TWO SIGMA INVESTMENTS, LP

Position in TTD — Trade Desk, Inc.

CIK 1179392 NEW YORK, NY

Back to TTD Full portfolio

Position in TTD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$308,279,494

-$13,040,879 QoQ

Shares Held

17,050,857

+20.4% QoQ

Ownership

3.63%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

of 678 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in TTD Over Time

Shares Held

Position Value (USD)

Derivatives in TTD

reported options exposure · as of Jun 30, 2026

CallValue

$4,398,864

CallShares

243,300

PutValue

$4,798,432

PutShares

265,400

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

TWO SIGMA INVESTMENTS, LP holds $340,114,141 across 13 Advertising Agencies names. TTD ranks #1 (90.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TTD	Trade Desk, Inc. This page	17,050,857	$308,279,494
2	DV	DoubleVerify Holdings, Inc.	1,458,525	$15,810,411
3	EVC	Entravision Communications Corp	412,441	$5,378,230
4	CCO	Clear Channel Outdoor Holdings, Inc.	1,907,187	$4,615,392
5	QNST	Quinstreet, Inc	101,734	$1,490,403
6	CRTO	Criteo S.A.	72,592	$1,326,981
7	MGNI	Magnite, Inc.	42,659	$809,667
8	ADV	Advantage Solutions Inc.	15,003	$648,729

All Filings in TTD

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40 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,279,494	17,050,857	+20.4%	Shares	Sole	2026-08-14
2026-06-30	$4,798,432	265,400	+1590.4%	Put	Sole	2026-08-14
2026-06-30	$4,398,864	243,300	+1251.7%	Call	Sole	2026-08-14
2026-03-31	$356,233	15,700	-85.7%	Put	Sole	2026-05-15
2026-03-31	$408,420	18,000	-83.5%	Call	Sole	2026-05-15
2026-03-31	$321,320,373	14,161,321	+134.3%	Shares	Sole	2026-05-15
2025-12-31	$4,141,436	109,100	+29.7%	Call	Sole	2026-02-17
2025-12-31	$229,435,364	6,044,135	+171.8%	Shares	Sole	2026-02-17
2025-12-31	$4,179,396	110,100	+817.5%	Put	Sole	2026-02-17
2025-09-30	$108,976,528	2,223,557	+3186.2%	Shares	Sole	2025-11-14
2025-09-30	$588,120	12,000	-89.8%	Put	Sole	2025-11-14
2025-06-30	$4,871,059	67,663	-64.4%	Shares	Sole	2025-08-14
2025-03-31	$10,409,057	190,224	+784.8%	Shares	Sole	2025-05-15
2024-12-31	$2,526,895	21,500	0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,357,475	21,500	-0.1%	Shares	Sole	2024-11-14
2024-06-30	$2,102,542	21,527	+236.4%	Shares	Sole	2024-08-14
2024-03-31	$559,488	6,400	-63.7%	Shares	Sole	2024-05-15
2022-12-31	$791,204	17,649	-33.4%	Shares	Sole	2023-02-14
2022-09-30	$1,582,956	26,493	-18.8%	Shares	Sole	2022-11-14
2021-12-31	$7,706,924	84,100	-72.8%	Call	Sole	2022-02-14
2021-12-31	$2,991,129	32,640	+9.4%	Shares	Sole	2022-02-14
2021-12-31	$10,795,192	117,800	-65.4%	Put	Sole	2022-02-14
2021-09-30	$23,965,270	340,900	+207.4%	Put	Sole	2021-11-15
2021-09-30	$21,708,640	308,800	+205.7%	Call	Sole	2021-11-15
2021-09-30	$2,097,752	29,840	-38.5%	Shares	Sole	2021-11-15
2021-06-30	$8,579,224	110,900	+1419.2%	Put	Sole	2021-08-16
2021-06-30	$7,813,360	101,000	+2489.7%	Call	Sole	2021-08-16
2021-03-31	$4,757,118	7,300	-51.3%	Put	Sole	2021-05-17
2021-03-31	$2,541,474	3,900	-72.3%	Call	Sole	2021-05-17
2021-03-31	$31,618,543	48,520	+198.8%	Shares	Sole	2021-05-17
2020-12-31	$11,294,100	14,100	+50.0%	Call	Sole	2021-02-16
2020-12-31	$13,005,036	16,236	-11.9%	Shares	Sole	2021-02-16
2020-12-31	$12,015,000	15,000	+20.0%	Put	Sole	2021-02-16
2020-09-30	$4,876,532	9,400	+4.4%	Call	Sole	2020-11-16
2020-09-30	$6,484,750	12,500	+11.6%	Put	Sole	2020-11-16
2020-06-30	$4,552,800	11,200	-81.9%	Put	Sole	2020-08-14
2020-06-30	$3,658,500	9,000	-82.2%	Call	Sole	2020-08-14
2020-03-31	$9,746,500	50,500	—	Call	Sole	2020-05-15
2020-03-31	$11,927,400	61,800	—	Put	Sole	2020-05-15
2020-03-31	$3,558,148	18,436	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.