Marketwise, Inc.

MKTW

Exchange: Nasdaq
Industry: Services-Prepackaged Software
SEC CIK: 0001805651

SEC filings (opens in a new tab)

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.

Q2 2024 vs. Q1 2024

How the institutions holding Marketwise, Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of MKTW: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Q2 2024	Change
Holders	64	56	−8
Shares	13.3M	13.9M	+600.2K (+4.5%)
Value	$22.9M	$16.0M	−$6.89M (−30.1%)

New holders (7)

Institutions that held Marketwise, Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to MKTW in Q2 2024
Institution	Shares	Value	% of portfolio
Dynamic Advisor Solutions LLC	77,940	$90.4K	0.00%
Williams & Novak, LLC	77,940	$90.4K	0.08%
Cerity Partners LLC	36,123	$41.9K	0.00%
Corebridge Financial, Inc.	20,734	$24.1K	0.00%
Two Sigma Securities, LLC	19,492	$22.6K	0.00%
Mirae Asset Global ETFs Holdings Ltd.	16,270	$18.9K	0.00%
AQR Capital Management LLC	12,555	$14.6K	0.00%

Sold out (15)

Institutions that held Marketwise, Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of MKTW in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Eschler Asset Management LLP	110,851	$258.3K
Penn Mutual Asset Management, LLC	82,500	$142.7K
Fiducient Advisors LLC	50,000	$86.5K
Susquehanna International Group, LLP	49,379	$85.4K
Deutsche Bank AG	38,650	$66.9K
Man Group plc	34,543	$59.8K
Marshall Wace, LLP	30,043	$52.0K
Occudo Quantitative Strategies LP	23,817	$41.2K
Simplex Trading, LLC	23,481	$40.0K
Heron Bay Capital Management	19,229	$33.3K
American International Group, Inc.	15,890	$27.5K
SG Americas Securities, LLC	12,909	$22.0K
Nisa Investment Advisors, LLC	148	$258
Nelson, Van Denburg & Campbell Wealth Management Group, LLC	3	$5
Capital Advisors, Ltd. LLC	173	$0