ServiceTitan Down 39%, but This $8 Million Buy Lifted One Fund's Stake to a 16% Portfolio Bet
The Motley Fool
by newsfeedback@fool.com (Jonathan Ponciano)February 20, 2026
AI-Generated Deep Dive Summary
Daventry Group, LP significantly boosted its stake in ServiceTitan (NASDAQ: TTAN) by acquiring 80,718 shares valued at $7.88 million, marking an increase of nearly 16% in their portfolio allocation to the company. This move came despite ServiceTitan's stock experiencing a 39% decline. The filing with the Securities and Exchange Commission reveals that the transaction was based on average quarterly pricing from late 2025, reflecting both strategic investment decisions and market conditions.
ServiceTitan, a leading provider of cloud-based workflow tools for the field service industry, operates under a SaaS model to deliver scalable solutions aimed at streamlining operational workflows. The company focuses on automation and customer success, targeting traditionally manual service sectors with its digital transformation tools. This positioning has established ServiceTitan as a key player in driving efficiency within the contractor and service professional markets.
The investment by Daventry Group underscores the potential growth opportunities perceived in ServiceTitan's business model. As the field service industry continues to evolve, the demand for automation and integrated SaaS solutions is expected to rise, making companies like ServiceTitan attractive long-term plays. For investors, this move highlights the importance of evaluating both market trends and company fundamentals when assessing investment potential. The strategic shift in Daventry Group's portfolio reflects a confidence in ServiceTitan's ability to capitalize on these trends despite short-term challenges.
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Originally published on The Motley Fool on 2/20/2026