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, Q4 2021
Institutional positions in Marketwise, Inc. as of Dec 31, 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
- 46
- +3 vs. Q3 2021
- Shares held
- 11.9M
- −282.5K (−2.3%) vs. Q3 2021
- Total value
- $89.0M
- −$10.9M (−10.9%) vs. Q3 2021
- New holders
- 13
- 10 more added
- Sold out
- 10
- 14 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 185 | $1.00K | 0.00% | −365−66.4% | Reduced |
| Wells Fargo & Company | 154 | $1.00K | 0.00% | −18−10.5% | Reduced |
| Bank of America Corp | 1,109 | $8.00K | 0.00% | +830+297.5% | Added |
| RiverPark Advisors, LLC | 1,779 | $13.0K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,701 | $20.0K | 0.00% | −995−26.9% | Reduced |
| Wolverine Asset Management LLC | 3,253 | $24.0K | 0.00% | −2,243−40.8% | Reduced |
| Penserra Capital Management LLC | 4,180 | $31.0K | 0.00% | −1,140−21.4% | Reduced |
| Marshall Wace, LLP | 4,816 | $36.0K | 0.00% | −32,042−86.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,741 | $43.0K | 0.00% | +1,715+42.6% | Added |
| Tower Research Capital LLC (TRC) | 6,378 | $48.0K | 0.00% | −5,790−47.6% | Reduced |
| Simplex Trading, LLC | 6,970 | $52.0K | 0.00% | +6,970 | New |
| UBS Group AG | 8,856 | $67.0K | 0.00% | +106+1.2% | Added |
| Rhumbline Advisers | 10,070 | $76.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 11,700 | $88.0K | 0.00% | +11,700 | New |
| Charles Schwab Investment Management Inc | 11,705 | $89.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,089 | $99.0K | 0.00% | +13,089 | New |
| Millennium Management LLC | 13,971 | $105.0K | 0.00% | −3,098−18.1% | Reduced |
| CIBC Asset Management Inc | 13,158 | $125.0K | 0.00% | +13,158 | New |
| Squarepoint Ops LLC | 20,946 | $158.0K | 0.00% | +20,946 | New |
| Citadel Advisors LLC | 23,416 | $177.0K | 0.00% | +23,416 | New |
| Victory Capital Management Inc | 36,759 | $277.0K | 0.00% | −1,052−2.8% | Reduced |
| Morgan Stanley | 37,018 | $279.0K | 0.00% | +5,920+19.0% | Added |
| Susquehanna International Group, LLP | 40,609 | $306.0K | 0.00% | +40,609 | New |
| Northern Trust Corp | 46,315 | $349.0K | 0.00% | −3,344−6.7% | Reduced |
| Formidable Asset Management, LLC | 56,595 | $404.0K | 0.08% | −24,905−30.6% | Reduced |
| Telemetry Investments, L.L.C. | 58,500 | $441.0K | 0.58% | +58,500 | New |
| Cohanzick Management, LLC | 72,994 | $550.4K | 0.10% | +50,000+217.4% | Added |
| State Street Corp | 82,400 | $621.0K | 0.00% | +69,000+514.9% | Added |
| HRT Financial LP | 85,201 | $642.0K | 0.00% | +85,201 | New |
| Phraction Management LLC | 89,850 | $677.0K | 0.41% | +89,850 | New |
| Westchester Capital Management, LLC | 94,129 | $709.0K | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 114,544 | $864.0K | 0.00% | +64,365+128.3% | Added |
| Eschler Asset Management LLP | 125,010 | $943.0K | 1.21% | +125,010 | New |
| Royce & Associates LP | 186,400 | $1.41M | 0.01% | +136,400+272.8% | Added |
| Geode Capital Management, LLC | 229,187 | $1.73M | 0.00% | +34,686+17.8% | Added |
| Bank of New York Mellon Corp | 374,853 | $2.83M | 0.00% | −45,784−10.9% | Reduced |
| Divisadero Street Capital Management, LP | 436,281 | $3.29M | 2.75% | +436,281 | New |
| Allianz Asset Management GmbH | 500,000 | $3.41M | 0.00% | 00.0% | Unchanged |
| Rovida Advisors Inc. | 500,000 | $3.75M | 0.17% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 668,243 | $5.04M | 0.08% | 00.0% | Unchanged |
| Cannell Capital LLC | 744,815 | $5.62M | 0.89% | +744,815 | New |
| Vanguard Group Inc | 804,604 | $6.07M | 0.00% | −552,622−40.7% | Reduced |
| Polar Asset Management Partners Inc. | 1,000,000 | $7.54M | 0.09% | 00.0% | Unchanged |
| Highline Capital Management, L.P. | 1,342,237 | $10.1M | 9.23% | −307,763−18.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,468,900 | $11.1M | 0.11% | +452,300+44.5% | Added |
| Greenhaven Road Investment Management, L.P. | 2,500,000 | $18.9M | 4.25% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,087,113−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −108,246−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −104,325−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −32,210−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −11,231−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |