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, Q1 2022
Institutional positions in Marketwise, Inc. as of Mar 31, 2022. 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
- 53
- +7 vs. Q4 2021
- Shares held
- 10.5M
- −1.32M (−11.1%) vs. Q4 2021
- Total value
- $49.3M
- −$39.7M (−44.6%) vs. Q4 2021
- New holders
- 12
- 19 more added
- Sold out
- 5
- 11 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greenhaven Road Investment Management, L.P. | 2,500,000 | $11.8M | 3.85% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,511,211 | $7.13M | 0.00% | +706,607+87.8% | Added |
| Schonfeld Strategic Advisors LLC | 1,458,500 | $6.88M | 0.08% | −10,400−0.7% | Reduced |
| Highline Capital Management, L.P. | 1,060,853 | $5.01M | 6.08% | −281,384−21.0% | Reduced |
| Rovida Advisors Inc. | 500,000 | $2.36M | 0.51% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 402,994 | $1.90M | 0.36% | +346,399+612.1% | Added |
| Allianz Asset Management GmbH | 500,000 | $1.89M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 358,233 | $1.69M | 0.00% | −16,620−4.4% | Reduced |
| Geode Capital Management, LLC | 238,274 | $1.12M | 0.00% | +9,087+4.0% | Added |
| Royce & Associates LP | 211,400 | $998.0K | 0.01% | +25,000+13.4% | Added |
| Eschler Asset Management LLP | 125,010 | $626.0K | 0.59% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 131,939 | $623.0K | 0.00% | +91,330+224.9% | Added |
| BlackRock Inc. | 118,124 | $558.0K | 0.00% | +3,580+3.1% | Added |
| Phraction Management LLC | 114,850 | $542.0K | 0.31% | +25,000+27.8% | Added |
| Polar Asset Management Partners Inc. | 110,467 | $521.0K | 0.01% | −889,533−89.0% | Reduced |
| Cohanzick Management, LLC | 104,466 | $493.0K | 0.11% | +31,472+43.1% | Added |
| Westchester Capital Management, LLC | 94,129 | $444.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 90,125 | $425.0K | 0.00% | +7,725+9.4% | Added |
| Renaissance Technologies LLC | 88,800 | $419.0K | 0.00% | +77,100+659.0% | Added |
| Corton Capital Inc. | 81,942 | $387.0K | 0.17% | +81,942 | New |
| HRT Financial LP | 81,324 | $383.0K | 0.00% | −3,877−4.6% | Reduced |
| D. E. Shaw & Co., Inc. | 75,379 | $356.0K | 0.00% | +75,379 | New |
| Millennium Management LLC | 57,134 | $270.0K | 0.00% | +43,163+308.9% | Added |
| ExodusPoint Capital Management, LP | 56,761 | $268.0K | 0.00% | +56,761 | New |
| Delphia (USA) Inc. | 56,662 | $267.0K | 0.20% | +56,662 | New |
| Sciencast Management LP | 60,342 | $261.0K | 0.06% | +60,342 | New |
| Northern Trust Corp | 46,315 | $219.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 37,333 | $176.0K | 0.00% | +315+0.9% | Added |
| Squarepoint Ops LLC | 29,940 | $141.0K | 0.00% | +8,994+42.9% | Added |
| Victory Capital Management Inc | 35,782 | $135.0K | 0.00% | −977−2.7% | Reduced |
| Qube Research & Technologies Ltd | 28,610 | $135.0K | 0.00% | +28,610 | New |
| Telemetry Investments, L.L.C. | 26,500 | $125.0K | 0.20% | −32,000−54.7% | Reduced |
| CIBC Asset Management Inc | 13,158 | $125.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 18,283 | $86.0K | 0.00% | +5,194+39.7% | Added |
| Simplex Trading, LLC | 15,094 | $71.0K | 0.00% | +8,124+116.6% | Added |
| Balyasny Asset Management LLC | 12,723 | $60.0K | 0.00% | +12,723 | New |
| Charles Schwab Investment Management Inc | 11,705 | $56.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 11,459 | $54.0K | 0.00% | +8,206+252.3% | Added |
| Virtu Financial LLC | 11,476 | $54.0K | 0.00% | +11,476 | New |
| Rhumbline Advisers | 10,070 | $48.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 7,587 | $36.0K | 0.00% | −1,269−14.3% | Reduced |
| State of Wyoming | 6,387 | $30.0K | 0.02% | +6,387 | New |
| Steward Partners Investment Advisory, LLC | 5,883 | $28.0K | 0.00% | +142+2.5% | Added |
| Group One Trading, L.P. | 4,696 | $22.0K | 0.00% | +4,696 | New |
| Citigroup Inc | 4,432 | $21.0K | 0.00% | +4,432 | New |
| Penserra Capital Management LLC | 3,359 | $15.0K | 0.00% | −821−19.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,895 | $14.0K | 0.00% | −3,483−54.6% | Reduced |
| Bank of America Corp | 2,775 | $13.0K | 0.00% | +1,666+150.2% | Added |
| RiverPark Advisors, LLC | 1,779 | $8.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 680 | $3.00K | 0.00% | −2,021−74.8% | Reduced |
| Wells Fargo & Company | 155 | $1.00K | 0.00% | +1+0.6% | Added |
| Advisor Group Holdings, Inc. | 185 | $1.00K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 198 | $1.00K | 0.00% | +198 | New |
| Cannell Capital LLC | 0 | $0 | 0.00% | −744,815−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −668,243−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −436,281−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −23,416−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −4,816−100.0% | Sold out |