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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| Barclays PLC | 854 | $3.00K | 0.00% | +854 | 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 |
| Legal & General Group Plc | 1,445 | $5.00K | 0.00% | +1,445 | New |
| RiverPark Advisors, LLC | 1,779 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,298 | $8.00K | 0.00% | −597−20.6% | Reduced |
| Advisor Group Holdings, Inc. | 2,374 | $9.00K | 0.00% | +2,189+1,183.2% | Added |
| Belvedere Trading LLC | 3,284 | $10.0K | 0.01% | +3,284 | New |
| STRS Ohio | 4,000 | $14.0K | 0.00% | +4,000 | New |
| Amalgamated Bank | 3,839 | $14.0K | 0.00% | +3,839 | New |
| Penserra Capital Management LLC | 4,281 | $15.0K | 0.00% | +922+27.4% | Added |
| Bank of America Corp | 6,816 | $25.0K | 0.00% | +4,041+145.6% | Added |
| California State Teachers Retirement System | 7,280 | $26.0K | 0.00% | +7,280 | New |
| 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 |
| JPMorgan Chase & Co | 9,102 | $33.0K | 0.00% | +8,422+1,238.5% | Added |
| Wolverine Asset Management LLC | 12,042 | $43.0K | 0.00% | +583+5.1% | Added |
| CIBC Asset Management Inc | 12,261 | $44.0K | 0.00% | −897−6.8% | Reduced |
| Invesco Ltd. | 12,558 | $45.0K | 0.00% | +12,558 | New |
| HRT Financial LP | 17,052 | $61.0K | 0.00% | −64,272−79.0% | Reduced |
| New York State Common Retirement Fund | 27,000 | $97.0K | 0.00% | +27,000 | New |
| Polar Asset Management Partners Inc. | 30,176 | $109.0K | 0.00% | −80,291−72.7% | Reduced |
| 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 |
| Nuveen Asset Management, LLC | 35,695 | $129.0K | 0.00% | +35,695 | New |
| Corton Capital Inc. | 41,759 | $150.0K | 0.14% | −40,183−49.0% | Reduced |
| Delphia (USA) Inc. | 43,281 | $156.0K | 0.11% | −13,381−23.6% | Reduced |
| Susquehanna International Group, LLP | 45,656 | $164.0K | 0.00% | −86,283−65.4% | Reduced |
| Gsa Capital Partners LLP | 48,339 | $174.0K | 0.03% | +48,339 | New |
| Charles Schwab Investment Management Inc | 49,112 | $177.0K | 0.00% | +37,407+319.6% | Added |
| Morgan Stanley | 87,635 | $316.0K | 0.00% | +50,302+134.7% | Added |
| Westchester Capital Management, LLC | 94,129 | $339.0K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 100,200 | $361.0K | 0.00% | +11,400+12.8% | Added |
| Eschler Asset Management LLP | 104,476 | $376.0K | 0.77% | −20,534−16.4% | Reduced |
| Formidable Asset Management, LLC | 108,995 | $392.0K | 0.09% | −293,999−73.0% | Reduced |
| Cohanzick Management, LLC | 110,466 | $398.0K | 0.11% | +6,000+5.7% | Added |
| Phraction Management LLC | 114,850 | $413.0K | 0.27% | 00.0% | Unchanged |
| Northern Trust Corp | 157,973 | $569.0K | 0.00% | +111,658+241.1% | Added |
| Royce & Associates LP | 211,400 | $761.0K | 0.01% | 00.0% | Unchanged |
| State Street Corp | 274,373 | $988.0K | 0.00% | +184,248+204.4% | Added |
| Bank of New York Mellon Corp | 370,232 | $1.33M | 0.00% | +11,999+3.3% | Added |
| Allianz Asset Management GmbH | 500,000 | $1.38M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 400,642 | $1.44M | 0.00% | +162,368+68.1% | Added |
| Rovida Advisors Inc. | 500,000 | $1.79M | 0.46% | 00.0% | Unchanged |
| BlackRock Inc. | 754,348 | $2.71M | 0.00% | +636,224+538.6% | Added |
| Highline Capital Management, L.P. | 1,060,853 | $3.82M | 6.60% | 00.0% | Unchanged |
| Vanguard Group Inc | 1,375,086 | $4.95M | 0.00% | −136,125−9.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,453,000 | $5.23M | 0.06% | −5,500−0.4% | Reduced |
| Greenhaven Road Investment Management, L.P. | 2,500,000 | $9.00M | 4.62% | 00.0% | Unchanged |
| 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 |