CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM has added 1,655,434 shares of $TTD to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $TTD.
TRADE DESK Hedge Fund Activity
We have seen 412 institutional investors add shares of TRADE DESK stock to their portfolio, and 711 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- STATE STREET CORP added 26,559,005 shares (+271.1%) to their portfolio in Q3 2025, for an estimated $1,301,656,835
- EDGEWOOD MANAGEMENT LLC removed 13,644,987 shares (-99.9%) from their portfolio in Q3 2025, for an estimated $668,740,812
- BLACKROCK, INC. added 9,297,927 shares (+34.9%) to their portfolio in Q3 2025, for an estimated $455,691,402
- BAILLIE GIFFORD & CO removed 6,809,124 shares (-23.4%) from their portfolio in Q4 2025, for an estimated $258,474,347
- JPMORGAN CHASE & CO removed 5,722,285 shares (-90.5%) from their portfolio in Q4 2025, for an estimated $217,217,938
- INVESCO LTD. added 3,421,074 shares (+101.0%) to their portfolio in Q3 2025, for an estimated $167,666,836
- GOLDMAN SACHS GROUP INC added 3,029,727 shares (+115.2%) to their portfolio in Q4 2025, for an estimated $115,008,436
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TRADE DESK Insider Trading Activity
TRADE DESK insiders have traded $TTD stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $TTD stock by insiders over the last 6 months:
- ANDREA LEE CUNNINGHAM sold 1,403 shares for an estimated $67,624
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
TRADE DESK Congressional Stock Trading
Members of Congress have traded $TTD stock 3 times in the past 6 months. Of those trades, 1 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $TTD stock by members of Congress over the last 6 months:
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 1 purchase worth up to $15,000 on 10/09 and 1 sale worth up to $15,000 on 09/04.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 09/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
TRADE DESK Analyst Ratings
Wall Street analysts have issued reports on $TTD in the last several months. We have seen 12 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 01/20/2026
- B of A Securities issued a "Underperform" rating on 01/20/2026
- Wolfe Research issued a "Outperform" rating on 01/06/2026
- DA Davidson issued a "Buy" rating on 11/10/2025
- Evercore ISI Group issued a "Outperform" rating on 11/07/2025
- RBC Capital issued a "Outperform" rating on 11/07/2025
- Truist Securities issued a "Buy" rating on 11/07/2025
To track analyst ratings and price targets for TRADE DESK, check out Quiver Quantitative's $TTD forecast page.
TRADE DESK Price Targets
Multiple analysts have issued price targets for $TTD recently. We have seen 23 analysts offer price targets for $TTD in the last 6 months, with a median target of $50.0.
Here are some recent targets:
- Justin Patterson from Keybanc set a target price of $40.0 on 02/03/2026
- Barton Crockett from Rosenblatt set a target price of $53.0 on 01/27/2026
- Youssef Squali from Truist Securities set a target price of $60.0 on 01/27/2026
- Ygal Arounian from Citigroup set a target price of $38.0 on 01/27/2026
- Angelo Zino from CFRA set a target price of $40.0 on 01/27/2026
- Mark Kelley from Stifel set a target price of $74.0 on 01/23/2026
- Stephen Ju from UBS set a target price of $50.0 on 01/20/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $TTD ticker page for more data.
