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 |
|---|---|---|---|---|---|
| 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 |
| Citigroup Inc | 258 | $1.00K | 0.00% | −785−75.3% | Reduced |
| Royal Bank of Canada | 490 | $1.00K | 0.00% | +394+410.4% | Added |
| Ameritas Investment Partners, Inc. | 1,277 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 687 | $2.00K | 0.00% | +623+973.4% | Added |
| Legal & General Group Plc | 1,445 | $3.00K | 0.00% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 1,779 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,440 | $4.00K | 0.00% | +586+68.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,000 | $5.00K | 0.00% | +2,000 | 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 |
| 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 |
| UBS Group AG | 4,543 | $10.0K | 0.00% | +4,543 | New |
| CSS LLC | 5,032 | $11.0K | 0.00% | +5,032 | New |
| California State Teachers Retirement System | 6,719 | $15.0K | 0.00% | −561−7.7% | Reduced |
| American International Group, Inc. | 8,082 | $18.0K | 0.00% | +114+1.4% | Added |
| Bank of America Corp | 8,278 | $19.0K | 0.00% | +1,462+21.4% | Added |
| JPMorgan Chase & Co | 9,102 | $21.0K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 11,400 | $26.0K | 0.00% | +11,400 | New |
| Invesco Ltd. | 12,568 | $28.0K | 0.00% | +10+0.1% | Added |
| New York State Common Retirement Fund | 12,641 | $29.0K | 0.00% | −14,359−53.2% | Reduced |
| Jump Financial, LLC | 13,986 | $32.0K | 0.00% | +13,986 | New |
| 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 |
| Belvedere Trading LLC | 13,430 | $34.0K | 0.04% | +10,146+309.0% | Added |
| Alpine Global Management, LLC | 15,837 | $36.0K | 0.01% | +15,837 | New |
| Raymond James & Associates | 16,977 | $39.0K | 0.00% | +16,977 | New |
| Gsa Capital Partners LLP | 20,247 | $46.0K | 0.01% | −28,092−58.1% | Reduced |
| Privium Fund Management B.V. | 23,079 | $53.0K | 0.02% | +23,079 | New |
| Deutsche Bank AG | 25,313 | $58.0K | 0.00% | +17,265+214.5% | Added |
| Rhumbline Advisers | 26,560 | $61.0K | 0.00% | −8,993−25.3% | Reduced |
| Nuveen Asset Management, LLC | 38,347 | $88.0K | 0.00% | +2,652+7.4% | Added |
| Charles Schwab Investment Management Inc | 49,112 | $112.0K | 0.00% | 00.0% | Unchanged |
| Taconic Capital Advisors LP | 61,637 | $141.0K | 0.00% | +61,637 | New |
| Davidson Kempner Capital Management LP | 79,212 | $179.0K | 0.00% | +79,212 | New |
| Group One Trading, L.P. | 81,696 | $186.0K | 0.01% | +81,696 | New |
| Castle Creek Arbitrage, LLC | 83,967 | $191.0K | 0.01% | +83,967 | New |
| Westchester Capital Management, LLC | 94,129 | $214.0K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 94,097 | $215.0K | 0.00% | +94,097 | New |
| Renaissance Technologies LLC | 108,900 | $248.0K | 0.00% | +8,700+8.7% | Added |
| Cohanzick Management, LLC | 110,466 | $252.0K | 0.06% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 110,851 | $253.0K | 0.56% | +6,375+6.1% | Added |
| Allianz Asset Management GmbH | 150,000 | $258.0K | 0.00% | −350,000−70.0% | Reduced |
| Susquehanna International Group, LLP | 143,779 | $328.0K | 0.00% | +98,123+214.9% | Added |
| Northern Trust Corp | 158,392 | $361.0K | 0.00% | +419+0.3% | Added |
| Morgan Stanley | 167,693 | $381.0K | 0.00% | +80,058+91.4% | Added |
| SkyView Investment Advisors, LLC | 199,204 | $454.0K | 0.13% | +199,204 | New |
| Millennium Management LLC | 241,709 | $551.0K | 0.00% | +241,709 | New |
| State Street Corp | 294,265 | $671.0K | 0.00% | +19,892+7.2% | Added |
| Geode Capital Management, LLC | 342,699 | $781.0K | 0.00% | −57,943−14.5% | Reduced |
| Bank of New York Mellon Corp | 370,565 | $846.0K | 0.00% | +333+0.1% | Added |
| Formidable Asset Management, LLC | 411,749 | $967.0K | 0.22% | +302,754+277.8% | Added |
| Rovida Advisors Inc. | 483,720 | $1.09M | 0.51% | −16,280−3.3% | Reduced |
| Vanguard Group Inc | 722,843 | $1.65M | 0.00% | −652,243−47.4% | Reduced |
| BlackRock Inc. | 816,088 | $1.86M | 0.00% | +61,740+8.2% | Added |
| Highline Capital Management, L.P. | 1,060,853 | $2.42M | 4.69% | 00.0% | Unchanged |
| Royce & Associates LP | 1,211,400 | $2.76M | 0.03% | +1,000,000+473.0% | Added |
| Greenhaven Road Investment Management, L.P. | 4,355,844 | $9.93M | 5.97% | +1,855,844+74.2% | 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 |