Teads Holding
TEAD on Nasdaq. Market value $56m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 86 funds in all.
Largest holders overall
- Viola Growth Management Fund 2$5m
- Value Base$4m
- Whitefort Capital Management, LP$4mAdded
- Vanguard Capital Management$1mCut
- AQR Capital Management$798,590Added
- Susquehanna International Group, LLP$773,141Added
- BlackRock$662,404Cut
- GSA Capital Partners LLP$430,000Cut
- Millennium Management$350,146New
- Bridgeway Capital Management$345,029Added
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- Patrick Drahiat least 46.8%(filed with 7 related holders)Since 3 February 2025
What they said
The Reporting Persons acquired the securities described in this Schedule 13D at the Closing as described in Item 3. The information in Item 3 and Item 6 of this Schedule 13D is incorporated by reference into this Item 4. The Reporting Persons hold the securities of the Issuer…
Read the filing - Value Base Ltd.Passive investorat least 5.1%(filed with 3 related holders)Since 7 April 2025
- RM Hamburg Holding GmbHPassive investorat least 3.8%(filed with 1 related holder)Since 3 February 2025
- BlackRock, Inc.Passive investorSold down below 5%Since 31 March 2025
- Gemini Israel IV Limited PartnershipPassive investorSold down below 5%Since 31 December 2022
| Holder | Stake | Since | |
|---|---|---|---|
Patrick Drahi | at least 46.8% (filed with 7 related holders) | 3 February 2025 | What they saidThe Reporting Persons acquired the securities described in this Schedule 13D at the Closing as described in Item 3. The information in Item 3 and Item 6 of this Schedule 13D is incorporated by reference into this Item 4. The Reporting Persons hold the securities of the Issuer… Read the filing |
Value Base Ltd. Passive investor | at least 5.1% (filed with 3 related holders) | 7 April 2025 | |
RM Hamburg Holding GmbH Passive investor | at least 3.8% (filed with 1 related holder) | 3 February 2025 | |
BlackRock, Inc. Passive investor | Sold down below 5% | 31 March 2025 | |
Gemini Israel IV Limited Partnership Passive investor | Sold down below 5% | 31 December 2022 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 3 insiders bought $164,449 of shares on the open market.
- Kostman DavidChief Executive Officer, DirectorBought
- Date
- 2 June 2026
- Shares
- 13,500
- Price
- $1.07
- Value
- $14,445
- Kostman DavidChief Executive Officer, DirectorBought
- Date
- 1 June 2026
- Shares
- 15,000
- Price
- $1.19
- Value
- $17,850
- Kostman DavidChief Executive Officer, DirectorBought
- Date
- 29 May 2026
- Shares
- 18,000
- Price
- $1.16
- Value
- $20,880
- Spilman MaryChief Commercial OfficerBought
- Date
- 18 May 2026
- Shares
- 105,000
- Price
- $0.99
- Value
- $103,950
- Krindel YaffaDirectorBought
- Date
- 12 December 2025
- Shares
- 1,892
- Price
- $0.70
- Value
- $1,324
- Krindel YaffaDirectorBought
- Date
- 11 December 2025
- Shares
- 8,108
- Price
- $0.74
- Value
- $6,000
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 2 June 2026 | Kostman David Chief Executive Officer, Director | Bought | 13,500 | $1.07 | $14,445 |
| 1 June 2026 | Kostman David Chief Executive Officer, Director | Bought | 15,000 | $1.19 | $17,850 |
| 29 May 2026 | Kostman David Chief Executive Officer, Director | Bought | 18,000 | $1.16 | $20,880 |
| 18 May 2026 | Spilman Mary Chief Commercial Officer | Bought | 105,000 | $0.99 | $103,950 |
| 12 December 2025 | Krindel Yaffa Director | Bought | 1,892 | $0.70 | $1,324 |
| 11 December 2025 | Krindel Yaffa Director | Bought | 8,108 | $0.74 | $6,000 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.