The Trade Desk, Inc.
US ˙ NasdaqGM ˙ US88339J1051

SecurityTTD / The Trade Desk, Inc.
InstitutionTd Private Client Wealth Llc
Latest Disclosed Ownership3,187 shares
Latest Disclosed Value $ 72,313
Td Private Client Wealth Llc reports 30.19% increase in ownership of TTD / The Trade Desk, Inc.

On April 27, 2026 - Td Private Client Wealth Llc filed a 13F-HR form disclosing ownership of 3,187 shares of The Trade Desk, Inc. (US:TTD) valued at $72,313 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 2,448 shares of The Trade Desk, Inc.. This represents a change in shares of 30.19% during the quarter. The current value of the position is $63,581 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F THE TRADE DESK COMMON STOCK 88339J105 3,187 739 30.19 72 -21.74 0.0015
2026-02-05 2025-12-31 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 2,448 -12,976 -84.13 93 -87.81 0.0020
2025-10-27 2025-09-30 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 15,424 1,435 10.26 756 -25.02 0.0170
2025-07-15 2025-06-30 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 13,989 2,134 18.00 1,007 55.40 0.0247
2025-04-29 2025-03-31 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 11,855 9,390 380.93 649 124.22 0.0179
2025-02-11 2024-12-31 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 2,465 2,255 1,073.81 290 1,156.52 0.0081
2024-11-18 2024-09-30 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 210 -891 -80.93 23 -78.50 0.0007
2024-08-14 2024-06-30 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 1,101 190 20.86 108 35.44 0.0034
2024-08-16 2024-03-31 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 911 28 3.17 80 25.40 0.0026
2024-08-16 2023-12-31 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 883 229 35.02 64 23.53 0.0023
2024-08-16 2023-09-30 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 654 654 51 0.0022
2024-08-16 2023-06-30 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 0 -179 -100.00 0 -100.00
2024-08-16 2023-03-31 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 179 -64 -26.34 11 0.00 0.0005
2024-08-16 2022-12-31 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 243 -199 -45.02 11 -61.54 0.0005
2024-08-16 2022-09-30 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 442 106 31.55 26 85.71 0.0014
2024-08-16 2022-06-30 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 336 -4 -1.18 14 -39.13 0.0007
2024-08-16 2022-03-31 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 340 -51 -13.04 24 -34.29 0.0010
2024-08-16 2021-12-31 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 391 -5 -1.26 36 29.63 0.0015
2024-08-16 2021-09-30 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 396 28 7.61 28 -3.57 0.0012
2024-08-16 2021-06-30 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 368 368 28 0.0012
2024-08-16 2020-09-30 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 0 -51 -100.00 0 -100.00
2024-08-16 2020-06-30 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 51 -12 -19.05 21 66.67 0.0012
2024-08-16 2020-03-31 13F THE TRADE DESK INC COM CL A COMMON STOCK 88339J105 63 63 12 0.0009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.