Stocklore

The Trade Desk, Inc. (TTD)

Media · US stock

What changed in recent filings

  • Institutions — 2 new · 1 reduced13F · as of end of 2026 Q2
  • Free cash flow declined recentlyDec 31, 2025 → Jun 30, 2026

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding The Trade Desk, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 6
2019 Q1 · 22019 Q2 · 22019 Q3 · 22019 Q4 · 42020 Q1 · 22020 Q2 · 22020 Q3 · 22020 Q4 · 32021 Q1 · 42021 Q2 · 42021 Q3 · 22021 Q4 · 32022 Q1 · 32022 Q2 · 32022 Q3 · 22022 Q4 · 42023 Q1 · 22023 Q2 · 22023 Q3 · 32023 Q4 · 32024 Q1 · 32024 Q2 · 32024 Q3 · 22024 Q4 · 32025 Q1 · 42025 Q2 · 62025 Q3 · 32025 Q4 · 42026 Q1 · 32026 Q2 · 4
19 Q122 Q326 Q2

2019 Q1: 2 → 2026 Q2: 4 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold The Trade Desk, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Tudor Investment Corp0.01% of portfolio · since 2025 Q4
  • Coatue Management0.05% of portfolio · since 2026 Q1
  • PRIMECAP Management0.01% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.01% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

The No. 1 independent digital-ad demand-side platform (DSP). The growth of CTV and programmatic advertising, and the importance of independent platforms after Google's cookie deprecation, are rising.

What is the Media sector?

Streaming, entertainment, and ads. Subscriber growth is the key metric.

The Trade Desk, Inc. is classified under the Media sector. See peers below.

The Trade Desk, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

Tap a metric name to see its meaning in the glossary.

The Trade Desk, Inc. vs Media sector benchmark

Median of 13 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
11.6%vs benchmark 11.6%↑ above
Operating margin
14.2%vs benchmark 6.9%↑ above
Net margin
13.6%vs benchmark 6.8%↑ above
ROE
17.8%vs benchmark 11.3%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

TTD segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Dec '24Dec '25
United States 86%Non-U.S. 14%

ETFs holding The Trade Desk, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLCState Street(R) Communication Services Select Sector SPDR(R) ETF
0.93%
RSPInvesco S&P 500 Equal Weight ETF
0.17%
SPY
0.01%
VOOVANGUARD 500 INDEX FUND
0.01%
IVViShares Core S&P 500 ETF
0.01%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.01%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.01%

TTD on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Media average
See full TTD analysis →

Peers · Media

TTD FAQ

What is The Trade Desk, Inc. (TTD)?

The No. 1 independent digital-ad demand-side platform (DSP). The growth of CTV and programmatic advertising, and the importance of independent platforms after Google's cookie deprecation, are rising.

What sector is The Trade Desk, Inc. in?

The Trade Desk, Inc. is classified under Media. Streaming, entertainment, and ads. Subscriber growth is the key metric.

What are The Trade Desk, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 11.6%, Operating margin 14.2%, Net margin 13.6%, ROE 17.8%. Definitions and interpretation are available on Stocklore.

Where can I analyze The Trade Desk, Inc. (TTD) stock?

On Stocklore you can see TTD's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea