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	$4.8M	Buy	265,400 +249,700	+1,590%	+$5.3M	﹤0.01%	2190
2026 Q1	$356K	Sell	15,700 -94,400	-86%	-$2.73M	﹤0.01%	3962
2025 Q4	$4.18M	Buy	110,100 +98,100	+818%	+$4.35M	0.01%	1870
2025 Q3	$588K	Buy	+12,000	New	+$761K	﹤0.01%	2907
2022 Q1	–	Sell	-117,800	Closed	-$10.8M	–	4302
2021 Q4	$10.8M	Sell	117,800 -223,100	-65%	-$19.5M	0.02%	742
2021 Q3	$24M	Buy	340,900 +230,000	+207%	+$17.8M	0.05%	402
2021 Q2	$8.58M	Buy	110,900 +37,900	+52%	+$2.42M	0.02%	892
2021 Q1	$4.76M	Sell	73,000 -77,000	-51%	-$5.95M	0.01%	1079
2020 Q4	$12M	Buy	150,000 +25,000	+20%	+$1.89M	0.03%	534
2020 Q3	$6.49M	Buy	125,000 +13,000	+12%	+$594K	0.02%	689
2020 Q2	$4.55M	Sell	112,000 -506,000	-82%	-$15.3M	0.02%	679
2020 Q1	$11.9M	Buy	618,000 +304,000	+97%	+$7.87M	0.1%	217
2019 Q4	$8.16M	Sell	314,000 -118,000	-27%	-$2.66M	0.02%	716
2019 Q3	$8.1M	Buy	432,000 +328,000	+315%	+$7.81M	0.03%	637
2019 Q2	$2.37M	Buy	+104,000	New	+$2.24M	0.01%	1337
2019 Q1	–	Sell	-20,000	Closed	-$232K	–	3480
2018 Q4	$232K	Sell	20,000 -30,000	-60%	-$376K	﹤0.01%	2620
2018 Q3	$755K	Sell	50,000 -20,000	-29%	-$237K	﹤0.01%	2181
2018 Q2	$657K	Buy	+70,000	New	+$493K	﹤0.01%	2452
2018 Q1	–	Sell	-149,000	Closed	-$681K	–	3525
2017 Q4	$681K	Buy	+149,000	New	+$823K	﹤0.01%	2227

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.