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, Q2 2022
Institutional positions in Marketwise, Inc. as of Jun 30, 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
- 55
- +2 vs. Q1 2022
- Shares held
- 10.8M
- +253.2K (+2.4%) vs. Q1 2022
- Total value
- $38.4M
- −$10.9M (−22.1%) vs. Q1 2022
- New holders
- 16
- 16 more added
- Sold out
- 14
- 15 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greenhaven Road Investment Management, L.P. | 2,500,000 | $9.00M | 4.62% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,453,000 | $5.23M | 0.06% | −5,500−0.4% | Reduced |
| Vanguard Group Inc | 1,375,086 | $4.95M | 0.00% | −136,125−9.0% | Reduced |
| Highline Capital Management, L.P. | 1,060,853 | $3.82M | 6.60% | 00.0% | Unchanged |
| BlackRock Inc. | 754,348 | $2.71M | 0.00% | +636,224+538.6% | Added |
| Rovida Advisors Inc. | 500,000 | $1.79M | 0.46% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 400,642 | $1.44M | 0.00% | +162,368+68.1% | Added |
| Allianz Asset Management GmbH | 500,000 | $1.38M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 370,232 | $1.33M | 0.00% | +11,999+3.3% | Added |
| State Street Corp | 274,373 | $988.0K | 0.00% | +184,248+204.4% | Added |
| Royce & Associates LP | 211,400 | $761.0K | 0.01% | 00.0% | Unchanged |
| Northern Trust Corp | 157,973 | $569.0K | 0.00% | +111,658+241.1% | Added |
| Phraction Management LLC | 114,850 | $413.0K | 0.27% | 00.0% | Unchanged |
| Cohanzick Management, LLC | 110,466 | $398.0K | 0.11% | +6,000+5.7% | Added |
| Formidable Asset Management, LLC | 108,995 | $392.0K | 0.09% | −293,999−73.0% | Reduced |
| Eschler Asset Management LLP | 104,476 | $376.0K | 0.77% | −20,534−16.4% | Reduced |
| Renaissance Technologies LLC | 100,200 | $361.0K | 0.00% | +11,400+12.8% | Added |
| Westchester Capital Management, LLC | 94,129 | $339.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 87,635 | $316.0K | 0.00% | +50,302+134.7% | Added |
| Charles Schwab Investment Management Inc | 49,112 | $177.0K | 0.00% | +37,407+319.6% | Added |
| Gsa Capital Partners LLP | 48,339 | $174.0K | 0.03% | +48,339 | New |
| Susquehanna International Group, LLP | 45,656 | $164.0K | 0.00% | −86,283−65.4% | Reduced |
| Delphia (USA) Inc. | 43,281 | $156.0K | 0.11% | −13,381−23.6% | Reduced |
| Corton Capital Inc. | 41,759 | $150.0K | 0.14% | −40,183−49.0% | Reduced |
| Nuveen Asset Management, LLC | 35,695 | $129.0K | 0.00% | +35,695 | New |
| Victory Capital Management Inc | 35,691 | $128.0K | 0.00% | −91−0.3% | Reduced |
| Rhumbline Advisers | 35,553 | $128.0K | 0.00% | +25,483+253.1% | Added |
| Polar Asset Management Partners Inc. | 30,176 | $109.0K | 0.00% | −80,291−72.7% | Reduced |
| New York State Common Retirement Fund | 27,000 | $97.0K | 0.00% | +27,000 | New |
| HRT Financial LP | 17,052 | $61.0K | 0.00% | −64,272−79.0% | Reduced |
| Invesco Ltd. | 12,558 | $45.0K | 0.00% | +12,558 | New |
| CIBC Asset Management Inc | 12,261 | $44.0K | 0.00% | −897−6.8% | Reduced |
| Wolverine Asset Management LLC | 12,042 | $43.0K | 0.00% | +583+5.1% | Added |
| JPMorgan Chase & Co | 9,102 | $33.0K | 0.00% | +8,422+1,238.5% | Added |
| American International Group, Inc. | 7,968 | $29.0K | 0.00% | +7,968 | New |
| Deutsche Bank AG | 8,048 | $29.0K | 0.00% | +8,048 | New |
| California State Teachers Retirement System | 7,280 | $26.0K | 0.00% | +7,280 | New |
| Bank of America Corp | 6,816 | $25.0K | 0.00% | +4,041+145.6% | Added |
| Penserra Capital Management LLC | 4,281 | $15.0K | 0.00% | +922+27.4% | Added |
| STRS Ohio | 4,000 | $14.0K | 0.00% | +4,000 | New |
| Amalgamated Bank | 3,839 | $14.0K | 0.00% | +3,839 | New |
| Belvedere Trading LLC | 3,284 | $10.0K | 0.01% | +3,284 | New |
| Advisor Group Holdings, Inc. | 2,374 | $9.00K | 0.00% | +2,189+1,183.2% | Added |
| Tower Research Capital LLC (TRC) | 2,298 | $8.00K | 0.00% | −597−20.6% | Reduced |
| RiverPark Advisors, LLC | 1,779 | $6.00K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,445 | $5.00K | 0.00% | +1,445 | New |
| Citigroup Inc | 1,043 | $4.00K | 0.00% | −3,389−76.5% | Reduced |
| Ameritas Investment Partners, Inc. | 1,277 | $4.00K | 0.00% | +1,277 | New |
| Barclays PLC | 854 | $3.00K | 0.00% | +854 | New |
| Steward Partners Investment Advisory, LLC | 409 | $1.00K | 0.00% | −5,474−93.0% | Reduced |
| Wells Fargo & Company | 343 | $1.00K | 0.00% | +188+121.3% | Added |
| Bell Investment Advisors, Inc | 167 | $1.00K | 0.00% | +167 | New |
| Royal Bank of Canada | 96 | $0 | 0.00% | −102−51.5% | Reduced |
| FMR LLC | 64 | $0 | 0.00% | +64 | New |
| Credit Suisse AG | 8 | $0 | 0.00% | +8 | New |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −75,379−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −57,134−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −56,761−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −60,342−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −29,940−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −28,610−100.0% | Sold out |
| Telemetry Investments, L.L.C. | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,283−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −15,094−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,723−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,476−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −7,587−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −6,387−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,696−100.0% | Sold out |