UniSuper Management Pty Ltd Grows Stock Position in The Trade Desk $TTD

UniSuper Management Pty Ltd boosted its holdings in The Trade Desk (NASDAQ:TTD) by 690.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 60,834 shares of the technology company’s stock after buying an additional 53,134 shares during the period. UniSuper Management Pty Ltd’s holdings in Trade Desk were worth $2,981,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. iA Global Asset Management Inc. boosted its position in shares of Trade Desk by 4.0% in the third quarter. iA Global Asset Management Inc. now owns 51,596 shares of the technology company’s stock worth $2,529,000 after acquiring an additional 1,970 shares during the last quarter. Triad Wealth Partners LLC purchased a new position in Trade Desk during the third quarter worth approximately $239,000. Rakuten Investment Management Inc. acquired a new position in shares of Trade Desk in the 3rd quarter valued at $2,776,000. Cornerstone Wealth Group LLC grew its stake in shares of Trade Desk by 5.8% during the 3rd quarter. Cornerstone Wealth Group LLC now owns 4,714 shares of the technology company’s stock valued at $231,000 after buying an additional 257 shares during the period. Finally, Chicago Partners Investment Group LLC increased its holdings in shares of Trade Desk by 47.5% during the 3rd quarter. Chicago Partners Investment Group LLC now owns 13,695 shares of the technology company’s stock worth $708,000 after buying an additional 4,409 shares during the last quarter. Institutional investors and hedge funds own 67.77% of the company’s stock.

Key Trade Desk News

Here are the key news stories impacting Trade Desk this week:

• Positive Sentiment: Tahnil Davis, a nearly 11?year company finance veteran and the current Chief Accounting Officer, was named interim CFO — this promotes continuity in finance operations while the company searches for a permanent successor. The Trade Desk Announces Tahnil Davis as Interim Chief Financial Officer
• Neutral Sentiment: The Trade Desk updated fourth-quarter 2025 guidance, flagging revenue roughly in line with street consensus (around $840M) while EPS guidance details were not provided in the update — that near?par revenue view reduces upside surprise potential but isn’t a large miss.
• Negative Sentiment: Investors punished the stock amid the CFO transition and leadership uncertainty; coverage notes the stock is down and trading with heavy volume. The Trade Desk (TTD) Stock Falls Amid Market Uptick: What Investors Need to Know
• Negative Sentiment: Analysts and media highlight elevated C?suite turnover — this is the company’s second CFO transition in less than six months, raising governance/continuity concerns that likely magnified the selloff. The Trade Desk Announces Its Second CFO Transition in Less Than 6 Months. Is This a Red Flag?
• Negative Sentiment: Multiple market outlets tie the drop to the management shake?up and note steep intraday declines; the headlines and momentum selling are likely driving short?term downside pressure. Trade Desk appoints Tahnil Davis as interim CFO, shares fall 4.8%

Analyst Ratings Changes

A number of research analysts recently weighed in on the company. JMP Securities set a $60.00 target price on Trade Desk and gave the company a “market outperform” rating in a report on Tuesday, September 30th. Stifel Nicolaus set a $74.00 price objective on Trade Desk and gave the stock a “buy” rating in a report on Friday. Wedbush decreased their target price on Trade Desk from $50.00 to $40.00 and set a “neutral” rating for the company in a report on Monday, December 8th. Moffett Nathanson upgraded shares of Trade Desk from a “sell” rating to a “neutral” rating and set a $39.00 price target on the stock in a report on Monday, January 12th. Finally, DA Davidson reduced their price target on shares of Trade Desk from $80.00 to $54.00 and set a “buy” rating on the stock in a research report on Monday, November 10th. One analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating, seventeen have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $67.00.

Trade Desk Stock Performance

Trade Desk stock opened at $33.81 on Tuesday. The firm has a market capitalization of $16.35 billion, a PE ratio of 38.86, a price-to-earnings-growth ratio of 1.43 and a beta of 1.11. The Trade Desk has a one year low of $33.43 and a one year high of $125.80. The stock’s 50 day moving average price is $37.91 and its 200 day moving average price is $50.51.

Trade Desk (NASDAQ:TTD) last posted its quarterly earnings data on Thursday, November 6th. The technology company reported $0.45 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.44 by $0.01. The company had revenue of $739.43 million for the quarter, compared to analyst estimates of $719.11 million. Trade Desk had a net margin of 15.72% and a return on equity of 16.00%. The business’s quarterly revenue was up 17.7% on a year-over-year basis. During the same quarter last year, the firm posted $0.41 earnings per share. On average, analysts forecast that The Trade Desk will post 1.06 earnings per share for the current fiscal year.

Trade Desk announced that its board has initiated a stock repurchase program on Thursday, November 6th that allows the company to buyback $500.00 million in outstanding shares. This buyback authorization allows the technology company to repurchase up to 2.1% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s leadership believes its shares are undervalued.

About Trade Desk

The Trade Desk, Inc (NASDAQ: TTD) is a technology company that provides a demand-side platform (DSP) for programmatic digital advertising. Its platform enables advertisers, agencies and other buyers to plan, purchase and measure ad inventory across digital channels, including display, video, mobile, audio, native and connected TV. By centralizing real?time bidding, audience targeting and inventory access, the company aims to help clients optimize media spend and reach audiences at scale across publishers and ad exchanges.

Founded in 2009 by Jeff Green and Dave Pickles, The Trade Desk grew from a focus on programmatic display into a global ad?tech provider.