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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 51 | $15.9M |
| Q1 2026 | 52 | $15.3M |
| Q4 2025 | 50 | $12.4M |
| Q3 2025 | 49 | $11.6M |
| Q2 2025 | 45 | $13.8M |
| Q1 2025 | 62 | $5.69M |
| Q4 2024 | 60 | $6.41M |
| Q3 2024 | 60 | $9.18M |
| Q2 2024 | 56 | $16.0M |
| Q1 2024 | 64 | $22.9M |
| Q4 2023 | 59 | $33.5M |
| 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 | $89.0M |
| Q3 2021 | 44 | $100.5M |
| Q2 2021 | 1 | $6.02M |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| DuPont Capital Management Corp | 2 | $0 | 0.00% | +2 | New |
| Wells Fargo & Company | 172 | $1.00K | 0.00% | +172 | New |
| Bank of America Corp | 279 | $2.00K | 0.00% | +279 | New |
| Cubist Systematic Strategies, LLC | 500 | $4.00K | 0.00% | +500 | New |
| Advisor Group Holdings, Inc. | 550 | $5.00K | 0.00% | +550 | New |
| RiverPark Advisors, LLC | 1,779 | $15.0K | 0.00% | +1,779 | New |
| Quantbot Technologies LP | 2,600 | $21.0K | 0.00% | +2,600 | New |
| JPMorgan Chase & Co | 3,696 | $31.0K | 0.00% | +3,696 | New |
| Steward Partners Investment Advisory, LLC | 4,026 | $33.0K | 0.00% | +4,026 | New |
| Penserra Capital Management LLC | 5,320 | $43.0K | 0.00% | +5,320 | New |
| Wolverine Asset Management LLC | 5,496 | $45.0K | 0.00% | +5,496 | New |
| UBS Group AG | 8,750 | $72.0K | 0.00% | +8,750 | New |
| Rhumbline Advisers | 10,070 | $83.0K | 0.00% | +10,070 | New |
| Paloma Partners Management Co | 11,231 | $93.0K | 0.00% | +11,231 | New |
| Charles Schwab Investment Management Inc | 11,705 | $97.0K | 0.00% | +11,705 | New |
| Tower Research Capital LLC (TRC) | 12,168 | $101.0K | 0.00% | +12,168 | New |
| State Street Corp | 13,400 | $111.0K | 0.00% | +13,400 | New |
| Millennium Management LLC | 17,069 | $141.0K | 0.00% | +17,069 | New |
| Cohanzick Management, LLC | 22,994 | $190.0K | 0.05% | +22,994 | New |
| Morgan Stanley | 31,098 | $257.0K | 0.00% | +31,098 | New |
| Qube Research & Technologies Ltd | 32,210 | $266.0K | 0.00% | +32,210 | New |
| Marshall Wace, LLP | 36,858 | $304.0K | 0.00% | −568,305−93.9% | Reduced |
| Victory Capital Management Inc | 37,811 | $312.0K | 0.00% | +37,811 | New |
| Northern Trust Corp | 49,659 | $410.0K | 0.00% | +49,659 | New |
| Royce & Associates LP | 50,000 | $413.0K | 0.00% | +50,000 | New |
| BlackRock Inc. | 50,179 | $414.0K | 0.00% | +50,179 | New |
| Marshall Wace North America L.P. | 61,301 | $506.0K | 0.00% | +61,301 | New |
| Formidable Asset Management, LLC | 81,500 | $673.0K | 0.13% | +81,500 | New |
| Westchester Capital Management, LLC | 94,129 | $778.0K | 0.02% | +94,129 | New |
| Magnetar Financial LLC | 104,325 | $862.0K | 0.01% | +104,325 | New |
| Maven Securities LTD | 108,246 | $894.0K | 0.10% | +108,246 | New |
| Kepos Capital LP | 140,000 | $1.16M | 0.08% | +140,000 | New |
| Geode Capital Management, LLC | 194,501 | $1.61M | 0.00% | +194,501 | New |
| Monashee Investment Management LLC | 300,000 | $2.48M | 0.46% | +300,000 | New |
| Bank of New York Mellon Corp | 420,637 | $3.47M | 0.00% | +420,637 | New |
| Allianz Asset Management GmbH | 500,000 | $3.82M | 0.00% | +500,000 | New |
| Rovida Advisors Inc. | 500,000 | $4.12M | 0.17% | +500,000 | New |
| Kornitzer Capital Management Inc | 668,243 | $5.52M | 0.08% | +668,243 | New |
| Polar Asset Management Partners Inc. | 1,000,000 | $8.26M | 0.10% | +1,000,000 | New |
| Schonfeld Strategic Advisors LLC | 1,016,600 | $8.40M | 0.10% | +1,016,600 | New |
| Point72 Asset Management, L.P. | 1,087,113 | $8.98M | 0.04% | +1,087,113 | New |
| Vanguard Group Inc | 1,357,226 | $11.2M | 0.00% | +1,357,226 | New |
| Highline Capital Management, L.P. | 1,650,000 | $13.6M | 11.51% | +1,650,000 | New |
| Greenhaven Road Investment Management, L.P. | 2,500,000 | $20.6M | 4.08% | +2,500,000 | New |