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