Exploring Tradeweb Markets’ (TW) Key Opportunities for Market Share Growth

NewBridge Asset Management, an investment management company, recently released its Q4 2025 letter for “NewBridge Large Cap Growth Equity Strategy”. A copy of the letter can be downloaded here. Equity markets continued their upward momentum in the fourth quarter, driven by resilient economic growth and solid corporate returns. In the fourth quarter, large-cap growth outperformed, while in the third quarter, small-cap and value equities exceeded the growth strategy. The NewBridge Large Cap Growth Strategy generated a positive return in the quarter, but lagged behind the benchmark, the Russell 1000® Growth Index. Most portfolio companies exceeded quarterly expectations, but a few faced declines. The biggest challenge was the contrasting returns between Uber Technologies, Inc., held in significant amounts, and Tesla, Inc., which was not owned by the portfolio. The market environment was generally favorable for the portfolio in the fourth quarter. The firm remains confident in its industry-leading companies, which are poised to deliver attractive financial results despite potential market volatility. In addition, please check the Fund’s top five holdings to know its best picks in 2025.

In its fourth-quarter 2025 investor letter, NewBridge Large Cap Growth Equity Strategy highlighted stocks like Tradeweb Markets Inc. (NASDAQ:TW). Tradeweb Markets Inc. (NASDAQ:TW) is a global financial technology company that builds and operates electronic marketplaces. The one-month return of Tradeweb Markets Inc. (NASDAQ:TW) was -1.41%, and its shares lost 17.49% of their value over the last 52 weeks. On January 26, 2026, Tradeweb Markets Inc. (NASDAQ:TW) stock closed at $106.34 per share, with a market capitalization of $23.234 billion.

NewBridge Large Cap Growth Equity Strategy stated the following regarding Tradeweb Markets Inc. (NASDAQ:TW) in its fourth quarter 2025 investor letter:

“Tradeweb Markets Inc. (NASDAQ:TW) – TW owns and operates electronic marketplaces for the trading of interest rate and credit products, money markets, and equities asset classes. TW also provides pricing and post-trade processing services. TW’s clients include institutional, wholesale, and retail among global asset managers, hedge funds, insurance companies, banks and dealers, proprietary trading firms, and retail brokerage and financial advisory firms. TW has 1,350 employees, with offices in 10 countries, serving 2,800 clients in 70 countries. The rates and credit trading market is large, growing, and ripe for electronification, with Tradeweb, MarketAxess, Bloomberg and Trumid, Citadel and Jane Street the primary competitors. Fixed Income, interest rate swaps, and credit market have been shifting to electronic trading platforms over the years, and significant market share opportunities remain.”

Tradeweb Markets Inc. (NASDAQ:TW) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 39 hedge fund portfolios held Tradeweb Markets Inc. (NASDAQ:TW) at the end of the third quarter, up from 34 in the previous quarter. While we acknowledge the risk and potential of Tradeweb Markets Inc. (NASDAQ:TW) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Tradeweb Markets Inc. (NASDAQ:TW) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Tradeweb Markets Inc. (NASDAQ:TW) and shared the list of best depressed stocks to buy. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.