Company facts
- Headquarters
- Ventura, California
- Most recent report
- 10-Q, filed Nov 9, 2026
- Incorporated
- Nevada
- Filings on record
- 1,002+ filings
- On EDGAR
- CIK 1671933
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 38
News 8 of 93
Prospectuses and Registrations 8 of 13
- S-3ASR Automatic shelf registration Aug 24, 2026
- S-8 Registration statement for an employee plan Feb 27, 2026
- S-8 Registration statement for an employee plan Feb 21, 2025
- S-8 Registration statement for an employee plan Feb 15, 2024
- S-3ASR Automatic shelf registration Aug 24, 2023
- S-8 Registration statement for an employee plan Feb 15, 2023
- S-8 Registration statement for an employee plan Feb 16, 2022
- S-8 Registration statement for an employee plan Feb 19, 2021
Proxies 8 of 33
- DEFA14A Extra proxy material Oct 8, 2026
- DEF 14A Proxy statement for a shareholder vote Sep 18, 2026
- PRE 14A Preliminary proxy statement Sep 8, 2026
- DEF 14A Proxy statement for a shareholder vote Apr 9, 2026
- DEFA14A Extra proxy material Aug 7, 2025
- DEFA14A Extra proxy material Jul 24, 2025
- DEF 14A Proxy statement for a shareholder vote Jul 24, 2025
- PRE 14A Preliminary proxy statement Jul 14, 2025
Ownership 8 of 825
- SCHEDULE 13G Large holder reported a passive stake Oct 30, 2026
- SCHEDULE 13G/A Large holder reported a passive stake, amended Oct 30, 2026
- 4 Insider reported a trade Oct 21, 2026
- 4 Insider reported a trade Oct 21, 2026
- 4 Insider reported a trade Oct 21, 2026
- 4 Insider reported a trade Oct 21, 2026
- 4 Insider reported a trade Oct 21, 2026
- SCHEDULE 13G Large holder reported a passive stake Oct 7, 2026
What to read: Sep 2026 10-Q
SECSift found 3 of 11 sections worth reading, with 0 positive, 10 notable, and 6 negative flags.
Financial Statements (Item 1)
Restructuring, litigation, accounting change, and large CEO grant all need attention.Notable- Extended useful lives of data center equipment from 3 to 4 years, boosting net income by $4M in Q3 2026 and $7M in 9M 2026.
- Revolving credit facility increased to $750M on April 14, 2026; no debt drawn as of Sep 30, 2026.
- Granted CEO Jeff Green a new performance option for up to 7M shares with $14.97 exercise price and $73M fair value.
- In February 2026, $350M added to buyback program; in November 2026 (post-period), $731M more, total $1B available.
Management's Discussion (Item 2)
Revenue down, net income down 67%, restructuring, costs rising.NotableRisk Factors (Item 1A)
Contains company-specific risks: dual-class control, restructuring, customer concentration, litigation.Notable- In 2025, global ad supply growth meaningfully outpaced demand, lowering CPMs and transparency for some sellers.
- Securities class action litigation filed in Feb/March 2025 after stock drop; could divert resources and management attention.
- Option repricing in H2 2026 may increase stock option exercises, adding downward pressure on stock price.
What changed: Sep 2026 vs. Jun 2026
About 6% of TTD's Sep 2026 10-Q is new information. 27 paragraphs were added, 111 changed, and 33 removed. Below are the most important lines SECSift identified.
New
Changed
- Hypothetical loss from a 10% adverse FX change fell to $43 million from $48 million.
- Added Chinese Yuan to the list of currencies the company is exposed to.
- Adjusted EBITDA now excludes restructuring charges; prior definition did not include them.
- Macroeconomic uncertainty now cites high demand for hosting and third-party services to support AI efforts as a cost driver.
- No share repurchases in the three months ended September 30, 2026, compared to 2.7 million shares repurchased in the prior quarter.
Everything here comes from Trade Desk, Inc.'s own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 9, 2026, from the 10-Q for Sep 2026.