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