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The Trade Desk, Inc.

TTD Communication Services
$21.15 +$0.74 (3.63%)
Market Cap: $9.94 B
Gurus Holding
7
Popularity Rank
#1215
% of Shares Held
1.53%
Net Activity (Q1 2026)
-$60.21 M

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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $152.33 M.

Top institutional holders include Renaissance Technologies (RenTech) and Paul Tudor Jones.

Institutional sentiment is currently Bearish. This is evidenced by a $60.21 M net outflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 896.6%. Conversely, Jefferies Group reduced exposure by 14.6%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$60.11 M
Total Buy Value
New Buys 2
Additions 3
-$120.32 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for The Trade Desk, Inc. (TTD)

Major holders include Renaissance Technologies (RenTech) ($123.45 M), Paul Tudor Jones ($19.41 M), Cliff Asness ($13.39 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 7.2 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $60.21 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited TTD. The total reported sell value was $120.32 M.

Yes, 2 managers opened new positions in TTD, and 3 increased their existing holdings. The total reported buy value was $60.11 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.19% Add 59.0% 5,440,541 $123.45 M Q1 2026
0.04% Reduce -12.9% 855,366 $19.41 M Q1 2026
0.01% Add 225.7% 590,180 $13.39 M Q1 2026
0.01% Add 896.6% 140,118 $3.18 M Q1 2026
0.01% Reduce -14.6% 80,496 $1.83 M Q1 2026
0.00% New Buy 53,617 $1.22 M Q1 2026
0.21% New Buy 42,000 $952,980 Q1 2026
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