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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, Q3 2021

Institutional positions in Marketwise, Inc. as of Sep 30, 2021. 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
44
+43 vs. Q2 2021
Shares held
12.2M
+11.6M (+1,916.6%) vs. Q2 2021
Total value
$100.5M
+$94.5M (+1,568.8%) vs. Q2 2021
New holders
43
0 more added
Sold out
0
1 more reduced

Compare with Q2 2021: 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.

Institutional holdersQ3 2021: 44 institutions
Q1 2021: 0 institutionsQ2 2021: 1 institutionQ3 2021: 44 institutionsQ4 2021: 46 institutionsQ1 2022: 53 institutionsQ2 2022: 55 institutionsQ3 2022: 63 institutionsQ4 2022: 55 institutionsQ1 2023: 53 institutionsQ2 2023: 56 institutionsQ3 2023: 51 institutionsQ4 2023: 59 institutionsQ1 2024: 64 institutionsQ2 2024: 56 institutionsQ3 2024: 60 institutionsQ4 2024: 60 institutionsQ1 2025: 62 institutionsQ2 2025: 45 institutionsQ3 2025: 49 institutionsQ4 2025: 50 institutionsQ1 2026: 52 institutionsQ2 2026: 51 institutions
Value heldQ3 2021: $100.5M
Q1 2021: $0Q2 2021: $6.02MQ3 2021: $100.5MQ4 2021: $89.0MQ1 2022: $49.3MQ2 2022: $38.4MQ3 2022: $28.1MQ4 2022: $18.1MQ1 2023: $11.5MQ2 2023: $16.9MQ3 2023: $12.8MQ4 2023: $33.5MQ1 2024: $22.9MQ2 2024: $16.0MQ3 2024: $9.18MQ4 2024: $6.41MQ1 2025: $5.69MQ2 2025: $13.8MQ3 2025: $11.6MQ4 2025: $12.4MQ1 2026: $15.3MQ2 2026: $15.9M
Institutions holding MKTW and their total value by quarter
QuarterHoldersValue
Q2 202651$15.9M
Q1 202652$15.3M
Q4 202550$12.4M
Q3 202549$11.6M
Q2 202545$13.8M
Q1 202562$5.69M
Q4 202460$6.41M
Q3 202460$9.18M
Q2 202456$16.0M
Q1 202464$22.9M
Q4 202359$33.5M
Q3 202351$12.8M
Q2 202356$16.9M
Q1 202353$11.5M
Q4 202255$18.1M
Q3 202263$28.1M
Q2 202255$38.4M
Q1 202253$49.3M
Q4 202146$89.0M
Q3 202144$100.5M
Q2 20211$6.02M
Q1 20210$0

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q2 2021.

Institutions holding MKTW in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Greenhaven Road Investment Management, L.P.2,500,000$20.6M4.08%+2,500,000New
Highline Capital Management, L.P.1,650,000$13.6M11.51%+1,650,000New
Vanguard Group Inc1,357,226$11.2M0.00%+1,357,226New
Point72 Asset Management, L.P.1,087,113$8.98M0.04%+1,087,113New
Schonfeld Strategic Advisors LLC1,016,600$8.40M0.10%+1,016,600New
Polar Asset Management Partners Inc.1,000,000$8.26M0.10%+1,000,000New
Kornitzer Capital Management Inc668,243$5.52M0.08%+668,243New
Rovida Advisors Inc.500,000$4.12M0.17%+500,000New
Allianz Asset Management GmbH500,000$3.82M0.00%+500,000New
Bank of New York Mellon Corp420,637$3.47M0.00%+420,637New
Monashee Investment Management LLC300,000$2.48M0.46%+300,000New
Geode Capital Management, LLC194,501$1.61M0.00%+194,501New
Kepos Capital LP140,000$1.16M0.08%+140,000New
Maven Securities LTD108,246$894.0K0.10%+108,246New
Magnetar Financial LLC104,325$862.0K0.01%+104,325New
Westchester Capital Management, LLC94,129$778.0K0.02%+94,129New
Formidable Asset Management, LLC81,500$673.0K0.13%+81,500New
Marshall Wace North America L.P.61,301$506.0K0.00%+61,301New
BlackRock Inc.50,179$414.0K0.00%+50,179New
Royce & Associates LP50,000$413.0K0.00%+50,000New
Northern Trust Corp49,659$410.0K0.00%+49,659New
Victory Capital Management Inc37,811$312.0K0.00%+37,811New
Marshall Wace, LLP36,858$304.0K0.00%−568,305−93.9%Reduced
Qube Research & Technologies Ltd32,210$266.0K0.00%+32,210New
Morgan Stanley31,098$257.0K0.00%+31,098New
Cohanzick Management, LLC22,994$190.0K0.05%+22,994New
Millennium Management LLC17,069$141.0K0.00%+17,069New
State Street Corp13,400$111.0K0.00%+13,400New
Tower Research Capital LLC (TRC)12,168$101.0K0.00%+12,168New
Charles Schwab Investment Management Inc11,705$97.0K0.00%+11,705New
Paloma Partners Management Co11,231$93.0K0.00%+11,231New
Rhumbline Advisers10,070$83.0K0.00%+10,070New
UBS Group AG8,750$72.0K0.00%+8,750New
Wolverine Asset Management LLC5,496$45.0K0.00%+5,496New
Penserra Capital Management LLC5,320$43.0K0.00%+5,320New
Steward Partners Investment Advisory, LLC4,026$33.0K0.00%+4,026New
JPMorgan Chase & Co3,696$31.0K0.00%+3,696New
Quantbot Technologies LP2,600$21.0K0.00%+2,600New
RiverPark Advisors, LLC1,779$15.0K0.00%+1,779New
Advisor Group Holdings, Inc.550$5.00K0.00%+550New
Cubist Systematic Strategies, LLC500$4.00K0.00%+500New
Bank of America Corp279$2.00K0.00%+279New
Wells Fargo & Company172$1.00K0.00%+172New
DuPont Capital Management Corp2$00.00%+2New