Marketwise, Inc.
MKTW- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001805651
No open-market purchases or sales by Marketwise, Inc. insiders were filed in the last 90 days; 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 |
|---|---|---|---|---|---|
| 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 |
| JPMorgan Chase & Co | 680 | $3.00K | 0.00% | −2,021−74.8% | Reduced |
| RiverPark Advisors, LLC | 1,779 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 2,775 | $13.0K | 0.00% | +1,666+150.2% | Added |
| Tower Research Capital LLC (TRC) | 2,895 | $14.0K | 0.00% | −3,483−54.6% | Reduced |
| Penserra Capital Management LLC | 3,359 | $15.0K | 0.00% | −821−19.6% | Reduced |
| Citigroup Inc | 4,432 | $21.0K | 0.00% | +4,432 | New |
| Group One Trading, L.P. | 4,696 | $22.0K | 0.00% | +4,696 | New |
| Steward Partners Investment Advisory, LLC | 5,883 | $28.0K | 0.00% | +142+2.5% | Added |
| State of Wyoming | 6,387 | $30.0K | 0.02% | +6,387 | New |
| UBS Group AG | 7,587 | $36.0K | 0.00% | −1,269−14.3% | Reduced |
| Rhumbline Advisers | 10,070 | $48.0K | 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 |
| Charles Schwab Investment Management Inc | 11,705 | $56.0K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 12,723 | $60.0K | 0.00% | +12,723 | New |
| Simplex Trading, LLC | 15,094 | $71.0K | 0.00% | +8,124+116.6% | Added |
| Jane Street Group, LLC | 18,283 | $86.0K | 0.00% | +5,194+39.7% | Added |
| 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 |
| 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 |
| Squarepoint Ops LLC | 29,940 | $141.0K | 0.00% | +8,994+42.9% | Added |
| Morgan Stanley | 37,333 | $176.0K | 0.00% | +315+0.9% | Added |
| Northern Trust Corp | 46,315 | $219.0K | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 60,342 | $261.0K | 0.06% | +60,342 | New |
| Delphia (USA) Inc. | 56,662 | $267.0K | 0.20% | +56,662 | New |
| ExodusPoint Capital Management, LP | 56,761 | $268.0K | 0.00% | +56,761 | New |
| Millennium Management LLC | 57,134 | $270.0K | 0.00% | +43,163+308.9% | Added |
| D. E. Shaw & Co., Inc. | 75,379 | $356.0K | 0.00% | +75,379 | New |
| HRT Financial LP | 81,324 | $383.0K | 0.00% | −3,877−4.6% | Reduced |
| Corton Capital Inc. | 81,942 | $387.0K | 0.17% | +81,942 | New |
| Renaissance Technologies LLC | 88,800 | $419.0K | 0.00% | +77,100+659.0% | Added |
| State Street Corp | 90,125 | $425.0K | 0.00% | +7,725+9.4% | Added |
| Westchester Capital Management, LLC | 94,129 | $444.0K | 0.01% | 00.0% | Unchanged |
| Cohanzick Management, LLC | 104,466 | $493.0K | 0.11% | +31,472+43.1% | Added |
| Polar Asset Management Partners Inc. | 110,467 | $521.0K | 0.01% | −889,533−89.0% | Reduced |
| Phraction Management LLC | 114,850 | $542.0K | 0.31% | +25,000+27.8% | Added |
| BlackRock Inc. | 118,124 | $558.0K | 0.00% | +3,580+3.1% | Added |
| Susquehanna International Group, LLP | 131,939 | $623.0K | 0.00% | +91,330+224.9% | Added |
| Eschler Asset Management LLP | 125,010 | $626.0K | 0.59% | 00.0% | Unchanged |
| Royce & Associates LP | 211,400 | $998.0K | 0.01% | +25,000+13.4% | Added |
| Geode Capital Management, LLC | 238,274 | $1.12M | 0.00% | +9,087+4.0% | Added |
| Bank of New York Mellon Corp | 358,233 | $1.69M | 0.00% | −16,620−4.4% | Reduced |
| Allianz Asset Management GmbH | 500,000 | $1.89M | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 402,994 | $1.90M | 0.36% | +346,399+612.1% | Added |
| Rovida Advisors Inc. | 500,000 | $2.36M | 0.51% | 00.0% | Unchanged |
| Highline Capital Management, L.P. | 1,060,853 | $5.01M | 6.08% | −281,384−21.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,458,500 | $6.88M | 0.08% | −10,400−0.7% | Reduced |
| Vanguard Group Inc | 1,511,211 | $7.13M | 0.00% | +706,607+87.8% | Added |
| Greenhaven Road Investment Management, L.P. | 2,500,000 | $11.8M | 3.85% | 00.0% | Unchanged |
| 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 |