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MAI Capital Management

Position in TTD — Trade Desk, Inc.

CIK 1040197 INDEPENDENCE, OH

Position in TTD

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$2,151,080
-$729,210 QoQ
Shares Held
94,803
+24.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 0.31644568209866775.ToString("F0")% Shared 0.ToString("F0")% None 99.68355431790134.ToString("F0")%

Common Shares in TTD Over Time

Shares Held

Position Value (USD)

Derivatives in TTD

reported options exposure · as of Mar 31, 2026
CallValue
$22,690
CallShares
1,000
PutValue
$0
PutShares
0

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 Mar 31, 2026

MAI Capital Management holds $12,560,745 across 15 Advertising Agencies names. TTD ranks #2 (17.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 TTD
Trade Desk, Inc.
This page
94,803 $2,151,080

All Filings in TTD

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
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