TimesSquare Capital Management reported a 13.13% return (gross) and 12.91% return (net) in the second quarter of 2025, compared to the Russell Midcap® Growth Index’s 18.20% return. Equities saw double-digit returns due to global economic activity measures lifting. Check out the top five holdings for the best picks of 2025.

Robinhood Markets, Inc. (NASDAQ: HOOD) was highlighted in TimesSquare Capital’s investor letter for the second quarter of 2025. The financial services platform saw a 35.58% one-month return and a 534.03% increase in shares over the last 52 weeks. On September 29, 2025, Robinhood closed at $136.72 per share with a market cap of $108.223 billion.

In the investor letter, TimesSquare Capital discussed Robinhood Markets, Inc. (HOOD) as part of their strategy to avoid banks facing credit deterioration. They noted Robinhood’s 124% climb due to increased assets, funded customers, and equity trading volumes. The platform exceeded revenue and earnings expectations, with plans to release new products and expand internationally.

85 hedge fund portfolios held Robinhood Markets, Inc. (NASDAQ: HOOD) at the end of the second quarter, up from 76 in the previous quarter. The company reported $989 million in revenues in Q2 2025, showing a 45% year-over-year growth. While it has potential, some AI stocks offer greater upside potential and less downside risk.

Read more at Yahoo Finance: Robinhood Markets (HOOD) Rallied on Consistent Increase in Trading Volume