The Trade Desk, Inc.

The full register, from 13F filings

The Register tab above is hand research: a dozen holders, each traced to the filing it came from. This asks the same question of the whole market for the quarter ended 31-mar-2026, where 761 managers reported a position. Broad where the research is deep, and shallow in the ways a 13F always is.

Built from 13F filings, which report US listed, long, US custodied positions only. A register from this source is a floor rather than a level: a holder's true position can be far larger, as BlackRock's ASML stake shows at 1.28m shares in a 13F against 26.3m in its 13G/A. Holdings held through derivatives, outside US custody, or below a manager's reporting obligation do not appear. Where a holder is marked as a family, its total sums several separate filing entities and describes something no single filing describes; the constituent entities and their share counts are listed so the total can be checked. That roll-up can legitimately exceed the family's own Schedule 13G, because a 13G is filed by one legal entity: Vanguard reports Alphabet through ten advisory entities, and The Vanguard Group Inc itself reported zero after its January 2026 disaggregation.

What a reader needs to know to read these numbers

• DUAL CLASS STRUCTURE, one basis chosen: shares_outstanding (469,880,194) is the TOTAL of Class A (426,771,565, Nasdaq: TTD, 1 vote/share) and Class B (43,108,629, unlisted, 10 votes/share), both from the 10-Q cover page dated 31 Jul 2026 (period 30 Jun 2026, filed 6 Aug 2026). Every register row's shares and pct_of_company is stated on this combined, total-company basis. Institutional 13F holders hold Class A only (CUSIP 88339J105); their percentage of Class A alone (stated in each row's method_note) is roughly 10% higher than their percentage of the whole company, since Class A is 90.8% of total shares outstanding. Jeff Green holds both a Class A stake and effectively all Class B (97.6% of it); his row states the combined economic total, with voting power kept out of the shares/pct_of_company fields and stated only in his method_note. No stock split has occurred inside the window of any filing used here: the company's only stock split was a ten-for-one split effected 16 Jun 2021, retroactively adjusted in every filing referenced in this file (confirmed by searching the FY2025 10-K, which states the split explicitly and notes all share/per-share figures are retroactively adjusted), so there is no pre/post-split mixed-basis risk in this file.
• 5% Stockholders in the 2026 DEF 14A were sourced from Schedule 13G/A filings that were between 5 and 13 months stale as of this research (Vanguard 13G/A filed 7 Aug 2025; BlackRock 13G/A filed 17 Oct 2025; State Street 13G/A filed 9 Feb 2026; Baillie Gifford & Co. 13G/A filed 9 Feb 2026). Per the rule to prefer the fresher Q2 2026 13F-HR over a stale 13G quoted in a proxy, every institutional row in this register uses the fresh Q2 2026 (period 30 Jun 2026) 13F-HR figure instead, with the stale proxy figure kept in method_note as a reconciliation point. The clearest case: Baillie Gifford & Co. (CIK 0001088875, the group's US 13F filer; its affiliate Baillie Gifford Overseas Ltd, CIK 0001085972, filed a 13F-NT with no holdings for Q2 2026) was checked directly in its own Q2 2026 13F-HR information table (880 rows) and holds NOTHING in The Trade Desk: no match for 'TRADE DESK' or CUSIP 88339J105 by name or by CUSIP. This is a full exit from the stale 22,305,955-share/5.1%-of-Class-A position the proxy quotes, not a gap in this research; recorded here as a note, not a register row.
• Capital Group checked across all 8 entities that filed a Q2 2026 13F-HR (Capital World Investors 0001422849, Capital International Investors 0001562230, Capital Research Global Investors 0001422848, Capital International, Inc. 0000895213, Capital International Ltd 0001065350, Capital International Sarl 0001065349, Capital Group Private Client Services, Inc. 0001857666, Capital Group Investment Management Pte. Ltd. 0001939970; three further registrants, Capital Group Companies Inc 0000732812, Capital Group International Inc 0000949308 and Capital Research & Management Co 0000017283, filed 13F-NT with no holdings for the quarter) and found to hold NOTHING in The Trade Desk as of Q2 2026: no row in any of the 8 HR filings matches 'TRADE DESK' by name or CUSIP 88339J105 by CUSIP. No row recorded; this is a genuine negative rather than an omission.
• T. Rowe Price Investment Management, Inc. (CIK 0001897612) checked and found to hold NOTHING in The Trade Desk as of Q2 2026 (own 13F-HR, 738 rows, no match for 'TRADE DESK' or the CUSIP). Only T. Rowe Price Associates, Inc. (CIK 0000080255) holds a position; see its register row. Both T. Rowe registrants file 13F values in THOUSANDS, applied correctly in the Associates row.
• Holdings side: searched The Trade Desk's most recent 10-Q (period 30 Jun 2026, filed 6 Aug 2026) and most recent 10-K (fiscal year ended 31 Dec 2025, filed 27 Feb 2026, plus Exhibit 21.1 subsidiaries list) for 'equity method', 'equity investment', 'non-marketable', 'privately held', 'joint venture', 'unconsolidated', 'minority interest', 'investment in', 'strategic investment', 'cost method', 'available-for-sale', 'marketable securities', and 'Other assets, non-current'. Zero hits for any equity-method or named-investee language in either filing; the only matches are generic risk-factor boilerplate about possible future acquisitions/strategic investments (naming no target), and a balance-sheet line 'Other assets, non-current' ($97.7m at FY2025 year end) which the filing text identifies as mostly capitalized internal software development costs, not equity investments. 'Marketable securities' in both filings refers only to corporate debt securities, commercial paper and U.S. government/agency securities held as treasury-management investments, explicitly excluded from 'holdings' by the brief. The SEC XBRL companyconcept API for us-gaap:EquityMethodInvestments returns 404 (never tagged) for this CIK, independently corroborating the absence. Exhibit 21.1 lists 20+ subsidiaries, every one 'The Trade Desk'-branded and wholly owned across international jurisdictions (UK, Australia, Germany, Korea, Singapore, Japan, Hong Kong, France, Spain, Canada, Italy, India, Indonesia, Thailand, Sweden, Taiwan, China, UAE, and a US LLC), no ownership-percentage column, and no joint-venture or third-party-named entity. Conclusion: The Trade Desk holds no material identifiable equity stake in any other listed or private company; holdings is legitimately empty for this adtech company, consistent with the brief's expectation that most S&P/Nasdaq names will look this way.
• Self-gate computed from this final file, using the chart's own arithmetic (a member rolls into its container at full value, the container it rolls into is reduced by exactly that amount, everything else counts at full value): 11 register rows. Members map: Jeff T. Green (53,555,263 shares) rolls into 'All current executive officers and directors as a group (8 persons)'. That row's shares field stores its RAW filed total (55,128,546, required so it is at least the sum of its members per scripts/overlap.py); the gate reduces it to its residual (55,128,546 - 53,555,263 = 1,573,283) and uses THAT reduced figure in the sum below. Total = 53,555,263 (Jeff Green) + 51,930,938 (Vanguard family) + 32,668,268 (BlackRock) + 31,285,823 (State Street) + 16,134,883 (Geode) + 13,467,553 (Goldman Sachs) + 9,849,697 (Morgan Stanley) + 1,648,042 (Fidelity) + 1,305,710 (JPMorgan) + 646,659 (T. Rowe Associates) + 1,573,283 (officers/directors group residual) = 214,066,119 shares. Divided by shares_outstanding 469,880,194 = 45.56% of the company, on the combined Class A + Class B basis. This sits at the top of, but inside, the brief's normal 25-45% band (rounds to 45.56%, just above the stated upper edge) and well below the 55% flag threshold, so no special defense is required; the elevated figure reflects the same founder/dual-class shape the brief anticipates: Jeff Green alone contributes 11.40 points of it via his near-total Class B control, and the remaining ~34 points is broad, individually-verified Class A institutional ownership (9 fresh Q2 2026 13F rows plus the 7-person officer/director residual), with no mixed instrument (every institutional row is the same CUSIP 88339J105 common stock), no mixed basis (Green and the officers/directors group are on the same combined-class economic basis as every institutional row, with voting power kept out of shares entirely), and no double count (Green's Class B and Class A are counted once, in his own row, and explicitly subtracted from the group's filed total via rolls_up_into; the two former-CFO rows outside the group, Kayyal and Schenkein, were deliberately left unrecorded rather than double-counted or miscounted into the group).
• Implied-price check across the 9 fresh Q2 2026 institutional rows: 7 of 9 (Vanguard family, BlackRock, State Street, Geode, Goldman Sachs, Morgan Stanley, Fidelity, T. Rowe Price Associates) cluster tightly at approximately $18.07-$18.08/share, cross-validating both the raw share counts and the T. Rowe thousands conversion. JPMorgan's own reported values imply approximately $18.92/share, a roughly 4-5% premium to the rest; this looks like a filer-specific valuation-date or pricing-methodology difference (some 13F filers price a few days off period-end) rather than a units error, since it recurs consistently across JPMorgan's own multiple CUSIP lines rather than appearing as a single 1000x-style outlier, and the share count itself (1,305,710) is what this file records and relies on, not the derived value.