Trade Desk Inc/the -class A (TTD) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $489.1M

TTD ranks #769 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

709 institutions disclose a position in TTD, but none treat it as a major bet — even Jericho Capital Asset Management L.P., its most concentrated holder, allocates just 1.4% of its own portfolio to it.

Alyeska Investment Group, L.P. has added to its TTD position for two straight quarters, increasing it by $199.6M to reach $201.0M today.

BlackRock has trimmed its TTD position for two straight quarters, cutting it by $766.3M while still holding $590.6M.

TTD is down 0.2% today, but institutions show net buying of $489.1M this quarter — a divergence between today's price move and the underlying institutional flow.

TTD posted net income of $406.9M over the trailing twelve months, and currently trades at a P/E of 16.1.

• Profitable — net income of $406.9M over the trailing twelve months
• Revenue grew 11.6% year over year
• Net income declined year over year, from $417.2M to $406.9M
• Generated $992.7M in positive operating cash flow
• Current ratio of 1.61x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.48x equity — within a conventional range