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Cypress Point Wealth Management, LLC

Position in TTD — Trade Desk, Inc.

CIK 1825611 DALLAS, TX

Position in TTD

as of Mar 31, 2026 · filed Apr 13, 2026
Position Value
$220,410
-$121,230 QoQ
Shares Held
9,714
+7.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TTD Over Time

Shares Held

Position Value (USD)

Position in Advertising Agencies

Communication Services · as of Jun 30, 2026

Cypress Point Wealth Management, LLC holds $290,589 across 1 Advertising Agencies name.

# Ticker Company Shares Value (USD) Open

All Filings in TTD

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $220,410 9,714
2025-12-31 $341,640 9,000