Vestmark Advisory Solutions Inc. trimmed its position in The Trade Desk (NASDAQ:TTD – Free Report) by 47.1% in the third quarter, according to its most recent disclosure with the 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 at the end of the most recent reporting period.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Family Legacy Financial Solutions LLC grew its position in shares of Trade Desk by 163.2% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 500 shares of the technology company’s stock worth $25,000 after acquiring an additional 310 shares in the last quarter. Versant Capital Management Inc lifted 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 purchasing an additional 334 shares during the last quarter. Root Financial Partners LLC acquired a new position in Trade Desk in the third quarter worth $26,000. Twin Peaks Wealth Advisors LLC bought a new stake in Trade Desk during the second quarter valued at $28,000. Finally, Transce3nd LLC acquired a new stake in shares of Trade Desk during the second quarter worth $28,000. 67.77% of the stock is owned by institutional investors.
Analyst Ratings Changes
A number of equities research analysts recently weighed in on TTD shares. Stifel Nicolaus set a $74.00 price objective on shares of Trade Desk and gave the company a “buy” rating in a research report on Friday, January 23rd. Citizens Jmp downgraded Trade Desk from an “outperform” rating to a “market perform” rating in a research note on Friday, January 23rd. Wall Street Zen raised shares of Trade Desk from a “sell” rating to a “hold” rating in a report on Saturday, November 1st. Zacks Research upgraded shares of Trade Desk from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 11th. Finally, Cfra reissued a “hold” rating and set a $40.00 target price on shares of Trade Desk in a research note on Tuesday, January 27th. One investment 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 stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $57.58.
Trade Desk Stock Up 3.2%
Shares of TTD opened at $24.94 on Wednesday. The firm has a market capitalization of $12.06 billion, a PE ratio of 28.67, a P/E/G ratio of 0.95 and a beta of 1.10. The firm has a 50-day moving average price of $33.05 and a 200 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 of Directors has approved a stock buyback program on Thursday, November 6th that allows the company to repurchase $500.00 million in shares. This repurchase authorization allows the technology company to buy up to 2.1% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.
Key Stories 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.
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