CRITEO S A CRTO
SPONS ADS · ADR · CUSIP 226718104 · ISIN US2267181046
Commerce intelligence and advertising technology company
- SectorIndustrials
- IndustryServices-Advertising Agencies
- HeadquartersParis, France
- Founded2005
- Websitecriteo.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.55. Options: 7 managers hold calls ($7.4m notional), 6 hold puts ($4.0m).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 126 |
| Q4 2022 | 126 |
| Q1 2023 | 133 |
| Q2 2023 | 145 |
| Q3 2023 | 136 |
| Q4 2023 | 130 |
| Q1 2024 | 146 |
| Q2 2024 | 160 |
| Q3 2024 | 178 |
| Q4 2024 | 182 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 58 | 64 |
| Q2 2023 | 62 | 61 |
| Q3 2023 | 55 | 72 |
| Q4 2023 | 56 | 62 |
| Q1 2024 | 64 | 61 |
| Q2 2024 | 78 | 60 |
| Q3 2024 | 100 | 70 |
| Q4 2024 | 85 | 83 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $22.8m | $1.6m | 0.07 |
| Q2 2024 | $45.0m | $3.8m | 0.08 |
| Q3 2024 | $103.7m | $8.1m | 0.08 |
| Q4 2024 | $7.4m | $4.0m | 0.55 |
Biggest buyers
| ALLIANCEBERNSTEIN L.P. | Added | +1.1m |
| ANTIPODES PARTNERS Ltd | Added | +992.2k |
| Senvest Management, LLC | Added | +743.7k |
| CADIAN CAPITAL MANAGEMENT, LP | Added | +713.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Added | +559.5k |
| NEUBERGER BERMAN GROUP LLC | Added | +400.0k |
| TWO SIGMA ADVISERS, LP | Added | +285.8k |
| MARSHALL WACE, LLP | Added | +281.4k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | +232.8k |
| MORGAN STANLEY | Added | +139.9k |
Biggest sellers
| Whale Rock Capital Management LLC | Reduced | -1.1m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.0m |
| LORD, ABBETT & CO. LLC | Reduced | -759.8k |
| No Street GP LP | Sold out | -588.0k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -475.4k |
| JPMORGAN CHASE & CO | Reduced | -447.5k |
| J. Goldman & Co LP | Sold out | -294.8k |
| G2 Investment Partners Management LLC | Reduced | -256.6k |
| Polar Capital Holdings Plc | Reduced | -248.5k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -185.1k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $2.5m62.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.4m59.5k shares |
| GROUP ONE TRADING LLC | Added | $660.7k16.7k shares |
| Walleye Capital LLC | Added | $660.7k16.7k shares |
| Walleye Trading LLC | Added | $648.8k16.4k shares |
| WOLVERINE TRADING, LLC | Added | $549.8k14.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.5m38.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.4m34.2k shares |
| Walleye Trading LLC | Added | $680.4k17.2k shares |
| Walleye Capital LLC | Added | $466.8k11.8k shares |
| HAP Trading, LLC | Unchanged | $11412.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Neuberger Berman Group LLC 13G · institution filed 2026-03-03 | 16.0% |
| DnB Asset Management AS 13G · institution filed 2026-02-04 | 10.4% |
| MORGAN STANLEY 13G · institution +1.3 pts · filed 2026-08-13 | 9.8% |
| Senvest Management, LLC 13G · passive investor +1.5 pts · filed 2026-05-14 | 9.2% |
| BARCLAYS PLC 13G · institution new · filed 2025-08-12 | 5.7% |
Fell to 5% or below in the last year: BlueCrest Capital Management Ltd (4.5%, 2026-05-15)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 5 | $7.2m | — |
| Q2 2023 | 0 | — | 5 | $1.4m | — |
| Q3 2023 | 1 | $45.7k | 3 | $872.0k | — |
| Q4 2023 | 0 | — | 3 | $637.3k | — |
| Q1 2024 | 0 | — | 3 | $3.4m | $746.3k |
| Q2 2024 | 0 | — | 3 | $2.3m | — |
| Q3 2024 | 0 | — | 4 | $2.1m | — |
| Q4 2024 | 0 | — | 4 | $1.2m | $269.8k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-13 | Damon Ryan Chief Legal Officer | Sold plan | $118.8k2.8k shares |
| 2024-11-25 | Clarken Megan Chief Executive Officer, director | Sold | $374.7k9.3k shares |
| 2024-11-25 | Damon Ryan Chief Legal Officer | Sold | $116.4k2.9k shares |
| 2024-11-25 | Glickman Sarah JS Chief Financial Officer | Sold | $61.3k1.5k shares |
| 2024-11-08 | Gleason Brian CRO & President, Retail Media | Sold plan | $151.0k4.2k shares |
| 2024-10-29 | Gleason Brian CRO & President, Retail Media | Sold | $116.8k2.8k shares |
| 2024-10-23 | Glickman Sarah JS Chief Financial Officer | Sold | $220.9k5.4k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| NEUBERGER BERMAN GROUP LLC 0.19% of their portfolio | 6.1m $240.3m | Added +400.0k |
| DNB Asset Management AS 0.93% of their portfolio | 5.4m $213.9m | Added +28.5k |
| MORGAN STANLEY 0.01% of their portfolio | 4.9m $192.5m | Added +139.9k |
| ALLIANCEBERNSTEIN L.P. 0.05% of their portfolio | 3.8m $150.2m | Added +1.1m |
| Senvest Management, LLC 4.42% of their portfolio | 3.6m $144.0m | Added +743.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.13% of their portfolio | 3.1m $121.3m | Reduced -475.4k |
| CADIAN CAPITAL MANAGEMENT, LP 5.89% of their portfolio | 2.6m $102.2m | Added +713.8k |
| BlueCrest Capital Management Ltd 5.06% of their portfolio | 2.3m $89.4m | Unchanged |
| ACADIAN ASSET MANAGEMENT LLC 0.25% of their portfolio | 2.1m $84.9m | Reduced -72.1k |
| JANUS HENDERSON GROUP PLC 0.03% of their portfolio | 1.4m $55.9m | Added +27.3k |
| Whale Rock Capital Management LLC 0.65% of their portfolio | 1.4m $54.8m | Reduced -1.1m |
| CONGRESS ASSET MANAGEMENT CO 0.30% of their portfolio | 1.1m $44.5m | Reduced -83.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio | 1.1m $43.9m | Reduced -1.0m |
| LORD, ABBETT & CO. LLC 0.14% of their portfolio | 1.1m $43.2m | Reduced -759.8k |
| ANTIPODES PARTNERS Ltd 1.37% of their portfolio | 994.6k $39.3m | Added +992.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 722.9k $28.6m | Reduced -22.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 697.1k $27.6m | Added +63.4k |
| MARSHALL WACE, LLP 0.03% of their portfolio | 579.6k $22.9m | Added +281.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 572.8k $22.5m | Added +559.5k |
| TWO SIGMA ADVISERS, LP 0.05% of their portfolio | 564.0k $22.3m | Added +285.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.05% of their portfolio | 440.0k $17.4m | Reduced -21.5k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 405.0k $16.0m | Reduced -4.9k |
| Orchard Capital Management, LLC 5.85% of their portfolio | 377.6k $14.8m | Reduced -23.0k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 360.6k $14.3m | Added +53.2k |
| ROYCE & ASSOCIATES LP 0.13% of their portfolio | 353.2k $14.0m | Added +58.5k |
| Quantedge Capital Pte Ltd 3.95% of their portfolio | 273.7k $10.8m | Added +39.6k |
| Polar Capital Holdings Plc 0.06% of their portfolio | 268.0k $10.6m | Reduced -248.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 252.3k $10.0m | Reduced -185.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 250.3k $9.9m | Added +4.0k |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC 1.25% of their portfolio | 232.8k $9.2m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 228.3k $9.0m | Reduced -447.5k |
| HighTower Advisors, LLC 0.01% of their portfolio | 182.6k $7.2m | Added +38.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 165.9k $6.6m | Unchanged |
| SEI INVESTMENTS CO 0.01% of their portfolio | 162.5k $6.4m | Added +43.6k |
| VELA Investment Management, LLC 2.12% of their portfolio | 157.0k $6.2m | Added +45.4k |
| UBS Group AG 0.00% of their portfolio | 147.4k $5.8m | Added +23.4k |
| Metavasi Capital LP 3.03% of their portfolio | 144.9k $5.7m | Reduced -49.1k |
| Skandinaviska Enskilda Banken AB (publ) 0.02% of their portfolio | 132.7k $5.2m | Unchanged |
| CW Advisors, LLC 0.07% of their portfolio | 130.6k $5.2m | Reduced -40.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 127.5k $5.0m | Added +39.9k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 123.4k $4.9m | Reduced -17.4k |
| SEIZERT CAPITAL PARTNERS, LLC 0.18% of their portfolio | 101.1k $4.0m | Added +66.2k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 96.4k $3.8m | Added +2.0k |
| Verition Fund Management LLC 0.02% of their portfolio | 96.2k $3.8m | Added +73.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 93.1k $3.7m | Reduced -15.2k |
| US BANCORP \DE\ 0.00% of their portfolio | 92.3k $3.7m | Reduced -45 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 90.1k $3.6m | Unchanged |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 83.8k $3.3m | Added +14.9k |
| State of Tennessee, Department of Treasury 0.01% of their portfolio | 75.0k $3.0m | Unchanged |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.02% of their portfolio | 73.9k $2.9m | Unchanged |
| KBC Group NV 0.01% of their portfolio | 73.0k $2.9m | New |
| Pathstone Holdings, LLC 0.01% of their portfolio | 72.6k $2.9m | Reduced -1.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 71.0k $2.8m | Added +22.6k |
| Nierenberg Investment Management Company, LLC 1.56% of their portfolio | 67.6k $2.7m | New |
| TOWNSQUARE CAPITAL LLC 0.03% of their portfolio | 62.6k $2.5m | Added +8.7k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 60.9k $2.4m | Added +1.6k |
| Federation des caisses Desjardins du Quebec 0.01% of their portfolio | 58.0k $2.3m | Added +11.0k |
| G2 Investment Partners Management LLC 0.58% of their portfolio | 56.4k $2.2m | Reduced -256.6k |
| APG Asset Management N.V. 0.01% of their portfolio | 53.3k $2.0m | Added +28.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 52.4k $2.1m | Added +3.3k |
| Waterfront Wealth Inc. 0.47% of their portfolio | 49.2k $1.9m | Added +335 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 48.2k $1.9m | Added +15.2k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.03% of their portfolio | 40.0k $1.6m | First filing |
| QRG CAPITAL MANAGEMENT, INC. 0.02% of their portfolio | 38.9k $1.5m | Added +23.4k |
| Engineers Gate Manager LP 0.03% of their portfolio | 36.6k $1.4m | Added +3.2k |
| BlackRock, Inc. 0.00% of their portfolio | 36.6k $1.4m | Reduced -12.4k |
| Robeco Institutional Asset Management B.V. 0.00% of their portfolio | 35.0k $1.4m | Reduced -46.0k |
| Amundi 0.00% of their portfolio | 34.0k $1.3m | New |
| Black Creek Investment Management Inc. 0.06% of their portfolio | 32.2k $1.3m | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 29.7k $1.2m | Reduced -199 |
| Cubist Systematic Strategies, LLC 0.02% of their portfolio | 29.1k $1.2m | Reduced -164.4k |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 28.1k $1.1m | Reduced -2.0k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 27.4k $1.1m | Added +13.3k |
| RIVER GLOBAL INVESTORS LLP 0.20% of their portfolio | 26.1k $1.0m | Reduced -21.5k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.03% of their portfolio | 24.3k $963.0k | Reduced -59.3k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 22.7k $898.9k | Added +1.9k |
| CastleKnight Management LP 0.08% of their portfolio | 19.5k $771.4k | Unchanged |
| LPL Financial LLC 0.00% of their portfolio | 19.2k $760.9k | Added +2.5k |
| Centiva Capital, LP 0.03% of their portfolio | 18.8k $744.7k | New |
| State of Wyoming 0.09% of their portfolio | 17.5k $692.7k | Added +2.4k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 16.2k $640.9k | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 16.0k $634.7k | Reduced -85.2k |
| Dynamic Technology Lab Private Ltd 0.10% of their portfolio | 15.8k $625.0k | Reduced -23.3k |
| Balanced Rock Investment Advisors LLC 0.44% of their portfolio | 14.2k $560.8k | Added +211 |
| Invesco Ltd. 0.00% of their portfolio | 13.3k $527.9k | Reduced -1.1k |
| Handelsbanken Fonder AB 0.00% of their portfolio | 13.3k $526.0k | Unchanged |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 12.9k $510.0k | New |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 12.7k $501.5k | Added +139 |
| Walleye Trading LLC 0.01% of their portfolio | 11.9k $469.6k | Added +9.5k |
| State of New Jersey Common Pension Fund D 0.00% of their portfolio | 11.7k $463.3k | Unchanged |
| NATIXIS ADVISORS, LLC 0.00% of their portfolio | 11.4k $451.0k | Reduced -6 |
| BARCLAYS PLC 0.00% of their portfolio | 11.2k $444.9k | Added +5.1k |
| Callan Family Office, LLC 0.03% of their portfolio | 11.2k $442.9k | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 11.1k $439.1k | Reduced -14.7k |
| Crossmark Global Holdings, Inc. 0.01% of their portfolio | 11.0k $435.0k | Added +32 |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 10.0k $397.1k | Reduced -168.1k |
| K.J. Harrison & Partners Inc 0.06% of their portfolio | 10.0k $393.3k | New |
| Jump Financial, LLC 0.01% of their portfolio | 9.8k $389.4k | Reduced -47.8k |
| Atria Investments, Inc 0.00% of their portfolio | 9.8k $386.5k | Added +3.5k |
| Gibbs Wealth Management 0.10% of their portfolio | 9.6k $378.9k | Added +1.5k |