Robinhood Markets (HOOD) Rallied on Consistent Increase in Trading Volume

Core Insights - TimesSquare Capital Management's "U.S. Mid Cap Growth Strategy" reported a gross return of 13.13% and a net return of 12.91% for Q2 2025, underperforming the Russell Midcap® Growth Index which returned 18.20% [1] - The fund's performance was influenced by double-digit returns in equities due to improved global economic activity [1] Company Highlights - Robinhood Markets, Inc. (NASDAQ:HOOD) was highlighted as a key stock, achieving a one-month return of 35.58% and a remarkable 534.03% increase over the past 52 weeks, closing at $136.72 per share with a market capitalization of $108.223 billion on September 29, 2025 [2] - The financial services platform's growth was attributed to steady U.S. interest rates and increased activity in cryptocurrencies, with revenues and earnings exceeding expectations [3] - Robinhood reported revenues of $989 million in Q2 2025, reflecting a 45% year-over-year growth driven by strong business performance [4] Investment Strategy - The fund prefers asset managers, specialized insurance companies, and financial technology providers over traditional banks facing credit deterioration or rising deposit costs [3] - The brokerage holdings, including Robinhood, benefited from increased equity trading volumes and a growing customer base, leading to a 124% increase in stock value [3] - Despite Robinhood's potential, the fund suggests that certain AI stocks may offer greater upside potential with less downside risk [4]