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SC 13G ·Filed Oct 7, 2026

TTD

Trade Desk, Inc.
NEUTRAL
Impact 3/10
Horizonweeks Processed20d 12h ago SEC0000093751-26-000584
Passive investor 5%+ stake
Actionable Insight • Neutral

Monitor for any future conversion to a 13D filing, which would signal activist intent. State Street's passive disclosure is routine for a large asset manager and does not alter the fundamental outlook.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+5d ⚠ clustered
TTD ▲ +0.74% at T+5d
NEUTRAL call +0.74% · α vs SPY +1.72% · entry $12.09 → $12.18
Next anchor: T+20d in 7d
Latest observation: T+12 +16.14% FF3 residual α
Entry = T+0 close
Oct 7, 2026
via day close
T+1d
+2.07%
call +2.07% · α +2.49%
$12.34
settled 20d ago
T+5d
+0.74%
call +0.74% · α +1.72%
$12.18
settled 14d ago
T+20d
Pending
in 7d
T+60d
Pending
in 2mo

Price Chart

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Executive Summary

State Street Corp disclosed a passive 3.3% stake in Trade Desk, Inc. via a Schedule 13G filing, representing 13,935,185 shares as of September 30, 2026. The filing is routine for a large custodian bank and asset manager, indicating no intent to influence management.

Key Financial Metrics

Stake
3.3%
Investor
STATE STREET CORP

Key Facts

  • State Street Corp reported beneficial ownership of 13,935,185 shares of Trade Desk common stock.
  • The stake represents approximately 3.3% of shares outstanding.
  • SSGA Funds Management, Inc., a State Street subsidiary, reported 6,463,531 shares (1.5%) as an investment adviser.
  • The filing is a new initial Schedule 13G, not an amendment.
  • State Street certifies the securities were acquired in the ordinary course of business and not to influence control.

Financial Impact

Passive 3.3% stake valued at approximately $1.4 billion based on Trade Desk's current market price — no direct financial impact from the filing itself.

Risk Factors

  • No material risks identified from this passive filing.

Investment Themes

Software & IT

Documents Analyzed

This report is based on 3 SEC documents filed with EDGAR.

DocumentAccession Number
SC 13G Filing (Primary)0000093751-26-000584
Document: 0000093751-26-000584-index.html0000093751-26-000584
Document: 0000093751-26-000584.txt0000093751-26-000584
14 reports for TTD
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for TTD — sortable, filterable
TypeNow
Oct 23, 2026
4d ago
Institutional Cluster
BEARISH ★ 4/10
$13.00 $12.77▲ +1.77%▲ +2.48%$12.70 (+2.31%)
Oct 20, 2026
7d ago
8-K
NEUTRAL ★ 3/10
$12.65 $12.59▼ −0.47%▼ −1.00%$12.70 (+0.40%)
Oct 7, 2026
20d ago
DEFA14A
NEUTRAL ★ 2/10
$12.34 $12.08▼ −2.11%▼ −2.71%$12.70 (+2.92%)
Oct 7, 2026
20d ago
SC 13G
NEUTRAL ★ 3/10
$12.09 $12.34▲ +2.07%▲ +2.49%$12.70 (+5.05%)
Oct 5, 2026
22d ago
SC 13G/A
NEUTRAL ★ 3/10
$11.98 $11.92▼ −0.50%▼ −1.05%$12.70 (+6.01%)
Sep 18, 2026
5w ago
DEF 14A
NEUTRAL ★ 4/10
$13.92 $13.88▼ −0.29%▼ −1.84%$12.70 (−8.76%)
Sep 4, 2026
7w ago
8-K
NEUTRAL ★ 5/10
$14.43 $14.02▼ −2.84%▼ −2.29%$12.70 (−11.99%)
Jul 13, 2026
15w ago
8-K
NEUTRAL ★ 2/10
$19.79 $18.94▼ −4.30%▼ −4.65%$12.70 (−35.83%)
Jun 26, 2026
17w ago
Court Ruling
BULLISH ★ 4/10
$18.65 $18.08▼ −3.06%▼ −3.83%$12.70 (−31.90%)
Jun 9, 2026
20w ago
8-K
NEUTRAL ★ 2/10
$19.29 $18.90▼ −2.02%▼ −3.72%$12.70 (−34.16%)
Showing 10 of 14

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Report published Oct 7, 2026