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, Q4 2024
Institutional positions in Marketwise, Inc. as of Dec 31, 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
- 0 vs. Q3 2024
- Shares held
- 11.3M
- −2.44M (−17.7%) vs. Q3 2024
- Total value
- $6.41M
- −$2.76M (−30.1%) vs. Q3 2024
- New holders
- 11
- 22 more added
- Sold out
- 11
- 11 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Marketwise, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 2,743,514 | $1.56M | 0.00% | +442,201+19.2% | Added |
| Vanguard Group Inc | 1,455,461 | $826.7K | 0.00% | +5,285+0.4% | Added |
| Barclays PLC | 959,477 | $544.5K | 0.00% | +907,788+1,756.2% | Added |
| Geode Capital Management, LLC | 841,542 | $477.6K | 0.00% | +22,728+2.8% | Added |
| Greenhaven Road Investment Management, L.P. | 688,665 | $390.8K | 0.15% | −2,834,017−80.5% | Reduced |
| State Street Corp | 531,352 | $301.5K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 510,558 | $289.7K | 0.05% | −55,732−9.8% | Reduced |
| Royce & Associates LP | 500,000 | $283.8K | 0.00% | −623,100−55.5% | Reduced |
| Renaissance Technologies LLC | 351,400 | $199.4K | 0.00% | −140,200−28.5% | Reduced |
| Northern Trust Corp | 301,075 | $170.9K | 0.00% | −3,471−1.1% | Reduced |
| Williams & Novak, LLC | 287,500 | $163.2K | 0.16% | +135,200+88.8% | Added |
| SkyView Investment Advisors, LLC | 199,204 | $113.0K | 0.02% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 186,263 | $105.7K | 0.04% | +55,820+42.8% | Added |
| JPMorgan Chase & Co | 147,228 | $83.6K | 0.00% | +76,460+108.0% | Added |
| Goldman Sachs Group Inc | 147,017 | $83.4K | 0.00% | +72,920+98.4% | Added |
| Morgan Stanley | 126,497 | $71.8K | 0.00% | −11,660−8.4% | Reduced |
| Bank of New York Mellon Corp | 124,007 | $70.4K | 0.00% | −33,443−21.2% | Reduced |
| Eschler Asset Management LLP | 110,851 | $62.9K | 0.15% | +110,851 | New |
| Allianz Asset Management GmbH | 150,000 | $59.4K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 97,783 | $55.5K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 85,005 | $48.2K | 0.00% | +61,254+257.9% | Added |
| Susquehanna International Group, LLP | 55,262 | $31.4K | 0.00% | +37,900+218.3% | Added |
| BNP Paribas Arbitrage, SA | 55,079 | $31.3K | 0.00% | +55,079 | New |
| Citadel Advisors LLC | 54,319 | $30.8K | 0.00% | −93,952−63.4% | Reduced |
| Two Sigma Securities, LLC | 47,254 | $26.8K | 0.00% | +47,254 | New |
| XTX Topco Ltd | 44,849 | $25.5K | 0.00% | +44,849 | New |
| Nuveen Asset Management, LLC | 42,753 | $24.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 41,982 | $23.8K | 0.00% | +14,592+53.3% | Added |
| HRT Financial LP | 37,096 | $21.0K | 0.00% | +37,096 | New |
| Group One Trading, L.P. | 34,722 | $19.7K | 0.00% | +34,618+33,286.5% | Added |
| Citigroup Inc | 31,741 | $18.0K | 0.00% | +3,710+13.2% | Added |
| AQR Capital Management LLC | 30,379 | $17.2K | 0.00% | +30,379 | New |
| Rhumbline Advisers | 29,413 | $16.7K | 0.00% | −16,449−35.9% | Reduced |
| Alliancebernstein L.P. | 27,350 | $15.5K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 23,185 | $13.2K | 0.00% | +4,803+26.1% | Added |
| SG Americas Securities, LLC | 23,598 | $13.0K | 0.00% | +11,062+88.2% | Added |
| Wells Fargo & Company | 22,365 | $12.7K | 0.00% | +5,480+32.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 22,159 | $12.6K | 0.00% | +3,718+20.2% | Added |
| Tower Research Capital LLC (TRC) | 20,318 | $11.5K | 0.00% | +5,875+40.7% | Added |
| Corebridge Financial, Inc. | 19,497 | $11.1K | 0.00% | −1,109−5.4% | Reduced |
| Deuterium Capital Management, LLC | 18,019 | $10.2K | 0.03% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,037 | $9.00K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,943 | $9.00K | 0.00% | +15,943 | New |
| Invesco Ltd. | 13,581 | $7.71K | 0.00% | +400+3.0% | Added |
| FMR LLC | 13,374 | $7.59K | 0.00% | +10,172+317.7% | Added |
| Harbor Investment Advisory, LLC | 13,000 | $7.38K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 12,736 | $7.23K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,046 | $6.27K | 0.00% | +11,046 | New |
| Royal Bank of Canada | 5,845 | $3.00K | 0.00% | +1,051+21.9% | Added |
| Steward Partners Investment Advisory, LLC | 3,905 | $2.22K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 3,600 | $2.04K | 0.00% | +3,600 | New |
| Simplex Trading, LLC | 3,613 | $2.00K | 0.00% | +3,613 | New |
| Legal & General Group Plc | 3,002 | $1.70K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 2,792 | $1.58K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,073 | $1.00K | 0.00% | +1,501+262.4% | Added |
| Ameritas Investment Partners, Inc. | 1,277 | $725 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 784 | $445 | 0.00% | +784 | New |
| Oliver Lagore Vanvalin Investment Group | 289 | $164 | 0.00% | −4,995−94.5% | Reduced |
| Sterling Capital Management LLC | 105 | $60 | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 583 | $0 | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 0 | $0 | 0.00% | −442,400−100.0% | Sold out |
| Phraction Management LLC | 0 | $0 | 0.00% | −167,187−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −102,006−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −64,525−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −30,816−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,076−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −18,488−100.0% | Sold out |
| Nisa Investment Advisors, LLC | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −29−100.0% | Sold out |