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MAI Capital Management

Position in TTD — Trade Desk, Inc.

CIK 1040197 INDEPENDENCE, OH

Position in TTD

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$367,529
-$1,783,551 QoQ
Shares Held
20,328
-78.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#321
of 678 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TTD Over Time

Shares Held

Position Value (USD)

Derivatives in TTD

reported options exposure · as of Jun 30, 2026
CallValue
$36,160
CallShares
2,000
PutValue
$137,408
PutShares
7,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Advertising Agencies

Communication Services · as of Jun 30, 2026

MAI Capital Management holds $13,222,913 across 3 Advertising Agencies names. TTD ranks #3 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 TTD
Trade Desk, Inc.
This page
20,328 $367,529

All Filings in TTD

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $137,408 7,600
2026-06-30 $36,160 2,000
2026-06-30 $367,529 20,328
2026-03-31 $22,690 1,000
2026-03-31 $2,151,080 94,803
2025-12-31 $2,880,290 75,877
2025-12-31 $37,960 1,000
2025-09-30 $5,735,395 117,025
2025-09-30 $49,010 1,000
2025-06-30 $11,218,777 155,838
2025-06-30 $57,592 800
2025-03-31 $43,776 800
2025-03-31 $5,991,621 109,496
2024-12-31 $1,305,875 11,111
2024-12-31 $35,259 300
2024-09-30 $822,375 7,500
2024-06-30 $733,013 7,505
2024-03-31 $464,112 5,309
2023-12-31 $396,355 5,508
2023-09-30 $445,533 5,701
2023-06-30 $482,393 6,247
2023-03-31 $303,331 4,980
2022-12-31 $225,136 5,022