The Trade Desk $TTD Shares Bought by Jacobson & Schmitt Advisors LLC

Jacobson & Schmitt Advisors LLC increased its position in The Trade Desk (NASDAQ:TTD) by 19.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 289,574 shares of the technology company’s stock after buying an additional 47,539 shares during the quarter. Trade Desk comprises approximately 2.4% of Jacobson & Schmitt Advisors LLC’s holdings, making the stock its 17th largest position. Jacobson & Schmitt Advisors LLC owned approximately 0.06% of Trade Desk worth $14,192,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of TTD. STF Management LP boosted its position in shares of Trade Desk by 2.1% during the 2nd quarter. STF Management LP now owns 6,627 shares of the technology company’s stock valued at $477,000 after purchasing an additional 136 shares in the last quarter. Brighton Jones LLC lifted its stake in Trade Desk by 3.8% during the fourth quarter. Brighton Jones LLC now owns 4,586 shares of the technology company’s stock valued at $539,000 after purchasing an additional 169 shares during the last quarter. M&T Bank Corp lifted its stake in Trade Desk by 0.7% during the second quarter. M&T Bank Corp now owns 27,607 shares of the technology company’s stock valued at $1,987,000 after purchasing an additional 194 shares during the last quarter. Parkside Financial Bank & Trust boosted its holdings in Trade Desk by 52.2% during the second quarter. Parkside Financial Bank & Trust now owns 586 shares of the technology company’s stock worth $42,000 after buying an additional 201 shares in the last quarter. Finally, AE Wealth Management LLC grew its position in Trade Desk by 5.4% in the second quarter. AE Wealth Management LLC now owns 4,553 shares of the technology company’s stock worth $328,000 after buying an additional 235 shares during the last quarter. 67.77% of the stock is owned by institutional investors and hedge funds.

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

Trade Desk Stock Up 3.2%

Shares of Trade Desk stock opened at $24.94 on Wednesday. The Trade Desk has a 12 month low of $23.78 and a 12 month high of $91.45. The stock has a market cap of $12.06 billion, a PE ratio of 28.67, a price-to-earnings-growth ratio of 0.95 and a beta of 1.10. The business has a fifty day simple moving average of $33.05 and a 200-day simple moving average of $42.34.

Trade Desk declared that its Board of Directors has authorized a share repurchase plan on Thursday, November 6th that allows the company to repurchase $500.00 million in outstanding shares. This repurchase authorization allows the technology company to reacquire up to 2.1% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board of directors believes its shares are undervalued.

Analyst Ratings Changes

A number of equities research analysts have recently commented on TTD shares. Zacks Research upgraded Trade Desk from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 11th. Cfra restated a “hold” rating and issued a $40.00 target price on shares of Trade Desk in a report on Tuesday, January 27th. Bank of America reduced their target price on Trade Desk from $49.00 to $40.00 and set an “underperform” rating for the company in a report on Tuesday, January 20th. UBS Group reiterated a “buy” rating and issued a $50.00 price target (down from $82.00) on shares of Trade Desk in a research report on Tuesday, January 20th. Finally, Citizens Jmp cut Trade Desk from an “outperform” rating to a “market perform” rating in a research note on Friday, January 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, fifteen have given a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $57.58.

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.