Tradeweb Markets Inc. (TW): A Bull Case Theory
We came across a bullish thesis on Tradeweb Markets Inc. on The Diversified Fins Analyst’s Substack by Collin Cook. In this article, we will summarize the bulls’ thesis on TW.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Cantillon Capital Management William Von Mueffling | 1,934,322 | $214,671,056 | +72% | 1.18% |
| 2. | Renaissance Technologies Jim Simons | 1,644,820 | $182,542,124 | -6% | 0.24% |
| 3. | D E Shaw D. E. Shaw | 589,848 | $65,461,332 | +184% | 0.04% |
| 4. | AQR Capital Management Cliff Asness | 478,957 | $53,154,608 | +35% | 0.03% |
| 5. | Kensico Capital Michael Lowenstein | 462,000 | $51,272,760 | +110% | 0.79% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $27.00 | 30,000 | $810,000.00 | 104,358 | 2019-04-08 | Filing | |
| $27.00 | 4,000 | $108,000.00 | 48,294 | 2019-04-08 | Filing | |
| $27.00 | 3,000 | $81,000.00 | 45,508 | 2019-04-08 | Filing | |
| $27.00 | 12,000 | $324,000.00 | 344,543 | 2019-04-08 | Filing | |
| $27.00 | 5,500 | $148,500.00 | 40,841 | 2019-04-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $141.30 | 450 | $63,585.00 | 2,393 | 2025-05-14 | Filing | |
| $127.60 | 1,786 | $227,893.60 | 57,401 | 2025-04-07 | Filing | |
| $141.50 | 4,635 | $655,859.45 | 41,289 | 2025-03-19 | Filing | |
| $142.83 | 7,139 | $1,019,642.67 | 61,020 | 2025-03-20 | Filing | |
| $142.74 | 1,624 | $231,802.13 | 85,929 | 2025-03-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 12,643,012 | $1,403,121,471 | 0.02% | |
| 2. | 8,971,666 | $995,675,494 | 0.17% | |
| 3. | 7,894,128 | $876,090,363 | 0.02% | |
| 4. | 3,609,468 | $400,578,728 | 0.1% | |
| 5. | 2,679,560 | $297,377,569 | 0.01% |