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Livermore
Livermore
ZHEN

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, Q3 2023

Institutional positions in Marketwise, Inc. as of Sep 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
51
−5 vs. Q2 2023
Shares held
12.6M
−557.9K (−4.2%) vs. Q2 2023
Total value
$12.8M
−$4.09M (−24.2%) vs. Q2 2023
New holders
2
20 more added
Sold out
7
14 more reduced

Compare with Q2 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.

Institutional holdersQ3 2023: 51 institutions
Q1 2021: 0 institutionsQ2 2021: 1 institutionQ3 2021: 44 institutionsQ4 2021: 46 institutionsQ1 2022: 53 institutionsQ2 2022: 55 institutionsQ3 2022: 63 institutionsQ4 2022: 55 institutionsQ1 2023: 53 institutionsQ2 2023: 56 institutionsQ3 2023: 51 institutionsQ4 2023: 59 institutionsQ1 2024: 64 institutionsQ2 2024: 56 institutionsQ3 2024: 60 institutionsQ4 2024: 60 institutionsQ1 2025: 62 institutionsQ2 2025: 45 institutionsQ3 2025: 49 institutionsQ4 2025: 50 institutionsQ1 2026: 52 institutionsQ2 2026: 51 institutions
Value heldQ3 2023: $12.8M
Q1 2021: $0Q2 2021: $6.02MQ3 2021: $100.5MQ4 2021: $89.0MQ1 2022: $49.3MQ2 2022: $38.4MQ3 2022: $28.1MQ4 2022: $18.1MQ1 2023: $11.5MQ2 2023: $16.9MQ3 2023: $12.8MQ4 2023: $33.5MQ1 2024: $22.9MQ2 2024: $16.0MQ3 2024: $9.18MQ4 2024: $6.41MQ1 2025: $5.69MQ2 2025: $13.8MQ3 2025: $11.6MQ4 2025: $12.4MQ1 2026: $15.3MQ2 2026: $15.9M
Institutions holding MKTW and their total value by quarter
QuarterHoldersValue
Q2 202651$15.9M
Q1 202652$15.3M
Q4 202550$12.4M
Q3 202549$11.6M
Q2 202545$13.8M
Q1 202562$5.69M
Q4 202460$6.41M
Q3 202460$9.18M
Q2 202456$16.0M
Q1 202464$22.9M
Q4 202359$33.5M
Q3 202351$12.8M
Q2 202356$16.9M
Q1 202353$11.5M
Q4 202255$18.1M
Q3 202263$28.1M
Q2 202255$38.4M
Q1 202253$49.3M
Q4 202146$89.0M
Q3 202144$100.5M
Q2 20211$6.02M
Q1 20210$0

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q2 2023.

Institutions holding MKTW in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc17$270.00%−9,422−99.8%Reduced
Nisa Investment Advisors, LLC148$2370.00%00.0%Unchanged
Russell Investments Group, Ltd.539$8620.00%−4,528−89.4%Reduced
Group One Trading, L.P.852$1.36K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,277$2.04K0.00%00.0%Unchanged
FMR LLC1,739$2.78K0.00%+372+27.2%Added
Legal & General Group Plc3,002$4.83K0.00%00.0%Unchanged
Simplex Trading, LLC3,799$6.00K0.00%+673+21.5%Added
Amalgamated Bank3,632$6.00K0.00%+2,094+136.2%Added
Steward Partners Investment Advisory, LLC3,954$6.33K0.00%00.0%Unchanged
Greenhaven Road Investment Management, L.P.4,550,354$7.28K0.37%00.0%Unchanged
Royal Bank of Canada5,618$9.00K0.00%+591+11.8%Added
Barclays PLC5,944$9.51K0.00%−1,935−24.6%Reduced
Tower Research Capital LLC (TRC)6,364$10.2K0.00%+1,361+27.2%Added
California State Teachers Retirement System7,114$11.4K0.00%−3,429−32.5%Reduced
Wells Fargo & Company7,939$12.7K0.00%−4,082−34.0%Reduced
Oliver Lagore Vanvalin Investment Group9,000$14.4K0.01%00.0%Unchanged
Cohanzick Management, LLC10,000$16.0K0.01%00.0%Unchanged
Invesco Ltd.12,302$19.7K0.00%+2,094+20.5%Added
New York State Common Retirement Fund12,702$20.3K0.00%+125+1.0%Added
Alliancebernstein L.P.13,400$21.4K0.00%−1,040−7.2%Reduced
Millennium Management LLC14,281$22.9K0.00%+2,303+19.2%Added
SG Americas Securities, LLC14,207$23.0K0.00%+14,207New
Jane Street Group, LLC14,437$23.1K0.00%−3,238−18.3%Reduced
American International Group, Inc.16,091$25.7K0.00%+836+5.5%Added
Deuterium Capital Management, LLC18,019$28.8K0.07%00.0%Unchanged
Goldman Sachs Group Inc18,528$29.6K0.00%−15,568−45.7%Reduced
Bank of Montreal17,580$31.8K0.00%+17,580New
JPMorgan Chase & Co20,544$32.9K0.00%−6,255−23.3%Reduced
Bank of America Corp28,204$45.1K0.00%+20,031+245.1%Added
Allspring Global Investments Holdings, LLC33,934$54.3K0.00%00.0%Unchanged
Castle Creek Arbitrage, LLC37,112$59.4K0.01%−1,263−3.3%Reduced
Rhumbline Advisers37,286$59.7K0.00%+1,765+5.0%Added
Deutsche Bank AG41,316$66.1K0.00%+1,962+5.0%Added
Nuveen Asset Management, LLC42,753$68.4K0.00%00.0%Unchanged
UBS Group AG47,714$76.3K0.00%−1,809−3.7%Reduced
Charles Schwab Investment Management Inc72,420$115.9K0.00%−11,705−13.9%Reduced
Davidson Kempner Capital Management LP79,212$126.7K0.00%00.0%Unchanged
Allianz Asset Management GmbH150,000$173.8K0.00%00.0%Unchanged
Renaissance Technologies LLC154,700$248.0K0.00%+18,300+13.4%Added
Morgan Stanley158,078$252.9K0.00%+24,050+17.9%Added
Bank of New York Mellon Corp171,744$274.8K0.00%−250,562−59.3%Reduced
SkyView Investment Advisors, LLC199,204$319.0K0.13%00.0%Unchanged
Northern Trust Corp247,523$396.0K0.00%+3,584+1.5%Added
State Street Corp528,417$850.7K0.00%+34,200+6.9%Added
Geode Capital Management, LLC576,696$922.8K0.00%+21,647+3.9%Added
Formidable Asset Management, LLC713,822$1.14M0.25%+239,000+50.3%Added
Cannell Capital LLC747,079$1.20M0.28%−395,184−34.6%Reduced
Vanguard Group Inc788,622$1.26M0.00%+3,317+0.4%Added
Royce & Associates LP1,211,400$1.94M0.02%00.0%Unchanged
BlackRock Inc.1,729,449$2.77M0.00%+50,695+3.0%Added
Eschler Asset Management LLP0$00.00%−110,851−100.0%Sold out
Westchester Capital Management, LLC0$00.00%−94,129−100.0%Sold out
Citadel Advisors LLC0$00.00%−46,953−100.0%Sold out
Raymond James & Associates0$00.00%−16,977−100.0%Sold out
Virtu Financial LLC0$00.00%−14,230−100.0%Sold out
Wolverine Trading, LLC0$00.00%−13,106−100.0%Sold out
Alpine Global Management, LLC0$00.00%−12,403−100.0%Sold out