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, Q4 2023
Institutional positions in Marketwise, Inc. as of Dec 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
- 59
- +8 vs. Q3 2023
- Shares held
- 12.3M
- −286.0K (−2.3%) vs. Q3 2023
- Total value
- $33.5M
- +$20.7M (+161.3%) vs. Q3 2023
- New holders
- 14
- 23 more added
- Sold out
- 6
- 13 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greenhaven Road Investment Management, L.P. | 4,396,616 | $12.0M | 5.04% | −153,738−3.4% | Reduced |
| BlackRock Inc. | 1,913,901 | $5.22M | 0.00% | +184,452+10.7% | Added |
| Royce & Associates LP | 1,211,400 | $3.31M | 0.03% | 00.0% | Unchanged |
| Vanguard Group Inc | 857,417 | $2.34M | 0.00% | +68,795+8.7% | Added |
| Geode Capital Management, LLC | 633,352 | $1.73M | 0.00% | +56,656+9.8% | Added |
| State Street Corp | 513,417 | $1.41M | 0.00% | −15,000−2.8% | Reduced |
| Formidable Asset Management, LLC | 451,823 | $1.23M | 0.27% | −261,999−36.7% | Reduced |
| Renaissance Technologies LLC | 354,300 | $967.0K | 0.00% | +199,600+129.0% | Added |
| Northern Trust Corp | 237,867 | $649.4K | 0.00% | −9,656−3.9% | Reduced |
| Morgan Stanley | 181,135 | $494.5K | 0.00% | +23,057+14.6% | Added |
| Bank of New York Mellon Corp | 172,769 | $471.7K | 0.00% | +1,025+0.6% | Added |
| Barclays PLC | 144,437 | $394.3K | 0.00% | +138,493+2,330.0% | Added |
| Eschler Asset Management LLP | 110,851 | $302.6K | 0.24% | +110,851 | New |
| Allianz Asset Management GmbH | 150,000 | $301.4K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 89,973 | $245.6K | 0.00% | +75,692+530.0% | Added |
| Citadel Advisors LLC | 86,033 | $234.9K | 0.00% | +86,033 | New |
| Penn Mutual Asset Management, LLC | 75,960 | $207.4K | 0.16% | +75,960 | New |
| Charles Schwab Investment Management Inc | 72,420 | $197.7K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 48,242 | $131.7K | 0.00% | +35,940+292.1% | Added |
| Nuveen Asset Management, LLC | 42,753 | $116.7K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 39,256 | $107.2K | 0.00% | −2,060−5.0% | Reduced |
| Bank of America Corp | 38,202 | $104.3K | 0.00% | +9,998+35.4% | Added |
| Rhumbline Advisers | 37,635 | $102.7K | 0.00% | +349+0.9% | Added |
| Jane Street Group, LLC | 35,791 | $97.7K | 0.00% | +21,354+147.9% | Added |
| UBS Group AG | 35,295 | $96.4K | 0.00% | −12,419−26.0% | Reduced |
| JPMorgan Chase & Co | 29,879 | $81.6K | 0.00% | +9,335+45.4% | Added |
| Occudo Quantitative Strategies LP | 28,663 | $78.3K | 0.01% | +28,663 | New |
| State of Wyoming | 28,049 | $76.6K | 0.01% | +28,049 | New |
| Heron Bay Capital Management | 23,978 | $65.5K | 0.02% | +23,978 | New |
| SG Americas Securities, LLC | 18,499 | $51.0K | 0.00% | +4,292+30.2% | Added |
| Bank of Montreal | 16,530 | $49.8K | 0.00% | −1,050−6.0% | Reduced |
| Deuterium Capital Management, LLC | 18,199 | $49.4K | 0.16% | +180+1.0% | Added |
| Quadrature Capital Ltd | 16,624 | $45.5K | 0.00% | +16,624 | New |
| Alliancebernstein L.P. | 16,370 | $44.7K | 0.00% | +2,970+22.2% | Added |
| Goldman Sachs Group Inc | 16,116 | $44.0K | 0.00% | −2,412−13.0% | Reduced |
| American International Group, Inc. | 16,026 | $43.8K | 0.00% | −65−0.4% | Reduced |
| Harbor Investment Advisory, LLC | 13,000 | $35.5K | 0.00% | +13,000 | New |
| New York State Common Retirement Fund | 12,702 | $34.7K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,764 | $32.1K | 0.00% | +11,764 | New |
| Royal Bank of Canada | 11,626 | $32.0K | 0.00% | +6,008+106.9% | Added |
| Marshall Wace, LLP | 11,400 | $31.1K | 0.00% | +11,400 | New |
| Group One Trading, L.P. | 11,125 | $30.4K | 0.00% | +10,273+1,205.8% | Added |
| Cresset Asset Management, LLC | 10,893 | $29.8K | 0.00% | +10,893 | New |
| Mariner, LLC | 10,113 | $27.6K | 0.00% | +10,113 | New |
| Wells Fargo & Company | 9,906 | $27.0K | 0.00% | +1,967+24.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 9,425 | $25.7K | 0.01% | +425+4.7% | Added |
| California State Teachers Retirement System | 5,307 | $14.5K | 0.00% | −1,807−25.4% | Reduced |
| Citigroup Inc | 4,780 | $13.0K | 0.00% | +4,763+28,017.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,954 | $10.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,769 | $10.3K | 0.00% | −2,595−40.8% | Reduced |
| Amalgamated Bank | 3,459 | $9.00K | 0.00% | −173−4.8% | Reduced |
| Legal & General Group Plc | 3,002 | $8.22K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 3,142 | $8.00K | 0.00% | −657−17.3% | Reduced |
| FMR LLC | 2,236 | $6.10K | 0.00% | +497+28.6% | Added |
| Ameritas Investment Partners, Inc. | 1,277 | $3.49K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 854 | $2.33K | 0.00% | +315+58.4% | Added |
| Federated Hermes, Inc. | 281 | $767 | 0.00% | +281 | New |
| Nisa Investment Advisors, LLC | 148 | $404 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 173 | $0 | 0.00% | +173 | New |
| Cannell Capital LLC | 0 | $0 | 0.00% | −747,079−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −199,204−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −79,212−100.0% | Sold out |
| Castle Creek Arbitrage, LLC | 0 | $0 | 0.00% | −37,112−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −33,934−100.0% | Sold out |
| Cohanzick Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |