$TEAD

$0.35 +$0.01 (1.61%) Close

$TEAD Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 98.1M shares outstanding

Who owns TEAD?

By type of holder

Institutions 19.6% Insiders 63.8% Everyone else 16.6%

Concentration Top 10 holders own 288.6%

Patrick Drahi 44.6% · Altice Teads S.A. 44.6%

Institutional ownership

19.6%

-2.7 pts vs last qtr

Institutional holders

-7 vs last qtr

Net shares bought

−2.6M

by institutions in Q2 2026

New / sold out

17 / 24

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Whitefort Capital Management, LP +999.1K
Millennium Management LLC NEW +456.6K

Biggest sellers in Q2 2026

BlackRock, Inc. −1.8M
Susquehanna International Group, LLP SOLD OUT −840.0K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Teads Holding Co. in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+494.8%

+34.61% a year

Each share's claim on the business

−83.2%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$72.9M vs $86.7M

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years25% 1–3 years42% Under 1 year33%

Quarterly turnover

17.5%

of institutional shares changed hands

Top 10 managers, median time held

3.5 years

Super Investors

Investment managers reporting TEAD on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
VB Value Base Ltd.	5.8M	5.87%	Unchanged	2024	2.7%
Shares held by quarter Peak holding5.8M (Q3'25) Change over 8 quarters+5.8M Share of the company5.870% Value Base Ltd.'s full portfolio →
WC Whitefort Capital Management, LP	4.6M	4.70%	+999.1K (+27.7%)	Q1 '26	0.9%
Shares held by quarter Peak holding4.6M (Q2'26) Change over 8 quarters+4.6M Share of the company4.700% Whitefort Capital Management, LP's full portfolio →

Value Base Ltd.

5.8M

% of company

5.87%

Change vs last qtr

Unchanged

Held since

2024

Whitefort Capital Management, LP

4.6M

% of company

4.70%

Change vs last qtr

+999.1K (+27.7%)

Held since

Q1 '26

28 more super investors behind a free account

See every manager holding Teads Holding Co., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting TEAD on Form N-PORT; together they hold 3.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$931K	1.2M	1.24%	0.00%	June 30, 2026
FS Fidelity Small Cap Index Fund Fidelity Salem Street Trust	$321K	368.2K	0.38%	0.00%	April 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$931K

% of company

1.24%

% of the fund

0.00%

As of

June 30, 2026

Fidelity Small Cap Index Fund

Fidelity Salem Street Trust

Position value

$321K

% of company

0.38%

% of the fund

0.00%

As of

April 30, 2026

23 more funds behind a free account

See every fund holding Teads Holding Co. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PD Patrick Drahi 5%+ holder 13D · 46.8%	43.8M	44.61%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company44.610% Disclosed stake13D · 46.8% View the 13D/G filing →
AT Altice Teads S.A. 5%+ holder 13D · 46.8%	43.8M	44.61%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company44.610% Disclosed stake13D · 46.8% View the 13D/G filing →

Patrick Drahi

5%+ holder13D · 46.8%

43.8M

% of company

44.61%

Change vs last qtr

—

Held since

—

Altice Teads S.A.

5%+ holder13D · 46.8%

43.8M

% of company

44.61%

Change vs last qtr

—

Held since

—

18 more holders behind a free account

See every insider and 5%+ holder of Teads Holding Co..

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