TTD in the 13F filings
The Trade Desk Inc · CUSIP 88339J105
- Quarter end
- 31 Dec 2025
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 23 Jan 2026
- Managers listing it
- 35
- at least, of 95 tracked, among listed positions
- Comparable managers
- 92
- filed both Q3 2025 and Q4 2025; 12 listed it in both
- Shares listed
- 72,486,451
- combined, among listed positions
- Reported value
- $2.8bn
- combined, at the quarter end
Among the 92 comparable managers: 23 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +12,980,736.
Managers listing TTD in Q4 2025
35 of 35 holders
Largest increases and reductions, by shares
Increases
- Two Sigma Advisers LPexisting position · 6,860,400 shares now+5,781,600
- Millennium Management LLCexisting position · 4,559,592 shares now+4,039,600
- Two Sigma Investments LPexisting position · 6,044,135 shares now+3,820,578
- Voloridge Investment Management LLCexisting position · 4,208,083 shares now+3,666,189
- Renaissance Technologies LLCexisting position · 3,422,016 shares now+2,294,416
Reductions
- Baillie Gifford & Coexisting position · 22,305,995 shares now-6,809,124
- Invesco Ltdexisting position · 5,511,312 shares now-1,296,659
- Fidelity (FMR LLC)existing position · 1,123,077 shares now-1,217,070
- T. Rowe Price Associates Incexisting position · 1,081,069 shares now-1,195,858
- Jane Street Group LLCexisting position · 584,740 shares now-798,578
New positions and exits
New (6)
Exited (1)
- Coatue Management LLCwas $68m
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 →