John Overdeck’s Trade Desk TTD Stock Holding History

John Overdeck’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 Q2	$4.4M	Buy	243,300 +225,300	+1,252%	+$4.78M	﹤0.01%	2260
2026 Q1	$408K	Sell	18,000 -91,100	-84%	-$2.63M	﹤0.01%	3868
2025 Q4	$4.14M	Buy	+109,100	New	+$4.84M	0.01%	1881
2022 Q1	–	Sell	-84,100	Closed	-$7.71M	–	4300
2021 Q4	$7.71M	Sell	84,100 -224,700	-73%	-$19.7M	0.02%	936
2021 Q3	$21.7M	Buy	308,800 +207,800	+206%	+$16.1M	0.05%	444
2021 Q2	$7.81M	Buy	101,000 +62,000	+159%	+$3.96M	0.02%	947
2021 Q1	$2.54M	Sell	39,000 -102,000	-72%	-$7.88M	0.01%	1522
2020 Q4	$11.3M	Buy	141,000 +47,000	+50%	+$3.55M	0.03%	556
2020 Q3	$4.88M	Buy	94,000 +4,000	+4%	+$183K	0.02%	803
2020 Q2	$3.66M	Sell	90,000 -415,000	-82%	-$12.5M	0.02%	795
2020 Q1	$9.75M	Buy	505,000 +167,000	+49%	+$4.32M	0.08%	264
2019 Q4	$8.78M	Sell	338,000 -85,000	-20%	-$1.91M	0.03%	678
2019 Q3	$7.93M	Buy	423,000 +308,000	+268%	+$7.33M	0.03%	647
2019 Q2	$2.62M	Buy	+115,000	New	+$2.47M	0.01%	1259
2019 Q1	–	Sell	-130,000	Closed	-$1.51M	–	3479
2018 Q4	$1.51M	Buy	+130,000	New	+$1.63M	0.01%	1396
2018 Q3	–	Sell	-39,000	Closed	-$366K	–	3600
2018 Q2	$366K	Buy	+39,000	New	+$275K	﹤0.01%	2822
2018 Q1	–	Sell	-224,000	Closed	-$1.02M	–	3524
2017 Q4	$1.02M	Buy	+224,000	New	+$1.24M	﹤0.01%	1965

Other funds holding TTD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

John Overdeck's TTD Position: Q2 2026 in Review

John Overdeck increased its Trade Desk (TTD) stake by 20% in Q2 2026, buying an estimated $61.4M and bringing the position to 17,050,857 shares worth $308M. The position accounts for 0.22% of the portfolio, ranked #88.

John Overdeck first reported a position in TTD in Q4 2016 and has held it in 26 quarters since. The position peaked at $321M in Q1 2026. 679 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

John Overdeck held 17,050,857 shares of Trade Desk worth $308M as of Q2 2026.
John Overdeck bought 2,889,536 Trade Desk shares in Q2 2026, an estimated $61.4M.
Trade Desk made up 0.22% of John Overdeck's portfolio in Q2 2026, its #88 holding.
John Overdeck first reported a position in Trade Desk in Q4 2016 and has held it in 26 quarters since.
John Overdeck's Trade Desk position peaked at $321M in Q1 2026.
679 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.