Market Cap
$5.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 18, 2026 | Guggenheim | MAINTAIN | Neutral | 52% |
| Sep 9, 2026 | RBC Capital | REITERATE | Sector Perform | 55% |
| Aug 10, 2026 | DA Davidson | DOWNGRADE | Neutral | 53% |
| Aug 10, 2026 | HSBC | DOWNGRADE | Reduce | 55% |
| Aug 8, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Aug 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 7, 2026 | Citigroup | DOWNGRADE | Sell | 55% |
| Aug 7, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Aug 7, 2026 | Guggenheim | DOWNGRADE | Neutral | 52% |
| Aug 7, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 4 | 27 | 10 | 2 | 13% | |
| Aug 1, 2026 | 5 | 13 | 21 | 3 | 0 | 43% | |
| Jul 1, 2026 | 5 | 13 | 20 | 4 | 0 | 43% | |
| Jun 1, 2026 | 5 | 13 | 22 | 3 | 0 | 42% | |
| May 1, 2026 | 7 | 15 | 18 | 1 | 1 | 52% | |
| Apr 1, 2026 | 7 | 15 | 18 | 1 | 1 | 52% | |
| Mar 1, 2026 | 8 | 15 | 16 | 4 | 0 | 53% | |
| Feb 1, 2026 | 8 | 15 | 16 | 4 | 0 | 53% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.25 | $0.21–$0.35 | -43.9% | +0.0% | 0↑ 17↓ | $0.7B | 17 |
| Next Q | $0.29 | $0.21–$0.41 | -50.9% | +0.6% | 0↑ 17↓ | $0.7B | 17 |
| Current FY | $1.16 | $1.04–$1.31 | -34.6% | -0.3% | 0↑ 20↓ | $2.8B | 20 |
| Next FY | $1.00 | $0.55–$1.46 | -13.5% | +0.7% | 0↑ 20↓ | $2.6B | 20 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.253 | — |
| 7d ago | $0.253 | — |
| 30d ago | $0.253 | — |
| 60d ago | $0.498 | -0.245 |
| 90d ago | $0.498 | -0.245 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 32,668,268 | $590.6M | 9.4% | — |
| STATE STREET CORP | 31,285,823 | $565.6M | 9.0% | TRIM -30.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 27,899,665 | $504.4M | 8.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 19,380,271 | $350.4M | 5.5% | — |
| TWO SIGMA INVESTMENTS, LP | 17,050,857 | $308.3M | 4.9% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 16,134,883 | $291.5M | 4.6% | — |
| Invesco Ltd. | 13,759,436 | $248.8M | 3.9% | — |
| GOLDMAN SACHS GROUP INC | 13,467,553 | $243.5M | 3.9% | ADD +54.3% |
| Alyeska Investment Group, L.P. | 11,119,709 | $201.0M | 3.2% | ADD +97.5% |
| FEDERATED HERMES, INC. | 10,877,783 | $196.7M | 3.1% | ADD +42.6% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| STATE STREET CORP | TRIM | 44,933,369 | 31,285,823 | -30.4% | $565.6M |
| GOLDMAN SACHS GROUP INC | ADD | 8,728,294 | 13,467,553 | +54.3% | $243.5M |
| Alyeska Investment Group, L.P. | ADD | 5,628,855 | 11,119,709 | +97.5% | $201.0M |
| FEDERATED HERMES, INC. | ADD | 7,628,435 | 10,877,783 | +42.6% | $196.7M |
| Jericho Capital Asset Management L.P. | NEW | — | 9,395,296 | — | $169.9M |
| D. E. Shaw & Co., Inc. | ADD | 4,779,371 | 8,048,898 | +68.4% | $145.5M |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 5,440,541 | 7,022,341 | +29.1% | $127.0M |
| Amundi | DOUBLED | 3,056,305 | 6,473,979 | +111.8% | $117.0M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 4,137,594 | 5,962,576 | +44.1% | $107.8M |
| DEUTSCHE BANK AG\ | ADD | 3,225,053 | 4,379,136 | +35.8% | $79.2M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 14, 2026 | Kundra Vivek | Chief Operating Officer | AWARD | 724,112 | — | — |
| Sep 14, 2026 | GRANT JAY R | Chief Legal Officer | AWARD | 398,262 | — | — |
| Sep 14, 2026 | Davis Tahnil R. | Chief Accounting Officer & EVP | AWARD | 217,233 | — | — |
| Sep 14, 2026 | Olmstead Nathan | Chief Financial Officer | AWARD | 398,262 | — | — |
| Sep 14, 2026 | Green Jeffrey Terry | President and CEO | AWARD | 7,000,000 | — | — |
| Aug 15, 2026 | Green Jeffrey Terry | President and CEO | GIFT | 52,910 | — | — |
| Aug 15, 2026 | Kundra Vivek | Chief Operating Officer | TAX W/H | 2,320 | $14.14 | $32.8K |
| Aug 15, 2026 | GRANT JAY R | Chief Legal Officer | TAX W/H | 2,652 | $14.14 | $37.5K |
| Aug 15, 2026 | GRANT JAY R | Chief Legal Officer | TAX W/H | 5,779 | $14.14 | $81.7K |
| Aug 15, 2026 | GRANT JAY R | Chief Legal Officer | TAX W/H | 2,076 | $14.14 | $29.4K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | The Trade Desk Inc | Sep 11, 2026(25d) |
| Aug 14, 2026 | Tony Wied | R | HOUSE | SELL | $15,001 - $50,000 | The Trade Desk Inc | Sep 7, 2026(25d) |
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | The Trade Desk Inc | Sep 7, 2026(53d) |
| Jun 16, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | The Trade Desk Inc | Jul 3, 2026(18d) |
| Jun 9, 2026 | Tony Wied | R | HOUSE | BUY | $15,001 - $50,000 | The Trade Desk Inc | Aug 10, 2026(63d) |
| Mar 20, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | The Trade Desk Inc | Apr 9, 2026(21d) |
| Mar 20, 2026 | Byron Donalds | R | HOUSE | SELL | $1,001 - $15,000 | The Trade Desk Inc | Apr 9, 2026(21d) |
| Feb 10, 2026 | Byron Donalds | R | HOUSE | BUY | $1,001 - $15,000 | The Trade Desk Inc | Mar 9, 2026(28d) |
| Feb 10, 2026 | Byron Donalds | R | HOUSE | BUY | $1,001 - $15,000 | The Trade Desk Inc | Mar 9, 2026(28d) |
| Feb 3, 2026 | Anthony Wied | R | HOUSE | BUY | $50,001 - $100,000 | The Trade Desk Inc | Mar 12, 2026(38d) |