TTD

Trade Desk Inc/the -Class A Cross-source read$14.34 2.65%
Information TechnologyCUSIP 88339J105· EOD Sep 11, 2026

Among active 13F managers last quarter, 4 opened and 34 added, while 11 reduced; the largest holder to move was Two Sigma Investments, LP (+134%). Over the last 180 days, 1 insider sold and none bought, a net -$1.1M in open-market trades.

Tracked 13F holders
617
365 in Q2 2026 filings
13F value (tracked)
$7.1B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
38 adding · 11 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$1.1M
US House · STOCK Act, 180d
1 buying · 2 selling · -$8K

The legs disagree, or only one of them leans.

Price & smart-money activity

$14.34 2.65%5Y -79.8%
$3.42$39.12$74.81$110.51$146.2120212022202320242025202655107107413991249411021021011081028812011012711914011215711616612418513717514811826219525130182672264238289215311242207289120174
Hover for who · click for detailEnd-of-day closing prices52w $13.03 – $54.13

Who owns TTD?

617 tracked 13F filers · ranked by shares held

617 tracked 13F filers disclose a position in TTD as of the latest SEC 13F filings, a combined $7.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.32.7M
$590.6M
−13%
Reduced · −4.9M sh
Q2 2026
2State Street Corp31.3M
$565.6M
−30%
Reduced · −13.6M sh
Q2 2026
3Vanguard Capital Management LLC27.9M
$504.4M
−2.6%
Reduced · −746K sh
Q2 2026
4Vanguard Portfolio Management LLC19.4M
$350.4M
−14%
Reduced · −3.1M sh
Q2 2026
5Geode Capital Management, LLC16.1M
$291.5M
+15%
Added · +2.1M sh
Q2 2026
6Two Sigma Investments, LP14.2M
$321.3M
+134%
Added · +8.1M sh
Q1 2026
7Alyeska Investment Group, L.P.11.1M
$201.0M
+98%
Added · +5.5M sh
Q2 2026
8Jericho Capital Asset Management L.P.9.4M
$169.9M
New
+9.4M sh
Q2 2026
9Morgan Stanley8.8M
$198.9M
+20%
Added · +1.5M sh
Q1 2026
10Goldman Sachs Group Inc8.7M
$198.0M
+54%
Added · +3.1M sh
Q1 2026
11Federated Hermes, Inc.7.6M
$173.1M
+62%
Added · +2.9M sh
Q1 2026
12Voloridge Investment Management, LLC6.3M
$113.4M
+13%
Added · +744K sh
Q2 2026
13Worldquant Millennium Advisors LLC5.7M
$129.2M
+177%
Added · +3.6M sh
Q1 2026
14Renaissance Technologies LLC5.4M
$123.4M
+59%
Added · +2.0M sh
Q1 2026
15Norges Bank5.2M
$197.6M
+90%
Added · +2.5M sh
Q4 2025
16Millennium Management LLC4.9M
$111.5M
+7.8%
Added · +355K sh
Q1 2026
17Citigroup Inc4.9M
$111.5M
+13%
Added · +555K sh
Q1 2026
18D. E. Shaw & Co., Inc.4.8M
$108.4M
+141%
Added · +2.8M sh
Q1 2026
19Barclays PLC4.7M
$105.7M
+49%
Added · +1.5M sh
Q1 2026
20Bank Of America Corp4.5M
$103.2M
+34%
Added · +1.1M sh
Q1 2026
21BNP Paribas Financial Markets4.1M
$93.9M
+2.5%
Added · +100K sh
Q1 2026
22Northern Trust Corp3.9M
$88.9M
+2.1%
Added · +80K sh
Q1 2026
23UBS Group AG3.5M
$80.3M
+40%
Added · +1.0M sh
Q1 2026
24Charles Schwab Investment Management Inc3.5M
$79.5M
+6.2%
Added · +204K sh
Q1 2026
25Deutsche Bank AG3.2M
$73.2M
+106%
Added · +1.7M sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is TTD being bought or sold by institutions?

Last quarter, 4 funds opened a new position in TTD and 34 added to an existing one, while 11 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
34
added to an existing position
Reduced
11
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own TTD also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT365 funds$276.0B
Nvidia CorpNVDA360 funds$446.8B
Amazon.com IncAMZN360 funds$216.1B
Meta Platforms Inc-Class AMETA350 funds$118.9B
Alphabet Inc-CL AGOOGL348 funds$194.3B
Apple IncAAPL347 funds$313.1B
JPMorgan Chase & CoJPM346 funds$70.1B
Broadcom IncAVGO345 funds$173.2B
Micron Technology IncMU339 funds$81.1B
Alphabet Inc-CL CGOOG338 funds$138.0B
Eli Lilly & CoLLY338 funds$94.4B
Tesla IncTSLA338 funds$80.1B

Ranked by how many of TTD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TTD.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$1.1M
1 insider
Net · 180d
-$1.1M
1 open-market transaction
DateInsiderRoleActionSharesValue
May 28, 2026Jacobson SamanthaDirectorSell (S)54K$1.1M
Mar 5, 2026Falberg Kathryn EDirectorSell (S)
2 lots, same day
153K$4.7M
Mar 4, 2026Green Jeffrey TerryPresident and CEO, Director, 10% OwnerBuy (P)2.3M$58.0M
Mar 3, 2026Green Jeffrey TerryPresident and CEO, Director, 10% OwnerBuy (P)1.7M$42.1M
Mar 2, 2026Green Jeffrey TerryPresident and CEO, Director, 10% OwnerBuy (P)
2 lots, same day
2.0M$48.0M
Sep 10, 2025Cunningham Andrea LeeDirectorSell (S)1K$68K
Aug 7, 2025Grant Jay RChief Legal OfficerSell (S)
4 lots, same day
51K$4.7M
May 16, 2025Schenkein LauraChief Financial OfficerSell (S)
2 lots, same day
5K$369K
May 13, 2025Green Jeffrey TerryPresident and CEO, Director, 10% OwnerSell (S)
2 lots, same day
3K$256K
May 13, 2025Wells David BDirectorSell (S)29K$2.3M
May 12, 2025Green Jeffrey TerryPresident and CEO, Director, 10% OwnerSell (S)
2 lots, same day
27K$2.1M
May 9, 2025Schenkein LauraChief Financial OfficerSell (S)6K$446K

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
6530
Insiders
Form 4 open-market
01-$1.1M
US House
STOCK Act trades
12-$8K

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

365 tracked filers in Q2 2026 filingsstill filing
0431862Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $1.3B
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for TTD

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Ask your agent what changed in TTD

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TTD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TTD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TTD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.