Marketwise, Inc.
MKTW- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001805651
In the last 90 days, Marketwise, Inc. insiders filed 0 open-market purchases and 3 sales; 51 institutions reported holding it in 13F filings for Q2 2026, worth $15.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Marketwise, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 51
- +1 vs. Q1 2026
- Shares held
- 889.3K
- +73.8K (+9.1%) vs. Q1 2026
- Total value
- $15.9M
- +$600.5K (+3.9%) vs. Q1 2026
- New holders
- 9
- 23 more added
- Sold out
- 8
- 11 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting MKTW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 51 | $15.9M |
| Q1 2026 | 52 | $15.3M |
| Q4 2025 | 50 | $12.4M |
| Q3 2025 | 49 | $11.7M |
| Q2 2025 | 45 | $13.9M |
| Q1 2025 | 62 | $5.71M |
| Q4 2024 | 60 | $6.41M |
| Q3 2024 | 60 | $9.22M |
| Q2 2024 | 56 | $16.1M |
| Q1 2024 | 64 | $23.6M |
| Q4 2023 | 59 | $34.1M |
| Q3 2023 | 51 | $12.8M |
| Q2 2023 | 56 | $16.9M |
| Q1 2023 | 53 | $11.5M |
| Q4 2022 | 55 | $18.1M |
| Q3 2022 | 63 | $28.1M |
| Q2 2022 | 55 | $38.4M |
| Q1 2022 | 53 | $49.3M |
| Q4 2021 | 46 | $89.4M |
| Q3 2021 | 44 | $100.5M |
| Q2 2021 | 1 | $6.02M |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barclays PLC | 152,675 | $2.72M | 0.00% | +875+0.6% | Added |
| BlackRock, Inc. | 145,952 | $2.60M | 0.00% | +23,927+19.6% | Added |
| Bass Sid R | 145,524 | $2.60M | 100.00% | +10,408+7.7% | Added |
| Phraction Management LLC | 92,316 | $1.65M | 0.40% | −6,000−6.1% | Reduced |
| Vanguard Capital Management LLC | 63,973 | $1.14M | 0.00% | +250.0% | Added |
| Geode Capital Management, LLC | 55,625 | $992.4K | 0.00% | +6,383+13.0% | Added |
| State Street Corp | 32,943 | $587.7K | 0.00% | +5,176+18.6% | Added |
| AQR Capital Management LLC | 32,085 | $572.4K | 0.00% | +18,388+134.2% | Added |
| Renaissance Technologies LLC | 25,799 | $460.3K | 0.00% | −1,375−5.1% | Reduced |
| MTM Investment Management, LLC | 23,735 | $423.4K | 0.12% | +4,531+23.6% | Added |
| Northern Trust Corp | 15,928 | $284.2K | 0.00% | +2,717+20.6% | Added |
| Formidable Asset Management, LLC | 14,999 | $272.2K | 0.04% | 00.0% | Unchanged |
| Vanguard Portfolio Management LLC | 14,496 | $258.6K | 0.00% | +4,542+45.6% | Added |
| Vanguard Fiduciary Trust Co | 12,393 | $221.1K | 0.00% | +323+2.7% | Added |
| Vident Advisory, LLC | 12,090 | $215.7K | 0.00% | +12,090 | New |
| SkyView Investment Advisors, LLC | 9,959 | $178.0K | 0.14% | +9,959 | New |
| Copeland Capital Management, LLC | 7,545 | $134.6K | 0.00% | +7,545 | New |
| Russell Investments Group, Ltd. | 7,370 | $131.5K | 0.00% | +4,583+164.4% | Added |
| Morgan Stanley | 4,346 | $77.5K | 0.00% | +1,679+63.0% | Added |
| FMR LLC | 3,267 | $58.3K | 0.00% | +22+0.7% | Added |
| UBS Group AG | 2,718 | $48.5K | 0.00% | −4−0.1% | Reduced |
| Rhumbline Advisers | 1,847 | $32.9K | 0.00% | −932−33.5% | Reduced |
| Wells Fargo & Company | 1,839 | $32.8K | 0.00% | +1,189+182.9% | Added |
| Royal Bank of Canada | 1,428 | $25.0K | 0.00% | +1,099+334.0% | Added |
| Acadian Asset Management LLC | 1,400 | $24.0K | 0.00% | +1,400 | New |
| JPMorgan Chase & Co | 1,039 | $18.3K | 0.00% | −379−26.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,010 | $18.0K | 0.00% | −20−1.9% | Reduced |
| Citigroup Inc | 1,009 | $18.0K | 0.00% | +928+1,145.7% | Added |
| SRS Capital Advisors, Inc. | 751 | $13.4K | 0.00% | +745+12,416.7% | Added |
| New York State Common Retirement Fund | 636 | $11.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 604 | $10.8K | 0.00% | −481−44.3% | Reduced |
| Vanguard Global Advisers, LLC | 554 | $9.88K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 417 | $7.44K | 0.00% | −571−57.8% | Reduced |
| Harbor Capital Advisors, Inc. | 328 | $6.00K | 0.00% | +5+1.5% | Added |
| Legal & General Group Plc | 150 | $2.68K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 107 | $1.91K | 0.00% | +107 | New |
| EverSource Wealth Advisors, LLC | 63 | $1.13K | 0.00% | +15+31.3% | Added |
| Ameritas Investment Partners, Inc. | 63 | $1.12K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 62 | $1.11K | 0.00% | +52+520.0% | Added |
| Essential Partners LLC | 47 | $838 | 0.00% | −4−7.8% | Reduced |
| Sterling Capital Management LLC | 32 | $571 | 0.00% | −33−50.8% | Reduced |
| California State Teachers Retirement System | 25 | $446 | 0.00% | −81−76.4% | Reduced |
| Group One Trading, L.P. | 20 | $357 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $339 | 0.00% | +4+26.7% | Added |
| IFP Advisors, Inc | 16 | $285 | 0.00% | +12+300.0% | Added |
| Nisa Investment Advisors, LLC | 15 | $268 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 13 | $232 | 0.00% | +13 | New |
| Farther Finance Advisors, LLC | 10 | $177 | 0.00% | +10 | New |
| Clear Street Markets LLC | 7 | $125 | 0.00% | +7 | New |
| Fortitude Family Office, LLC | 5 | $89 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −7,419−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,836−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −502−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |