Follow-The-Filings

Security

TTD

The Trade Desk Inc. · COM CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

12 owners 1 new 5 exits max 0.3% (Two Sigma Investments, LP)

grid → activity → earnings →
owners 12
max % 0.3%
tracked value $3.1B
qoq N 1 A 8 R 1 E 5

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Two Sigma Investments, LP 2025 Q4 stale 0.3% Exit -0.32 pp 6,044,135 $229M hist
Renaissance Technologies LLC 2026 Q1 0.2% Add -0.01 pp 5,440,541 $123M hist
Philippe Laffont - Coatue Management LLC 2026 Q1 0.1% New 0.1% 1,387,089 $31M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.02 pp 4,779,371 $108M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add -0.03 pp 4,914,295 $112M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Add +0.03 pp 2,286,685 $52M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce -0.01 pp 56,362,550 $2.1B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 5,204,166 $198M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 3,369,706 $76M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 590,180 $13M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add +0.01 pp 140,118 $3M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 839 $19 hist
Cathie Wood - Ark Investment Management LLC exited 2026 Q1 last 2025 Q4 0.7% Exit -0.74 pp 2,927,539 $111M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 500,036 $19M hist
Ray Dalio - Bridgewater Associates, LP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 157,968 $6M hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 31,477 $1M hist
Natixis Advisors, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 11,625 $441 hist

12 current · 5 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 5.02,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.02,9.01 Filing Doc
4 FORM 4 Filing Doc
8-K 5.02 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 5.07 Filing Doc
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q 10-Q Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 1.01,2.03 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 5.02 Filing Doc

Updated 11 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.95B $2.44B $2.9B
Gross profit * $1.58B $1.97B $2.28B
Gross margin * 81.2% 80.7% 78.6%
Net income $178.94M $393.08M $443.3M
Net margin * 9.2% 16.1% 15.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.31B $5.34B $5.26B
Total non-current assets * $574.73M $775.49M $892.22M
Total assets $4.89B $6.11B $6.15B
Total current liabilities $2.51B $2.87B $3.27B
Total non-current liabilities * $213.63M $289.34M $402.83M
Total equity $2.16B $2.95B $2.48B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $598.32M $739.46M $992.72M
Cash from investing -$107.59M -$157.51M -$292.63M
Cash from financing -$626.11M -$107.61M -$1.41B
Net change in cash -$135.38M $474.33M -$711.29M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders