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, Q1 2024
Institutional positions in Marketwise, Inc. as of Mar 31, 2024. 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
- 64
- +5 vs. Q4 2023
- Shares held
- 13.3M
- +953.4K (+7.7%) vs. Q4 2023
- Total value
- $22.9M
- −$10.6M (−31.6%) vs. Q4 2023
- New holders
- 10
- 23 more added
- Sold out
- 5
- 17 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greenhaven Road Investment Management, L.P. | 4,396,616 | $7.61M | 3.22% | 00.0% | Unchanged |
| BlackRock Inc. | 1,837,168 | $3.18M | 0.00% | −76,733−4.0% | Reduced |
| Royce & Associates LP | 1,211,400 | $2.10M | 0.02% | 00.0% | Unchanged |
| Vanguard Group Inc | 872,398 | $1.51M | 0.00% | +14,981+1.7% | Added |
| Formidable Asset Management, LLC | 738,022 | $1.26M | 0.21% | +286,199+63.3% | Added |
| Geode Capital Management, LLC | 670,467 | $1.16M | 0.00% | +37,115+5.9% | Added |
| State Street Corp | 523,717 | $911.3K | 0.00% | +10,300+2.0% | Added |
| Renaissance Technologies LLC | 496,321 | $859.0K | 0.00% | +142,021+40.1% | Added |
| Phraction Management LLC | 250,000 | $432.5K | 0.17% | +250,000 | New |
| Northern Trust Corp | 244,701 | $423.3K | 0.00% | +6,834+2.9% | Added |
| SkyView Investment Advisors, LLC | 199,204 | $345.0K | 0.06% | +199,204 | New |
| Bank of New York Mellon Corp | 167,176 | $289.2K | 0.00% | −5,593−3.2% | Reduced |
| Morgan Stanley | 156,472 | $270.7K | 0.00% | −24,663−13.6% | Reduced |
| Eschler Asset Management LLP | 110,851 | $258.3K | 0.17% | 00.0% | Unchanged |
| Citadel Advisors LLC | 114,805 | $198.6K | 0.00% | +28,772+33.4% | Added |
| Allianz Asset Management GmbH | 150,000 | $185.2K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 101,448 | $175.5K | 0.00% | +11,475+12.8% | Added |
| Penn Mutual Asset Management, LLC | 82,500 | $142.7K | 0.30% | +6,540+8.6% | Added |
| Charles Schwab Investment Management Inc | 72,420 | $125.3K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 61,398 | $106.2K | 0.00% | +31,519+105.5% | Added |
| Barclays PLC | 58,019 | $100.4K | 0.00% | −86,418−59.8% | Reduced |
| Fiducient Advisors LLC | 50,000 | $86.5K | 0.02% | +50,000 | New |
| Susquehanna International Group, LLP | 49,379 | $85.4K | 0.00% | +37,615+319.7% | Added |
| Jane Street Group, LLC | 43,679 | $75.6K | 0.00% | +7,888+22.0% | Added |
| Nuveen Asset Management, LLC | 42,753 | $74.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 42,734 | $73.9K | 0.00% | −5,508−11.4% | Reduced |
| UBS Group AG | 40,265 | $69.7K | 0.00% | +4,970+14.1% | Added |
| Rhumbline Advisers | 38,889 | $67.3K | 0.00% | +1,254+3.3% | Added |
| Deutsche Bank AG | 38,650 | $66.9K | 0.00% | −606−1.5% | Reduced |
| Man Group plc | 34,543 | $59.8K | 0.00% | +34,543 | New |
| Marshall Wace, LLP | 30,043 | $52.0K | 0.00% | +18,643+163.5% | Added |
| MTM Investment Management, LLC | 25,000 | $43.3K | 0.02% | +25,000 | New |
| Occudo Quantitative Strategies LP | 23,817 | $41.2K | 0.01% | −4,846−16.9% | Reduced |
| Simplex Trading, LLC | 23,481 | $40.0K | 0.00% | +20,339+647.3% | Added |
| Heron Bay Capital Management | 19,229 | $33.3K | 0.01% | −4,749−19.8% | Reduced |
| Alliancebernstein L.P. | 18,580 | $32.1K | 0.00% | +2,210+13.5% | Added |
| Bank of America Corp | 18,160 | $31.4K | 0.00% | −20,042−52.5% | Reduced |
| Panagora Asset Management Inc | 18,051 | $31.2K | 0.00% | +18,051 | New |
| Deuterium Capital Management, LLC | 18,019 | $31.2K | 0.06% | −180−1.0% | Reduced |
| American International Group, Inc. | 15,890 | $27.5K | 0.00% | −136−0.8% | Reduced |
| Goldman Sachs Group Inc | 14,080 | $24.4K | 0.00% | −2,036−12.6% | Reduced |
| Group One Trading, L.P. | 13,310 | $23.0K | 0.00% | +2,185+19.6% | Added |
| Harbor Investment Advisory, LLC | 13,000 | $22.5K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,909 | $22.0K | 0.00% | −5,590−30.2% | Reduced |
| New York State Common Retirement Fund | 12,702 | $22.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12,462 | $21.6K | 0.01% | +3,037+32.2% | Added |
| Squarepoint Ops LLC | 11,881 | $20.6K | 0.00% | +11,881 | New |
| Wells Fargo & Company | 11,367 | $19.7K | 0.00% | +1,461+14.7% | Added |
| Virtu Financial LLC | 11,188 | $19.0K | 0.00% | +11,188 | New |
| Cresset Asset Management, LLC | 10,893 | $19.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,044 | $10.5K | 0.00% | +1,264+26.4% | Added |
| Steward Partners Investment Advisory, LLC | 3,954 | $6.84K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,501 | $6.06K | 0.00% | −268−7.1% | Reduced |
| California State Teachers Retirement System | 3,241 | $5.61K | 0.00% | −2,066−38.9% | Reduced |
| Legal & General Group Plc | 3,002 | $5.19K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2,558 | $4.43K | 0.00% | +322+14.4% | Added |
| Russell Investments Group, Ltd. | 2,185 | $3.78K | 0.00% | +1,331+155.9% | Added |
| Ameritas Investment Partners, Inc. | 1,277 | $2.21K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 758 | $1.00K | 0.00% | −10,868−93.5% | Reduced |
| Amalgamated Bank | 583 | $1.00K | 0.00% | −2,876−83.1% | Reduced |
| Nisa Investment Advisors, LLC | 148 | $258 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $5 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 173 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 6 | $0 | 0.00% | +6 | New |
| State of Wyoming | 0 | $0 | 0.00% | −28,049−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −16,530−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,624−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,113−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −281−100.0% | Sold out |