ServiceTitan (TTAN) Caught in the AI downdraft
Osterweis Capital Management, an investment management firm, released its Q1 2026 investor update for its “Osterweis Opportunity Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Millennium Management Israel Englander | 2,046,619 | $129,878,442 | +626% | 0.05% |
| 2. | Generation Investment Management David Blood And Al Gore | 1,751,224 | $111,132,675 | 1% | |
| 3. | Citadel Investment Group Ken Griffin | 1,467,923 | $93,154,394 | +668% | 0.02% |
| 4. | Greenoaks Capital Neil Mehta | 1,244,725 | $78,990,249 | -20% | 3.44% |
| 5. | SCGE Management Christopher Lyle | 1,229,285 | $78,010,426 | 2.36% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $64.18 | 791 | $50,766.85 | 594,405 | 2026-06-23 | Filing | |
| $64.18 | 590 | $37,866.55 | 443,221 | 2026-06-23 | Filing | |
| $63.42 | 53,295 | $3,379,819.67 | 595,196 | 2026-06-23 | Filing | |
| $63.42 | 39,739 | $2,520,136.11 | 443,811 | 2026-06-23 | Filing | |
| $63.01 | 115 | $7,246.15 | 648,491 | 2026-06-22 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,527,632 | $731,543,527 | 16.38% | |
| 2. | 5,068,064 | $321,619,341 | 51.68% | |
| 3. | 4,869,029 | $308,988,599 | 0.91% | |
| 4. | 3,299,941 | $209,414,256 | 49.18% | |
| 5. | 2,963,303 | $188,051,215 | 0.01% |