TEADNasdaqServices-Computer Programming, Data Processing, Etc.Fiscal year ends December 31
Teads Holding Co.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$0.41+0.01 (+2.17%)
Close on Oct 19, 2026
- Market cap
- $39.89M
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
20.6%
20M of 98M shares
Institutional holders
85
18 new, 21 sold out
Net institutional buying
-2M
In Q2 2026
Insider trades, 12 months
6 buys · 0 sales
Net bought $164.45K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Shlomo Dovrat | 6,353,289 | – | 13G (passive) amendment | Dec 31, 2023 |
| Value Base Ltd. | 4,752,107 | 5.06% | 13G (passive) amendment | Apr 7, 2025 |
| Next Luxembourg Management GP S.a r.l. | 43,750,000 | 46.80% | 13D (active) | Feb 3, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of TEAD | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Value Base Ltd. | 5,752,107 | 5.87% | $4.41M | – | 2.72% |
| Whitefort Capital Management, LP | 4,609,163 | 4.70% | $3.53M | +999,060 | 0.87% |
| Vanguard Capital Management LLC | 1,582,009 | 1.61% | $1.21M | −85,751 | 0.00% |
| Aqr Capital Management LLC | 1,041,321 | 1.06% | $798.59K | +309,140 | 0.00% |
| Susquehanna International Group, Llp | 1,008,138 | 1.03% | $773.14K | +168,159 | 0.00% |
| BlackRock, Inc. | 863,741 | 0.88% | $662.40K | −1,796,297 | 0.00% |
| Gsa Capital Partners Llp | 561,120 | 0.57% | $430 | −24,958 | 0.03% |
| Millennium Management LLC | 456,573 | 0.47% | $350.15K | New | 0.00% |
| Bridgeway Capital Management, LLC | 449,901 | 0.46% | $345.03K | +15,534 | 0.01% |
| Geode Capital Management, LLC | 404,687 | 0.41% | $310.42K | −543,373 | 0.00% |
| Bank Of America Corp /De/ | 375,022 | 0.38% | $287.27K | −6,749 | 0.00% |
| Empowered Funds, LLC | 319,401 | 0.33% | $244.95K | – | 0.00% |
| Goldman Sachs Group Inc | 308,141 | 0.31% | $236.31K | +105,820 | 0.00% |
| Partners Capital Investment Group, Llp | 209,407 | 0.21% | $160.59K | – | 0.01% |
| Jane Street Group, LLC | 202,201 | 0.21% | $155.07K | +117,895 | 0.00% |
| Vanguard Fiduciary Trust Co | 188,923 | 0.19% | $144.90K | −13,272 | 0.00% |
| State Street Corp | 174,190 | 0.18% | $133.59K | −515,551 | 0.00% |
| Two Sigma Investments, LP | 161,058 | 0.16% | $123.52K | −50,381 | 0.00% |
| Qube Research & Technologies Ltd | 125,832 | 0.13% | $96.50K | +73,222 | 0.00% |
| RBF Capital, LLC | 110,000 | 0.11% | $84.36K | – | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 85 | 20M | 20.6% | 18 / 26 | 29 / 21 | 3M | 4M |
| Q1 2026 | 90 | 22M | 22.2% | 24 / 26 | 23 / 15 | 7M | 2M |
| Q4 2025 | 83 | 19M | 19.6% | 15 / 30 | 22 / 31 | 2M | 5M |
| Q3 2025 | 99 | 22M | 22.9% | 14 / 28 | 37 / 26 | 3M | 4M |
| Q2 2025 | 111 | 23M | 23.6% | 16 / 39 | 39 / 32 | 3M | 3M |
| Q1 2025 | 127 | 23M | 23.9% | 37 / 43 | 32 / 16 | 5M | 2M |
| Q4 2024 | 107 | 20M | 20.2% | 25 / 36 | 27 / 17 | 5M | 1M |
| Q3 2024 | 100 | 16M | 16.0% | 19 / 32 | 23 / 7 | 5M | 1M |
| Q2 2024 | 89 | 15M | 14.8% | 17 / 32 | 22 / 14 | 1M | 2M |
| Q1 2024 | 86 | 15M | 15.1% | 4 / 30 | 35 / 18 | 1M | 4M |
| Q4 2023 | 100 | 17M | 17.6% | 13 / 26 | 36 / 5 | 1M | 3M |
| Q3 2023 | 92 | 19M | 19.8% | 13 / 28 | 25 / 2 | 3M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of TEAD | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,213,464 | 1.24% | $930.61K | 0.00% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 330,223 | 0.34% | $253.25K | 0.00% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 319,401 | 0.33% | $244.95K | 0.01% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 194,612 | 0.20% | $223.80K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Index Fund | 184,602 | 0.19% | $212.29K | 0.00% | May 31, 2026 |
| iShares Russell 2000 ETF | 142,037 | 0.14% | $108.93K | 0.00% | Jun 30, 2026 |
| Ultra-Small Company Market Fund | 130,000 | 0.13% | $99.70K | 0.07% | Jun 30, 2026 |
| Fidelity Nasdaq Composite Index Fund | 85,328 | 0.09% | $98.13K | 0.00% | May 31, 2026 |
| iShares Russell 2000 Value ETF | 63,793 | 0.07% | $48.92K | 0.00% | Jun 30, 2026 |
| Fidelity Series Total Market Index Fund | 48,866 | 0.05% | $56.20K | 0.00% | May 31, 2026 |
| Fidelity Total Market Index Fund | 47,062 | 0.05% | $54.12K | 0.00% | May 31, 2026 |
| Vanguard Russell 2000 Value Index Fund | 27,576 | 0.03% | $31.71K | 0.00% | May 31, 2026 |
| iShares Micro-Cap ETF | 19,911 | 0.02% | $15.27K | 0.00% | Jun 30, 2026 |
| Bridge Builder Small/Mid Cap Value Fund | 19,451 | 0.02% | $14.92K | 0.00% | Jun 30, 2026 |
| Vanguard Institutional Total Stock Market Index Fund | 19,238 | 0.02% | $14.75K | 0.00% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David Kostman | Chief Executive Officer, Director | 1,517,156 | 1.55% | Jun 9, 2026 |
| Wenkai Bradshaw | CAO & SVP Corporate Controller | 161,651 | 0.16% | Sep 9, 2026 |
| Jason Kiviat | Chief Financial Officer | 319,927 | 0.33% | Sep 9, 2026 |
| Mary Spilman | Chief Commercial Officer | 1,505,000 | 1.53% | May 20, 2026 |
| Asaf Porat | Chief Operating Officer | 1,002,136 | 1.02% | Mar 13, 2026 |
| Mark Zagorski | Director | 72,500 | 0.07% | May 18, 2026 |
| Mark Mullen | Director | 50,000 | 0.05% | May 18, 2026 |
| Dexter Goei | Director | 50,000 | 0.05% | May 18, 2026 |
| Arne Wolter | Director | 3,695,679 | 3.77% | May 18, 2026 |
| Shlomo Dovrat | Director, 10% owner | 6,435,789 | 6.56% | May 18, 2026 |
| Yaron Galai | Director | 3,538,011 | 3.61% | May 18, 2026 |
| Jhaveri Kathryn Taneyhill | Director | 92,500 | 0.09% | May 18, 2026 |
| Yaffa Krindel | Director | 131,027 | 0.13% | May 18, 2026 |
| Nithya B. Das | Director | 90,000 | 0.09% | May 18, 2026 |
| International S.a r.l. Altice | Director, 10% owner | – | – | Feb 12, 2025 |
| Alt S.a.r.l. Next | Director, 10% owner | – | – | Feb 12, 2025 |
| Group Lux S.a r.l. Altice | Director, 10% owner | 43,750,000 | 44.61% | Feb 12, 2025 |
| Luxembourg S.C.Sp Next | Director, 10% owner | – | – | Feb 12, 2025 |
| Patrick Drahi | Director, 10% owner | – | – | Feb 12, 2025 |
| Luxembourg S.A. Altice | Director, 10% owner | – | – | Feb 12, 2025 |
| Luxembourg Management GP S.a r.l. Next | Director, 10% owner | – | – | Feb 12, 2025 |
| Teads S.A. Altice | Director, 10% owner | – | – | Feb 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Wenkai Bradshaw CAO & SVP Corporate Controller | Sep 5, 2026 | Tax withholding | −378 | $0.50 | $189 | 161,651 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | Sep 5, 2026 | Tax withholding | −94 | $0.50 | $47 | 164,133 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | Sep 5, 2026 | Tax withholding | −2,104 | $0.50 | $1.05K | 162,029 |
| Jason Kiviat Chief Financial Officer | Sep 5, 2026 | Tax withholding | −3,540 | $0.50 | $1.77K | 319,927 |
| Jason Kiviat Chief Financial Officer | Sep 5, 2026 | Tax withholding | −306 | $0.50 | $153 | 323,467 |
| Jason Kiviat Chief Financial Officer | Sep 5, 2026 | Tax withholding | −5,742 | $0.50 | $2.87K | 314,185 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | Jun 5, 2026 | Tax withholding | −3,232 | $1.15 | $3.72K | 164,321 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | Jun 5, 2026 | Tax withholding | −94 | $1.15 | $108 | 164,227 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | Jun 5, 2026 | Tax withholding | −378 | $1.22 | $461 | 167,553 |
| Jason Kiviat Chief Financial Officer | Jun 5, 2026 | Tax withholding | −9,571 | $1.22 | $11.68K | 330,810 |
| Jason Kiviat Chief Financial Officer | Jun 5, 2026 | Tax withholding | −306 | $1.15 | $352 | 323,773 |
| Jason Kiviat Chief Financial Officer | Jun 5, 2026 | Tax withholding | −6,731 | $1.15 | $7.74K | 324,079 |
| David Kostman Chief Executive Officer, Director | Jun 5, 2026 | Tax withholding | −7,870 | $1.15 | $9.05K | 1,517,156 |
| David Kostman Chief Executive Officer, Director | Jun 5, 2026 | Tax withholding | −28,411 | $1.22 | $34.66K | 1,525,026 |
| David Kostman Chief Executive Officer, Director | Jun 5, 2026 | Tax withholding | −6,716 | $1.15 | $7.72K | 1,510,440 |
| David Kostman Chief Executive Officer, Director | Jun 2, 2026 | Buy | +13,500 | $1.07 | $14.45K | 1,553,437 |
| David Kostman Chief Executive Officer, Director | Jun 1, 2026 | Buy | +15,000 | $1.19 | $17.85K | 1,539,937 |
| David Kostman Chief Executive Officer, Director | May 29, 2026 | Buy | +18,000 | $1.16 | $20.88K | 1,524,937 |
| Mary Spilman Chief Commercial Officer | May 18, 2026 | Buy | +105,000 | $0.99 | $103.95K | 1,505,000 |
| Yaffa Krindel Director | May 13, 2026 | Award | +20,000 | – | – | 131,027 |
| Arne Wolter Director | May 13, 2026 | Award | +20,000 | – | – | 92,500 |
| Jason Kiviat Chief Financial Officer | May 13, 2026 | Award | +120,000 | – | – | 340,381 |
| Mark Mullen Director | May 13, 2026 | Award | +20,000 | – | – | 50,000 |
| Shlomo Dovrat Director, 10% owner | May 13, 2026 | Award | +20,000 | – | – | 90,000 |
| Jhaveri Kathryn Taneyhill Director | May 13, 2026 | Award | +20,000 | – | – | 92,500 |
| Nithya B. Das Director | May 13, 2026 | Award | +20,000 | – | – | 90,000 |
| David Kostman Chief Executive Officer, Director | May 13, 2026 | Award | +324,000 | – | – | 1,506,937 |
| Dexter Goei Director | May 13, 2026 | Award | +20,000 | – | – | 50,000 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | May 13, 2026 | Award | +50,000 | – | – | 167,931 |
| Mark Zagorski Director | May 13, 2026 | Award | +20,000 | – | – | 72,500 |
| Yaron Galai Director | May 13, 2026 | Award | +20,000 | – | – | 3,438,019 |
| Mary Spilman Chief Commercial Officer | Mar 11, 2026 | Award | +1,400,000 | – | – | 1,400,000 |
| Asaf Porat Chief Operating Officer | Mar 11, 2026 | Award | +73,836 | – | – | 1,002,136 |
| Mary Spilman Chief Commercial Officer | Mar 11, 2026 | Award | +1,400,000 | – | – | 1,400,000 |
| Jason Kiviat Chief Financial Officer | Mar 7, 2026 | Tax withholding | −340 | $0.84 | $286 | 230,315 |
| Jason Kiviat Chief Financial Officer | Mar 7, 2026 | Tax withholding | −7,805 | $0.84 | $6.56K | 222,510 |
| Jason Kiviat Chief Financial Officer | Mar 7, 2026 | Tax withholding | −2,129 | $0.84 | $1.79K | 220,381 |
| David Kostman Chief Executive Officer, Director | Mar 7, 2026 | Tax withholding | −13,680 | $0.84 | $11.49K | 1,182,937 |
| David Kostman Chief Executive Officer, Director | Mar 7, 2026 | Tax withholding | −7,660 | $0.84 | $6.43K | 1,207,660 |
| David Kostman Chief Executive Officer, Director | Mar 7, 2026 | Tax withholding | −11,043 | $0.84 | $9.28K | 1,196,617 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | Mar 7, 2026 | Tax withholding | −434 | $0.84 | $365 | 117,931 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | Mar 7, 2026 | Tax withholding | −1,445 | $0.84 | $1.21K | 118,365 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | Mar 7, 2026 | Tax withholding | −108 | $0.84 | $91 | 119,810 |
| Yaffa Krindel Director | Dec 12, 2025 | Buy | +1,892 | $0.70 | $1.32K | 111,027 |
| Yaffa Krindel Director | Dec 11, 2025 | Buy | +8,108 | $0.74 | $6.00K | 109,135 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | Dec 7, 2025 | Tax withholding | −1,260 | $0.61 | $769 | 120,296 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | Dec 7, 2025 | Tax withholding | −378 | $0.61 | $231 | 119,918 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | Dec 7, 2025 | Tax withholding | −94 | $0.61 | $57 | 121,556 |
| Jason Kiviat Chief Financial Officer | Dec 7, 2025 | Tax withholding | −306 | $0.61 | $187 | 239,587 |
| Jason Kiviat Chief Financial Officer | Dec 7, 2025 | Tax withholding | −7,018 | $0.61 | $4.28K | 232,569 |
| Jason Kiviat Chief Financial Officer | Dec 7, 2025 | Tax withholding | −1,914 | $0.61 | $1.17K | 230,655 |
| Yaffa Krindel Director | Sep 11, 2025 | Buy | +1,250 | $1.61 | $2.01K | 101,027 |
| Jason Kiviat Chief Financial Officer | Sep 7, 2025 | Tax withholding | −1,914 | $1.63 | $3.12K | 239,893 |
| Jason Kiviat Chief Financial Officer | Sep 7, 2025 | Tax withholding | −306 | $1.63 | $499 | 248,823 |
| Jason Kiviat Chief Financial Officer | Sep 7, 2025 | Tax withholding | −7,016 | $1.63 | $11.44K | 241,807 |
| David Kostman Chief Executive Officer, Director | Sep 7, 2025 | Tax withholding | −16,590 | $1.63 | $27.04K | 1,213,955 |
| David Kostman Chief Executive Officer, Director | Sep 7, 2025 | Tax withholding | −9,216 | $1.63 | $15.02K | 1,243,936 |
| David Kostman Chief Executive Officer, Director | Sep 7, 2025 | Tax withholding | −13,391 | $1.63 | $21.83K | 1,230,545 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | Sep 7, 2025 | Tax withholding | −378 | $1.63 | $616 | 121,650 |
| Wenkai Bradshaw CAO & SVP Corporate Controller | Sep 7, 2025 | Tax withholding | −1,259 | $1.63 | $2.05K | 122,028 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Galai Yaron Director | Dec 17, 2024 | 50,000 | $351.50K | Dec 17, 2024 | Previously Exercised Stock Options |
| Galai Yaron Director, Officer | Dec 3, 2024 | 50,000 | $273.50K | Dec 3, 2024 | Previously Exercised Stock Options |
| Galai Yaron Director, Co-Founder and Board Chair | Jun 24, 2024 | 50,000 | $234.00K | Jun 24, 2024 | Previously Exercised Options |