TTD
Outperforming without a clear catalyst yet
- TTD +5.76% on the last session vs SPY −0.25%: +6.0 pts of stock-specific move.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 1.8× its 20-day average.
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| Aug 15, 2026 | Jay R Grant | General Counsel | Tax | tax withholding | 13,355 | $14.14 | $188.8K | Aug 18 |
| Aug 15, 2026 | Tahnil R. Davis | CAO | Tax | tax withholding | 8,961 | $14.14 | $126.7K | Aug 18 |
| Aug 15, 2026 | Vivek Kundra | COO | Tax | tax withholding | 7,033 | $14.14 | $99.4K | Aug 18 |
| May 28, 2026 | Samantha Jacobson | Director | Sell | unplanned | 53,681 | $21.14 | $1.1M | Jun 1 |
| May 15, 2026 | Tahnil R. Davis | CFO | Tax | tax withholding | 6,582 | $21.15 | $139.2K | May 19 |
| May 15, 2026 | Jay R Grant | General Counsel | Tax | tax withholding | 12,564 | $21.15 | $265.7K | May 19 |
| May 15, 2026 | Samantha Jacobson | Director | Tax | tax withholding | 6,673 | $21.15 | $141.1K | May 19 |
| May 15, 2026 | Vivek Kundra | COO | Tax | tax withholding | 9,340 | $21.15 | $197.5K | May 19 |
| Mar 5, 2026 | Kathryn E Falberg | Director | Sell | unplanned | 152,828 | $30.46 | $4.7M | Mar 9 |
| Mar 4, 2026 | Jeffrey Terry Green | CEO | Buy | open-market buy | 6,000,000 | $24.68 | $148.1M | Mar 4 |
| Feb 15, 2026 | Tahnil R. Davis | CFO | Tax | tax withholding | 3,500 | $25.81 | $90.3K | Feb 18 |
| Feb 15, 2026 | Jay R Grant | General Counsel | Tax | tax withholding | 6,994 | $25.81 | $180.5K | Feb 18 |
| Feb 15, 2026 | Samantha Jacobson | Director | Tax | tax withholding | 4,009 | $25.81 | $103.5K | Feb 18 |
| Nov 15, 2025 | Jay R Grant | General Counsel | Tax | tax withholding | 9,343 | $41.93 | $391.8K | Nov 18 |
| Nov 15, 2025 | Samantha Jacobson | Director | Tax | tax withholding | 5,814 | $41.93 | $243.8K | Nov 18 |
Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.
Congress
| Trade date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| Sep 18, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Oct 12 |
| Aug 18, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Sep 10 |
| Jul 17, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Sep 4 |
| Jun 16, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Jul 2 |
| May 15, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Jun 8 |
| Apr 14, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | May 8 |
| Mar 20, 2026 | Byron Donalds | House | Sell | $1K–$15K | Apr 8 |
| Mar 20, 2026 | Byron Donalds | House | Sell | $1K–$15K | Apr 8 |
| Mar 13, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Apr 7 |
| Feb 10, 2026 | Byron Donalds | House | Buy | $1K–$15K | Mar 6 |
| Feb 10, 2026 | Byron Donalds | House | Buy | $1K–$15K | Mar 6 |
| Feb 10, 2026 | Gilbert Cisneros | House | Sell | $1K–$15K | Mar 9 |
| Jan 9, 2026 | Gilbert Cisneros | House | Buy | $1K–$15K | Feb 13 |
| Jan 8, 2026 | Byron Donalds | House | Sell | $1K–$15K | Feb 12 |
| Jan 8, 2026 | Byron Donalds | House | Sell | $1K–$15K | Feb 12 |
| Oct 9, 2025 | Byron Donalds | House | Buy | $1K–$15K | Nov 18 |
| Sep 11, 2025 | Josh Gottheimer | House | Sell | $1K–$15K | Oct 15 |
Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.
Funds
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As of |
|---|---|---|---|---|---|
| Coatue (Philippe Laffont) | 1,387,089 | $25.1M | 0.05% | — | Q2 2026 |
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| Nov 14, 2025 | Viking Global (Andreas Halvorsen) | Sold out | 13F, Q3 2025 | 2,674,320 | $192.5M | Nov 14 | |
| Nov 14, 2025 | Coatue (Philippe Laffont) | Added | 13F, Q3 2025 | 388,100 | $19M | 0.2% | Nov 14 |
Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves