David M. Polen
Polen Capital Management
Polen Capital Management ServiceTitan, Inc, CL-A stake
total: 588
Polen Capital Management TTAN trades
- Total transactions:
- 4
- New positions:
- 1
- Sold out:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q2
- Held for:
- 3 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q2 report, Polen Capital Management doesn't hold any ServiceTitan, Inc, CL-A (TTAN) shares. To date, the estimated cost basis is nearly $107.06 for "buy" trades and estimated average "sell" price is $104.85. Polen Capital Management first purchased TTAN in 2025 Q2, initially acquiring 3,461 shares. Since the initial investment in ServiceTitan, Inc, CL-A (TTAN), Polen Capital Management has made 3 more transactions.
When did Polen Capital Management sell ServiceTitan, Inc, CL-A (TTAN)?
Polen Capital Management sold off the entire ServiceTitan, Inc, CL-A (TTAN) position in 2026 Q1.
When did Polen Capital Management buy ServiceTitan, Inc, CL-A (TTAN)?
Polen Capital Management first invested in ServiceTitan, Inc, CL-A (TTAN) in 2025 Q2 at the reported quarter-end price of $107.18 per share.
What's the cost basis of Polen Capital Management's TTAN stake?
The estimated cost basis for ServiceTitan, Inc, CL-A (TTAN) stake is around $107.06 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $107.06
- Weighted AVG sell price:
- $104.85
Polen Capital Management's historical trades in ServiceTitan, Inc, CL-A
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
0.00%
|
0
|
$106.50
|
|
-100% (-2,975)
|
-0%
|
|
2025 Q4
|
0.00%
|
2,975
|
$106.50
|
$316,838
|
+32.69% (+733)
|
+0%
|
|
2025 Q3
|
0.00%
|
2,242
|
$100.83
|
$226,061
|
-35.22% (-1,219)
|
-0%
|
|
2025 Q2
|
0.00%
|
3,461
|
$107.18
|
$370,950
|
new
|
+0%
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.