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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 583 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 572 | $0 | 0.00% | +184+47.4% | Added |
| Capital Performance Advisors LLP | 29 | $19 | 0.00% | +29 | New |
| Group One Trading, L.P. | 104 | $69 | 0.00% | −959−90.2% | Reduced |
| Sterling Capital Management LLC | 105 | $70 | 0.00% | +105 | New |
| Nisa Investment Advisors, LLC | 867 | $579 | 0.00% | +867 | New |
| Ameritas Investment Partners, Inc. | 1,277 | $853 | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,792 | $1.87K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 3,002 | $2.01K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,202 | $2.14K | 0.00% | −547−14.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,905 | $2.61K | 0.00% | −49−1.2% | Reduced |
| Royal Bank of Canada | 4,794 | $3.00K | 0.00% | +1,169+32.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 5,284 | $3.53K | 0.00% | −12,920−71.0% | Reduced |
| SG Americas Securities, LLC | 12,536 | $8.00K | 0.00% | +12,536 | New |
| New York State Common Retirement Fund | 12,736 | $8.51K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 13,000 | $8.69K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 13,181 | $8.81K | 0.00% | −93,340−87.6% | Reduced |
| Tower Research Capital LLC (TRC) | 14,443 | $9.65K | 0.00% | −3,525−19.6% | Reduced |
| Price T Rowe Associates Inc | 16,037 | $11.0K | 0.00% | +16,037 | New |
| Wells Fargo & Company | 16,885 | $11.3K | 0.00% | +590+3.6% | Added |
| Susquehanna International Group, LLP | 17,362 | $11.6K | 0.00% | +17,362 | New |
| Deuterium Capital Management, LLC | 18,019 | $12.0K | 0.02% | 00.0% | Unchanged |
| UBS Group AG | 18,382 | $12.3K | 0.00% | +6,507+54.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 18,441 | $12.3K | 0.00% | +2,171+13.3% | Added |
| Ground Swell Capital, LLC | 18,488 | $12.4K | 0.02% | +18,488 | New |
| Cresset Asset Management, LLC | 20,000 | $13.4K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 20,606 | $13.8K | 0.00% | −128−0.6% | Reduced |
| Jane Street Group, LLC | 23,751 | $15.9K | 0.00% | −28,410−54.5% | Reduced |
| Fiducient Advisors LLC | 25,000 | $16.7K | 0.00% | +25,000 | New |
| ExodusPoint Capital Management, LP | 25,076 | $17.0K | 0.00% | +25,076 | New |
| Alliancebernstein L.P. | 27,350 | $18.3K | 0.00% | +1,630+6.3% | Added |
| Bank of America Corp | 27,390 | $18.3K | 0.00% | +616+2.3% | Added |
| Citigroup Inc | 28,031 | $18.7K | 0.00% | +19,417+225.4% | Added |
| Engineers Gate Manager LP | 30,816 | $20.6K | 0.00% | +30,816 | New |
| Nuveen Asset Management, LLC | 42,753 | $28.6K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 45,862 | $30.6K | 0.00% | +4,018+9.6% | Added |
| Barclays PLC | 51,689 | $34.5K | 0.00% | +37,347+260.4% | Added |
| Millennium Management LLC | 64,525 | $43.1K | 0.00% | −11,067−14.6% | Reduced |
| JPMorgan Chase & Co | 70,768 | $47.3K | 0.00% | +38,364+118.4% | Added |
| Goldman Sachs Group Inc | 74,097 | $49.5K | 0.00% | +49,678+203.4% | Added |
| Charles Schwab Investment Management Inc | 97,783 | $65.3K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 102,006 | $68.2K | 0.00% | −23,168−18.5% | Reduced |
| Allianz Asset Management GmbH | 150,000 | $70.5K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 130,443 | $80.4K | 0.03% | +1,873+1.5% | Added |
| Morgan Stanley | 138,157 | $92.3K | 0.00% | +51,758+59.9% | Added |
| Citadel Advisors LLC | 148,271 | $99.1K | 0.00% | −119,102−44.5% | Reduced |
| Williams & Novak, LLC | 152,300 | $101.8K | 0.09% | +74,360+95.4% | Added |
| Bank of New York Mellon Corp | 157,450 | $105.2K | 0.00% | −20,811−11.7% | Reduced |
| Phraction Management LLC | 167,187 | $111.7K | 0.04% | −82,813−33.1% | Reduced |
| SkyView Investment Advisors, LLC | 199,204 | $133.0K | 0.02% | 00.0% | Unchanged |
| Northern Trust Corp | 304,546 | $203.5K | 0.00% | +53,905+21.5% | Added |
| Cerity Partners LLC | 442,400 | $295.7K | 0.00% | +406,277+1,124.7% | Added |
| Renaissance Technologies LLC | 491,600 | $328.5K | 0.00% | −63,800−11.5% | Reduced |
| State Street Corp | 531,352 | $355.1K | 0.00% | +1,900+0.4% | Added |
| Formidable Asset Management, LLC | 566,290 | $378.5K | 0.06% | −89,324−13.6% | Reduced |
| Geode Capital Management, LLC | 818,814 | $547.3K | 0.00% | +32,295+4.1% | Added |
| Royce & Associates LP | 1,123,100 | $750.6K | 0.01% | −88,300−7.3% | Reduced |
| Vanguard Group Inc | 1,450,176 | $968.7K | 0.00% | +454,669+45.7% | Added |
| BlackRock, Inc. | 2,301,313 | $1.54M | 0.00% | +2,301,313 | New |
| Greenhaven Road Investment Management, L.P. | 3,522,682 | $2.35M | 1.00% | −770,630−17.9% | Reduced |
| 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 |