What is the 13F Pro Quality Score for CRTO?

13F Pro ranks Criteo S.A. (CRTO) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View CRTO's current score at https://13fpro.ai/research/CRTO (free sign-up required for the full ranking).

Which hedge funds own the most CRTO stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of CRTO include Neuberger Berman Group, MORGAN STANLEY, DnB Asset Management AS. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/CRTO as soon as new 13F filings post.

Where does 13F Pro source CRTO data?

All Criteo S.A. fundamentals and ownership data come directly from SEC EDGAR. Criteo S.A. files with the SEC under CIK 1576427. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is CRTO in?

Criteo S.A. (CRTO) is classified in the Communication Services sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/communication-services.

How often is CRTO research updated on 13F Pro?

CRTO's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Criteo S.A.(CRTO)Stock Analysis

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13F Pro Quality Score

Not in ranked universe

Pending next ranking run

This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.

Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.

CRTO Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Criteo S.A. (CRTO), a Communication Services sector company. CRTO is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), Criteo S.A. reports quarterly revenue of $424.6M, net income of $7.8M, free cash flow of $15.4M. Top institutional holders of CRTO by reported 13-F value include Neuberger Berman Group, MORGAN STANLEY, DnB Asset Management AS, based on the most recent SEC filings. CRTO trades on the Nasdaq exchange and files with the SEC under CIK 1576427. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate CRTO daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Criteo S.A. directly from SEC EDGAR.

Revenue

Q1 2026

$424.6M

Net Income

Q1 2026

$7.8M

Free Cash Flow

Q1 2026

$15.4M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

+0.6% YoY

$1.94BFY 2025

FY22 $2.02BFY23 $1.95BFY24 $1.93BFY25 $1.94B

Net Income

+29.6% YoY

$144.6MFY 2025

FY22 $9.0MFY23 $55.0MFY24 $111.6MFY25 $144.6M

Operating Income

+33.9% YoY

$202.8MFY 2025

FY22 $24.3MFY23 $77.2MFY24 $151.4MFY25 $202.8M

EPS (Diluted)

+38.9% YoY

$2.64FY 2025

FY22 $0.14FY23 $0.88FY24 $1.90FY25 $2.64

Total Assets

-2.9% YoY

$2.20BFY 2025

FY22 $2.35BFY23 $2.39BFY24 $2.27BFY25 $2.20B

Total Debt

—FY 2025

FY22 —FY23 —FY24 —FY25 —

Op. Cash Flow

+20.6% YoY

$311.2MFY 2025

FY22 $256.0MFY23 $224.2MFY24 $258.2MFY25 $311.2M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2019
Revenue	$1.94B +0.6%	$1.93B -0.8%	$1.95B -3.3%	$2.02B -10.5%	$2.25B -0.3%	$2.26B
Net Income	$144.6M +29.6%	$111.6M +102.9%	$55.0M +514.4%	$9.0M -93.3%	$134.5M +48.2%	$90.7M
Operating Income	$202.8M +33.9%	$151.4M +96.1%	$77.2M +218.1%	$24.3M -84.0%	$151.9M +7.6%	$141.2M
EPS (Diluted)	$2.64 +38.9%	$1.90 +115.9%	$0.88 +528.6%	$0.14 -93.3%	$2.09 +51.4%	$1.38
Total Assets	$2.20B -2.9%	$2.27B -5.2%	$2.39B +1.8%	$2.35B +18.4%	$1.98B +10.8%	$1.79B
Total Debt	—	—	—	—	—	$2.1M
Operating Cash Flow	$311.2M +20.6%	$258.2M +15.1%	$224.2M -12.4%	$256.0M +15.9%	$220.9M -0.9%	$222.8M

AI Insight: CRTO Financial Trends

Revenue collapsed 11% year-over-year to $425M in Q1 2026, with profitability near cycle lows despite modest operating cash recovery.

• Q1 2026 revenue of $425M down 11% from Q1 2025's $451M; sequential decline from Q4 2024 peak of $553M suggests structural demand weakness.

• Operating income fell to $10M in Q1 2026 from $48M in Q1 2025; net income of $8M near bottom of four-quarter range.

• Operating cash flow recovered to $48M in Q1 2026 after negative $1M in Q2 2025, though below Q4 2024's $169M peak.

• Equity declined to $1,133M in Q1 2026 from peak of $1,149M in Q4 2025 amid persistent profitability pressure.

⚠ Revenue trend structurally negative: below $485M for five consecutive quarters suggests market share loss or advertising spend weakness.

⚠ Operating margins compressed to 2.4% in Q1 2026 versus 10.6% in Q4 2024; sustainability of equity base at risk if trend persists.

AI Insight: CRTO Ratio Trends

Criteo's profitability collapsed to Q1 2024 levels in Q1 2026, with operating margin falling to 2.5% from 10.7% a year prior.

• Operating margin crashed to 2.5% in Q1 2026 from 10.7% in Q1 2025; net profit margin halved to 1.8% from 8.4%.

• ROIC plunged 80% year-over-year from 18.1% (Q1 2025) to 3.7% (Q1 2026), matching Q1 2024 trough.

• Q4 2024 was an anomalous peak (OpMargin 17.1%, ROIC 36.0%); current quarter metrics suggest that was not sustainable.

⚠ Severe Q1 seasonality or operational stress: Q1 2026 mirrors Q1 2024 performance, raising questions on underlying business health.

⚠ Missing Q4 2025 data creates blind spot between Q2 2025 (6.3% OpMargin) and Q1 2026 (2.5%); trend opacity.

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Available Research

13F Pro tracks comprehensive data for Criteo S.A. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of CRTO

Neuberger Berman Group LLC
$142.4M7,948,434 sh
MORGAN STANLEY
$88.2M4,919,825 sh
DnB Asset Management AS
$83.1M4,630,958 sh
Senvest Management, LLC
$82.4M4,597,322 sh
BlueCrest Capital Management Ltd
$40.5M2,260,000 sh
JANUS HENDERSON GROUP PLC
$31.8M1,769,644 sh
AMERICAN CENTURY COMPANIES INC
$24.8M1,385,281 sh
Nierenberg Investment Management Company, Inc.
$18.9M1,052,787 sh
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
$17.5M975,109 sh
VELA Investment Management, LLC
$14.7M822,470 sh

Fund	Value	Shares
Neuberger Berman Group LLC	$142.4M	7,948,434
MORGAN STANLEY	$88.2M	4,919,825
DnB Asset Management AS	$83.1M	4,630,958
Senvest Management, LLC	$82.4M	4,597,322
BlueCrest Capital Management Ltd	$40.5M	2,260,000
JANUS HENDERSON GROUP PLC	$31.8M	1,769,644
AMERICAN CENTURY COMPANIES INC	$24.8M	1,385,281
Nierenberg Investment Management Company, Inc.	$18.9M	1,052,787
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$17.5M	975,109
VELA Investment Management, LLC	$14.7M	822,470

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Is CRTO a good stock to buy?

13F Pro's AI-powered analysis of Criteo S.A. (CRTO) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Communication Services sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for CRTO are available on the CRTO stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own CRTO?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling CRTO. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Criteo S.A.'s investment landscape.