CX Institutional’s Trade Desk TTD Stock Holding History

CX Institutional’s Portfolio TTD Stock Details TTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14K	Buy	1,180 +25	+2%	+$392	﹤0.01%	1298
2026 Q2	$21K	Buy	1,155 +141	+14%	+$2.99K	﹤0.01%	1170
2026 Q1	$23K	Buy	1,014 +168	+20%	+$4.85K	﹤0.01%	1102
2025 Q4	$32K	Buy	846 +455	+116%	+$20.2K	﹤0.01%	1044
2025 Q3	$19K	Buy	391 +191	+96%	+$12.1K	﹤0.01%	1111
2025 Q2	$14K	Hold	200	–	–	﹤0.01%	1007
2025 Q1	$11K	Buy	+200	New	+$18.1K	﹤0.01%	1007
2022 Q3	–	Sell	-200	Closed	-$8K	–	1081
2022 Q2	$8K	Buy	+200	New	+$11K	﹤0.01%	985
2021 Q4	–	Sell	-400	Closed	-$28K	–	850
2021 Q3	$28K	Hold	400	–	–	﹤0.01%	687
2021 Q2	$31K	Hold	400	–	–	﹤0.01%	656
2021 Q1	$26K	Hold	400	–	–	﹤0.01%	625
2020 Q4	$32K	Sell	400 -100	-20%	-$7.55K	﹤0.01%	522
2020 Q3	$26K	Buy	500 +100	+25%	+$4.57K	﹤0.01%	502
2020 Q2	$16K	Hold	400	–	–	﹤0.01%	493
2020 Q1	$8K	Buy	+400	New	+$10.4K	﹤0.01%	485

Other funds holding TTD

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

CX Institutional's TTD Position: Q3 2026 in Review

CX Institutional increased its Trade Desk (TTD) stake by 2.2% in Q3 2026, buying an estimated $392 and bringing the position to 1,180 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

CX Institutional first reported a position in TTD in Q1 2020 and has held it in 15 quarters since. The position peaked at $32K in Q4 2025. 91 funds tracked by Wall St. Rank hold TTD as of Q3 2026.

CX Institutional held 1,180 shares of Trade Desk worth $14K as of Q3 2026.
CX Institutional bought 25 Trade Desk shares in Q3 2026, an estimated $392.
Trade Desk made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1298 holding.
CX Institutional first reported a position in Trade Desk in Q1 2020 and has held it in 15 quarters since.
CX Institutional's Trade Desk position peaked at $32K in Q4 2025.
91 funds tracked by Wall St. Rank held Trade Desk as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.