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