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The Trade Desk, Inc.

TTD Communication Services
$21.98 $-0.71 (-3.13%)
Market Cap: $10.46 B
Gurus Holding
7
Popularity Rank
#1027
% of Shares Held
1.63%
Net Activity (Q4 2025)
+$156.03 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 Q4 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $170.99 M.

Top institutional holders include Renaissance Technologies (RenTech) and Catherine Wood.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $156.03 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 203.5%. Conversely, Joel Greenblatt reduced exposure by 34.7%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q4 2025)

+$156.31 M
Total Buy Value
New Buys 2
Additions 4
-$283,637.33
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
1
Net Buyers
6

FAQs for The Trade Desk, Inc. (TTD)

Major holders include Renaissance Technologies (RenTech) ($129.9 M), Catherine Wood ($111.13 M), Paul Tudor Jones ($37.29 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 7.78 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $156.03 M, with 6 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited TTD. The total reported sell value was $283,637.33.

Yes, 2 managers opened new positions in TTD, and 4 increased their existing holdings. The total reported buy value was $156.31 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.20% Add 203.5% 3,422,016 $129.9 M Q4 2025
0.74% Add 26.9% 2,927,539 $111.13 M Q4 2025
0.07% New Buy 982,227 $37.29 M Q4 2025
0.00% Add 0.9% 181,227 $6.88 M Q4 2025
0.02% New Buy 157,968 $6 M Q4 2025
0.02% Add 180.8% 94,303 $3.58 M Q4 2025
0.00% Reduce -34.7% 14,060 $533,718 Q4 2025
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