The Trade Desk $TTD Shares Sold by National Pension Service

National Pension Service reduced its holdings in The Trade Desk (NASDAQ:TTD) by 89.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 79,952 shares of the technology company’s stock after selling 680,985 shares during the quarter. National Pension Service’s holdings in Trade Desk were worth $3,035,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in TTD. Elevation Wealth Partners LLC increased its stake in Trade Desk by 2,382.8% in the fourth quarter. Elevation Wealth Partners LLC now owns 720 shares of the technology company’s stock valued at $27,000 after purchasing an additional 691 shares during the last quarter. Albion Financial Group UT acquired a new position in Trade Desk in the fourth quarter valued at $30,000. CVA Family Office LLC increased its stake in Trade Desk by 62.1% in the fourth quarter. CVA Family Office LLC now owns 898 shares of the technology company’s stock valued at $34,000 after purchasing an additional 344 shares during the last quarter. Bayforest Capital Ltd acquired a new position in Trade Desk in the fourth quarter valued at $35,000. Finally, Binnacle Investments Inc acquired a new stake in Trade Desk during the third quarter worth about $37,000. 67.77% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on TTD shares. Royal Bank Of Canada set a $33.00 price target on Trade Desk and gave the stock an “outperform” rating in a research note on Friday, May 8th. Loop Capital lowered Trade Desk from a “buy” rating to a “hold” rating and dropped their price target for the stock from $75.00 to $25.00 in a research note on Thursday, February 26th. Oppenheimer lowered Trade Desk from an “outperform” rating to a “market perform” rating in a research note on Friday, May 8th. BMO Capital Markets dropped their price target on Trade Desk from $98.00 to $55.00 and set an “outperform” rating for the company in a research note on Thursday, February 26th. Finally, KeyCorp lowered Trade Desk from an “overweight” rating to a “sector weight” rating in a research note on Friday, May 8th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, twenty-one have issued a Hold rating and five have issued a Sell rating to the company’s stock. According to MarketBeat.com, Trade Desk currently has an average rating of “Hold” and a consensus price target of $33.91.

Insider Activity

In other news, Director Samantha Jacobson sold 53,681 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $21.14, for a total value of $1,134,816.34. Following the completion of the sale, the director owned 13,099 shares of the company’s stock, valued at $276,912.86. This represents a 80.38% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Kathryn E. Falberg sold 50,000 shares of the company’s stock in a transaction dated Thursday, March 5th. The stock was sold at an average price of $30.48, for a total value of $1,524,000.00. The SEC filing for this sale provides additional information. Insiders sold 206,509 shares of company stock valued at $5,789,929 in the last ninety days. Company insiders own 11.41% of the company’s stock.

Trade Desk Price Performance

Shares of NASDAQ TTD opened at $23.22 on Tuesday. The Trade Desk has a 1-year low of $19.74 and a 1-year high of $91.45. The business has a 50-day moving average of $22.25 and a 200-day moving average of $29.53. The company has a market capitalization of $10.92 billion, a price-to-earnings ratio of 26.39, a PEG ratio of 1.04 and a beta of 1.10.

Trade Desk (NASDAQ:TTD) last issued its earnings results on Thursday, May 7th. The technology company reported $0.08 earnings per share for the quarter, missing the consensus estimate of $0.32 by ($0.24). Trade Desk had a return on equity of 16.91% and a net margin of 14.57%.The company had revenue of $688.86 million during the quarter, compared to analysts’ expectations of $678.87 million. During the same period in the previous year, the company earned $0.33 EPS. Trade Desk’s quarterly revenue was up 11.8% on a year-over-year basis. Research analysts expect that The Trade Desk will post 1.17 EPS for the current fiscal year.

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

Trade Desk News Summary

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

• Positive Sentiment: The Trade Desk announced Nate Olmstead as its new Chief Financial Officer, effective July 9, 2026. A new CFO can be viewed as a sign the company is preparing for its next growth phase and tighter execution. The Trade Desk Announces Nate Olmstead as Chief Financial Officer
• Positive Sentiment: The Trade Desk and Agoda announced a partnership to help brands reach high-intent travelers across APAC using Agoda’s first-party data, which could strengthen The Trade Desk’s advertising inventory and expand its travel-advertising reach. Agoda and The Trade Desk Partner to Help Brands Reach High-Intent Travelers Across APAC
• Positive Sentiment: Recent commentary suggests traders are rotating back into higher-beta tech stocks, and TTD has been noted as benefiting from that move as investors look for rebound names after a long pullback. The Trade Desk Stock Is On The Move: The Chart Tells An Interesting Story
• Neutral Sentiment: Multiple reports point to mixed Wall Street views, with an average brokerage rating of “Hold,” while one recent sell target highlighted competition concerns. That keeps sentiment cautious even as the stock rebounds. The Trade Desk (NASDAQ:TTD) Given Average Rating of “Hold” by Brokerages
• Negative Sentiment: Director Samantha Jacobson sold 53,681 shares, which may weigh on investor sentiment because insider selling can be interpreted as reduced confidence or portfolio rebalancing. SEC Form 4 filing for Samantha Jacobson

Trade Desk Profile

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.