Bessemer Venture Partners VIII L.P.

Bessemer Venture Partners VIII L.P. sells 41,255 shares of TTAN for $4,181,999.67; stock down 25.0% from 52-week high.

Bessemer Venture Partners VIII L.P., a 10% owner of ServiceTitan, Inc., executed 2 separate sales totaling 41,255 shares for $4,181,999.67 on October 9-10, 2025, at a blended average price of $101.37. This represents a -0.6% reduction in the filer's post-transaction holdings of 7,089,795 shares. The transaction timing coincides with significant stock price weakness: TTAN is down 14.4% over the prior 30 days and 25.0% from its 52-week high of $129.37, while the company reported unprofitable operations with net income of $-32,225,000.00 against revenue of $242,123,000.00 in its latest quarter. Notably, the filer has executed 5 recent sales at this ticker (September 16–19, 2025) and shows a strong cross-ticker track record with 20 prior sells that posted a 90d well-timed rate of 100.00%, though same-ticker outcomes remain not yet measurable.

10% owner Bessemer Venture Partners VIII L.P. sells 28,245 shares of TTAN across 3 trades for $3,338,943.84 at $118.21 avg

Bessemer Venture Partners VIII L.P., a 10% owner, executed 3 separate sales totaling 28,245 shares for $3,338,943.84 on 2025-09-19, reducing holdings by 0.4% to 7,131,050 shares. The blended average sale price of $118.21 contrasts with the current price of $107.95 (-16.6% from the 52-week high of $129.37), and the insider has executed 5 sells at TTAN in the past 9 days (2025-09-10 through 2025-09-19). Fundamentally, ServiceTitan remains unprofitable (net income $-32,225,000.00) despite strong revenue growth of 25.6%, though quarterly revenue stands at $242,123,000.00. The timing of these sales is not yet measurable at the 90-day mark, and without a disclosed trading plan, the clustering of five sales in a single week warrants monitoring of whether this represents a broader liquidation pattern or a discrete portfolio adjustment.

10% owner Bessemer Venture Partners VIII L.P. sold 64,727 shares ($7.6M) at ServiceTitan on 2025-09-16/17

Bessemer Venture Partners VIII L.P., a 10% shareholder, executed two separate sales totaling 64,727 shares for $7,585,695.32 on 2025-09-16 and 2025-09-17 at a blended average price of $117.20, reducing holdings from 7,224,022 to 7,159,295 shares (-0.9%). The sales occurred as ServiceTitan stock was +12.7% over the prior 30 days and +12.2% over 90 days, trading at $117.16 currently, approximately 9.4% below its 52-week high of $129.37. The company remains unprofitable despite strong revenue growth of 25.6% annually, with most recent quarterly revenue of $242,123,000.00 offset by net income of -$32,225,000.00. The five prior sales by this insider at ServiceTitan in early September 2025 suggest sustained divestment activity by a major stakeholder, though the outcomes of those recent trades remain unmeasurable.

Bessemer Venture Partners VIII sells 9,495 TTAN shares at $117.13; part of 5-trade selling cluster in Sept 2025.

Bessemer Venture Partners VIII L.P., a 10% owner, sold 9,495 shares at $117.13 on 2025-09-12, reducing holdings from 7,233,517 to 7,224,022 shares (-0.1% of holdings). This sale is one of five consecutive insider sales at TTAN spanning 2025-09-10 through 2025-09-16, suggesting a coordinated liquidation pattern rather than a one-off decision. The company posted Revenue of $242,123,000.00 with Net income of $-32,225,000.00 in the latest quarter, and remains unprofitable on a full-year basis despite 25.6% annual revenue growth. Stock price has moved +13.1% over 30 days and +11.0% over 90 days, currently near $117.25. The cross-ticker historical track record shows Bessemer's 20 prior sales averaged 30-day returns of -6.8%, but outcomes for the five recent TTAN sales remain unmeasurable. This cluster warrants attention given the unprofitable fundamentals and the concentrated timing of the liquidation.

Bessemer Venture Partners VIII L.P. sold 21,627 shares for $2,538,784.36 at blended price $117.39; retains 7,233,517 shares (7.23M).

Bessemer Venture Partners VIII L.P., a 10% owner, executed 5 separate sales on 2025-09-10 and 2025-09-11 totaling 21,627 shares for $2,538,784.36 at prices ranging from $116.08 to $118.74, representing a 0.3% reduction in holdings. The transaction occurred at blended price $117.39 while the stock currently trades at $113.37, placing execution prices near recent peaks within the 52-week range ($82.34–$129.37). ServiceTitan remains unprofitable despite 25.6% annual revenue growth and $242.1M quarterly revenue, with full-year net income at $-32.2M. The modest share reduction from a large institutional holder, combined with execution prices elevated relative to current market levels, warrants attention to whether this reflects portfolio rebalancing or broader confidence reassessment given the company's unprofitable trajectory at scale.

Bessemer Venture Partners VIII L.P. sold 711,190 shares for $84,147,250.95 on 2025-09-08 and 2025-09-09, reducing stake from 7.97M to 7.26M shares.

Bessemer Venture Partners VIII L.P., a 10% owner of ServiceTitan, executed 8 separate sales totaling 711,190 shares for $84,147,250.95 across two trading days at prices between $116.22 and $119.86, with a blended average price of $118.32. This represents a -8.9% reduction in the firm's TTAN position. The sales occurred while the stock was trading near its 52-week high of $129.37, at only -11.5% discount to that peak, and the company is currently unprofitable with a net income of $-32,225,000.00 despite 25.6% annual revenue growth. The cross-ticker track record shows 20 prior sells with an average 30-day return of +1.6%, but prior TTAN-specific sells have not demonstrated well-timed exits, with the last measurable sale on 2025-07-11 showing a -7.2% 30-day return.

Bessemer Venture Partners VIII L.P. sold 93,648 shares of TTAN for $10.4M across 4 separate sales, reducing stake by 1.2% to 7.97M shares post-transaction

Bessemer Venture Partners VIII L.P., a 10% owner of ServiceTitan, executed 4 separate sales totaling 93,648 shares for $10,423,086.73 at a blended average price of $111.30 on July 10–11, 2025. The filing occurs during an active divestment window: the same insider has already sold on July 2, July 3 (twice), July 8, and July 9, all within the most recent trading session cluster. Post-transaction holdings of 7.97M shares represent a 1.2% reduction from pre-transaction levels. ServiceTitan trades at $108.15 currently (16.4% below the 52-week high of $129.37) but up 7.9% over the past 30 days; the company reported $215.7M in quarterly revenue with +25.6% annual growth but remains unprofitable at the full-year level with negative net income of $-46.4M. The pattern of consecutive daily liquidations by the largest institutional holder warrants investor scrutiny into motivation and any material developments that may be driving the accelerated reduction.

Bessemer Venture Partners VIII L.P. (10% owner) sold 12,225 shares for $1,352,599.56 on 2025-07-08 and 2025-07-09.

A 10% shareholder (Bessemer Venture Partners VIII L.P.) executed two separate sales totaling 12,225 shares for $1,352,599.56 at an blended average price of $110.64 on 2025-07-08 and 2025-07-09, reducing holdings by 0.2% to 8,059,982 shares. The transaction occurred as TTAN's stock trades at $110.94, up 8.4% over 30 days and 10.0% over 90 days. ServiceTitan remains unprofitable on a full-year basis ($-46,364,000.00 net income) despite posting 25.6% annual revenue growth to $215,692,000.00. The modest share reduction from a major institutional holder represents routine portfolio adjustment at a scale and timing that provides limited signal regarding conviction or Company fundamentals.

VC firm Bessemer Venture Partners VIII sold 68,544 shares at avg $110.94 (July 2–3) for $7.6M, retaining 8.07M shares.

Bessemer Venture Partners VIII, holding approximately 8.07M shares post-transaction, executed 3 separate sales totaling 68,544 shares for $7,604,367.56 on July 2–3, 2025, at prices ranging from $110.60 to $111.35 (blended average $110.94). The sale represents a -0.8% reduction relative to pre-transaction holdings of 8,140,751 shares. This transaction follows a cluster of 5 prior sales by the same filer at TTAN between June 27 and June 30, all very recent. The company is currently unprofitable (net income $-46.4M over the most recent full fiscal year) despite strong revenue growth of +25.6% year-over-year and a substantial market cap of $3.9B. Current stock price is $109.50, down -15.4% from the 52-week high of $129.37, though up +2.7% over 30 days and +23.3% over 90 days. The repeated sales within days of each other warrant attention to whether the 10% owner is executing a deliberate exit or reduction strategy during a period of near-term price appreciation.

Bessemer Venture Partners VIII L.P. (10% Owner) sells 225,277 shares in 7 transactions for $24,328,686.58, reducing stake by 2.7%

Bessemer Venture Partners VIII L.P., a 10% shareholder in ServiceTitan, executed 7 separate sales over June 25–30, 2025, totaling 225,277 shares for $24,328,686.58 at an average price of $107.99. Post-transaction holdings remain substantial at 8,140,751 shares (8.14M), indicating the sale represents a 2.7% reduction in the firm's position rather than a full exit. The company itself remains unprofitable with net income of -$46,364,000 over its most recent full fiscal year, though it achieved 25.6% annual revenue growth, reaching $215,692,000. The blended sale price of $107.99 compares favorably to the current price of $109.26 and is within the 52-week range of $82.34–$129.37, placing the transaction near the stock's upper quartile. Bessemer's sale pattern—multiple transactions clustered across two business days—is consistent with managing a large stake rather than reacting to company fundamentals or near-term equity events.