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LRI Investments’s Trade Desk TTD Stock Holding History

LRI Investments’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 		$18.4K Buy
1,016
+66
+7% +$1.4K ﹤0.01% 790
2026
Q1 		$21.6K Hold
950
– – ﹤0.01% 678
2025
Q4 		$36.1K Hold
950
– – ﹤0.01% 598
2025
Q3 		$46.6K Hold
950
– – ﹤0.01% 572
2025
Q2 		$68.4K Sell
950
-111
-10% -$7.09K 0.01% 497
2025
Q1 		$58.1K Sell
1,061
-1,067
-50% -$96.5K 0.01% 515
2024
Q4 		$250K Sell
2,128
-805
-27% -$99.6K 0.02% 229
2024
Q3 		$369K Sell
2,933
-48
-2% -$4.79K 0.04% 191
2024
Q2 		$291K Buy
+2,981
New +$269K 0.03% 190

Other funds holding TTD

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LRI Investments's TTD Position: Q2 2026 in Review

LRI Investments increased its Trade Desk (TTD) stake by 6.9% in Q2 2026, buying an estimated $1.4K and bringing the position to 1,016 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

LRI Investments first reported a position in TTD in Q2 2024 and has held it in 9 quarters since. The position peaked at $369K in Q3 2024. 239 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • LRI Investments held 1,016 shares of Trade Desk worth $18.4K as of Q2 2026.
  • LRI Investments bought 66 Trade Desk shares in Q2 2026, an estimated $1.4K.
  • Trade Desk made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #790 holding.
  • LRI Investments first reported a position in Trade Desk in Q2 2024 and has held it in 9 quarters since.
  • LRI Investments's Trade Desk position peaked at $369K in Q3 2024.
  • 239 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.