Vestmark Advisory Solutions Inc. Has $2.80 Million Stock Holdings in The Trade Desk $TTD

Vestmark Advisory Solutions Inc. cut its position in shares of The Trade Desk (NASDAQ:TTD) by 47.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 57,172 shares of the technology company’s stock after selling 50,956 shares during the period. Vestmark Advisory Solutions Inc.’s holdings in Trade Desk were worth $2,802,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Vanguard Group Inc. raised its position in Trade Desk by 27.7% during the third quarter. Vanguard Group Inc. now owns 56,875,852 shares of the technology company’s stock valued at $2,787,486,000 after acquiring an additional 12,321,000 shares in the last quarter. Jennison Associates LLC grew its position in Trade Desk by 17.9% in the second quarter. Jennison Associates LLC now owns 14,267,457 shares of the technology company’s stock worth $1,027,114,000 after acquiring an additional 2,169,252 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of Trade Desk by 52.1% during the 2nd quarter. Geode Capital Management LLC now owns 12,314,817 shares of the technology company’s stock worth $884,860,000 after purchasing an additional 4,218,975 shares during the last quarter. Brown Advisory Inc. increased its stake in shares of Trade Desk by 2.7% during the 2nd quarter. Brown Advisory Inc. now owns 8,323,522 shares of the technology company’s stock worth $599,212,000 after purchasing an additional 221,228 shares during the last quarter. Finally, Invesco Ltd. raised its holdings in shares of Trade Desk by 22.4% during the 2nd quarter. Invesco Ltd. now owns 3,386,897 shares of the technology company’s stock valued at $243,823,000 after purchasing an additional 618,787 shares in the last quarter. Institutional investors own 67.77% of the company’s stock.

Trade Desk Stock Performance

Shares of TTD opened at $24.94 on Wednesday. The company has a market cap of $12.06 billion, a price-to-earnings ratio of 28.67, a PEG ratio of 0.95 and a beta of 1.10. The stock has a fifty day moving average price of $33.05 and a two-hundred day moving average price of $42.34. The Trade Desk has a 52-week low of $23.78 and a 52-week high of $91.45.

Trade Desk announced that its board has authorized a stock repurchase plan on Thursday, November 6th that authorizes the company to repurchase $500.00 million in shares. This repurchase authorization authorizes the technology company to reacquire up to 2.1% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s management believes its stock is undervalued.

Analyst Ratings Changes

Several equities analysts have commented on TTD shares. UBS Group reiterated a “buy” rating and set a $50.00 price target (down from $82.00) on shares of Trade Desk in a report on Tuesday, January 20th. Wells Fargo & Company set a $42.00 target price on shares of Trade Desk and gave the company an “equal weight” rating in a research note on Monday, January 12th. Wolfe Research reiterated an “outperform” rating and issued a $45.00 target price (down from $60.00) on shares of Trade Desk in a report on Monday, January 5th. Stifel Nicolaus set a $74.00 target price on shares of Trade Desk and gave the stock a “buy” rating in a research report on Friday, January 23rd. Finally, Wall Street Zen upgraded shares of Trade Desk from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, fifteen have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Trade Desk has a consensus rating of “Hold” and an average target price of $57.58.

Key Headlines Impacting Trade Desk

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

• Positive Sentiment: The Trade Desk launched the Ventura Ecosystem to expand a transparent, programmatic marketplace for connected TV (CTV); early collaborators (V and Nexxen) suggest product momentum that could help win CTV dollars and stabilize revenue mix. The Trade Desk Introduces the Ventura Ecosystem to Advance the Future of CTV Advertising; V and Nexxen Join as the First Collaborators
• Positive Sentiment: Several buy-side pieces view TTD as a long-term tech opportunity amid a broader tech buying window, which supports investor interest despite recent weakness. The Top Tech Stocks to Buy in February
• Neutral Sentiment: TTD’s Q4 earnings report is due tomorrow after the close — this is the main near-term catalyst. Expectations focus on whether digital ad strength and CTV traction can offset recent share-price declines. What To Expect From The Trade Desk’s (TTD) Q4 Earnings
• Neutral Sentiment: Social-media and retail-trader chatter highlights technical setups and polarized expectations — this amplifies short-term volatility around the earnings print. The Trade Desk Stock (TTD) Opinions on Upcoming Q4 Earnings
• Neutral Sentiment: Industry comparisons with peers like PubMatic emphasize competitive dynamics in CTV, retail media and AI investments — helpful context but not an immediate swing factor. TTD vs. PUBM: Which Ad-Tech Stock Is the Smarter Pick Now?
• Negative Sentiment: Wedbush kept a Neutral rating but slashed its 12‑month price target to $23 from $40, citing consolidation of ad spend into closed ecosystems — a clear near-term headwind for sentiment and targets. The Trade Desk faces rising competition ahead of Q4 earnings report
• Negative Sentiment: High-profile hedge fund activity: Philippe Laffont’s fund sold its entire stake in TTD — an influential investor exit that can weigh on investor confidence. Billionaire Investor Philippe Laffont’s Hedge Fund Sold Its Entire Stake in The Trade Desk and Increased Its Position in This Streaming Giant by 17x
• Negative Sentiment: Broader institutional trimming and mixed analyst targets (median target still around $50 but several cuts) increase uncertainty about near-term upside. The Trade Desk Stock (TTD) Opinions on Upcoming Q4 Earnings

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.