InvestorLens

TTD — THE TRADE DESK INC

Communication Services · Advertising

Sign in to save7 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
67
Institutional Conviction
Net distribution · 1 buying vs 2 selling last quarter
35
Macro Tailwind
Macro conditions are a headwind for Communication Services
44
Congressional Activity
1 congressional purchase, 2 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their TTD position last quarter, 1 bought and 2 sold (33% buy-side). Macro conditions are a headwind for Communication Services (Macro Tailwind 44/100 in a Squeeze regime). 1 congressional purchase, 2 sales disclosed in the last 6 months.

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Philippe Laffont)
  • +7 tracked investors reported holding TTD at their latest filing
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (0 reduced, 2 sold out)
  • −Current Squeeze regime has historically been a headwind for Communication Services (Macro Tailwind 44/100)
  • −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 8/4/2026.

About THE TRADE DESK INC (TTD)

THE TRADE DESK INC (TTD) appears in the most recent 13F filings of 7 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 3 new positions, 1 increased, 0 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in TTD

67
/100
Institutional Accumulation
Added / Increased4
Reduced0
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track TTD

47
/100
Moderate Interest
7investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

TTD Ownership Composition

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

Dominant Type
Other
73% of tracked value
Institutions
7
tracked investors
Total Reported
$654.5M
combined 13F value
Sectors3
  • Other73.4%
  • Growth Funds17.0%
  • Hedge Funds9.6%
Other(5)
73.4%
Growth Funds(1)
17.0%
Hedge Funds(1)
9.6%

Tracked investors reporting TTD

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    11.9M
    Value
    $270.6M
    % Portfolio
    0.04%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    5.4M
    Value
    $122.5M
    % Portfolio
    0.05%
  • Cathie WoodDec 31, 2025
    ARK Investment Management
    Shares
    2.9M
    Value
    $111.1M
    % Portfolio
    1.67%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    2.8M
    Value
    $63.1M
    % Portfolio
    0.08%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    2.2M
    Value
    $49.7M
    % Portfolio
    0.09%
  • Philippe LaffontMar 31, 2026
    Coatue Management
    Shares
    1.4M
    Value
    $31.5M
    % Portfolio
    0.11%
  • Ray DalioDec 31, 2025
    Bridgewater Associates
    Shares
    158K
    Value
    $6M
    % Portfolio
    0.08%

Recent activity

Frequently asked questions

How many institutional investors hold TTD?
7 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 3 new positions, 1 increased, 0 reduced, and 2 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.