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, Q4 2022
Institutional positions in Marketwise, Inc. as of Dec 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
- 55
- −8 vs. Q3 2022
- Shares held
- 10.8M
- −1.58M (−12.8%) vs. Q3 2022
- Total value
- $18.1M
- −$10.0M (−35.6%) vs. Q3 2022
- New holders
- 5
- 19 more added
- Sold out
- 13
- 14 more reduced
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greenhaven Road Investment Management, L.P. | 4,355,844 | $7.32M | 4.72% | 00.0% | Unchanged |
| Royce & Associates LP | 1,211,400 | $2.04M | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 873,363 | $1.47M | 0.00% | +57,275+7.0% | Added |
| Vanguard Group Inc | 725,739 | $1.22M | 0.00% | +2,896+0.4% | Added |
| Praetorian Capital Management LLC | 510,836 | $858.2K | 0.70% | +510,836 | New |
| Formidable Asset Management, LLC | 394,249 | $656.0K | 0.15% | −17,500−4.3% | Reduced |
| Bank of New York Mellon Corp | 377,844 | $634.8K | 0.00% | +7,279+2.0% | Added |
| Geode Capital Management, LLC | 330,753 | $555.0K | 0.00% | −11,946−3.5% | Reduced |
| State Street Corp | 308,912 | $519.0K | 0.00% | +14,647+5.0% | Added |
| SkyView Investment Advisors, LLC | 199,204 | $335.0K | 0.10% | 00.0% | Unchanged |
| Morgan Stanley | 159,845 | $268.5K | 0.00% | −7,848−4.7% | Reduced |
| Northern Trust Corp | 138,068 | $232.0K | 0.00% | −20,324−12.8% | Reduced |
| Citadel Advisors LLC | 130,935 | $220.0K | 0.00% | +130,935 | New |
| Renaissance Technologies LLC | 117,300 | $197.0K | 0.00% | +8,400+7.7% | Added |
| Eschler Asset Management LLP | 110,851 | $186.2K | 0.35% | 00.0% | Unchanged |
| Rovida Advisors Inc. | 105,824 | $177.8K | 0.07% | −377,896−78.1% | Reduced |
| Westchester Capital Management, LLC | 94,129 | $158.1K | 0.00% | 00.0% | Unchanged |
| Castle Creek Arbitrage, LLC | 83,967 | $141.1K | 0.01% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 79,212 | $133.0K | 0.00% | 00.0% | Unchanged |
| Taconic Capital Advisors LP | 61,637 | $103.5K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 49,112 | $82.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 48,810 | $82.0K | 0.00% | +23,497+92.8% | Added |
| Invesco Ltd. | 44,530 | $74.8K | 0.00% | +31,962+254.3% | Added |
| Jane Street Group, LLC | 28,810 | $48.4K | 0.00% | +14,156+96.6% | Added |
| Rhumbline Advisers | 25,542 | $43.0K | 0.00% | −1,018−3.8% | Reduced |
| Nuveen Asset Management, LLC | 24,078 | $40.0K | 0.00% | −14,269−37.2% | Reduced |
| Raymond James & Associates | 16,977 | $28.5K | 0.00% | 00.0% | Unchanged |
| Cohanzick Management, LLC | 15,000 | $25.2K | 0.01% | −95,466−86.4% | Reduced |
| New York State Common Retirement Fund | 12,641 | $21.2K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 12,300 | $20.7K | 0.00% | +900+7.9% | Added |
| JPMorgan Chase & Co | 11,194 | $19.0K | 0.00% | +2,092+23.0% | Added |
| Privium Fund Management B.V. | 10,079 | $17.0K | 0.01% | −13,000−56.3% | Reduced |
| Bank of America Corp | 8,950 | $15.0K | 0.00% | +672+8.1% | Added |
| Simplex Trading, LLC | 8,938 | $15.0K | 0.00% | +4,698+110.8% | Added |
| American International Group, Inc. | 8,052 | $13.5K | 0.00% | −30−0.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 7,000 | $11.8K | 0.01% | +5,000+250.0% | Added |
| California State Teachers Retirement System | 6,796 | $11.4K | 0.00% | +77+1.1% | Added |
| Tower Research Capital LLC (TRC) | 5,588 | $9.00K | 0.00% | +5,569+29,310.5% | Added |
| CSS LLC | 5,032 | $8.45K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 4,572 | $7.68K | 0.00% | +3,132+217.5% | Added |
| UBS Group AG | 4,206 | $7.07K | 0.00% | −337−7.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,954 | $6.64K | 0.00% | −46−1.2% | Reduced |
| STRS Ohio | 4,000 | $6.00K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,849 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,851 | $6.00K | 0.00% | +1,064+38.2% | Added |
| Royal Bank of Canada | 3,081 | $5.00K | 0.00% | +2,591+528.8% | Added |
| Belpointe Asset Management LLC | 2,000 | $3.36K | 0.00% | +2,000 | New |
| Ameritas Investment Partners, Inc. | 1,277 | $3.09K | 0.00% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 1,779 | $2.99K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,673 | $2.81K | 0.00% | +986+143.5% | Added |
| Legal & General Group Plc | 1,445 | $2.44K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 262 | $440 | 0.00% | +262 | New |
| Citigroup Inc | 116 | $195 | 0.00% | −142−55.0% | Reduced |
| Credit Suisse AG | 1 | $2 | 0.00% | −92−98.9% | Reduced |
| Nisa Investment Advisors, LLC | 148 | $0 | 0.00% | +148 | New |
| Highline Capital Management, L.P. | 0 | $0 | 0.00% | −1,060,853−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −241,709−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −143,779−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −94,097−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −81,696−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,247−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −15,837−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −13,430−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −14,182−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,986−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −3,252−100.0% | Sold out |
| Wells Fargo & Company | 0 | $0 | 0.00% | −102−100.0% | Sold out |