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, 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 |
|---|---|---|---|---|---|
| CWM, LLC | 388 | $0 | 0.00% | +382+6,366.7% | Added |
| Amalgamated Bank | 583 | $1.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,063 | $1.23K | 0.00% | −12,247−92.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,277 | $1.48K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,792 | $3.24K | 0.00% | −449−13.9% | Reduced |
| Legal & General Group Plc | 3,002 | $3.48K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,625 | $4.00K | 0.00% | +2,867+378.2% | Added |
| FMR LLC | 3,749 | $4.35K | 0.00% | +1,191+46.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,954 | $4.59K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 8,614 | $9.99K | 0.00% | +2,570+42.5% | Added |
| Russell Investments Group, Ltd. | 10,839 | $12.6K | 0.00% | +8,654+396.1% | Added |
| UBS Group AG | 11,875 | $13.8K | 0.00% | −28,390−70.5% | Reduced |
| AQR Capital Management LLC | 12,555 | $14.6K | 0.00% | +12,555 | New |
| New York State Common Retirement Fund | 12,736 | $14.8K | 0.00% | +34+0.3% | Added |
| Harbor Investment Advisory, LLC | 13,000 | $15.1K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 14,342 | $16.6K | 0.00% | −43,677−75.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 16,270 | $18.9K | 0.00% | +16,270 | New |
| Wells Fargo & Company | 16,295 | $18.9K | 0.00% | +4,928+43.4% | Added |
| Tower Research Capital LLC (TRC) | 17,968 | $20.8K | 0.00% | +14,467+413.2% | Added |
| Deuterium Capital Management, LLC | 18,019 | $20.9K | 0.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 18,170 | $21.1K | 0.00% | +119+0.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 18,204 | $21.1K | 0.01% | +5,742+46.1% | Added |
| Two Sigma Securities, LLC | 19,492 | $22.6K | 0.00% | +19,492 | New |
| Cresset Asset Management, LLC | 20,000 | $23.2K | 0.00% | +9,107+83.6% | Added |
| Corebridge Financial, Inc. | 20,734 | $24.1K | 0.00% | +20,734 | New |
| Virtu Financial LLC | 22,552 | $26.0K | 0.00% | +11,364+101.6% | Added |
| Goldman Sachs Group Inc | 24,419 | $28.3K | 0.00% | +10,339+73.4% | Added |
| Alliancebernstein L.P. | 25,720 | $29.8K | 0.00% | +7,140+38.4% | Added |
| Bank of America Corp | 26,774 | $31.1K | 0.00% | +8,614+47.4% | Added |
| JPMorgan Chase & Co | 32,404 | $37.6K | 0.00% | −28,994−47.2% | Reduced |
| Cerity Partners LLC | 36,123 | $41.9K | 0.00% | +36,123 | New |
| Rhumbline Advisers | 41,844 | $48.5K | 0.00% | +2,955+7.6% | Added |
| Nuveen Asset Management, LLC | 42,753 | $49.6K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 52,161 | $60.5K | 0.00% | +8,482+19.4% | Added |
| Millennium Management LLC | 75,592 | $87.7K | 0.00% | −25,856−25.5% | 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 |
| Morgan Stanley | 86,399 | $100.2K | 0.00% | −70,073−44.8% | Reduced |
| Charles Schwab Investment Management Inc | 97,783 | $113.4K | 0.00% | +25,363+35.0% | Added |
| Invesco Ltd. | 106,521 | $123.6K | 0.00% | +63,787+149.3% | Added |
| Allianz Asset Management GmbH | 150,000 | $124.4K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 125,174 | $145.2K | 0.00% | +113,293+953.6% | Added |
| MTM Investment Management, LLC | 128,570 | $149.1K | 0.06% | +103,570+414.3% | Added |
| Bank of New York Mellon Corp | 178,261 | $206.8K | 0.00% | +11,085+6.6% | Added |
| SkyView Investment Advisors, LLC | 199,204 | $231.0K | 0.04% | 00.0% | Unchanged |
| Phraction Management LLC | 250,000 | $290.0K | 0.11% | 00.0% | Unchanged |
| Northern Trust Corp | 250,641 | $290.7K | 0.00% | +5,940+2.4% | Added |
| Citadel Advisors LLC | 267,373 | $310.2K | 0.00% | +152,568+132.9% | Added |
| State Street Corp | 529,452 | $614.2K | 0.00% | +5,735+1.1% | Added |
| Renaissance Technologies LLC | 555,400 | $644.3K | 0.00% | +59,079+11.9% | Added |
| Formidable Asset Management, LLC | 655,614 | $762.5K | 0.12% | −82,408−11.2% | Reduced |
| Geode Capital Management, LLC | 786,519 | $912.4K | 0.00% | +116,052+17.3% | Added |
| Vanguard Group Inc | 995,507 | $1.15M | 0.00% | +123,109+14.1% | Added |
| Royce & Associates LP | 1,211,400 | $1.41M | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 2,184,812 | $2.53M | 0.00% | +347,644+18.9% | Added |
| Greenhaven Road Investment Management, L.P. | 4,293,312 | $4.98M | 2.31% | −103,304−2.3% | Reduced |
| 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 |