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, Q3 2022
Institutional positions in Marketwise, Inc. as of Sep 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
- 63
- +8 vs. Q2 2022
- Shares held
- 12.3M
- +1.55M (+14.3%) vs. Q2 2022
- Total value
- $28.1M
- −$10.3M (−26.9%) vs. Q2 2022
- New holders
- 19
- 24 more added
- Sold out
- 11
- 11 more reduced
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greenhaven Road Investment Management, L.P. | 4,355,844 | $9.93M | 5.97% | +1,855,844+74.2% | Added |
| Royce & Associates LP | 1,211,400 | $2.76M | 0.03% | +1,000,000+473.0% | Added |
| Highline Capital Management, L.P. | 1,060,853 | $2.42M | 4.69% | 00.0% | Unchanged |
| BlackRock Inc. | 816,088 | $1.86M | 0.00% | +61,740+8.2% | Added |
| Vanguard Group Inc | 722,843 | $1.65M | 0.00% | −652,243−47.4% | Reduced |
| Rovida Advisors Inc. | 483,720 | $1.09M | 0.51% | −16,280−3.3% | Reduced |
| Formidable Asset Management, LLC | 411,749 | $967.0K | 0.22% | +302,754+277.8% | Added |
| Bank of New York Mellon Corp | 370,565 | $846.0K | 0.00% | +333+0.1% | Added |
| Geode Capital Management, LLC | 342,699 | $781.0K | 0.00% | −57,943−14.5% | Reduced |
| State Street Corp | 294,265 | $671.0K | 0.00% | +19,892+7.2% | Added |
| Millennium Management LLC | 241,709 | $551.0K | 0.00% | +241,709 | New |
| SkyView Investment Advisors, LLC | 199,204 | $454.0K | 0.13% | +199,204 | New |
| Morgan Stanley | 167,693 | $381.0K | 0.00% | +80,058+91.4% | Added |
| Northern Trust Corp | 158,392 | $361.0K | 0.00% | +419+0.3% | Added |
| Susquehanna International Group, LLP | 143,779 | $328.0K | 0.00% | +98,123+214.9% | Added |
| Allianz Asset Management GmbH | 150,000 | $258.0K | 0.00% | −350,000−70.0% | Reduced |
| Eschler Asset Management LLP | 110,851 | $253.0K | 0.56% | +6,375+6.1% | Added |
| Cohanzick Management, LLC | 110,466 | $252.0K | 0.06% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 108,900 | $248.0K | 0.00% | +8,700+8.7% | Added |
| Janney Montgomery Scott LLC | 94,097 | $215.0K | 0.00% | +94,097 | New |
| Westchester Capital Management, LLC | 94,129 | $214.0K | 0.01% | 00.0% | Unchanged |
| Castle Creek Arbitrage, LLC | 83,967 | $191.0K | 0.01% | +83,967 | New |
| Group One Trading, L.P. | 81,696 | $186.0K | 0.01% | +81,696 | New |
| Davidson Kempner Capital Management LP | 79,212 | $179.0K | 0.00% | +79,212 | New |
| Taconic Capital Advisors LP | 61,637 | $141.0K | 0.00% | +61,637 | New |
| Charles Schwab Investment Management Inc | 49,112 | $112.0K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 38,347 | $88.0K | 0.00% | +2,652+7.4% | Added |
| Rhumbline Advisers | 26,560 | $61.0K | 0.00% | −8,993−25.3% | Reduced |
| Deutsche Bank AG | 25,313 | $58.0K | 0.00% | +17,265+214.5% | Added |
| Privium Fund Management B.V. | 23,079 | $53.0K | 0.02% | +23,079 | New |
| Gsa Capital Partners LLP | 20,247 | $46.0K | 0.01% | −28,092−58.1% | Reduced |
| Raymond James & Associates | 16,977 | $39.0K | 0.00% | +16,977 | New |
| Alpine Global Management, LLC | 15,837 | $36.0K | 0.01% | +15,837 | New |
| Belvedere Trading LLC | 13,430 | $34.0K | 0.04% | +10,146+309.0% | Added |
| Wolverine Trading, LLC | 14,182 | $33.0K | 0.00% | +14,182 | New |
| Jane Street Group, LLC | 14,654 | $33.0K | 0.00% | +14,654 | New |
| Jump Financial, LLC | 13,986 | $32.0K | 0.00% | +13,986 | New |
| New York State Common Retirement Fund | 12,641 | $29.0K | 0.00% | −14,359−53.2% | Reduced |
| Invesco Ltd. | 12,568 | $28.0K | 0.00% | +10+0.1% | Added |
| Alliancebernstein L.P. | 11,400 | $26.0K | 0.00% | +11,400 | New |
| JPMorgan Chase & Co | 9,102 | $21.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 8,278 | $19.0K | 0.00% | +1,462+21.4% | Added |
| American International Group, Inc. | 8,082 | $18.0K | 0.00% | +114+1.4% | Added |
| California State Teachers Retirement System | 6,719 | $15.0K | 0.00% | −561−7.7% | Reduced |
| CSS LLC | 5,032 | $11.0K | 0.00% | +5,032 | New |
| UBS Group AG | 4,543 | $10.0K | 0.00% | +4,543 | New |
| STRS Ohio | 4,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,849 | $9.00K | 0.00% | +10+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 4,000 | $9.00K | 0.00% | +3,591+878.0% | Added |
| Simplex Trading, LLC | 4,240 | $9.00K | 0.00% | +4,240 | New |
| Advisor Group Holdings, Inc. | 2,787 | $7.00K | 0.00% | +413+17.4% | Added |
| DuPont Capital Management Corp | 3,252 | $7.00K | 0.00% | +3,252 | New |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $5.00K | 0.00% | +2,000 | New |
| RiverPark Advisors, LLC | 1,779 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,440 | $4.00K | 0.00% | +586+68.6% | Added |
| Legal & General Group Plc | 1,445 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,277 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 687 | $2.00K | 0.00% | +623+973.4% | Added |
| Citigroup Inc | 258 | $1.00K | 0.00% | −785−75.3% | Reduced |
| Royal Bank of Canada | 490 | $1.00K | 0.00% | +394+410.4% | Added |
| Tower Research Capital LLC (TRC) | 19 | $0 | 0.00% | −2,279−99.2% | Reduced |
| Wells Fargo & Company | 102 | $0 | 0.00% | −241−70.3% | Reduced |
| Credit Suisse AG | 93 | $0 | 0.00% | +85+1,062.5% | Added |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −1,453,000−100.0% | Sold out |
| Phraction Management LLC | 0 | $0 | 0.00% | −114,850−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −43,281−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −41,759−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −35,691−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −30,176−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,052−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −12,261−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −12,042−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −4,281−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −167−100.0% | Sold out |