Wasatch Advisors' $55.4M new position is the dominant signal. Monitor for any 13D filing or additional insider buying that could corroborate a fundamental thesis. The 45-day lag means the cluster may have been partially unwound; watch for price action on any upcoming earnings or guidance release.
Executive Summary
An institutional cluster in ServiceTitan (TTAN) shows strong net buying of $55.7M, driven primarily by a new $55.4M position from Wasatch Advisors. The cluster is dominated by a single large active manager, with two smaller adds and one minor trim. The signal is bullish but tempered by the 45-day reporting lag and the concentrated nature of the buying.
Key Financial Metrics
Institutional Positions
Net institutional flow: $55.7M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wasatch Advisors | NEW | +0% | $55.4M | $55.4M |
| Farther Finance Advisors | ADD | +98.5% | $35.0K | $16.0K |
| Vontobel Holding | ADD | +43.6% | $1.2M | $312.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Wealth Enhancement Advisory Services | TRIM | -55.9% | $801.0K | -$469.0K |
Key Facts
- Wasatch Advisors initiated a new $55.4M position in TTAN, representing 98% of total buying value.
- Farther Finance Advisors nearly doubled its stake (+98.5%), adding $16K to reach $35K.
- Vontobel Holding added 43.6% to its position, increasing holdings by $312K to $1.2M.
- Wealth Enhancement Advisory Services trimmed 55.9% of its position, reducing value by $469K to $332K.
- Net institutional flow was +$55.7M, with 3 buyers and 1 seller.
Financial Impact
Three institutions accumulated $56.6M in new positions while one reduced holdings by $469K, resulting in net buying of $55.7M.
Risk Factors
- 13F data is 45+ days stale; positions may have been partially or fully unwound since quarter-end.
- Cluster is heavily concentrated in one fund (Wasatch), reducing diversification of the signal.
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-TTAN-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 16, 2026 10d ago | Institutional Cluster | $78.26 | awaiting T+60 | — | — |
Sep 23, 2026 4w ago | Insider Cluster | $59.98 | awaiting T+60 | — | — |
Sep 21, 2026 5w ago | Insider Cluster | $61.56 | awaiting T+60 | — | — |
Sep 17, 2026 5w ago | 144 | $55.04 | awaiting T+60 | — | — |
Aug 17, 2026 10w ago | Insider Cluster | $91.11 | awaiting T+60 | — | — |
Aug 13, 2026 10w ago | Insider Cluster | $90.40 | awaiting T+60 | — | — |
Jul 16, 2026 14w ago | 144 | $76.00 $72.28 | ▼ −4.89% | ▼ −9.58% | — |
Jul 16, 2026 14w ago | 144 / CLUSTER | $76.00 $72.28 | ▲ +4.89% | ▲ +9.58% | — |
Jul 8, 2026 15w ago | Insider Cluster | $79.44 $67.09 | ▲ +15.55% | ▲ +17.93% | — |
Jul 8, 2026 15w ago | Insider Cluster | $79.44 $67.09 | ▼ −15.55% | ▼ −17.93% | — |
US Market Status
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