Guru Ownership Trend
Guru Analysis for The Trade Desk, Inc. (TTD)
The Trade Desk, Inc. (TTD), a key player in the Communication Services sector, continues to attract institutional attention.
As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $136.38 M.
Top institutional holders include Catherine Wood and Renaissance Technologies.
Institutional sentiment is currently Bearish. This is evidenced by a $161.05 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 968.3%. Conversely, Cliff Asness reduced exposure by 67.3%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.67% | Add 56.3% | 2,306,691 | $113.05 M | Q3 2025 | |
| 0.07% | Add 968.3% | 1,127,600 | $55.26 M | Q3 2025 | |
| 0.01% | Reduce -67.3% | 179,556 | $8.8 M | Q3 2025 | |
| 0.01% | Reduce -21.5% | 33,586 | $1.65 M | Q3 2025 | |
| 0.00% | Reduce -58.6% | 21,532 | $1.06 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for The Trade Desk, Inc. (TTD)
Top Guru holders include Catherine Wood ($113.05 M), Renaissance Technologies ($55.26 M), Cliff Asness ($8.8 M). Collectively, tracked Gurus hold 3.67 M shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $161.05 M, with 2 Gurus buying and 6 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 3 Gurus sold out of TTD completely. Total sell value was $251.84 M.
Yes, 0 Gurus opened new positions in TTD, and 2 added to their existing holdings. Total buy value was $90.79 M.