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