TTD in the 13F filings
The Trade Desk Inc · CUSIP 88339J105
- Quarter end
- 31 Dec 2023
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 17 Jan 2024
- Managers listing it
- 16
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2023 and Q4 2023; 8 listed it in both
- Shares listed
- 68,566,635
- combined, among listed positions
- Reported value
- $4.9bn
- combined, at the quarter end
Among the 93 comparable managers: 14 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing TTD in Q4 2023
16 of 16 holders
Largest increases and reductions, by shares
Increases
- ARK Investment Management LLCexisting position · 2,149,654 shares now+1,979,319
- Invesco Ltdexisting position · 6,535,652 shares now+636,245
- Steadfast Capital Management LPnew position · 551,400 shares now+551,400
- Squarepoint Ops LLCexisting position · 790,586 shares now+534,287
- Marshall Wace LLPnew position · 467,796 shares now+467,796
Reductions
- Baillie Gifford & Coexisting position · 40,984,017 shares now-3,710,749
- T. Rowe Price Associates Incexisting position · 6,645,565 shares now-2,313,638
New positions and exits
New (3)
Exited (2)
- Caxton Associates LLPwas $9.8m
- Polen Capital Management LLCwas $2.8m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2016 | 3 | $3.4m | n.a. | n.a. |
| Q4 2016 | 2 | $16m | n.a. | n.a. |
| Q1 2017 | 3 | $206m | n.a. | n.a. |
| Q2 2017 | 4 | $160m | n.a. | n.a. |
| Q3 2017 | 4 | $166m | n.a. | n.a. |
| Q4 2017 | 5 | $360m | n.a. | n.a. |
| Q1 2018 | 4 | $419m | n.a. | n.a. |
| Q2 2018 | 8 | $705m | n.a. | n.a. |
| Q3 2018 | 8 | $771m | n.a. | n.a. |
| Q4 2018 | 5 | $345m | n.a. | n.a. |
| Q1 2019 | 13 | $1.3bn | n.a. | n.a. |
| Q2 2019 | 10 | $1.1bn | n.a. | n.a. |
| Q3 2019 | 11 | $913m | n.a. | n.a. |
| Q4 2019 | 9 | $1.4bn | n.a. | n.a. |
| Q1 2020 | 14 | $1.3bn | n.a. | n.a. |
| Q2 2020 | 11 | $2.5bn | n.a. | n.a. |
| Q3 2020 | 13 | $2.9bn | n.a. | n.a. |
| Q4 2020 | 17 | $4.0bn | n.a. | n.a. |
| Q1 2021 | 17 | $3.9bn | n.a. | n.a. |
| Q2 2021 | 13 | $4.8bn | n.a. | n.a. |
| Q3 2021 | 6 | $4.4bn | n.a. | n.a. |
| Q4 2021 | 12 | $6.8bn | n.a. | n.a. |
| Q1 2022 | 10 | $5.3bn | n.a. | n.a. |
| Q2 2022 | 16 | $3.4bn | n.a. | n.a. |
| Q3 2022 | 13 | $4.5bn | n.a. | n.a. |
| Q4 2022 | 13 | $3.4bn | n.a. | n.a. |
| Q1 2023 | 9 | $4.1bn | n.a. | n.a. |
| Q2 2023 | 15 | $5.5bn | n.a. | n.a. |
| Q3 2023 | 14 | $5.4bn | n.a. | n.a. |
| Q4 2023 | 16 | $4.9bn | 14 | 4 |
| Q1 2024 | 17 | $5.5bn | 8 | 9 |
| Q2 2024 | 16 | $5.9bn | 10 | 6 |
| Q3 2024 | 15 | $6.9bn | 10 | 6 |
| Q4 2024 | 21 | $7.3bn | 15 | 7 |
| Q1 2025 | 15 | $2.6bn | 12 | 5 |
| Q2 2025 | 18 | $3.1bn | 12 | 9 |
| Q3 2025 | 13 | $2.3bn | 11 | 3 |
| Q4 2025 | 16 | $2.1bn | 23 | 12 |
| Q1 2026 | 13 | $997m | 19 | 17 |
| Q2 2026 | 8 | $761m | 16 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
TTD and GOOGL →TTD and META →TTD and SPCX →Choose a stock to compare with TTD →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own TTD, latest filings →Back to the 13F Explorer →