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, Q3 2024
Institutional positions in Marketwise, Inc. as of Sep 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
- 60
- +5 vs. Q2 2024
- Shares held
- 13.8M
- +2.12M (+18.1%) vs. Q2 2024
- Total value
- $9.18M
- −$4.32M (−32.0%) vs. Q2 2024
- New holders
- 11
- 20 more added
- Sold out
- 6
- 17 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Greenhaven Road Investment Management, L.P. | 3,522,682 | $2.35M | 1.00% | −770,630−17.9% | Reduced |
| BlackRock, Inc. | 2,301,313 | $1.54M | 0.00% | +2,301,313 | New |
| Vanguard Group Inc | 1,450,176 | $968.7K | 0.00% | +454,669+45.7% | Added |
| Royce & Associates LP | 1,123,100 | $750.6K | 0.01% | −88,300−7.3% | Reduced |
| Geode Capital Management, LLC | 818,814 | $547.3K | 0.00% | +32,295+4.1% | Added |
| Formidable Asset Management, LLC | 566,290 | $378.5K | 0.06% | −89,324−13.6% | Reduced |
| State Street Corp | 531,352 | $355.1K | 0.00% | +1,900+0.4% | Added |
| Renaissance Technologies LLC | 491,600 | $328.5K | 0.00% | −63,800−11.5% | Reduced |
| Cerity Partners LLC | 442,400 | $295.7K | 0.00% | +406,277+1,124.7% | Added |
| Northern Trust Corp | 304,546 | $203.5K | 0.00% | +53,905+21.5% | Added |
| SkyView Investment Advisors, LLC | 199,204 | $133.0K | 0.02% | 00.0% | Unchanged |
| Phraction Management LLC | 167,187 | $111.7K | 0.04% | −82,813−33.1% | Reduced |
| Bank of New York Mellon Corp | 157,450 | $105.2K | 0.00% | −20,811−11.7% | Reduced |
| Williams & Novak, LLC | 152,300 | $101.8K | 0.09% | +74,360+95.4% | Added |
| Citadel Advisors LLC | 148,271 | $99.1K | 0.00% | −119,102−44.5% | Reduced |
| Morgan Stanley | 138,157 | $92.3K | 0.00% | +51,758+59.9% | Added |
| MTM Investment Management, LLC | 130,443 | $80.4K | 0.03% | +1,873+1.5% | Added |
| Allianz Asset Management GmbH | 150,000 | $70.5K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 102,006 | $68.2K | 0.00% | −23,168−18.5% | Reduced |
| Charles Schwab Investment Management Inc | 97,783 | $65.3K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 74,097 | $49.5K | 0.00% | +49,678+203.4% | Added |
| JPMorgan Chase & Co | 70,768 | $47.3K | 0.00% | +38,364+118.4% | Added |
| Millennium Management LLC | 64,525 | $43.1K | 0.00% | −11,067−14.6% | Reduced |
| Barclays PLC | 51,689 | $34.5K | 0.00% | +37,347+260.4% | Added |
| Rhumbline Advisers | 45,862 | $30.6K | 0.00% | +4,018+9.6% | Added |
| Nuveen Asset Management, LLC | 42,753 | $28.6K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 30,816 | $20.6K | 0.00% | +30,816 | New |
| Citigroup Inc | 28,031 | $18.7K | 0.00% | +19,417+225.4% | Added |
| Bank of America Corp | 27,390 | $18.3K | 0.00% | +616+2.3% | Added |
| Alliancebernstein L.P. | 27,350 | $18.3K | 0.00% | +1,630+6.3% | Added |
| ExodusPoint Capital Management, LP | 25,076 | $17.0K | 0.00% | +25,076 | New |
| Fiducient Advisors LLC | 25,000 | $16.7K | 0.00% | +25,000 | New |
| Jane Street Group, LLC | 23,751 | $15.9K | 0.00% | −28,410−54.5% | Reduced |
| Corebridge Financial, Inc. | 20,606 | $13.8K | 0.00% | −128−0.6% | Reduced |
| Cresset Asset Management, LLC | 20,000 | $13.4K | 0.00% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 18,488 | $12.4K | 0.02% | +18,488 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 18,441 | $12.3K | 0.00% | +2,171+13.3% | Added |
| UBS Group AG | 18,382 | $12.3K | 0.00% | +6,507+54.8% | Added |
| Deuterium Capital Management, LLC | 18,019 | $12.0K | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 17,362 | $11.6K | 0.00% | +17,362 | New |
| Wells Fargo & Company | 16,885 | $11.3K | 0.00% | +590+3.6% | Added |
| Price T Rowe Associates Inc | 16,037 | $11.0K | 0.00% | +16,037 | New |
| Tower Research Capital LLC (TRC) | 14,443 | $9.65K | 0.00% | −3,525−19.6% | Reduced |
| Invesco Ltd. | 13,181 | $8.81K | 0.00% | −93,340−87.6% | Reduced |
| Harbor Investment Advisory, LLC | 13,000 | $8.69K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 12,736 | $8.51K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,536 | $8.00K | 0.00% | +12,536 | New |
| Oliver Lagore Vanvalin Investment Group | 5,284 | $3.53K | 0.00% | −12,920−71.0% | Reduced |
| Royal Bank of Canada | 4,794 | $3.00K | 0.00% | +1,169+32.2% | Added |
| Steward Partners Investment Advisory, LLC | 3,905 | $2.61K | 0.00% | −49−1.2% | Reduced |
| FMR LLC | 3,202 | $2.14K | 0.00% | −547−14.6% | Reduced |
| Legal & General Group Plc | 3,002 | $2.01K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,792 | $1.87K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,277 | $853 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 867 | $579 | 0.00% | +867 | New |
| Sterling Capital Management LLC | 105 | $70 | 0.00% | +105 | New |
| Group One Trading, L.P. | 104 | $69 | 0.00% | −959−90.2% | Reduced |
| Capital Performance Advisors LLP | 29 | $19 | 0.00% | +29 | New |
| Amalgamated Bank | 583 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 572 | $0 | 0.00% | +184+47.4% | Added |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −77,940−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,552−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,492−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −18,170−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −12,555−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −10,839−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |