InvestorLens

TTD — THE TRADE DESK INC

Communication Services · Advertising

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying TTD?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
65
Institutional Conviction
Net distribution · 0 buying vs 0 selling last quarter
38
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 2 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

No tracked investor changed their TTD position last quarter. Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 2 sales disclosed in the last 6 months.

Supporting evidence
  • +5 tracked investors reported holding TTD at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for Communication Servicessource
Contradicting evidence — always shown
  • −Congressional disclosures lean toward selling (2 sales vs 1 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About THE TRADE DESK INC (TTD)

THE TRADE DESK INC (TTD) appears in the most recent 13F filings of 5 tracked institutional investors. THE TRADE DESK INC is classified in the Communication Services sector (Advertising industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $552M. Across recent filings, tracked investors recorded 6 new positions, 5 increased, 4 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in TTD

55
/100
Mixed Activity
Added / Increased11
Reduced4
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track TTD

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

TTD Ownership Composition

How THE TRADE DESK INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
87% of tracked value
Institutions
5
tracked investors
Total Reported
$387M
combined 13F value
Types3
  • Multi-Strategy / Quant87.3%
  • Growth & Innovation6.5%
  • Macro6.2%
Multi-Strategy / Quant(3)
87.3%
Growth & Innovation(1)
6.5%
Macro(1)
6.2%

Tracked investors currently reporting TTD

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    12M
    Value
    $217.4M
    % Portfolio
    0.02%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    4.5M
    Value
    $81.8M
    % Portfolio
    0.03%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    1.3M
    Value
    $23.9M
    % Portfolio
    0.03%
  • Philippe LaffontJun 30, 2026
    Coatue Management
    Shares
    1.4M
    Value
    $25.1M
    % Portfolio
    0.05%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    2.1M
    Value
    $38.9M
    % Portfolio
    0.04%

Previously held TTD

These investors reported TTD in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Andreas HalvorsenViking Global Investors2.7M$192.5MJun 30, 2025
Cathie WoodARK Investment Management2.9M$111.1MDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold TTD?
5 tracked institutional investors disclosed a position in TTD (THE TRADE DESK INC) in their most recent 13F filing.
Who is the largest institutional holder of TTD?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in TTD, valued at $552M.
Did institutional ownership of TTD increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 5 increased, 4 reduced, and 5 fully exited TTD.
What sector is TTD in?
THE TRADE DESK INC is classified in the Communication Services GICS sector, Advertising industry.
Where does this TTD ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.