Rowan Street Capital Exits The Trade Desk (TTD) as Thesis Breaks
Rowan Street Capital, an investment management company, released its Q3 2026 investor letter. The letter can be downloaded here.
Trade Desk Inc. (TTD)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Laurion Capital Management Benjamin A. Smith | 97,400 | $1,185,358 | 0.02% | |
| 2. | Motley Fool Asset Management Bryan Hinmon | 13,039 | $158,685 | -17% | 0.01% |
| 3. | Leucadia National Ian Cumming And Joseph Steinberg | 0 | $0 | 0% | |
| 4. | Hurley Capital Charles Goldblum | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.08 | 2,314,304 | $58,042,744.32 | 6,000,000 | 2026-03-04 | Filing | |
| $24.97 | 1,685,696 | $42,091,829.12 | 3,685,696 | 2026-03-03 | Filing | |
| $24.16 | 1,472,676 | $35,579,852.16 | 2,000,000 | 2026-03-02 | Filing | |
| $23.49 | 527,324 | $12,386,840.76 | 527,324 | 2026-03-02 | Filing | |
| $45.81 | 17,500 | $801,675.00 | 106,570 | 2022-05-25 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.14 | 53,681 | $1,134,816.34 | 13,099 | 2026-05-28 | Filing | |
| $30.48 | 50,000 | $1,524,000.00 | 0 | 2026-03-05 | Filing | |
| $30.45 | 102,828 | $3,131,112.60 | 1,946 | 2026-03-05 | Filing | |
| $48.20 | 1,403 | $67,624.60 | 5,035 | 2025-09-10 | Filing | |
| $91.00 | 20,327 | $1,849,757.00 | 218,246 | 2025-08-07 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,618,273 | $80,544,383 | 0.03% | |
| 2. | Imc-chicago, LlcCALL | 3,741,400 | $45,532,838 | 0.01% |
| 3. | 2,391,976 | $29,110,342 | 0% | |
| 4. | 2,022,826 | $24,617,792 | 0.01% | |
| 5. | 1,438,700 | $17,508,979 | 0.01% |
News See All
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