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 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

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

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

Plato Investment Management's TW Position: Q1 2026 in Review

Plato Investment Management increased its Tradeweb Markets (TW) stake by 9.6% in Q1 2026, buying an estimated $69.2K and bringing the position to 6,921 shares worth $815K. The position accounts for 0.05% of the portfolio, ranked #287.

Plato Investment Management first reported a position in TW in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.18M in Q3 2024. 581 funds tracked by Wall St. Rank hold TW as of Q1 2026.

Plato Investment Management held 6,921 shares of Tradeweb Markets worth $815K as of Q1 2026.
Plato Investment Management bought 605 Tradeweb Markets shares in Q1 2026, an estimated $69.2K.
Tradeweb Markets made up 0.05% of Plato Investment Management's portfolio in Q1 2026, its #287 holding.
Plato Investment Management first reported a position in Tradeweb Markets in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Tradeweb Markets position peaked at $1.18M in Q3 2024.
581 funds tracked by Wall St. Rank held Tradeweb Markets as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.