Marketwise, Inc.
MKTW- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0001805651
No open-market purchases or sales by Marketwise, Inc. insiders were filed in the last 90 days; 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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 150,000 | $219 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 148 | $296 | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 852 | $1.70K | 0.00% | +852 | New |
| Ameritas Investment Partners, Inc. | 1,277 | $2.55K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1,367 | $2.73K | 0.00% | −279−17.0% | Reduced |
| Amalgamated Bank | 1,538 | $3.00K | 0.00% | −2,012−56.7% | Reduced |
| Legal & General Group Plc | 3,002 | $5.99K | 0.00% | +1,557+107.8% | Added |
| Simplex Trading, LLC | 3,126 | $6.00K | 0.00% | −4,675−59.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,954 | $7.91K | 0.00% | 00.0% | Unchanged |
| Greenhaven Road Investment Management, L.P. | 4,550,354 | $9.10K | 0.46% | +194,510+4.5% | Added |
| Royal Bank of Canada | 5,027 | $10.0K | 0.00% | +3,447+218.2% | Added |
| Tower Research Capital LLC (TRC) | 5,003 | $10.0K | 0.00% | −662−11.7% | Reduced |
| Russell Investments Group, Ltd. | 5,067 | $10.1K | 0.00% | +5,067 | New |
| Barclays PLC | 7,879 | $15.8K | 0.00% | −930−10.6% | Reduced |
| Bank of America Corp | 8,173 | $16.3K | 0.00% | +40.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 9,000 | $18.0K | 0.01% | +3,000+50.0% | Added |
| Citigroup Inc | 9,439 | $18.9K | 0.00% | +9,438+943,800.0% | Added |
| Cohanzick Management, LLC | 10,000 | $20.0K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 10,208 | $20.4K | 0.00% | −2,066−16.8% | Reduced |
| California State Teachers Retirement System | 10,543 | $21.1K | 0.00% | +4,214+66.6% | Added |
| Millennium Management LLC | 11,978 | $24.0K | 0.00% | +11,978 | New |
| Wells Fargo & Company | 12,021 | $24.0K | 0.00% | +8,898+284.9% | Added |
| Alpine Global Management, LLC | 12,403 | $24.8K | 0.01% | +12,403 | New |
| New York State Common Retirement Fund | 12,577 | $25.2K | 0.00% | −64−0.5% | Reduced |
| Wolverine Trading, LLC | 13,106 | $26.1K | 0.00% | +13,106 | New |
| Virtu Financial LLC | 14,230 | $28.0K | 0.00% | +14,230 | New |
| Alliancebernstein L.P. | 14,440 | $28.9K | 0.00% | +2,140+17.4% | Added |
| American International Group, Inc. | 15,255 | $30.5K | 0.00% | +7,038+85.7% | Added |
| Raymond James & Associates | 16,977 | $34.0K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 17,675 | $35.4K | 0.00% | +2,434+16.0% | Added |
| Deuterium Capital Management, LLC | 18,019 | $36.0K | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 26,799 | $53.6K | 0.00% | +13,758+105.5% | Added |
| Allspring Global Investments Holdings, LLC | 33,934 | $67.9K | 0.00% | +32,169+1,822.6% | Added |
| Goldman Sachs Group Inc | 34,096 | $68.2K | 0.00% | +23,140+211.2% | Added |
| Rhumbline Advisers | 35,521 | $71.0K | 0.00% | +10,209+40.3% | Added |
| Castle Creek Arbitrage, LLC | 38,375 | $76.8K | 0.01% | −17,989−31.9% | Reduced |
| Deutsche Bank AG | 39,354 | $78.7K | 0.00% | −12,011−23.4% | Reduced |
| Nuveen Asset Management, LLC | 42,753 | $85.5K | 0.00% | +18,675+77.6% | Added |
| Citadel Advisors LLC | 46,953 | $93.9K | 0.00% | −22,831−32.7% | Reduced |
| UBS Group AG | 49,523 | $99.0K | 0.00% | +8,176+19.8% | Added |
| Davidson Kempner Capital Management LP | 79,212 | $157.6K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 84,125 | $168.3K | 0.00% | +35,013+71.3% | Added |
| Westchester Capital Management, LLC | 94,129 | $188.3K | 0.01% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 110,851 | $221.7K | 0.31% | 00.0% | Unchanged |
| Morgan Stanley | 134,028 | $268.1K | 0.00% | +10,761+8.7% | Added |
| Renaissance Technologies LLC | 136,400 | $273.0K | 0.00% | +13,100+10.6% | Added |
| SkyView Investment Advisors, LLC | 199,204 | $398.0K | 0.10% | 00.0% | Unchanged |
| Northern Trust Corp | 243,939 | $487.9K | 0.00% | +106,600+77.6% | Added |
| Bank of New York Mellon Corp | 422,306 | $844.6K | 0.00% | +49,264+13.2% | Added |
| Formidable Asset Management, LLC | 474,822 | $950.0K | 0.21% | +7,000+1.5% | Added |
| State Street Corp | 494,217 | $991.5K | 0.00% | +183,805+59.2% | Added |
| Geode Capital Management, LLC | 555,049 | $1.11M | 0.00% | +220,087+65.7% | Added |
| Vanguard Group Inc | 785,305 | $1.57M | 0.00% | +56,799+7.8% | Added |
| Cannell Capital LLC | 1,142,263 | $2.28M | 0.46% | +1,142,263 | New |
| Royce & Associates LP | 1,211,400 | $2.42M | 0.02% | 00.0% | Unchanged |
| BlackRock Inc. | 1,678,754 | $3.36M | 0.00% | +833,794+98.7% | Added |
| 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 |