Silvant Capital Management LLC Has $2.89 Million Stake in The Trade Desk $TTD

Silvant Capital Management LLC lowered its stake in shares of The Trade Desk (NASDAQ:TTD) by 44.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 59,022 shares of the technology company’s stock after selling 47,221 shares during the quarter. Silvant Capital Management LLC’s holdings in Trade Desk were worth $2,893,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Family Legacy Financial Solutions LLC boosted its stake in Trade Desk by 163.2% in the third quarter. Family Legacy Financial Solutions LLC now owns 500 shares of the technology company’s stock valued at $25,000 after buying an additional 310 shares in the last quarter. Versant Capital Management Inc raised its stake in Trade Desk by 175.8% during the third quarter. Versant Capital Management Inc now owns 524 shares of the technology company’s stock worth $26,000 after acquiring an additional 334 shares in the last quarter. Root Financial Partners LLC acquired a new position in Trade Desk during the third quarter worth about $26,000. Twin Peaks Wealth Advisors LLC bought a new position in shares of Trade Desk in the second quarter worth about $28,000. Finally, Transce3nd LLC acquired a new stake in shares of Trade Desk in the 2nd quarter valued at approximately $28,000. Institutional investors own 67.77% of the company’s stock.

Key Trade Desk News

Here are the key news stories impacting Trade Desk this week:

• Positive Sentiment: Small analyst upgrade: Arete Research raised TTD from “sell” to “neutral” and set a $25 price target, signaling limited downside risk from current levels. Arete upgrade to neutral
• Positive Sentiment: Valuation case: Multiple writeups note TTD trades at roughly 12.6x forward earnings—well below peers—making it potentially attractive if retention and AI initiatives reaccelerate revenue. TTD Trades at a Discounted P/E: Should You Buy the Stock?
• Positive Sentiment: New product runway: The company’s Audience Unlimited and other product moves are highlighted as potential longer‑term growth drivers if adoption proves successful. Audience Unlimited Could Be The Trade Desk’s Next Strategic Test
• Neutral Sentiment: Growth depends on CTV and AI: Analysts emphasize that sustained growth hinges on CTV momentum and successful AI tool monetization; vertical softness and timing of margins make the outlook mixed. The Trade Desk Growth Story Hinges on CTV Strength and AI Push
• Neutral Sentiment: CTV infrastructure push: Initiatives like Ventura, OpenAds and Kokai aim to increase transparency and programmatic CTV share but carry execution and macro risks. The Trade Desk’s CTV Push: Can Ventura, OpenAds, and Kokai Deliver?
• Neutral Sentiment: Brokerage stance: Consensus broker recommendations are around “Hold,” reflecting mixed expectations as TTD transitions its product mix and margin profile. Consensus “Hold” Recommendation
• Negative Sentiment: Major client advisory: Publicis Groupe reportedly advised its clients to stop using The Trade Desk’s demand‑side platform following an audit — the immediate and most significant catalyst driving today’s sell‑off. Publicis Drops Recommendation Following Audit
• Negative Sentiment: Market reaction explained: Coverage summarizing today’s ~12% swing cites the loss of a key recommendation from a large holding company as the proximate cause of the sharp downside. Why The Trade Desk Stock Swung 12% Lower Today

Insider Buying and Selling at Trade Desk

In related news, Director Kathryn E. Falberg sold 50,000 shares of the stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $30.48, for a total value of $1,524,000.00. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 10.00% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. DA Davidson set a $32.00 price target on shares of Trade Desk in a report on Thursday, March 5th. Scotiabank reissued a “sector perform” rating and issued a $32.00 price objective (down from $60.00) on shares of Trade Desk in a research note on Thursday, February 26th. Rosenblatt Securities decreased their target price on shares of Trade Desk from $53.00 to $36.00 and set a “buy” rating on the stock in a research note on Thursday, February 26th. Wedbush reiterated an “underperform” rating and set a $23.00 price target on shares of Trade Desk in a report on Friday, March 6th. Finally, Citizens Jmp cut Trade Desk from an “outperform” rating to a “market perform” rating in a research note on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating, sixteen have issued a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat, Trade Desk presently has an average rating of “Hold” and an average price target of $42.26.

Trade Desk Price Performance

Shares of NASDAQ TTD opened at $25.07 on Wednesday. The company has a 50 day simple moving average of $29.55 and a 200 day simple moving average of $39.52. The Trade Desk has a 1 year low of $21.08 and a 1 year high of $91.45. The firm has a market cap of $12.12 billion, a PE ratio of 27.86, a price-to-earnings-growth ratio of 1.07 and a beta of 1.13.

Trade Desk (NASDAQ:TTD) last posted its earnings results on Wednesday, February 25th. The technology company reported $0.59 earnings per share for the quarter, hitting analysts’ consensus estimates of $0.59. The firm had revenue of $846.79 million for the quarter, compared to analyst estimates of $840.56 million. Trade Desk had a net margin of 15.31% and a return on equity of 16.89%. The company’s revenue for the quarter was up 14.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.59 EPS. As a group, research analysts anticipate that The Trade Desk will post 1.06 earnings per share for the current fiscal year.

Trade Desk announced that its Board of Directors has approved a stock buyback plan on Wednesday, February 25th that authorizes the company to repurchase $350.00 million in outstanding shares. This repurchase authorization authorizes the technology company to purchase up to 2.9% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

About Trade Desk

The Trade Desk, Inc (NASDAQ: TTD) is a technology company that provides a demand-side platform (DSP) for programmatic digital advertising. Its platform enables advertisers, agencies and other buyers to plan, purchase and measure ad inventory across digital channels, including display, video, mobile, audio, native and connected TV. By centralizing real‑time bidding, audience targeting and inventory access, the company aims to help clients optimize media spend and reach audiences at scale across publishers and ad exchanges.

Founded in 2009 by Jeff Green and Dave Pickles, The Trade Desk grew from a focus on programmatic display into a global ad‑tech provider.