FORA Capital’s Tradeweb Markets TW Stock Holding History

FORA Capital’s Portfolio TW Stock Details TW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-9,083	Closed	-$1.01M	–	655
2025 Q3	$1.01M	Buy	+9,083	New	+$1.17M	0.18%	161
2024 Q3	–	Sell	-6,104	Closed	-$647K	–	582
2024 Q2	$647K	Buy	+6,104	New	+$645K	0.08%	264
2024 Q1	–	Sell	-2,690	Closed	-$244K	–	572
2023 Q4	$244K	Sell	2,690 -304	-10%	-$27.1K	0.02%	400
2023 Q3	$240K	Sell	2,994 -10,923	-78%	-$871K	0.02%	410
2023 Q2	$953K	Buy	+13,917	New	+$986K	0.14%	167
2021 Q3	–	Sell	-4,724	Closed	-$399K	–	848
2021 Q2	$399K	Buy	4,724 +1,930	+69%	+$158K	0.07%	303
2021 Q1	$207K	Sell	2,794 -9,902	-78%	-$680K	0.07%	280
2020 Q4	$793K	Buy	+12,696	New	+$768K	0.12%	188
2020 Q3	–	Sell	-4,297	Closed	-$250K	–	992
2020 Q2	$250K	Buy	+4,297	New	+$247K	0.09%	296
2020 Q1	–	Sell	-6,963	Closed	-$323K	–	1352
2019 Q4	$323K	Buy	+6,963	New	+$300K	0.03%	501

Other funds holding TW

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return