Delisting risk
DRCT · NASDAQ · Advertising Agencies

Direct Digital (DRCT)

Combines managed digital-media campaigns with a publisher-facing programmatic advertising platform.

$1.91
At close−0.04 (−1.90%)

Breakdown13F · 13D/G · Form 4

Institutions13 holders · as of Dec 31, 20250.47%3.8K shares
Insiders8 holders · as of Aug 28, 20263.24%26.0K shares
Otherremainder96.29%772.9K shares

802.7K company shares as of Sep 3, 2026 · institutions as of Dec 31, 2025 · holders as of their latest filing

Two share counts disagree (802.7K in the company's Sep 3, 2026 report, 739.5K elsewhere); stakes use the report.

This company has 2 share classes; every stake here is a share of the whole company.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Mark D. WalkerInsiderdirector, officer: Chairman and CEO
2.68%21,500 AForm 4filed Aug 28, 2026
W. Keith SmithInsiderdirector, officer: President
0.32%2,600 AForm 4filed Jun 29, 2026
UBS Group AGInstitution
0.17%304,083 A13Fas of Dec 31, 2025
Susquehanna International Group, LLPInstitution
0.16%286,852 A13Fas of Dec 31, 2025
Antoinette Renee LeatherberryInsiderdirector
0.07%531 AForm 4filed Jun 29, 2026
Richard CohenInsiderdirector
0.06%501 AForm 4filed Jun 29, 2026
Mistelle LockeInsiderdirector
0.05%369 AForm 4filed Jun 29, 2026
Flow Traders U.S. LLCInstitution
0.04%66,874 A13Fas of Dec 31, 2025
Geode Capital Management, LLCInstitution
0.03%50,883 A13Fas of Dec 31, 2025
Anu PillaiInsiderofficer: Chief Technology Officer
0.02%189 AForm 4filed Jun 29, 2026
Maria Vilchez LowreyInsiderofficer: Chief Growth Officer
0.02%183 AForm 4filed Jun 29, 2026
Diana P. DiazInsiderofficer: CFO
0.02%159 AForm 4filed Jun 29, 2026
Vanguard Group IncInstitution
0.02%27,460 A13Fas of Dec 31, 2025
Morgan StanleyInstitution
0.01%21,058 A13Fas of Dec 31, 2025
Point72 Asset Management, L.P.Institution
0.01%19,113 A13Fas of Dec 31, 2025
Goldman Sachs Group IncInstitution
0.01%18,027 A13Fas of Dec 31, 2025
Brookstone Capital ManagementInstitution
0.01%15,000 A13Fas of Dec 31, 2025
State Street CorpInstitution
0.01%10,066 A13Fas of Dec 31, 2025
BlackRock, Inc.Institution
0.00%7,803 A13Fas of Dec 31, 2025
Steward Partners Investment Advisory, LLCInstitution
0.00%1,700 A13Fas of Dec 31, 2025
Bank of America Corp /DE/Institution
0.00%177 A13Fas of Dec 31, 2025
Direct Digital Management, LLCStrategic10 percent owner
0.00%0Form 4filed Dec 22, 2025
Timothy Grittani1Insiderdirector
0.00%0Form 4filed Mar 30, 2022
  1. Last filed Mar 30, 2022; leaving the company requires no filing. Not in the bar.

13F — a manager's quarterly holdings · Form 4 — an insider's transaction report

Institutions13F, as of Dec 31, 2025

13 holders · 829.1K shares · 5 new positions · 7 increased · 3 reduced · 1 closed

HolderShares% of companyChg q/qFiled
UBS Group AG304.1K37.88%+249.3KJan 29, 2026
Susquehanna International Group, LLP286.9K35.73%+286.9KnewFeb 17, 2026
Flow Traders U.S. LLC66.9K8.33%+66.9KnewFeb 13, 2026
Geode Capital Management, LLC50.9K6.34%−481Feb 9, 2026
Vanguard Group Inc27.5K3.42%−108.6KJan 29, 2026
Morgan Stanley21.1K2.62%−30.8KMay 27, 2026
Point72 Asset Management, L.P.19.1K2.38%+19.1KnewFeb 17, 2026
Goldman Sachs Group Inc18.0K2.25%+18.0KnewMar 25, 2026

Ownership statements13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Smith, Keithincl. Walker, Mark D., SKW Financial LLC +2 more12.60%13DDec 19, 2025
Continuation Capital, Inc.9.73%13GMar 9, 2026

Insider tradesForm 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jan 16, 2026
Mistelle Lockedirector
Sale31$6.51184
Jun 9, 2026
Mistelle Lockedirector
Sale76$2.96357
Jun 12, 2026
Mistelle Lockedirector
Sale25$2.91369
Jun 12, 2026
Mark D. Walkerdirector, officer: Chairman and CEO
Sale1,363$2.800
Jun 9, 2026
Richard Cohendirector
Sale76$2.96489
Jun 12, 2026
Richard Cohendirector
Sale25$2.91501
Jun 9, 2026
Antoinette Renee Leatherberrydirector
Sale67$2.96517
Jun 12, 2026
Antoinette Renee Leatherberrydirector
Sale23$2.91531
Nov 14, 2025
W. Keith Smithdirector, 10 percent owner, officer: President
Sale100,000$0.2100457,058
Nov 13, 2025
W. Keith Smithdirector, 10 percent owner, officer: President
Sale71,242$0.3700557,058

CongressHouse and Senate disclosures

Not reported.