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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 148 | $0 | 0.00% | +148 | New |
| Credit Suisse AG | 1 | $2 | 0.00% | −92−98.9% | Reduced |
| Citigroup Inc | 116 | $195 | 0.00% | −142−55.0% | Reduced |
| Ellevest, Inc. | 262 | $440 | 0.00% | +262 | New |
| Legal & General Group Plc | 1,445 | $2.44K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,673 | $2.81K | 0.00% | +986+143.5% | Added |
| RiverPark Advisors, LLC | 1,779 | $2.99K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,277 | $3.09K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,000 | $3.36K | 0.00% | +2,000 | New |
| Royal Bank of Canada | 3,081 | $5.00K | 0.00% | +2,591+528.8% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 3,954 | $6.64K | 0.00% | −46−1.2% | Reduced |
| UBS Group AG | 4,206 | $7.07K | 0.00% | −337−7.4% | Reduced |
| Barclays PLC | 4,572 | $7.68K | 0.00% | +3,132+217.5% | Added |
| CSS LLC | 5,032 | $8.45K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,588 | $9.00K | 0.00% | +5,569+29,310.5% | Added |
| California State Teachers Retirement System | 6,796 | $11.4K | 0.00% | +77+1.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 7,000 | $11.8K | 0.01% | +5,000+250.0% | Added |
| American International Group, Inc. | 8,052 | $13.5K | 0.00% | −30−0.4% | Reduced |
| Simplex Trading, LLC | 8,938 | $15.0K | 0.00% | +4,698+110.8% | Added |
| Bank of America Corp | 8,950 | $15.0K | 0.00% | +672+8.1% | Added |
| Privium Fund Management B.V. | 10,079 | $17.0K | 0.01% | −13,000−56.3% | Reduced |
| JPMorgan Chase & Co | 11,194 | $19.0K | 0.00% | +2,092+23.0% | Added |
| Alliancebernstein L.P. | 12,300 | $20.7K | 0.00% | +900+7.9% | Added |
| New York State Common Retirement Fund | 12,641 | $21.2K | 0.00% | 00.0% | Unchanged |
| Cohanzick Management, LLC | 15,000 | $25.2K | 0.01% | −95,466−86.4% | Reduced |
| Raymond James & Associates | 16,977 | $28.5K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 24,078 | $40.0K | 0.00% | −14,269−37.2% | Reduced |
| Rhumbline Advisers | 25,542 | $43.0K | 0.00% | −1,018−3.8% | Reduced |
| Jane Street Group, LLC | 28,810 | $48.4K | 0.00% | +14,156+96.6% | Added |
| Invesco Ltd. | 44,530 | $74.8K | 0.00% | +31,962+254.3% | Added |
| Deutsche Bank AG | 48,810 | $82.0K | 0.00% | +23,497+92.8% | Added |
| Charles Schwab Investment Management Inc | 49,112 | $82.5K | 0.00% | 00.0% | Unchanged |
| Taconic Capital Advisors LP | 61,637 | $103.5K | 0.00% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 79,212 | $133.0K | 0.00% | 00.0% | Unchanged |
| Castle Creek Arbitrage, LLC | 83,967 | $141.1K | 0.01% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 94,129 | $158.1K | 0.00% | 00.0% | Unchanged |
| Rovida Advisors Inc. | 105,824 | $177.8K | 0.07% | −377,896−78.1% | Reduced |
| Eschler Asset Management LLP | 110,851 | $186.2K | 0.35% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 117,300 | $197.0K | 0.00% | +8,400+7.7% | Added |
| Citadel Advisors LLC | 130,935 | $220.0K | 0.00% | +130,935 | New |
| Northern Trust Corp | 138,068 | $232.0K | 0.00% | −20,324−12.8% | Reduced |
| Morgan Stanley | 159,845 | $268.5K | 0.00% | −7,848−4.7% | Reduced |
| SkyView Investment Advisors, LLC | 199,204 | $335.0K | 0.10% | 00.0% | Unchanged |
| State Street Corp | 308,912 | $519.0K | 0.00% | +14,647+5.0% | Added |
| Geode Capital Management, LLC | 330,753 | $555.0K | 0.00% | −11,946−3.5% | Reduced |
| Bank of New York Mellon Corp | 377,844 | $634.8K | 0.00% | +7,279+2.0% | Added |
| Formidable Asset Management, LLC | 394,249 | $656.0K | 0.15% | −17,500−4.3% | Reduced |
| Praetorian Capital Management LLC | 510,836 | $858.2K | 0.70% | +510,836 | New |
| Vanguard Group Inc | 725,739 | $1.22M | 0.00% | +2,896+0.4% | Added |
| BlackRock Inc. | 873,363 | $1.47M | 0.00% | +57,275+7.0% | Added |
| Royce & Associates LP | 1,211,400 | $2.04M | 0.02% | 00.0% | Unchanged |
| Greenhaven Road Investment Management, L.P. | 4,355,844 | $7.32M | 4.72% | 00.0% | Unchanged |
| 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 |