.3% | · | -17.0% | -14.4% | -13.7% | · | -22.1% | · | · | · | |
| ROA | -1.3% | · | -2.4% | -3.6% | -5.4% | · | -6.3% | · | · | · | |
| ROE | -1.5% | · | -8.5% | -4.3% | -6.4% | · | 16.1% | · | · | · | |
| ROIC | -1.7% | · | -2.9% | -2.4% | -3.4% | · | 9.4% | · | · | · |
Liquidity & Solvency 4
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.4 | · | 4.1 | 4.5 | 4.8 | · | 1.8 | · | · | · | |
| Quick Ratio | 3.6 | · | 3.5 | 3.8 | 4.1 | · | 1.3 | · | · | · | |
| Debt / Equity | · | · | 0.0 | 0.0 | 0.0 | · | -0.2 | · | · | · | |
| LT Debt / Equity | · | · | · | · | · | · | -0.2 | · | · | · |
Efficiency 2
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | · | 0.2 | 0.3 | 0.2 | · | 0.3 | · | · | · | |
| Receivables Turnover | 4.9 | · | 5.3 | 9.3 | 9.4 | · | 9.7 | · | · | · |
Valuation (TTM) 4
| Metric | Trend | Q1 2027 | Q4 2026 | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $976M | · | $906M | $850M | $778M | · | $723M | · | · | · | |
| Net Income TTM | $-141M | · | $-165M | $-161M | $-185M | · | $-178M | · | · | · | |
| P/E | -39.1 | · | -31.2 | -29.0 | -20.3 | · | · | · | · | · | |
| Earnings Yield | -2.6% | · | -3.2% | -3.5% | -4.9% | · | · | · | · | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | |
|---|---|---|---|---|
| Revenue | $961M | $772M | $614M | $468M |
| Gross Margin % | 70.1% | 64.9% | — | — |
| Operating Margin % | -17.6% | -29.8% | — | — |
| Net Income | $-160M | $-239M | $-195M | $-270M |
| Diluted EPS | $-1.73 | $-8.53 | $-7.24 | $-9.31 |
Balance Sheet
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | |
|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.1 | — | — |
| Current Ratio | 3.5 | 3.7 | — | — |
| Quick Ratio | 2.9 | 3.2 | — | — |
Cash Flow
| 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | |
|---|---|---|---|---|
| Free Cash Flow | $105M | $33M | — | — |
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Institutional owners (13F) 394 filers · $4.4B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 95 (-1 vs prior Q) | 57 (-27 vs prior Q) | 114 (-30 vs prior Q) | 114 (+43 vs prior Q) | +11.3M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| ICONIQ Capital, LLC | $602,034,627 | 8,514,137 | 13.76% | Shares |
| FMR LLC | $271,756,278 | 3,843,251 | 6.21% | Shares |
| MILLENNIUM MANAGEMENT LLC | $222,285,370 | 3,143,620 | 5.08% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $195,303,141 | 2,762,030 | 4.46% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $190,199,152 | 2,689,848 | 4.35% | Shares |
| BATTERY MANAGEMENT CORP. | $182,933,417 | 2,587,094 | 4.18% | Shares |
| CITADEL ADVISORS LLC | $138,789,376 | 1,962,797 | 3.17% | Shares |
| Jericho Capital Asset Management L.P. | $137,177,400 | 1,940,000 | 3.13% | Shares |
| Index Venture Growth Associates IV Ltd | $121,045,762 | 1,711,862 | 2.77% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $96,294,757 | 1,361,531 | 2.20% | Shares |
| STATE STREET CORP | $93,457,902 | 1,321,707 | 2.14% | Shares |
| GREENOAKS LLC | $91,923,000 | 1,300,000 | 2.10% | Shares |
| SCGE MANAGEMENT, L.P. | $86,922,742 | 1,229,285 | 1.99% | Shares |
| GENERATION INVESTMENT MANAGEMENT LLP | $83,492,954 | 1,180,780 | 1.91% | Shares |
| THOMA BRAVO, L.P. | $73,474,690 | 1,039,099 | 1.68% | Shares |
| Dragoneer Investment Group, LLC | $70,772,578 | 1,000,885 | 1.62% | Shares |
| Liontrust Investment Partners LLP | $68,364,800 | 641,923 | 1.56% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $63,614,581 | 899,655 | 1.45% | Shares |
| FIRST TRUST ADVISORS LP | $59,106,913 | 835,906 | 1.35% | Shares |
| Madison Asset Management, LLC | $56,117,994 | 793,636 | 1.28% | Shares |
| ALLIANCEBERNSTEIN L.P. | $56,095,975 | 883,958 | 1.28% | Shares |
| TimesSquare Capital Management, LLC | $53,410,411 | 841,639 | 1.22% | Shares |
| GOLDMAN SACHS GROUP INC | $52,535,550 | 742,972 | 1.20% | Shares |
| BAMCO INC /NY/ | $49,862,076 | 705,163 | 1.14% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $49,686,291 | 702,677 | 1.14% | Shares |
| Capital International Investors | $45,411,093 | 642,216 | 1.04% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $44,749,979 | 646,676 | 1.02% | Shares |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $42,782,308 | 605,039 | 0.98% | Shares |
| Atreides Management, LP | $38,331,325 | 542,092 | 0.88% | Shares |
| NORGES BANK | $35,674,821 | 504,523 | 0.82% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $35,028,532 | 495,383 | 0.80% | Shares |
| No Street GP LP | $33,046,460 | 467,352 | 0.76% | Shares |
| Deer Management Co. LLC | $32,007,805 | 4,568,064 | 0.73% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $30,128,329 | 426,083 | 0.69% | Shares |
| GILDER GAGNON HOWE & CO LLC | $26,721,592 | 377,904 | 0.61% | Shares |
| RAYMOND JAMES FINANCIAL INC | $26,632,922 | 376,650 | 0.61% | Shares |
| BLAIR WILLIAM & CO/IL | $25,694,883 | 363,384 | 0.59% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23,489,862 | 332,200 | 0.54% | Call option |
| UBS Group AG | $21,374,360 | 302,282 | 0.49% | Shares |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | $21,240,860 | 300,394 | 0.49% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $20,252,263 | 286,413 | 0.46% | Shares |
| AMERIPRISE FINANCIAL INC | $19,687,894 | 278,429 | 0.45% | Shares |
| Index Venture Growth Associates V Ltd | $18,109,538 | 256,110 | 0.41% | Shares |
| CANADA PENSION PLAN INVESTMENT BOARD | $16,256,229 | 229,900 | 0.37% | Shares |
| Artisan Partners Limited Partnership | $15,856,435 | 224,246 | 0.36% | Shares |
| OPPENHEIMER & CO INC | $15,451,408 | 218,518 | 0.35% | Shares |
| ExodusPoint Capital Management, LP | $13,864,322 | 196,073 | 0.32% | Shares |
| STIFEL FINANCIAL CORP | $13,789,530 | 195,015 | 0.32% | Shares |
| Balyasny Asset Management L.P. | $13,704,659 | 193,815 | 0.31% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $13,606,089 | 192,421 | 0.31% | Shares |
| Stockbridge Partners LLC | $13,333,431 | 188,565 | 0.30% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $12,954,072 | 183,200 | 0.30% | Put option |
| WCM INVESTMENT MANAGEMENT, LLC | $12,263,308 | 174,691 | 0.28% | Shares |
| CITADEL ADVISORS LLC | $12,239,901 | 173,100 | 0.28% | Call option |
| EVENTIDE ASSET MANAGEMENT, LLC | $11,516,518 | 162,882 | 0.26% | Shares |
| HUNTINGTON NATIONAL BANK | $11,390,815 | 161,092 | 0.26% | Shares |
| JANE STREET GROUP, LLC | $11,264,103 | 159,300 | 0.26% | Call option |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $10,358,661 | 146,495 | 0.24% | Shares |
| LITTLEJOHN & CO LLC | $10,054,821 | 142,198 | 0.23% | Shares |
| OSTERWEIS CAPITAL MANAGEMENT INC | $9,586,862 | 135,580 | 0.22% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $9,365,000 | 132,436 | 0.21% | Shares |
| D.A. DAVIDSON & CO. | $9,330,679 | 131,957 | 0.21% | Shares |
| JENNISON ASSOCIATES LLC | $9,111,902 | 128,863 | 0.21% | Shares |
| Bank of New York Mellon Corp | $8,866,610 | 125,394 | 0.20% | Shares |
| NEUBERGER BERMAN GROUP LLC | $8,486,261 | 120,015 | 0.19% | Shares |
| PICTON MAHONEY ASSET MANAGEMENT | $8,320,024 | 117,664 | 0.19% | Shares |
| Emergence GP Partners, LLC | $8,237,715 | 116,500 | 0.19% | Shares |
| WHITTIER TRUST CO | $8,097,861 | 104,099 | 0.19% | Shares |
| LOOMIS SAYLES & CO L P | $8,084,699 | 114,336 | 0.18% | Shares |
| WOLVERINE TRADING, LLC | $8,002,323 | 77,700 | 0.18% | Call option |
| SEGALL BRYANT & HAMILL, LLC | $7,884,377 | 111,503 | 0.18% | Shares |
| Sands Capital Alternatives, LLC | $7,675,217 | 108,545 | 0.18% | Shares |
| Swiss National Bank | $7,622,538 | 107,800 | 0.17% | Shares |
| TWO SIGMA ADVISERS, LP | $7,337,850 | 68,900 | 0.17% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $7,085,708 | 100,208 | 0.16% | Shares |
| Ghisallo Capital Management LLC | $7,071,000 | 100,000 | 0.16% | Shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $7,071,000 | 100,000 | 0.16% | Call option |
| BARCLAYS PLC | $6,911,408 | 97,743 | 0.16% | Shares |
| MONIMUS CAPITAL MANAGEMENT, LP | $6,604,880 | 93,408 | 0.15% | Shares |
| ASSETMARK, INC | $6,522,149 | 92,238 | 0.15% | Shares |
| GGV Capital LLC | $6,513,214 | 63,315 | 0.15% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $6,466,076 | 91,445 | 0.15% | Shares |
| BANK OF AMERICA CORP /DE/ | $6,460,631 | 91,368 | 0.15% | Shares |
| ROYCE & ASSOCIATES LP | $6,245,673 | 88,328 | 0.14% | Shares |
| JANE STREET GROUP, LLC | $6,208,338 | 87,800 | 0.14% | Put option |
| STRS OHIO | $5,833,575 | 82,500 | 0.13% | Shares |
| JACOBSON & SCHMITT ADVISORS, LLC | $5,734,723 | 81,102 | 0.13% | Shares |
| CITIGROUP INC | $5,543,169 | 78,393 | 0.13% | Shares |
| RHUMBLINE ADVISERS | $5,404,071 | 76,426 | 0.12% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5,299,220 | 74,943 | 0.12% | Shares |
| WINTON GROUP Ltd | $5,218,398 | 73,800 | 0.12% | Shares |
| Cubist Systematic Strategies, LLC | $4,978,195 | 49,372 | 0.11% | Shares |
| CITADEL ADVISORS LLC | $4,977,984 | 70,400 | 0.11% | Put option |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $4,949,700 | 70,000 | 0.11% | Shares |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | $4,949,700 | 70,000 | 0.11% | Put option |
| WHITTIER TRUST CO OF NEVADA INC | $4,339,984 | 54,454 | 0.10% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $4,284,461 | 60,592 | 0.10% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4,018,541 | 63,324 | 0.09% | Shares |
| Nebula Research & Development LLC | $3,994,170 | 37,266 | 0.09% | Shares |
| CASTLEARK MANAGEMENT LLC | $3,951,982 | 55,890 | 0.09% | Shares |
Company insiders 11 insiders · 1 officers · 7 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Michele O'Connor | Chief Accounting Officer | July 7, 2026 S | 71,676 | 0 | 8 | $-1,439,837 |
| Byron B Deeter | Director | July 17, 2026 S | 0 | 0 | 2 | $-1,137,556 |
| William J.G. Griffith | Director | July 13, 2026 J | 664,785 | 0 | 6 | $-6,001,450 |
| William Wei-Liang Hsu | Director | June 17, 2026 A | 4,937 | 0 | 0 | $0 |
| Ilya Golubovich | Director | June 17, 2026 A | 4,937 | 0 | 0 | $0 |
| Timothy S Cabral | Director | June 17, 2026 A | 17,779 | 0 | 0 | $0 |
| Michael M. Brown | Director | June 17, 2026 A | 75,001 | 0 | 0 | $0 |
| Nina Achadjian | Director | Dec. 13, 2024 C | 1,967,972 | 0 | 0 | $0 |
| David Sherry | — | Aug. 14, 2026 S | 386,757 | 0 | 13 | $-2,334,553 |
| Vahe Kuzoyan | — | Aug. 12, 2026 C | 0 | 0 | 19 | $-11,862,841 |
| Ara Mahdessian | — | Aug. 4, 2026 C | 0 | 0 | 19 | $-11,874,943 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 41 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| NBDS · Neuberger Berman ETF Trust | 1.99% | 9,942 NS | May 31, 2026 | N-PORT |
| SKYU · ProShares Trust | 0.80% | 398 NS | May 31, 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 0.34% | 1,528 NS | May 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.32% | 557,394 SH | Aug. 8, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.26% | 65,607 SH | Aug. 8, 2026 | Daily |
| IGV · iShares Trust | 0.18% | 286,698 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.17% | 1,561,221 SH | Aug. 8, 2026 | Daily |
| JHAI · Janus Detroit Street Trust | 0.16% | 568 NS | April 30, 2026 | N-PORT |
| ISCG · iShares Trust | 0.16% | 18,863 SH | Aug. 8, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.15% | 4,911 SH | Aug. 8, 2026 | Daily |
| SMLF · iShares Trust | 0.14% | 71,352 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.13% | 353,352 SH | Aug. 8, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | 0.12% | 823,525 SH | Aug. 8, 2026 | Daily |
| TMFE · RBB Fund, Inc. | 0.10% | 1,173 NS | May 31, 2026 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0.09% | 36,563 NS | April 30, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.09% | 276,106 NS | May 31, 2026 | N-PORT |
| ISCB · iShares Trust | 0.08% | 2,695 SH | Aug. 8, 2026 | Daily |
| SCHM · SCHWAB STRATEGIC TRUST | 0.08% | 154,907 NS | May 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.07% | 7,389 NS | April 30, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.06% | 22,069 NS | April 30, 2026 | N-PORT |
| ESML · iShares Trust | 0.06% | 21,502 SH | Aug. 8, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.05% | 674,009 SH | Aug. 8, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.05% | 1,424,846 SH | Aug. 8, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.05% | 16,065 SH | Aug. 8, 2026 | Daily |
| WSML · iShares Trust | 0.04% | 3,455 SH | Aug. 8, 2026 | Daily |
| TECB · iShares Trust | 0.04% | 2,151 SH | Aug. 8, 2026 | Daily |
| IGM · iShares Trust | 0.02% | 27,568 SH | Aug. 8, 2026 | Daily |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 21,134 NS | May 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 1,972,970 SH | Aug. 8, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 5,063 SH | Aug. 8, 2026 | Daily |
| ESGV · VANGUARD WORLD FUND | 0.01% | 13,533 SH | Aug. 8, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 16,285 SH | Aug. 8, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 76,307 SH | Aug. 8, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 2,342 SH | Aug. 8, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 2,156 NS | April 30, 2026 | N-PORT |
| SCHK · SCHWAB STRATEGIC TRUST | 0.01% | 4,772 NS | May 31, 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.01% | 34,312 NS | May 31, 2026 | N-PORT |
| GUSA · Goldman Sachs ETF Trust II | 0.01% | 1,691 NS | May 31, 2026 | N-PORT |
| FTEC · FIDELITY COVINGTON TRUST | 0.00% | 2,776 NS | April 30, 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 52,224 SH | Aug. 8, 2026 | Daily |
| VGT · VANGUARD WORLD FUND | 0.00% | 3,922 SH | Aug. 8, 2026 | Daily |