The Trade Desk (TTD) Plunged 22%. Did its Agency Problem Just Become an Earnings Problem?
The Trade Desk, Inc.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Alyeska Investment Group Anand Parekh | 11,119,709 | $201,044,339 | +98% | 0.52% |
| 2. | Jericho Capital Asset Management Josh Resnick | 9,395,296 | $169,866,952 | 1.4% | |
| 3. | D E Shaw D. E. Shaw | 8,048,898 | $145,524,076 | +69% | 0.07% |
| 4. | Renaissance Technologies Jim Simons | 7,022,341 | $126,963,925 | +30% | 0.17% |
| 5. | 5,614,900 | $101,517,392 | -3% | 0.01% |
| 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 | 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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 32,668,268 | $590,642,290 | 0.01% | |
| 2. | 31,285,823 | $565,647,680 | 0.02% | |
| 3. | 27,899,665 | $504,425,943 | 0.01% | |
| 4. | 19,380,271 | $350,395,300 | 0.02% | |
| 5. | 16,134,883 | $291,530,362 | 0.02% |