Ninety One SA (PTY) Ltd TW β€” Tradeweb Markets Inc

Ownership history in Ninety One SA (PTY) Ltd  Β·  4 quarters on record

AI Ownership Summary

Ninety One SA (PTY) Ltd reported Tradeweb Markets Inc (TW) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.64% in 2025 Q2. The latest visible filing shows TW at 0.28% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ninety One SA (PTY) Ltd's position in Tradeweb Markets Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TW was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TW stock page Ninety One SA (PTY) Ltd fund profile Ninety One SA (PTY) Ltd full holdings
How Ninety One SA (PTY) Ltd held TW β€” position size vs. price
% of Fund (quarterly)    TW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 56,094 +2,841 +5.3% 0.28% $6.6M 2026-04-24 $113.29
2025 Q4 ADDED β€” β€” β€” 53,253 +24,538 +85.5% 0.25% $5.7M 2026-01-27 $103.73
2025 Q3 ADDED β€” β€” β€” 28,715 +1,904 +7.1% 0.46% $3.2M 2025-10-21 $108.03
2025 Q2 INITIATED β€” β€” β€” 26,811 β€” β€” 0.64% $3.9M 2025-07-18 $137.56

🏒 Other funds also holding TW

As of 2026 Q1 β€” sorted by position size

SeaTown Holdings Pte. Ltd. 3Y 7Y 5.07% Lakehouse Capital Pty Ltd 3Y 3.97% Retireful, LLC 3Y 1.65% Roberts Wealth Advisors, LLC 3Y 1.1% Fisher Funds Management LTD 1.05% Ground Swell Capital, LLC 3Y 7Y 0.44% Ninety One UK Ltd 3Y 7Y 0.43% Maridea Wealth Management LLC 0.33% Seilern Investment Management Ltd 0.31% TFB Advisors LLC 3Y 0.19%

FAQ About Ninety One SA (PTY) Ltd and TW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ninety One SA (PTY) Ltd reported owning TW?

Ninety One SA (PTY) Ltd reported TW across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported TW position in Ninety One SA (PTY) Ltd's portfolio?

The largest reported portfolio weight for TW was 0.64% in 2025 Q2.

What is the latest reported TW position on this page?

The most recent filing on this page is 2026 Q1, when Ninety One SA (PTY) Ltd reported 56,094 shares, equal to 0.28% of portfolio, with an estimated market value of $6.6M.

What does the chart on this TW ownership page compare?

The chart compares Ninety One SA (PTY) Ltd's quarterly TW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Ninety One SA (PTY) Ltd time their TW position?

Based on 13F filing dates vs. subsequent TW price moves, Ninety One SA (PTY) Ltd correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on TW relative to SPY over the holding period was -39.9%.

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