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Plato Investment Management’s Tradeweb Markets TW Stock Holding History

Plato Investment Management’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
2026
Q2 		$266K Sell
2,689
-4,232
-61% -$459K 0.02% 394
2026
Q1 		$815K Buy
6,921
+605
+10% +$69.2K 0.05% 287
2025
Q4 		$683K Hold
6,316
– – 0.04% 318
2025
Q3 		$696K Hold
6,316
– – 0.05% 314
2025
Q2 		$921K Sell
6,316
-1,208
-16% -$169K 0.07% 267
2025
Q1 		$1.13M Buy
7,524
+39
+0.5% +$5.18K 0.1% 228
2024
Q4 		$983K Sell
7,485
-2,035
-21% -$268K 0.07% 255
2024
Q3 		$1.18M Hold
9,520
– – 0.1% 223
2024
Q2 		$1.01M Hold
9,520
– – 0.09% 207
2024
Q1 		$992K Buy
9,520
+9,333
+4,991% +$938K 0.1% 211
2023
Q4 		$17K Buy
+187
New +$16.7K 0.02% 327

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

Plato Investment Management's TW Position: Q2 2026 in Review

Plato Investment Management reduced its Tradeweb Markets (TW) stake by 61% in Q2 2026, selling an estimated $459K and leaving 2,689 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #394.

Plato Investment Management first reported a position in TW in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q3 2024. 564 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Plato Investment Management held 2,689 shares of Tradeweb Markets worth $266K as of Q2 2026.
  • Plato Investment Management sold 4,232 Tradeweb Markets shares in Q2 2026, an estimated $459K.
  • Tradeweb Markets made up 0.02% of Plato Investment Management's portfolio in Q2 2026, its #394 holding.
  • Plato Investment Management first reported a position in Tradeweb Markets in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Tradeweb Markets position peaked at $1.18M in Q3 2024.
  • 564 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.