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, Q2 2023
Institutional positions in Marketwise, Inc. as of Jun 30, 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
- 56
- +4 vs. Q1 2023
- Shares held
- 13.1M
- +2.56M (+24.2%) vs. Q1 2023
- Total value
- $16.9M
- +$5.57M (+49.1%) vs. Q1 2023
- New holders
- 7
- 27 more added
- Sold out
- 3
- 10 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,678,754 | $3.36M | 0.00% | +833,794+98.7% | Added |
| Royce & Associates LP | 1,211,400 | $2.42M | 0.02% | 00.0% | Unchanged |
| Cannell Capital LLC | 1,142,263 | $2.28M | 0.46% | +1,142,263 | New |
| Vanguard Group Inc | 785,305 | $1.57M | 0.00% | +56,799+7.8% | Added |
| Geode Capital Management, LLC | 555,049 | $1.11M | 0.00% | +220,087+65.7% | Added |
| State Street Corp | 494,217 | $991.5K | 0.00% | +183,805+59.2% | Added |
| Formidable Asset Management, LLC | 474,822 | $950.0K | 0.21% | +7,000+1.5% | Added |
| Bank of New York Mellon Corp | 422,306 | $844.6K | 0.00% | +49,264+13.2% | Added |
| Northern Trust Corp | 243,939 | $487.9K | 0.00% | +106,600+77.6% | Added |
| SkyView Investment Advisors, LLC | 199,204 | $398.0K | 0.10% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 136,400 | $273.0K | 0.00% | +13,100+10.6% | Added |
| Morgan Stanley | 134,028 | $268.1K | 0.00% | +10,761+8.7% | Added |
| Eschler Asset Management LLP | 110,851 | $221.7K | 0.31% | 00.0% | Unchanged |
| Westchester Capital Management, LLC | 94,129 | $188.3K | 0.01% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 84,125 | $168.3K | 0.00% | +35,013+71.3% | Added |
| Davidson Kempner Capital Management LP | 79,212 | $157.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 49,523 | $99.0K | 0.00% | +8,176+19.8% | Added |
| Citadel Advisors LLC | 46,953 | $93.9K | 0.00% | −22,831−32.7% | Reduced |
| Nuveen Asset Management, LLC | 42,753 | $85.5K | 0.00% | +18,675+77.6% | Added |
| Deutsche Bank AG | 39,354 | $78.7K | 0.00% | −12,011−23.4% | Reduced |
| Castle Creek Arbitrage, LLC | 38,375 | $76.8K | 0.01% | −17,989−31.9% | Reduced |
| Rhumbline Advisers | 35,521 | $71.0K | 0.00% | +10,209+40.3% | Added |
| Goldman Sachs Group Inc | 34,096 | $68.2K | 0.00% | +23,140+211.2% | Added |
| Allspring Global Investments Holdings, LLC | 33,934 | $67.9K | 0.00% | +32,169+1,822.6% | Added |
| JPMorgan Chase & Co | 26,799 | $53.6K | 0.00% | +13,758+105.5% | Added |
| Deuterium Capital Management, LLC | 18,019 | $36.0K | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,675 | $35.4K | 0.00% | +2,434+16.0% | Added |
| Raymond James & Associates | 16,977 | $34.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 15,255 | $30.5K | 0.00% | +7,038+85.7% | Added |
| Alliancebernstein L.P. | 14,440 | $28.9K | 0.00% | +2,140+17.4% | Added |
| Virtu Financial LLC | 14,230 | $28.0K | 0.00% | +14,230 | New |
| Wolverine Trading, LLC | 13,106 | $26.1K | 0.00% | +13,106 | New |
| New York State Common Retirement Fund | 12,577 | $25.2K | 0.00% | −64−0.5% | Reduced |
| Alpine Global Management, LLC | 12,403 | $24.8K | 0.01% | +12,403 | New |
| Wells Fargo & Company | 12,021 | $24.0K | 0.00% | +8,898+284.9% | Added |
| Millennium Management LLC | 11,978 | $24.0K | 0.00% | +11,978 | New |
| California State Teachers Retirement System | 10,543 | $21.1K | 0.00% | +4,214+66.6% | Added |
| Invesco Ltd. | 10,208 | $20.4K | 0.00% | −2,066−16.8% | Reduced |
| Cohanzick Management, LLC | 10,000 | $20.0K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 9,439 | $18.9K | 0.00% | +9,438+943,800.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 9,000 | $18.0K | 0.01% | +3,000+50.0% | Added |
| Bank of America Corp | 8,173 | $16.3K | 0.00% | +40.0% | Added |
| Barclays PLC | 7,879 | $15.8K | 0.00% | −930−10.6% | Reduced |
| Russell Investments Group, Ltd. | 5,067 | $10.1K | 0.00% | +5,067 | New |
| Tower Research Capital LLC (TRC) | 5,003 | $10.0K | 0.00% | −662−11.7% | Reduced |
| Royal Bank of Canada | 5,027 | $10.0K | 0.00% | +3,447+218.2% | Added |
| Greenhaven Road Investment Management, L.P. | 4,550,354 | $9.10K | 0.46% | +194,510+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 3,954 | $7.91K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,126 | $6.00K | 0.00% | −4,675−59.9% | Reduced |
| Legal & General Group Plc | 3,002 | $5.99K | 0.00% | +1,557+107.8% | Added |
| Amalgamated Bank | 1,538 | $3.00K | 0.00% | −2,012−56.7% | Reduced |
| FMR LLC | 1,367 | $2.73K | 0.00% | −279−17.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,277 | $2.55K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 852 | $1.70K | 0.00% | +852 | New |
| Nisa Investment Advisors, LLC | 148 | $296 | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 150,000 | $219 | 0.00% | 00.0% | Unchanged |
| Praetorian PR LLC | 0 | $0 | 0.00% | −367,858−100.0% | Sold out |
| Taconic Capital Advisors LP | 0 | $0 | 0.00% | −61,637−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,976−100.0% | Sold out |
| Davidson Kempner Partners | – | – | – | – | Not filed |