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, Q2 2024
Institutional positions in Marketwise, Inc. as of Jun 30, 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
- 56
- −8 vs. Q1 2024
- Shares held
- 13.9M
- +600.2K (+4.5%) vs. Q1 2024
- Total value
- $16.0M
- −$6.89M (−30.1%) vs. Q1 2024
- New holders
- 7
- 29 more added
- Sold out
- 15
- 9 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greenhaven Road Investment Management, L.P. | 4,293,312 | $4.98M | 2.31% | −103,304−2.3% | Reduced |
| BlackRock Inc. | 2,184,812 | $2.53M | 0.00% | +347,644+18.9% | Added |
| Royce & Associates LP | 1,211,400 | $1.41M | 0.01% | 00.0% | Unchanged |
| Vanguard Group Inc | 995,507 | $1.15M | 0.00% | +123,109+14.1% | Added |
| Geode Capital Management, LLC | 786,519 | $912.4K | 0.00% | +116,052+17.3% | Added |
| Formidable Asset Management, LLC | 655,614 | $762.5K | 0.12% | −82,408−11.2% | Reduced |
| Renaissance Technologies LLC | 555,400 | $644.3K | 0.00% | +59,079+11.9% | Added |
| State Street Corp | 529,452 | $614.2K | 0.00% | +5,735+1.1% | Added |
| Citadel Advisors LLC | 267,373 | $310.2K | 0.00% | +152,568+132.9% | Added |
| Northern Trust Corp | 250,641 | $290.7K | 0.00% | +5,940+2.4% | Added |
| Phraction Management LLC | 250,000 | $290.0K | 0.11% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 199,204 | $231.0K | 0.04% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 178,261 | $206.8K | 0.00% | +11,085+6.6% | Added |
| MTM Investment Management, LLC | 128,570 | $149.1K | 0.06% | +103,570+414.3% | Added |
| Squarepoint Ops LLC | 125,174 | $145.2K | 0.00% | +113,293+953.6% | Added |
| Allianz Asset Management GmbH | 150,000 | $124.4K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 106,521 | $123.6K | 0.00% | +63,787+149.3% | Added |
| Charles Schwab Investment Management Inc | 97,783 | $113.4K | 0.00% | +25,363+35.0% | Added |
| Morgan Stanley | 86,399 | $100.2K | 0.00% | −70,073−44.8% | Reduced |
| Dynamic Advisor Solutions LLC | 77,940 | $90.4K | 0.00% | +77,940 | New |
| Williams & Novak, LLC | 77,940 | $90.4K | 0.08% | +77,940 | New |
| Millennium Management LLC | 75,592 | $87.7K | 0.00% | −25,856−25.5% | Reduced |
| Jane Street Group, LLC | 52,161 | $60.5K | 0.00% | +8,482+19.4% | Added |
| Nuveen Asset Management, LLC | 42,753 | $49.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 41,844 | $48.5K | 0.00% | +2,955+7.6% | Added |
| Cerity Partners LLC | 36,123 | $41.9K | 0.00% | +36,123 | New |
| JPMorgan Chase & Co | 32,404 | $37.6K | 0.00% | −28,994−47.2% | Reduced |
| Bank of America Corp | 26,774 | $31.1K | 0.00% | +8,614+47.4% | Added |
| Alliancebernstein L.P. | 25,720 | $29.8K | 0.00% | +7,140+38.4% | Added |
| Goldman Sachs Group Inc | 24,419 | $28.3K | 0.00% | +10,339+73.4% | Added |
| Virtu Financial LLC | 22,552 | $26.0K | 0.00% | +11,364+101.6% | Added |
| Corebridge Financial, Inc. | 20,734 | $24.1K | 0.00% | +20,734 | New |
| Cresset Asset Management, LLC | 20,000 | $23.2K | 0.00% | +9,107+83.6% | Added |
| Two Sigma Securities, LLC | 19,492 | $22.6K | 0.00% | +19,492 | New |
| Oliver Lagore Vanvalin Investment Group | 18,204 | $21.1K | 0.01% | +5,742+46.1% | Added |
| Panagora Asset Management Inc | 18,170 | $21.1K | 0.00% | +119+0.7% | Added |
| Deuterium Capital Management, LLC | 18,019 | $20.9K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 17,968 | $20.8K | 0.00% | +14,467+413.2% | Added |
| Wells Fargo & Company | 16,295 | $18.9K | 0.00% | +4,928+43.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 16,270 | $18.9K | 0.00% | +16,270 | New |
| Barclays PLC | 14,342 | $16.6K | 0.00% | −43,677−75.3% | Reduced |
| Harbor Investment Advisory, LLC | 13,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 12,736 | $14.8K | 0.00% | +34+0.3% | Added |
| AQR Capital Management LLC | 12,555 | $14.6K | 0.00% | +12,555 | New |
| UBS Group AG | 11,875 | $13.8K | 0.00% | −28,390−70.5% | Reduced |
| Russell Investments Group, Ltd. | 10,839 | $12.6K | 0.00% | +8,654+396.1% | Added |
| Citigroup Inc | 8,614 | $9.99K | 0.00% | +2,570+42.5% | Added |
| Steward Partners Investment Advisory, LLC | 3,954 | $4.59K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,749 | $4.35K | 0.00% | +1,191+46.6% | Added |
| Royal Bank of Canada | 3,625 | $4.00K | 0.00% | +2,867+378.2% | Added |
| Legal & General Group Plc | 3,002 | $3.48K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,792 | $3.24K | 0.00% | −449−13.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,277 | $1.48K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,063 | $1.23K | 0.00% | −12,247−92.0% | Reduced |
| Amalgamated Bank | 583 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 388 | $0 | 0.00% | +382+6,366.7% | Added |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −110,851−100.0% | Sold out |
| Penn Mutual Asset Management, LLC | 0 | $0 | 0.00% | −82,500−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −49,379−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −38,650−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −34,543−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −30,043−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −23,817−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −23,481−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −19,229−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −15,890−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −12,909−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |