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, Q1 2023
Institutional positions in Marketwise, Inc. as of Mar 31, 2023. 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
- 53
- −2 vs. Q4 2022
- Shares held
- 10.7M
- −91.3K (−0.8%) vs. Q4 2022
- Total value
- $11.5M
- −$6.58M (−36.4%) vs. Q4 2022
- New holders
- 7
- 12 more added
- Sold out
- 9
- 18 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royce & Associates LP | 1,211,400 | $2.24M | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 844,960 | $1.56M | 0.00% | −28,403−3.3% | Reduced |
| Vanguard Group Inc | 728,506 | $1.35M | 0.00% | +2,767+0.4% | Added |
| Formidable Asset Management, LLC | 467,822 | $750.0K | 0.16% | +73,573+18.7% | Added |
| Bank of New York Mellon Corp | 373,042 | $690.1K | 0.00% | −4,802−1.3% | Reduced |
| Praetorian PR LLC | 367,858 | $680.5K | 0.50% | +367,858 | New |
| Geode Capital Management, LLC | 334,962 | $619.7K | 0.00% | +4,209+1.3% | Added |
| State Street Corp | 310,412 | $574.3K | 0.00% | +1,500+0.5% | Added |
| SkyView Investment Advisors, LLC | 199,204 | $369.0K | 0.09% | 00.0% | Unchanged |
| Northern Trust Corp | 137,339 | $254.1K | 0.00% | −729−0.5% | Reduced |
| Morgan Stanley | 123,267 | $228.0K | 0.00% | −36,578−22.9% | Reduced |
| Renaissance Technologies LLC | 123,300 | $228.0K | 0.00% | +6,000+5.1% | Added |
| Eschler Asset Management LLP | 110,851 | $205.1K | 0.16% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 150,000 | $205.1K | 0.00% | +150,000 | New |
| Westchester Capital Management, LLC | 94,129 | $174.1K | 0.01% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 79,212 | $142.6K | 0.00% | 00.0% | Unchanged |
| Davidson Kempner Partners | 79,212 | $142.6K | 0.00% | +79,212 | New |
| Citadel Advisors LLC | 69,784 | $129.1K | 0.00% | −61,151−46.7% | Reduced |
| Taconic Capital Advisors LP | 61,637 | $114.0K | 0.01% | 00.0% | Unchanged |
| Castle Creek Arbitrage, LLC | 56,364 | $104.3K | 0.01% | −27,603−32.9% | Reduced |
| Deutsche Bank AG | 51,365 | $95.0K | 0.00% | +2,555+5.2% | Added |
| Charles Schwab Investment Management Inc | 49,112 | $90.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 41,347 | $76.5K | 0.00% | +37,141+883.0% | Added |
| Rhumbline Advisers | 25,312 | $47.0K | 0.00% | −230−0.9% | Reduced |
| Nuveen Asset Management, LLC | 24,078 | $45.0K | 0.00% | 00.0% | Unchanged |
| Deuterium Capital Management, LLC | 18,019 | $33.3K | 0.06% | +18,019 | New |
| Raymond James & Associates | 16,977 | $31.4K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,241 | $28.2K | 0.00% | −13,569−47.1% | Reduced |
| JPMorgan Chase & Co | 13,041 | $24.0K | 0.00% | +1,847+16.5% | Added |
| New York State Common Retirement Fund | 12,641 | $23.4K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 12,300 | $22.8K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 12,274 | $22.7K | 0.00% | −32,256−72.4% | Reduced |
| Goldman Sachs Group Inc | 10,956 | $20.3K | 0.00% | +10,956 | New |
| Cohanzick Management, LLC | 10,000 | $18.5K | 0.01% | −5,000−33.3% | Reduced |
| Barclays PLC | 8,809 | $16.3K | 0.00% | +4,237+92.7% | Added |
| American International Group, Inc. | 8,217 | $15.2K | 0.00% | +165+2.0% | Added |
| Bank of America Corp | 8,169 | $15.1K | 0.00% | −781−8.7% | Reduced |
| Simplex Trading, LLC | 7,801 | $14.0K | 0.00% | −1,137−12.7% | Reduced |
| California State Teachers Retirement System | 6,329 | $11.7K | 0.00% | −467−6.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 6,000 | $11.1K | 0.00% | −1,000−14.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,665 | $10.0K | 0.00% | +77+1.4% | Added |
| Greenhaven Road Investment Management, L.P. | 4,355,844 | $7.32K | 0.42% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,954 | $7.32K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 3,550 | $7.00K | 0.00% | −299−7.8% | Reduced |
| Wells Fargo & Company | 3,123 | $5.78K | 0.00% | +3,123 | New |
| Ellevest, Inc. | 2,976 | $5.51K | 0.00% | +2,714+1,035.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,765 | $3.27K | 0.00% | +1,765 | New |
| FMR LLC | 1,646 | $3.04K | 0.00% | −27−1.6% | Reduced |
| Royal Bank of Canada | 1,580 | $3.00K | 0.00% | −1,501−48.7% | Reduced |
| Legal & General Group Plc | 1,445 | $2.64K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,277 | $2.36K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $2 | 0.00% | −115−99.1% | Reduced |
| Nisa Investment Advisors, LLC | 148 | $0 | 0.00% | 00.0% | Unchanged |
| Praetorian Capital Management LLC | 0 | $0 | 0.00% | −510,836−100.0% | Sold out |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −105,824−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −10,079−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −5,032−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −3,851−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −1−100.0% | Sold out |